I think SMR is the closest peer comparison for BRL.
I switched out of BRL when the RCPS decision was announced and put my coal funds into SMR.......turned out to be an exceptional decision.
Have now switched back to BRL........
Whilst SMR are hoping to up ramp coal production they may well not be able to achieve this.
They rely heavily on shared infrastructure both rail and port.
This infrastructure has quite a bottle neck at the port.
Also SMR has a high % of thermal coal which until the very recent price spike was exported at a loss as they have no domestic market for it.
Comparing SP to fundamentals I think BRL has much more upside.
The truly disturbing thing!, page-5
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80.0¢ |
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