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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (37080)	3/26/2010 11:51:58 AM
From: walterenergy	Respond to of 78686

Hi EKS, If I wanted NG diversification, I would buy a NG firm. I was just responding to your reasoning for being interested in CNX for the coal and met coal. I don't know the answer to your question regarding PCX owning mineral rights to potential shale NG reserves. I looked through their 10K and saw no mention of NG reserves. Although they have huge reserves of coal and met coal, I believe PCX to be mismanaged, and frankly have done so much better with my namesake, WLT. However, right now, WLT is much more richly valued (and deservedly so) than PCX. Regards, Walter