Coal Message Board - Msg: 21605015

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Gold/Mining/Energy : Coal

COAL 23.12

+2.4%

Dec 11 4:00 PM EST

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From: Taikun	8/15/2005 10:17:31 AM
	of 2032

ICGC will be my core coal position (ICGC is not a communications company, the Yahoo Finance info is wrong. ITCL's ticker changed) Anyway, I have run the reserves (315m tons met and 572m tons steam coal) and using FDG (met, $4.11/ton) and ARLP (steam, $3.53/ton) EVs I get 70% upside in ICGC. I accounted for the addl dilution at IPO for the Anker acquistion and used the Anker reserves in the valuation. I think FDG's valuation may be too high as it is a trust. Does anyone else know any met pureplays I can run the reserves number on?

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