The article explains that coal exports are expected to rise 15% by 2014, yet the IEA graph below forecasts demand to rise 15% by 2020.
I'm looking to short sell debt laden ASX listed Coal companies. Would be interested if anyone has any opinions about the most overpriced potential coal producers.
Especially interested in companies with relatively high production costs, but relatively low actual production.
Not posting here because I think COK is overpriced right now, just because I had noted that COK was over priced earlier in the year.
http://www.reuters.com/article/2012/12/21/coal-global-idUSL5E8NL4DU20121221
The article explains that coal exports are expected to rise 15%...
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