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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?


To: Ed Ajootian who wrote (43408)5/4/2005 5:55:14 PM
From: Crossy  Read Replies (3) | Respond to of 206325
 
re: Coal

Ed,
intersting take by RJ.. I'd like to add that China's energy backbone is still built on coal powered energy plants. Since transportation cost is a big component on lower value per pound goods such as coal (lower than gold or microchips per unit of weight for sure) I guess one should try to find coal mining firms with concessions next to China .. like Mongolia, Australia, Papua, Indonesia, East Timor !

jmho
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