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Gold/Mining/Energy : Coal
COAL 21.84+1.4%Dec 2 4:00 PM EST
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To: Spekulatius who wrote (203)1/5/2006 9:14:52 AM
From: Sam Citron  Read Replies (1) of 2031
 
it looks like ICO is more expensive based on common valuation metrics like PE, EV/EBITDA, P/S, US$/ton of coal etc.

That makes no sense to me, as Wilbur is a shrewd distressed company investor and consolidator. It is likely that the value of ICO is simply not showing up in the crude indicators you are tracking. The fact that the mines he bought were freed from pension obligation obligations, for example, is a substantial competitive advantage.

Sam
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