5SH, I actually suggested the TVN guys get in contact with you regarding coal quality. Then reading your comments on AVA and you have done so on AVA's thread, put your points forward. I hold both AVA and HDG, two totally different companies and HDG is far superior in coal quality (i know that!).
For TVN holders, just to place some balance on AVA coal quality & there project is being approached in two directions (domestic supply & export). The best snap shot is to look at this presentation link (Botswanna Resource Conference 2011) and you will see what it is about & treatments, slides 8 & 9 especially.
http://avivacorp.com.au/investors-and-media/presentations/
HDG have a great presentation on the web and show its comparison to other plays in the area, including AVA (but remember AVA have a massive opportunity in West Kenya :) )
Here is the link for HDG (slide 15 is worth a look of the Investors April 2011 presentation):
http://www.hodgesresources.com.au/#/presentations/4534369211
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