Dan Rice Consoldiated Energy Inc CNX-N TOP PICK Apr 23, 2004

Benefits from higher coal prices. Many of these coal contracts are going to have to be renegotiated at higher prices.

Possible coal miners strike in the US Midwest. Could affect output drastically. Long-term, the coal question has all to do with the environment and there is every incentive to find a solution to the emissions problem. Bullish on coal.