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Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?


To: philv who wrote (119637)6/22/2008 10:17:27 AM
From: maxncompany  Respond to of 312672
 
Yes, there's not a shortage of coal in the ground. But demand is high and production has had trouble keeping up with demand. Demand looks only to increase, with China especially desparate for energy.



To: philv who wrote (119637)6/22/2008 11:49:12 AM
From: koan  Read Replies (1) | Respond to of 312672
 
This basket of Sask coal and potash momo puppies will move together. As one entity. The advantage of the basket is that no one has any idea where one may find a bonanza. Impossible, only two holes have been drilled.

So on GXS and speculation they will move up together, but at any time one of them could hit something big and go ballistic like GXS EXCEPT we have no way of knowing which one it will be.

My philosophy on playing area plays like this one

The Sask coal momo puppies are just getting going:

WGF 1.05, BTT .83, SMI .63, Nag .41, CAJ .41, CDB .20, WCU .16, KEX .24



To: philv who wrote (119637)6/22/2008 11:50:44 AM
From: Proud Deplorable  Respond to of 312672
 
Coal shortages:

Global
business.inquirer.net

China
timesonline.co.uk
english.hanban.edu.cn

India
timesofindia.indiatimes.com
financialexpress.com
thehindubusinessline.com

Australia and New Zealand
stuff.co.nz
"Investment bank Macquarie expects a shortage of coal for steelmaking to last several years."

Indonesia
forbes.com

USA
taipanpublishinggroup.com

Australia
taipeitimes.com

South Africa
todaysfinancialnews.com

Phillipines
bayan-natin.blogspot.com

SHORTAGE OF COAL HOLDS UP WAR SUPPLY;
query.nytimes.com