CKA 1.56% 6.3¢ cokal limited

CKA vs Others

  1. 6,444 Posts.
    lightbulb Created with Sketch. 12
    Hi SJ & all,
    Given the water under the bridge (or the lack of it) over the past 6 months , what do you think of CKA vs TIG
    as a 2 year investment?

    I hold shares in both.

    Has CKA management got the wherewithal & nous to realise the company's potential in the foreseeable future
    or is the jury still out.

    I must admit that when I look at both companies I can make better fundamental sense out of TIG than CKA
    despite TIG's narrow shipping window.

    Given that the market is supposed to look forward, what do you think of both prospects:
    -jurisdictions/locations
    -tenements... share etc
    -coal quality
    -price
    -future volumes
    -ramp-up timing
    -COP
    -future finance prospects
    -management
    -etc.

    I'd appreciate comment.
    MM
    Last edited by moorookamick: 22/03/18
 
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