>>20874420Which dost thou like? I'm very tempted by Thungela, but, boy, is it a mess down there. There was a collision on the rail line recently because Transnet is so poorly run they often don't even know where their trains are on the line. I know I should probably just stick with AMR and HCC, but the temptation is strong when you see such dirt cheap valuations. Cheap for a reason, I know, but it's selling at like 1.2 EV/FCF right now.
