its fundamentals are the crux: v.experienced mgmt with track record for wealth creation qld floods leading to predictions of coking coal prices march/april to be > USD 400 pt see KOL:US [market vectors coal ETF ..the fund seeks investment results that coresspond to the price and yield of the Stowe Coal Index] Assets are offshore . AEA's mgmt are also well connected into other geographies [eg ex RIV exec Pat Hanna] .. And finally not saddled with Australia as having higher sovereign risk than Indonesia!! For an excellent mini AEA...CEO is an obvious candidate with an MC of ~ AUD 15M
AEA Price at posting:
58.0¢ Sentiment: LT Buy Disclosure: Held