I took a position in UK Coal UKC (didn't mention) it's doing very well 22.5% up in a couple of days (on the back of the coal disruption due to the Australian floods) .
http://www.ukcoal.com/It's the biggest UK coal producer and it also has a land portfolio some of which is agricultural (it's being selling some of this off recently).
China Carbon Graphite Group, Inc. (CHGI.OB)......
Did anyone notice the 22.1% jump yesterday in the graphite/carbon play that was mentioned in the article I posted recently? Unfortunately I've no position there.
VERY reluctant to mention this.......
I do have a very small position in......
http://www.canafgroup.com/s/QuantumScreening.aspCanaf feels that this is a good base for Quantum to expand and potentially become one of the major carbon providers worldwide
Honestly....
Someone mentioned it to me a while ago and I took a very small position. When my instincts have been to sell on a few occasions and I've been urged to hold on. It's very very volatile/risky and illiquid. But maybe Sunseekers luck will prevail (especially if carbon/graphite takes off). You'd need a very strong stomach to hold a position meaningful to you. It's a moonshot or bottom of the ocean play. So far so good.
ATB
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