Huntley, today in his latest YMW newsletter has a "buy" on CEY. The two key reasons are paraphrased (as best I can) below:
1. Now in control of AUO it is set to grow expotentially as it has a window into the lucrative export coking coal market.
2. CEY itself could be the target of a Glencore or Xtrata takeover bid.
(CEY is one of the better plays in the resources boom imo.)
