Reference to Linc Energy.
http://www.theaustralian.com.au/business/opinion/kiwi-coking-coal-play-takes-chequered-flag/story-e6frg9lo-1226085166221
"This month we endorsed Linc as a spec buy because its $1.5 billion market cap is accounted for by its Australian tenements alone."
"Linc, which has gone on a US asset buying spree, is a longer-term story."
:)
Nic