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[sharechat] SPN Questions

From:	Harley <tomhow@paradise.net>
Date:	Sun, 28 Mar 2004 19:20:35 +1200


Hi Snoopy,

>Coal                 2,300,000
>Bulk Fuel         1,022,000
>Logs                   200,000
>Dry Bulk             533,000
>Other Tonnes     323,000

Looking at those figures LPC is almost as dependent  on coal as SPN on 
aluminium. The  $13m. penalty if they don't deliver for Solid Energy is  an 
incentive! 
I prefer SPN 's balance sheet to LPC  but hopefully both companies will 
continue to prosper. 
Hold SPN and still thinking about LPC for it's yield. 

Harley 


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