L&L Energy, Inc. LLEN

Sorry guys, sideways

[barsolid]

NOthing else to add, other than sideways is a lot better than a lot of other current outcomes.

[lutherpstr]

This post has been removed in accordance with Community Policy

[barsolid]

DC, we are back to the top of the channel.. You and I both know how many times we have done this.  I hoping for you here whether I am in or not, but (ahh, the infamous, "but") I am very concerned about (and for once it is not specifically Llen) the drop off in electrical usage as the government stops credit growth and slows the economy.  Too much infrastructure building that is

[brotherM1]

Bar - I had read somewhere not long ago that the government is moving manufacturing to the west/southwest.  To do so would require corresponding new power plants.  Perhaps most of the large number of power plants being built will be in these areas.  Perhaps L and L has a strategy to conform to this move and has a plan to keep the lights bright.

[lutherpstr]

This post has been removed in accordance with Community Policy

[jdl51]

I attribute most of this move not to any macro coal issues or even local coal issues, but the fact that KPMG will be auditing the company.  Most of this move down was fraud rumor related and if the company is submitting their books to a Big Four accounting firm, that roadblock to unlocking value will be gone.    

[brotherM1]

Agreed - kpmg. And in addition, I believe this lawsuit is being destroyed by l and l. >

[barsolid]

Hey DC, that was me not TJ who talked about how isolated Llen is from the outside markets and it is completely true.  It is TJ who sees Llen as part of the coal world.  We are both right to some extent.  Boy, if you pull this off against the macros, my hat is off and nothing would make me happier.  You gain is your gain,not my loss.  Thrilled for you, Of course can't

[barsolid]

The new Chinese PMI numbers just came out and they were somewhat dismal.  The macro winds are blowing against you and as we discussed endlessly we all knew we were runing out of time.  Maybe my isolation emphasis will carry the day, but I'm very worried here.  Especially since they do really seem to finally be doing a better job.  Well, momma never said this was gonna be

[lutherpstr]

This post has been removed in accordance with Community Policy

[lutherpstr]

This post has been removed in accordance with Community Policy

[barsolid]

Just young at heart DC. glty