L & L Energy Announces Strong First Quarter Fiscal 2011 Financial Results


  • Revenues Up 395% YoY to $55.3 million
  • Net Income Up 306% YoY to $10.9 million
  • EPS Up 177% YoY to $0.36

SEATTLE, Sept. 9, 2010 (GLOBE NEWSWIRE) -- L & L Energy, Inc., (Nasdaq:LLEN)("L&L" or the "Company"), a U.S- based company operating coal businesses in China, today announced financial results for its first fiscal quarter ended July 31, 2010. The Company generated $55.3 million in sales for the first quarter, representing 395% growth over the same period in fiscal 2010. Net income in the first quarter totaled $10.9 million, an increase of 306% from the prior-year period.

Fiscal 2011 First Quarter Financial Highlights

  • Revenues for the first quarter increased approximately 395% year-over-year to $55.3 million, compared with $11.2 million in the same period a year ago.
  • Net income for the quarter was $10.9 million, versus $2.7 million for the first quarter of fiscal 2010, representing a year-over-year increase of 306% or $8.2 million.
  • Earnings per share totaled $0.36 per diluted share, a 177% increase over $0.13 per diluted share reported for the same period a year ago.
  • Operating profit in the first quarter increased 208% year-over-year to $14.6 million, compared with $4.7 million in the first quarter of fiscal 2010.
  • Gross profit increased to $18.6 million, an increase of 217% over gross profit of $5.9 million reported for the same period a year ago.

"We are very pleased with our strong performance in the first quarter," said Dickson Lee, Chairman and CEO of L&L. "Propelled by our acquisitions over the past year and the recent growth of our washing and coking businesses, we were able to more than triple both first quarter revenues and net profit when compared with last year's first quarter. As we mentioned on our preliminary earnings call, we have decided not to continue pursuing an acquisition of Shunda Mining based on concerns of Shunda's past safety record. However, we remain confident about the potential for larger acquisitions to be incurred later in fiscal 2011."

Total Revenue and Gross Profit

During the first fiscal quarter 2011, L&L sales increased approximately 395% to $55.3 million, up from $11.2 million in the first quarter of 2010. The sales increase was mainly a result of the Company's acquisitions over the past year as well as higher coal demand in China, which led to higher coal prices and an increase in sales volume for the Company.

Gross profit in the first quarter was $18.6 million, representing 217% growth from gross profit of $5.9 million in the first quarter of fiscal 2010. Gross margin decreased year-over-year from 52.5% in the first quarter of fiscal 2010 to 33.6% in the first quarter of fiscal 2011. The decrease was largely attributable to the Company's expansion into the coal washing and coking businesses over the past year.  While profitable for the Company, washing and coking tend to have lower margins than mining operations.  Because a large portion of first quarter sales growth was generated by the Company's coal washing segment, the shift in this quarter's revenue mix caused gross margin to decline.

Net Income and Earnings per Share

Net income totaled $10.9 million in the first quarter, representing 306% growth from $2.7 million in the first quarter of fiscal year 2010.  The increase was mainly due to corresponding growth in revenue, and reduced selling, general, and administrative costs as a percent of sales as a result of cost reduction and streamlining measures.  Net margin for the first quarter of fiscal 2011 was 19.8%, versus 24.1% in the previous year.  First quarter EPS was $0.36 per diluted share, an increase of 177% or $0.23, from $0.13 in the first quarter of fiscal 2010.

About L & L Energy

L & L Energy (Nasdaq:LLEN) was founded in 1995 and headquartered in Seattle is engaged in coal mining, washing, coking and distribution in Yunnan and Guizhou Provinces.  The Company has offices in Kunming, Shenzhen, Guangzhou, Hong Kong and Taipei.  The Company produces thermal and metallurgical coals.  During the year ended April 30, 2010, the Company has achieved impressive revenue growth of 167% and net income growth of 230% from the previous year.  In June, 2010, L & L's stock was added to the Russell 3000® Index.  For more information, see www.llenergyinc.com.

Forward-Looking Statements

Various statements in this press release, including those that express a belief, expectation or intention, including but not limited to the potential larger acquisitions later in fiscal 2011, as well as those that are not statements of historical fact are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995.  These forward-looking statements are made based on expectations and beliefs concerning future events affecting us and are subject to various risks, uncertainties and factors relating to our operations and business environment, all of which are difficult to predict and many of which are beyond our control, that could cause our actual results to differ materially from those matters expressed in or implied by these forward-looking statements.

 
L & L ENERGY, INC.
CONSOLIDATED BALANCE SHEETS
As of July 31, 2010 and April 30, 2010
(Unaudited)
  July 31, 2010 April 30, 2010
ASSETS    
CURRENT ASSETS:    
Cash and cash equivalents  $ 9,476,634  $ 7,327,369
Accounts receivable 16,113,257 17,304,949
Prepaid and other current assets 15,865,361 22,670,529
Other receivables 7,893,019 7,956,069
Inventories 11,758,019 9,605,103
Total current assets 61,106,290 64,864,019
     
Property, plant, equipment, and mine development, net  35,236,597  33,657,410
Construction-in-progress  31,201,530  17,211,093
Intangible assets, net  5,221,766  5,028,253
Long term receivable  1,259,370  1,259,151
Related party notes receivable  7,082,039  7,141,800
Total non-current assets  80,001,302 64,297,707
     
