Citi did an interesting detailed report in July along those lines. Even though they are just desk top commentators rather than have a geniune understanding of direct client demand from India/China, they are very bullish on thermal coal LT. It happens to be consistent will my contacts views.
http://m.theaustralian.com.au/OpinionNews/pg/0/fi323370.htm
Citi did an interesting detailed report in July along those...
-
- There are more pages in this discussion • 1 more message in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
