As you may have seen, coal stocks have been hammered recently (EXL,CEY,MCC...) because of big drops in price of coal.
But just possibly, could good old booring coal be the next boom commodity?
China is looking at 'liquefying' coal, to act as an oil replacement.
While U is booming ATM, the problem is that U is only used to create electricity (on any meaningful scale). But electricity is basically not storable in significant quantities, so is not much good for mobile needs (cars, trucks etc). That is why petrol (oil) is vital to the economy.
But if in future years, a liquid energy source can be obtained from coal, coal COULD go through the roof.
I like EXL for a pure coal play (don't own any ATM). SRL probably better as it is a diversified miner and has other interests.