just had a flick through. Funnily enough, this $45bn figure was based on the coal conversion to oil at just one EL. It's unwise for us to put any $ figures on atm until management start JORCing. This is going to be over the next 3-6 months. I am pleased that a ground floor opp. like this still exists in coal/CSG!
MPO - another CSG favourite of mine is moved now beyond groundfloor to aspiring midcap.
SXP
sapex limited
just had a flick through. Funnily enough, this $45bn figure was...
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