Puda Coal Inc (PUDA)

[viking86]

"No way would I sell PUDC to buy LLFH though.."

short term you may be right, PUDC does much more revenue than LLFH and will be on a big board tomorrow. But it has a very low net margin from its coal washing business (6 to 7%!), has only 18% interest in a coal mine (the 6-mine deal is still uncertain), so it makes $$ mainly by washing coal supplied by others. LLFH is vertically integrated, mines and washes its coal, does coking, plus it has its own wholesale business, a larger geographical footprint and a much higher net margin (26%+-). In a few years LLFH will be much much bigger than PUDZ. JMHO