Yes Iceman, CLR's GW project is a leveraged play on higher AUD HCC prices as it doesn't sit on low end of cost curve.
The current $50M cap is irrelevant as the market is only going to focus on the required $500-$600M to get it started.
Bluff has some ST upside but not a company maker.
Yes Iceman, CLR's GW project is a leveraged play on higher AUD...
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