The Presentation basically makes the point that in the next 3-5 years the demand for metallurgical Hi Vol and PCI coal will outpace current production. Additionally, current industry outlays and development for future production (worldwide) will not be able to meet this demand.
They make the case that their cost of production is set and will remain stable even as the expect the price of metallurgical coal will be increasing dramatically.
AREC is poised to take advantage of this situation by having a rate of production that is increasing... and that will continue to ramp up through 2020.
This means that AREC is in an ideal place and will be able to capitalize and thus DISRUPT the current market in a profitable way!!
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