China Growth Stocks

[GorillaGorilla]

LLEN - think they are holding back there - as we all know they are going to do $1.10 ish for FY10. They have a run rate for the last 2 quarters of 33 and 34 cents - it's not unresonable to assume it's in the $1.20 to 1.30 range already - they sold that coking mine so perhaps some of that earnings need filling in?

If we do the same for revenue they have run rate of $140M so $218 would be a step up.

Hmm.... either lower net margins or they are sandbagging.

rich