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

To: Spekulatius who wrote (46180)	1/13/2012 11:48:23 AM
From: Dennis 3	Respond to of 78525

I am starting a position soon today or Monday. They report earnings Jan. 24 and if it drops to 32 I will add more. All the bad news(coal price's, weather conditions in Australia) are priced in and then some. The acquisiton of ArcelorMittal should be beneficial since it is a higher margin coal. Coal demand is picking up along with prices.

To: Spekulatius who wrote (46180)	1/31/2012 3:59:48 PM
From: Spekulatius	Respond to of 78525

re BTU @ 34.05$- decided to step up and buy a first lot of BTU at 34.05$. Pros: Decent management and operational track record. Good position in Australian coal resources. low cost operator. Cons: Increased leverage (MacArthur acquisition), tiny dividend, headwinds in product prices. This is also a name I want to own and i am willing to average in.