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Re: Rames post# 62459

Wednesday, 12/08/2010 12:32:50 PM

Wednesday, December 08, 2010 12:32:50 PM

Post# of 94785
PUDA v. SGZH - agreed, also PUDA has larger reserves per share. If you're a coal company, it's all about how much coal you have and how long it is going to take you to get it out of the ground.

PUDA is the best coal play in the space IMO. It is the most capable of attracting institutions that want to play Chinese commodities. SGZH and LLEN are both good plays, but SGZH has some credibility problems and LLEN needs to acquire more coal reserves IMO.

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