Until PUDA does its financing, i'd much rather own LLFH...Thats why my LLFH position is significantly larger than my PUDA one. Plus PUDA never got below $5.2, so LLFH was significantly cheaper when I added to my core position.
Once we know at what price they will raise the cash needed for the phase-1 consolidation, my coal percentage allocations will change i'm sure.