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musing on coal

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SimonPB
Valued Contributor
Is coal really hot ?? http://ow.ly/3RudP
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7 REPLIES 7
Not applicable
Ja, capacity at RBCT is effectilly capped at around 66mtpa thanks to Spoornet, and the big players have gobbled it up - Anglo, BHP, Xtrata, Optimum, etc. So small cap players are increasingly dependent on Maputo. Coal of Africa seems to have lept on this, as Maputo's capacity is now 6mtpa, which should make it the number 1 pick in the small cap sector, IMO
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SimonPB
Valued Contributor
CZA got other issues, specially at Vele .. but that 6mtons is clever ..
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Not applicable
Ja, all they now have to do is min enough to export!
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SimonPB
Valued Contributor
lol, you say that so casual like .. that is usually where they slip up ..
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WR
Regular Contributor
simon.. your take on CZA
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SimonPB
Valued Contributor
typical mining company .. too many; ifs, buts and maybes .. only mining stock I own is BIL ..
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Blik
Super Contributor
Certainly hot in my fireplace Simon....a bit cool in the skuttle though. Hopefully BDM can transport some of that hot coal and climb out of the useless teens!
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