RE: Cline Mining take over valueWhat a shame, GEEE actually knows A LOT about the coal sector. It would be nice to read his analysis without the bashing.
I agree that many, many coal companies are likely takeout candidates. But, Cline is in Colorado, while some of the other Canadian-listed coal juniors have operations in places like Mongolia, Colombia, Ukraine, S. Africa and Botswana. Of the U.S. coal companies I listed as possible suitors, how many besides BTU have ventured outside of the U.S. WLT into Canada?
Since I'm new, can someone explain in plain english why GEEE and/or others believe that Cline's coal is not coking coal given what is in the 43-101 report and what Wood Mckenzie states in its marketing study, (found within the 43-101 report)? Thanks.