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Material Sciences: Small Company to Post Big Earnings

 May 14, 2008 02:20 PM UTC
Return Risk
-31.78% HIGH
Tracked Blogger
Symbol Sentiment Start Return Closed
MSC Positive 05/14/08 n/a --
ANR n/a
CNX n/a

Graphic_arrow1 Via Long Investment Ideas from Seeking Alpha:  

With the current metals bull run, we forget that these types of
runs can move into other areas connected to the commodity.<!---->
Sometimes the groups that surround these areas have much more to
gain than the commodity itself as their underdeveloped
infrastructure can be much worse than the sector everyone is
talking about.

Coal is a great example, with respect to Appalachia.
This is important because coking coal is needed to fabricate steel
and more importantly low sulfur high BTU coal can now be used for
the same purpose. Companies like Alpha Natural (ANR) and CONSOL Energy (CNX) look to grow massively
and that is all hooked to the steel trade.


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