Ann: AJ Lucas Restructures its Loan Facility with, page-28

re: Ann: AJ Lucas Restructures its Loan Facil... Comparing AJL and DTE is a little more complex than simply Cuadrilla vs DTE's UK shale prospects.

Corporate governance
Management
Balance sheet strength
Diversity of projects/businesses
Progress of projects
Price vs Potential value


There are pros for both companies.

Given both have potential upside in the billions, I prefer to look at the price I'd have to pay right now to get in and the associated corporate risk.

That doesn't mean AJL is wrongly preferred by others...or that you can't hold both!

Good luck folks.