Aussie, Biden, China, Stimulus, Vaccine, IndiaThe Aussie China split is unlikely to heal anytime soon. Meanwhile the US is the go to place for Met coal. The Vaccine is going to make coming to US easy for travellers rather soon, as well as big groups of vaccinated workers.
Biden is going to drive investment north from US coal mines. And India has a huge gap to catch Chinese railway and investment to bring up standard of living.
When we reopen, and when we go longwall, the current stock price will match the dividend I think. Here's to educated guesses. Cheers.