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https://twitter.com/MiningGrade/status/1628393791366262792The koala has heard mgmt team’s verbally say what the range of targeted recoveries are based on similar deposits/peers but never put in a news release until met work empirically proved it. Metallurgy is show don’t tell. Btw, how did they come up with that recovery range? 2/n
https://twitter.com/OneMoreif/status/1599616250770255874The world requires a certain amount of energy to function economically and just practically. And oh btw, that goes UP with economic growth despite innovation and thrifting (aint Jevons paradox a bitch, aint the koala right guys?)
https://twitter.com/thebiglong9/status/1587729257370984448
https://twitter.com/YellowLabLife/status/1579949776002777089The one key pushback to the koala's longer term observation which is TOTALLY VALID is "dude, look at CCJ EV/EBITDA & P/NAV, buybacks don't make sense, neither to dividends. If you got a growth multiple, use it or lose it."
https://twitter.com/nyetjgoldblum/status/1569136592077598720
https://twitter.com/Edark94/status/1558066955613093891
https://twitter.com/thebiglong9/status/15339402250046668842) Given the cash generation at these coking coal prices, and Don's commentary about the buybacks suggesting qtrly updates/reviews, is there a soft target for YE net debt? What is it? 2/n