AHQ 13.6% 12.5¢ allegiance coal limited

Ann: Tenas Met Coal Project Description and Production Target, page-6

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  1. 1,310 Posts.
    lightbulb Created with Sketch. 20
    An offtake/finance agreement would be great,
    Some wording in the latest release "A Desire, by the shareholders and potential offtake partners" certainly alludes to that.
    Market took the announcement well, and looked like some programmed buying in there too,

    might get more info when when the DFS comes out in Q4.

    Still a low Startup cap, resource size is ok, coal quality is alright. but the opex is really low, can be very profitable!

    whereas PAK has a much bigger resource, better quality coke, but it will be a big operation and higher costs. (but also the chance of a buyout by bigger players)

    Anyway good too see some life on this board.
 
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