re: Ann: World First for LNC with Hydrogen Fu...
well, I whittled it down to 3 stocks... im either going to purchase BUY, BAS or LNC... IM actually leaning towards LNC, for a trade on coal sale... investment term 3-6 months... expected return 100% min...
1) LNC has the biggest resource of energy in the World...probably... 2) No doubt in my mind the Coal sale is absolutely coming through... This sale will unlesh value and other values constrained by the non sale... 3) LNC has the biggest technical team of UCG in the world 4) all the UCG companies in the World learnt UCG processes from Yerostigaz (the only commercial UCG operation in the World)... The LNC acquisiton of this company protects significant Intellectual property, and adds 200 experienced employees... 5) LNC are world leaders of UCG and put cougar and carbon to sleep... LNC coals are more suited to UCG, are at the right depths, and higher ticknesses... and LNC has the biggest resource/reserve of coals across many countries...
Its not if, its when UCG gets off the ground this will be a $20 stocks... I once said the stock has $100 potential...theory based it does...
Boy, This company is complicated to understand... Its not the sort of stock you can sit down over the weekend and nut out... Maybe this is one reason why analysts have so overlooked the stock... The future value is incredible... the delay of coal sale has really pissed the market off... These quality coal reserves are of significant value that could have easily been sold but the company is still negotiating reasonable fair pricing... the only reason why the company has not Joint ventured with companies/interested countries with UCG/GTL is because LNC do not want to dilute shareholders future values...
The 90 minute boardroom radio interview with Justyn Peters is very compelling... highly recommended listening...
http://www.brr.com.au/asx/LNC/linc-energy-ltd/
any thoughts..
LNC Price at posting:
$1.00 Sentiment: LT Buy Disclosure: Not Held
