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Post by 368;2824480
耐心的等到了进场机会,谢谢了!
368, 你买了CMK?多少股?什么价位进的?日本这次核事故以后,估计国际市场对煤炭的需求更旺盛,石油太贵了,核电又不安全,煤炭应该是今年能源的炒作点。
另外附上一篇分析文章:大意是说CMK和GCE有可能成为被收购的目标,特别是CMK。看来我得赶快把GCE换成CMK。
Matthew Zylstra, an analyst at Northern Securities, reportedly wrote that Alpha Natural Resources Inc.'s US$7.1-billion takeover of Massey Energy Co. should boost shares of other Canadian coal mining companies, particularly producers or near-term producers of metallurgical coal.
According to a Financial Post report, he expects Grande Cache Coal Corp. (GCE.TO) and Cline Mining Corp. (CMK.TO) will attract the most attention. Of the two, his preference is Cline, the report says.
"Cline trades at a lower valuation based on coal resources than current producers, while operating in favourable mining jurisdictions," he reportedly wrote in a note.
He reportedly added that Cline's costs at its New Elk mine in Colorado are estimated at around US$100 a tonne, while Grande Cache's guidance is for costs of about US$125 to US$130 a tonne.
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