5 Comments
Mar 18Liked by The Coal Trader

Today Thungela announced 2023 results. In the Annual report two things bother me:

- based on guidance Australian costs are around AUD 150, so if prices stay where they're now, or go further down :( , they'll operate at loss,

- the marketing agreement ends and in H2 they're on their own. Will they be able to execute better or worse?

Do you have any comments on these?

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Mar 18Liked by The Coal Trader

Hi CT. You've got 2 articles about Bathurst Resources which I really liked, as they'll grow considerably with their Canadian projects. I made some research and find them quite cheap, so I initiated a starter position. Can you share your thoughts of the company?

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