In einem kurzen Update zu Peabody Vergleich großer Konkurrenten, Vorteil für BTU mit australischen Vorkommen via China als Hauptkunde....
„CONSOL Energy (NYSE:CNX) and Cloud Peak Energy (NYSE:CLD) are strong investments in domestic coal, etc., in Appalachia and the Powder River Basin, respectively. Hallador Energy (NASDAQ:HNRG) provides a pure "steam coal" (thermal) play in the Illinois Basin. Westmoreland (NASDAQ:WLB) also works in the domestic thermal space.
With less exposure to the vicissitudes of seagoing metallurgical coal, these and other companies provide a way to bet on thermal coal's return. But they offer neither the diversification nor the potential upside of Peabody's Asian met coal venture. Met coal is where BTU has the potential to outlast and outshine U.S. competitors like Alpha Natural Resources (NYSE:ANR) and Arch Coal (NYSE:ACI).
BTU is big, relatively liquid, and extremely diversified compared to its peers. Trading at nearly half of its book value, there is something to be said for this beleaguered stock...“
http://seekingalpha.com/articl…d-news-for-a-change?ifp=0
Grüsse
Edel