Reading up on coal after some coal stocks have provided some pretty good trades lately.
I'm not convinced of a big turnaround in the coal market as it is still (apparently) over supplied. However some of the better coal stocks still have room to run simply because they were so battered and oversold over the last few years. A true case of 'trade the trade' here IMO.
Coking coal fundamentals should also be separated from thermal coal by the looks.
Anyone following coal markets closely want to contribute? Could be theme of the week next week.
