ok, let's assume 1.8M Tons IF PUDZ gets the 6 mines deal (we'll know next week, if they got the deal, price may double within a day or two I guess?).
How much has LLFH got?
-planned 88% capacity inc by April 2010 of its current 2 mines to 450K tons
-Laos mine operational End 2009 with 200K Tons
-65% interest in 4th mine (Tian Ri) slated for operation in 2011, assumed capacity= 300K tons to be compliant, 65%x300= 195K Tons
-interested in buying 65% interest in Hon Shen's coking facilities, assumed capacity= 300K tons, 65%x300= 195K Tons
Total LLFH capacity by 2011= 450+200+195+195=1,040 K Tons
not counting any further acquisition within next 2 years.
not sure about CHGY. Can you provide info about their capacity so we can compare the three? Thanks.