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Re: Drexion2004 post# 26663

Wednesday, 01/27/2010 2:05:31 AM

Wednesday, January 27, 2010 2:05:31 AM

Post# of 94785
LLEN: I copied these quotes directly from the Redchip research report via the link you provided. You make a compelling point and I am not inferring LLEN isn't a good play but I just don't believe this company will achieve the 12 month rose colored forcast that Redchip has predicted. They even said it themselves in their report that the coal washing business is low margin and they expect to beef up the margin by supplying their own coal. I guess I am spoiled and want an investment that will be more shareholder friendly and not have a rash of dilutions financing their business expansions as the be all do all answer. All it takes is one bad acquision deal to screw up a good thing and with Crane at the forefront of this business, well ... I'll leave it at that. I believe NEP or even LPIH is a better investment than LLEN long term but I wouldn't kick LLEN out of bed for eating crackers either. The problem with these Amigos is they are ALL good and it's hard to choose which particular one you think will outperform. It's a good problem to have though ;)

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