RT @respeculator: Coal deals in the past ~6mths 1. AngloCoal - US$3.9bn for ~9mtpa (US$433/t - met coal) 2. Kestrel - US$2.4bn for ~4.8mtpa (US$500/t - met coal) 3. Malabar - US$1.65bn for ~5.5mtpa (US$300/t - thermal coal) The coal miners are telling you that where they are priced today (<US$200/t) aint right... but then again not sure why $NHC.AX chose to use scrip 🤔
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