Is Universal Coal One of the Best?

John Robertson

PortfolioDirect

Is Universal Coal (UNV:AX) one of the 10 best resources companies listed on the ASX? The theme of my Mining Journal column this week ((VIEW LINK) is that sound investments are characterised by companies getting the job done: doing what they said they were going to do within the foreshadowed timeframe. How markets are going to react at different points in the cycle is another matter about which investors need to make their own judgements. The article puts forward 10 companies that deserve credit for getting the job done irrespective of the investment outcome. Some are well known but Universal Coal is one that has tended to slip below the radar. An updated rating review for the growing South African coal producer has been released with this week’s PortfolioDirect investment report (with the key investment issues summarised in the table).


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John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business...

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