China Growth Stocks

[GorillaGorilla]

LLFH vs NEP

IF NEP gets a new lease then I would say this would be the one. But it's the IF... they've been working on it.. when they got their last lease there hadn't been $150 barrells of oil. Without that you have to look at some of the money they are making next year as discontinued. I think were looking, without a new lease, at a $10 stock or 100% ish upside.

LLFH has a conservative upside of 100% ish but the other numbers they showed at the presentation implied that the coking facility profits weren't going into the estimate and it could do a lot more, something more like the $1.30. In addtion they have the cash on the balance sheet - and to me it's more about what asset the get next rather than if they get the asset.

I actually own more NEP at this time because I have all 3 coal stocks. I trust both of the management teams to pull off good deals in the coming years.

rich