China Growth Stocks

[GorillaGorilla]

It's worth checking if any of the owners are contesting the aquisition though - given that's there's 8 you'd think that some would be running smoother than others. Even if they weren't PUDA is only priced on it's current business.

I'm particulary intersted in the fact that China is being an importer of Coal... the affect on Iron ore price increases in recent years have been quite outstanding - given the lead time to get a mine going I can't help but think it's going to be a good sector going forward.

The higher efficiencies should be interesting... if coal mines were only 40% efficient and 60% efficiency is possible then surely some of that will end up on bottom line? I guess it depends how costly it is to get that 20%... hmm...

rich