Nope I'm not.
I think the Peabody trial at Wilpinjong is excellent - there is real possibility of a multi-site framework type agreement to supply their various coal mines around the world... Its extremely hard to break into a crowded market and win, lets hope sales snowball from here on in...
I liked the 4C, outflows reducing to only 170k - literally 1 more 200-300k sales order will have them close to break-even based on economies of scale... Why buy a coal mine when you can sell picks and hammers to them for a profit?
Ann: SciDev November 2018 Investor Presentation, page-3
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