GUF

Recently (last week), I bought into GUF because coal still rules the energy-generation world. It is a bad pollutant but nothing can substitute it totally at the moment. China and India are hungry for it. Their own coal supply is inadequate.

The best thing about GUF's coal is they are in addresses of interest to the Chinese and Indians. If you know your geography, one is in Mongolia and the other is in Galilee Basin in North Qld where the Indians have been very active in the last year. A resource update is due soon. So I could be lucky or I could be miserable! This is another stock where the top-up came through after the market closed.