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.
SGZH...Even at a PE of 5 SGZH would be trading @ $17.50 based on a FY2011 EPS estitmate of $3.50. That would be a 140% increase from today's current share price of $7.25. My 2011 SGZH EPS estimates may seem high to other's on this board, but by taking a close hard look at the #'s, I think it's easy to see that $3.50++ is NOT a far-fetched EPS number for 2011. Add to that the fact that SGZH runs on a CASH-On-Delivery basis, has basically no A/R, has little to NO LT debt, has NICE improvements in cash flow, has a NICE cash position, has preferred access to certain railways in China, and has a good sized acquisition on the table, and IMO this is one the biggest sleeper's talked about on this board. Also, I have no idea who's holding the 6M+ float, but I do like the fact that for now there seems to be a VERY strong hold on the shares even after a 50% recent run-up. (Of course that could change...you never know). All in all, whether my estimates are high or not, things are definitely looking up with the re-opening of the Xing An coal mine. Hopefully SGZH still has their sights set on an uplisting and that will happen by sometime next year also. Time will tell.
Market Data 
Markets 
AI
