SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: DinoNavarre who wrote (40976)1/9/2011 12:04:11 PM
From: Paul Senior  Read Replies (3) of 78741
 
DinoNavarre, re. coking coal. I'd forgotten about that coal company. In past, Gujaret's been hard for me to pin down as to its value.

As a speculation I hold Rey Resources in Western Australia -- Gujaret is a major stockholder. But REY is thermal, and I'm with you in looking for met coal - met coal primarily being in the flooding area of Australia.

I continue to look. All the small companies I'm seeing seem to have already climbed in price. Expectations are high.

As of right now I may just stick with US steel producers with locked in met supplies, and with US coking coal exporters. While shares in these companies have already moved up too, here I would hope they may not have the large volatility that one might experience with dinky small foreign companies that may be momentum plays now. (i.e. maybe less risk for less gain with the big players)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News