tag:blogger.com,1999:blog-3346967675553212950.post5964231029117869649..comments2010-03-07T17:33:41.953-06:00Comments on Stone Fox Capital Advisors: Japan Paying $200/mt for Coking Coal?Stonefoxcapitalhttp://www.blogger.com/profile/00583540825602471042stonefox27@ymail.comBlogger2125tag:blogger.com,1999:blog-3346967675553212950.post-43215311733190838382010-03-07T17:33:41.948-06:002010-03-07T17:33:41.948-06:00It was part the halo, but also the fact that manag...It was part the halo, but also the fact that management gave a presentation on Thursday where they confirmed 2010 guidance of 1.1 to 1.50. They also provided some info on the other 6 mines they plan to consolidate so that was most likely the catalyst. It does seem like 1999 with the dotcoms but these companies actually have real earnings and valuable assets. Heck PUDA is buying these mines at 2x Stonefoxcapitalhttp://www.blogger.com/profile/00583540825602471042noreply@blogger.comtag:blogger.com,1999:blog-3346967675553212950.post-40706569963379867622010-03-05T15:36:44.083-06:002010-03-05T15:36:44.083-06:00I saw that too. Talk about a strange situation - ...I saw that too. Talk about a strange situation - especially with China backing off on coal. Or so I thought. <br /><br />Monster day on PUDA today - I wonder if the SCOK halo effect hit it.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.com