Seeking Alpha

Yanzhou Coal Mining Co. Ltd. (YZC)

  • The Panoramic View | Send Message 14 Apr

    Yanzhou Coal: The Rally Eliminates The Valuation Gap Between Exchanges $YZC
      • BELMES | Send Message 30 Nov 2014

          • Christopher F. Davis | Send Message 29 Aug 2014

              • Emerging Market Skeptic | Send Message 5 Jun 2014

                Miners from Emerging Markets outperform (profits) peers from developed ones $VALE $GOLD $YZC $ABX $NEM $GG $AUY
                  • J Mintzmyer | Send Message 19 May 2014

                    Sold the last of my $YZC position in the IRA for $7.80. Loss of 16% in 7 months on this batch. Ouch. Not worth the risk imo.
                      • J Mintzmyer | Send Message 13 May 2014

                        Sold over half of $YZC position for gain of 2% in 11m. Still heavily long coal via $ACI $ANRZQ $BTU, but China risk is not attractive imo.
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                        • J Mintzmyer | Send Message 13 May 2014
                          : Chinese gov-dominated coal producer with an unattractive cost structure... I think a direct China play like $CHN is attractive.
                        • Grand Nagus Kelly | Send Message 13 May 2014
                          : 11 minutes is about as long as one would want to hold a Chinese stock. Well played Mintz.
                          • J Mintzmyer | Send Message 10 Apr 2014

                            $YZC had a great day today- any relevant news?
                              • freefdawatchlist | Send Message 23 Mar 2014

                       Premarket Trading Ideas for March 24th: $SOL, $SONC, $CCL, $GIII $IDN $WBA $ARIS $DRAM $YZC $SGMO $ECYT $ICLD
                                  • J Mintzmyer | Send Message 5 Feb 2014

                                    After we get past earnings week and $ANGI next week, I'm looking to load up more $ACI, $BTU, $YZC. Already good on $ANRZQ.
                                    Reply (15)
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                                    • J Mintzmyer | Send Message 5 Feb 2014
                                      : Many of the weaker mines will be closed due to inability to operate at marginal profitability. $ANRZQ and $ACI have great cost structures and
                                    • J Mintzmyer | Send Message 5 Feb 2014
                                      : $BTU has more global exposure. I'm also long $YZC for the Chinese and Australian (Yancoal) assets. $ANRZQ and $ACI are leveraged asset plays.
                                      • J Mintzmyer | Send Message 17 Jan 2014

                                        Also have some $BTU $20, $YZC $9, and $ACI $5 calls expiring today. Going to re-write more, probably $22, $10, and $5 Jun14 respectively.
                                          Company Description
                                          Yanzhou Coal Mining Co Ltd is engaged in mining, washing and processing and sales of coal. The Company produces semi-hard coking coal, semisoft coking coal, PCI and thermal coal.