Not too many juniors with Tier 1 coal assets out there. For this reason I hold. The majors are likely to be interested in Lublin at some point and this may force Bogdanka's hand eventually.
Coking coal also likely to recover before thermal coal (and promoting it as a coking coal mine will avoid most of the noise around climate change and need for renewables)
JP Morgan 10.42% (15,619,723 shares), page-8
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