all fair points on coal in Tanzania, including India and already China investment in the region, with this company holding majority of the coalfield, time will tell if the high ash content will be acceptable to plants
my point on China development of nuclear plants is the fact there are no regulatory approvals processes as experienced elsewhere, hence the predictable demand (only from China though, not India).
my point on early to mid focus on uranium is to capitalise on the inevitable upswing in price, monetisation of assets to fund coal development
diluting to develop high ash content coal in next 6 months isnt advised
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