The general sell-off in coal stocks over the past month has reduced the valuation multiples of most Australian-listed coal producers and emerging producers, to the point where we believe the sector is very attractively priced. Our coal sector exposures, Macarthur Coal (MCC), Cockatoo Coal (COK) and Enterprise Energy (EPE), which are all at different stages of development, have certainly been impacted From Fat Profits
EPE Price at posting:
0.0¢ Sentiment: LT Buy Disclosure: Held
