Coal Trader, just wondering if you had any thoughts on the recent "rally" in Newcastle from 114 to 132, especially re: what might be driving that and if it might change your outlook from back when you issued the warning on Thermal coal?
I saw the news about Stanmore after earnings. The price came down, so I'm interested in your view of the company. Is it worth a small investment at 3.3AUD?
Has there ever been a restriction on coal exports for environmental reasons- trying to stop export to foreign countries that still use coal? Anything similar to the recent regulations stopping LNG terminal construction?
Coal Trader, just wondering if you had any thoughts on the recent "rally" in Newcastle from 114 to 132, especially re: what might be driving that and if it might change your outlook from back when you issued the warning on Thermal coal?
Coal Trader, any thoughts on AMR earnings? Or is that coming soon?
I saw the news about Stanmore after earnings. The price came down, so I'm interested in your view of the company. Is it worth a small investment at 3.3AUD?
Has there ever been a restriction on coal exports for environmental reasons- trying to stop export to foreign countries that still use coal? Anything similar to the recent regulations stopping LNG terminal construction?
CT - would you recommend holding AMR long term or book some profits now?
dosent get Glencore with the new coal assets interesting here? (though don't know what's going on with copper...)