The article 'CUlater' posted above reappeared in much the same...

The article 'CUlater' posted above reappeared in much the same format today in the AFR.

Going back to locshare11's post ... David Shearwood spoke in one of LNC's early 'limelight' presentations [2010/11??] when he was involved with Atom Funds Management. Loved LNC, loved UCG. I think anything he starts is likely to be well researched .... but undoubtedly he will face all of the same problems i.e. funding.

IPL's problems are real enough ... not a big factor for CNX because too far away from being a supplier short term .... but longer term?... definitely, imo.