Hi all - Sorry to ask an obvious question but looking at MTE & MLM vals & asset schedules does anyone else see a bit of a disconnect between the idea of MLM as a 'value' play and MTE as a pure coal play. I ask the q because having dissected the pair of them on the balance sheets as a comparative exercise the additional assets to be had by holding MLM rather than just MTE directly give me a bit more comfort just from a diversification angle, whilst MLM of course still holds a huge chunk of MTE & all the momentum that seems to have right now. Anyone else doing the same or have any thoughts on merit of holding either, or or both? After all there are several smaller coal co's with some great prospects, maybe some slightly more expensive, but I see value in both MLM & MTE (holding MLM already) - Cheers & TIA, VRS :)
MTE Price at posting:
80.0¢ Sentiment: None Disclosure: Not Held
