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bunky

10/30/09 9:05 AM

#8567 RE: BiotechValues #8566

If you believe what G/S says and China markets will correct in the 2nd qtr, would it not be wise to wait on PUDA till after correction unless you are looking l/t...???


just a thought


Bunky

GorillaGorilla

10/30/09 9:12 AM

#8568 RE: BiotechValues #8566

PUDA + LLFH, PUDA absolutely, as you know, mines currently have capacity of 1.6 Million and are to be increased to 3.2 million tonnes of coal.

Regardless - PPS is as much about growth as current revenue. If PUDA want their PPS to appreciate they need to give a timetable of openings.

Compare that with announcments from LLFH - they knew what coal they had, the capacity, and the effect of revenue. I suspect it helps to make a friendly buyout?

rich