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Sextant SA@sextant_za·Bullish
Load-shedding is basically job security for thermal coal right now, and Exxaro's sitting at R216.91 with decent margins on export coal too. Compare that to what Sasol's dealing with and you start to see why the coal story still has legs longer than most people want to admit. Positioned perfectly for the next few years while everyone else is chasing renewables that don't exist yet.