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Strategies & Market Trends : Value Investing
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To: Bocor who wrote (46818)2/29/2012 11:26:32 PM
From: Spekulatius   of 78708
 
re ECA

you wrote:
<<Meanwhile, ECA is one of the most efficient producers in North America which means it could survive this shake out better than most. >>

In my opinion, this is not correct. Their all in cost (including DDA) are pretty much in the middle of the pack. The asset sale to Japanese looks great but let's make sure they can close the deal too. I remember that the Chinese got cold feet a while ago with a somewhat similar deal.
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