Friday, May 2, 2014

Linc Energy Coal Assets Provide Downside Protection?

Below is a Linc Energy press release from 5-Sep-2008 (a dramatic period of time in the financial markets) where Linc Energy agreed to sell its Teresa coal exploration permits for AU$ 1.5 billion.  The sale subsequently fell through and another buyer has not appeared, but this is an interesting data point that suggests that the coal assets may be worth at least its current enterprise value and that all the other assets are free.

http://www.lincenergy.com/data/asxpdf/asx-94.pdf


17-Feb-2015 Update:  Looks like the conventional coal assets have just been given away

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