Seeking Alpha

UNEMON1's  Instablog

UNEMON1
Send Message
"Risk comes from not knowing what you're doing" Warren Buffett I look and sift the world for such misplaced bets. When I occasionally find one, I first exploit it for profit. Then, I write about it for anyone else interested in such ideas. Twitter: @unemon1 Scribd:... More
  • L&L Energy (LLEN): A Simple Valuation Model  1 comment
    Apr 29, 2013 8:31 PM | about stocks: LLENQ

    Key Assumption (1): LLEN is Legit (it is still questionable).

    Anyway, If Legit then LLEN could be trading at a price o $16.18-$24.94 in 3 years.

    Assumption (2): Acquisitive Growth financed exclusively with new Equity

    ORGANIC GROWTH:

    Mining Segment

    Coal Wholesale Segment (100% attributable to LLEN shareholders)

    Growth Rate YoY = 10%

    Coal Washing (100% attributable to LLEN shareholders):

    Growth Rate YoY = 15%

    Adding the three different Segments together

    ACQUISITIVE + ORGANIC GROWTH

    Disclosure: I am long LLEN.

Back To UNEMON1's Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (1)
Track new comments
  • UNEMON1
    , contributor
    Comments (226) | Send Message
     
    Author’s reply » Too good to be true! ...thank you for the rider .... bye bye LLEN! ...

     

    Expecting it to go up prior the TW listing .. and then to .. FALL big Time. To much risk right now.

     

    In addition ... I do not trust the numbers and the Management!
    11 Jun 2013, 10:58 AM Reply Like
Full index of posts »
Latest Followers

StockTalks

More »
Posts by Themes
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.