Ride the Tiger with CD Message Board

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Strategies & Market Trends : Ride the Tiger with CD

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To: Boolish who wrote (200924)	7/15/2011 12:03:31 PM
From: Cal Gary	of 313274

The two coal projects are good. I like what John is trying to do, that's getting the coal on a conveyer belt to the east coast ports on economic terms (which is now looking to have its own land mines, not easy.) Once there, PCY gets world prices, that will unlock value big. Then neighboring China customers will pay up. If the coal doesn't get to port, still not bad, operations is simple shovel to bucket and sell to China but at China's terms. The second project is mine mouth electricity generation, which is excellent, just need to know how much customers willing to pay in cents / kWH.

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