RE: RE: RE: RE: RE: RE: RE: Re: SellersrgHLB is my largest holding right now. I'm a bit agressive with the coals. HLB have locked in contracts that give them an average well above their costs of production for the next two years. Not only that but one of their older contracts expires in December allowing them to lock that in for a higher price than it has been as well. All this good news for them yet they have also been falling like a rock - just ridiculous if you ask me.
HLB has better contracts but less long term home run potenetial. PHC has absolutely crappy contracts presently but has huge cash position to develop it's long term projects that will see it get a huge increase in production down the road. At these prices PHC is amazingly attractive given the fact that institutions were willing to pay $1.75 only a few months ago at the time of the IPO.