Can you give an update on your coal thesis and if you have any different views on the sector now post the European winter. Glencore seems to have set long term contracts with the Japanese at US$200 for NEWC thermal.
Also would appreciate your thoughts on met coal plays SMR.AX, HCC, AMR especially after Glencore potential acquisition of TECK
Hi Ferg
My questions for crux AMA
Can you give an update on your coal thesis and if you have any different views on the sector now post the European winter. Glencore seems to have set long term contracts with the Japanese at US$200 for NEWC thermal.
Also would appreciate your thoughts on met coal plays SMR.AX, HCC, AMR especially after Glencore potential acquisition of TECK
Cheers