Beardozer, I think there may be a number of us who have made this a significant % of their portfolio.
It's my second highest holding and I'm holding for the divis.
Gonna need the second HWM in operation and metcoal price to raise and stabilise.
But I'm also hoping we can expand our customer base to ensure increased production is not sitting in a stockpile.
Or a big customer wanting to buy the whole package off us!!!
GLA
Wooden top was how she was referred to in a recent wedding speech I heard.
It really landed well....it just fits for me.
I honestly don't think she has an original idea.
I think she feels being part of a Think tank gives her the all clear to implement what the think tank thinks.
I'm seriously worried because the team that backed her were backing every other leaders "thinks" and now are saying those thinks we're wrong and these thinks are right.
Heh ho.
She enjoys being argumentative / confrontational apparentley.
In my opinion there may be some holdback due to no confirmation of the second HWM in operation.
The permit only guarantees the increased area available to be mined and the authority to operate the HWM.
We need the HWM capability to get coal out at increased rate.
Cmon Bnes Creek / AW give us the additional news of second HWM in operation as soon as its doing meaningingful work
GLA
Penstock, I understand how you may feel regarding some comments from various posters.
You come across as a genuine person and I agree with the words of Cuvio. There will be many silent viewers of this BB who would miss your research.
We all have differing ability or time to hunt out some of the detail you have uncovered.
If you have a sabbatical of what ever length I for one will miss your input.
I'm sure many others will also.
Try not to take some responses or comments too much to heart, however I don't blame you whatever you decide, but do hurry back once we are witnessing the upside which isn't too far off.
ATB and GLA
Well, if the SP rise is due to an attempt on Vlad (uncorroborated) the SP should continue to improve, but we are still looking for the real news to land.
I await either news in the same way I have for the last 6 months or so, .... patiently.
GLA
Pens...Thanks for the infoon the potential strikes. Thats puts my mind at ease somewhat as to why the drop.
I am conscious that some of my comments may seem to be de-ramping but I can honestly say these are my internal questions being expressed. Apologies to anyone who feels I have been deramping.
I'm in Ben for a fair % of my portfolio on my own research, the JS sell off and coke price decline caught me out a little but it hasn't impacted my belief of what BEN may deliver over the longer term. I was just so impressed with the short term rises I didnt see the potential humps in the road.
Wiser now and a bit more mindful of what can happen in the shorter term.
GLA
Coke prices up 8% over last 3 weeks and we're still dropping and small recoveries in SP quickly eaten away again.
Thoughts .....anyone?
It can't be the Permit , surely! our existing one was good enough for what we are currently on the coal front and the price of it is going up.
Forrest,
We're not sure of what we are seeing but there's a tactical withdrawal to achieve the effect you have identified, but you generally take your equipment with you.
If the MSM is to be believed there have been instances of rout and significant equipment left behind.
We need to see where they put their new defensive lines for winter, and then obviously what happens on the world stage and possibly a revised spring offensive by either side.
Hopefully politics will play it's part and a solution is found.