GREY:STTYF - Post by User
Post by
ipanemaon Sep 17, 2011 8:45pm
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Post# 19054668
DD Assiatance
DD AssiatanceI've been a follower of SSL for 6 months now and a great fan. Plenty of DD and spreadsheets support my own analysis. It's relatively straight forward with one product...GOLD. This play is causing me problems not least because I'm finding it difficult to get spot prices on Metallurgical and Thermal coal and Edmonton Sweet Light Oil. Can anyone give me some good sites to go to on a daily basis for these spot prices?
Based on the presentation, page 17, in 2014 57.5% of our operating cash flow will be coming from "coal" of one form or another. Which makes this more of a coal play than anything else at the moment.
Running the numbers I arrive at an EPS of around 8 cents for 2014, tax is even more of a guess than " expenses". Does anyone have significantly different numbers and if so please advise.
I'm very interested in this company for a long term play but still have to get my education levels up on the coal market. Perhaps diversification will bring weightings more into line during the next couple of years or is everyone content with it as it is. Comments would be appreciated.
GLTA