As I've posted elsewhere, I believe the anthracite market (especially in South Africa) is somewhat isolated from the fallout in bulk commodities, because it is effectively a cost reducer for end users. After all, the real problem right now is a softening of demand, and therefore prices, for the products our target customers produce....so I would assume they would be actively trying to reduce their input costs (eg by using lower cost anthracite) as much as they can.
HWK Price at posting:
11.0¢ Sentiment: Buy Disclosure: Held