TOTAL ASSETS  $141,107,592  $ 129,161,726
     
LIABILITIES AND EQUITY    
CURRENT LIABILITIES:    
Accounts payable  $ 5,234,722  $ 1,995,513
Accrued and other liabilities 755,330 1,225,294
Other payables 6,966,193 15,344,920
Taxes payable 11,822,698 10,387,265
Customer deposits 4,770,432 3,937,770
Total current liabilities 29,549,375 32,890,762
     
LONG-TERM LIABILITIES    
Bank loans 3,407,080  4,146,950
Long-term payable  800,000  800,000
Asset retirement obligation  1,225,312 507,279
Total long-term liabilities 5,432,392 5,454,229
     
Total Liabilities 34,981,767 38,344,991
     
Commitments and contingencies    
EQUITY:    
L&L ENERGY STOCKHOLDERS' EQUITY:    
Preferred stock, no par value, 2,500,000 shares authorized, none issued and outstanding   --  --
Common stock, $0.001 par value, 120,000,000 shares authorized: 29,660,449 and 28,791,735 shares issued and outstanding at July 31, 2010 and April 30, 2010, respectively 29,661 28,792
Additional paid-in capital 34,718,042 32,781,365
Accumulated other comprehensive income 1,738,587 699,755
Retained Earnings 56,047,044 45,108,530
Treasury stock (400,000 shares)  (396,000)  (396,000)
Total stockholders' equity 92,137,334 78,222,442
Non-controlling interest 13,988,491 12,594,293
Total equity 106,125,825 90,816,735
TOTAL LIABILITIES AND EQUITY  $ 141,107,592  $ 129,161,726
 
 
L & L ENERGY, INC.
CONSOLIDATED STATEMENTS OF INCOME AND OTHER COMPRENSIVE INCOME
FOR THE PERIODS ENDED JULY 31, 2010 and 2009
(Unaudited)
  For the Three Months Periods Ended July
 31,
  2010 2009
NET REVENUES  $55,329,939  $ 11,185,753
COST OF REVENUES 36,724,263 5,312,458
GROSS PROFIT 18,605,676 5,873,295
     
OPERATING COSTS AND EXPENSES:    
Salaries & wages 780,672 325,237
Selling, general and administrative expenses, excluding salaries and wages 3,225,609 815,475
Total operating expenses 4,006,281 1,140,712
     
INCOME FROM OPERATIONS 14,599,395 4,732,583
OTHER INCOME (EXPENSE):    
Interest expense (70,540) (3,600)
Other (expense) income (12,843) (3,163)
Total other (expense) income (83,383) (6,763)
     
INCOME BEFORE PROVISON FOR INCOME TAXES 14,516,012 4,725,820
LESS PROVISION FOR INCOME TAXES 2,183,300 338,761
INCOME FROM CONTINUED OPERATIONS BEFORE NON-CONTROLLING INTEREST 12,332,712 4,387,059
LESS: NONCONTROLLING INTEREST 1,394,198 1,864,265
NET INCOME FROM CONTINUED OPERATIONS 10,938,514 2,522,794
     
DISCONTINUED OPERATIONS    
     
GAIN/(LOSS) FROM SUBSIDIARY DISPOSED OF  -- 171,335
     
TOTAL INCOME/(LOSS) FROM DISCOUNTED OPERATIONS  -- 171,335
     
NET INCOME ATTRIBUTABLE TO COMMON SHAREHOLDERS 10,938,514 2,694,129
     
OTHER COMPREHENSIVE INCOME:    
Foreign currency translation gain(loss) (1,038,832) (38,105)
     
COMPREHENSIVE INCOME  $9,899,682  $ 2,656,024
     
INCOME PER COMMON SHARE – basic from continued operation    $0.38  $ 0.12
INCOME PER COMMON SHARE – basic from discontinued operation   $ --   $ 0.01
INCOME PER COMMON SHARE – basic   $0.38  $ 0.13
     
INCOME PER COMMON SHARE – diluted from continued operation $0.36 $ 0.12
INCOME PER COMMON SHARE – diluted from discontinued operation  $ -- $ 0.01
INCOME PER COMMON SHARE – diluted  $0.36  $ 0.13
     
WEIGHTED AVERAGE COMMON SHARES OUTSTANDING – basic 29,037,451 21,167,409
WEIGHTED AVERAGE COMMON SHARES OUTSTANDING - diluted 30,407,090 21,307,409
 
 

L & L ENERGY, INC.
CONSOLIDATED STATEMENT OF CASH FLOWS
FOR THE PERIODS ENDED JULY 31, 2010 and 2009
(Unaudited)
  For the Three Months Periods Ended July 31,  
  2010 2009  
CASH FLOWS FROM OPERATING ACTIVITIES:      
Net income including non-controlling interest $10,938,514 $2,522,794  
Adjustments to reconcile net income to net cash provided by operating activities:      
       
Income from non-controlling interest 1,394,198 1,864,265  
Depreciation and amortization  3,111,736 768,114  
Amortization for deferred compensation  -- 10,500  
Issuance of common stock for services  430,546 619,262  
Changes in assets and liabilities, net of businesses acquisitions:      
Accounts receivable  1,191,692 1,090,178  
Prepaid and other current assets  6,945,169 1,169,610  
Inventories  (2,152,916) (1,176,975)  
Deferred tax asset  -- 154  
Other receivable  63,050 0  
Accounts payable   3,239,209 24,347  
Accrued and other liabilities  (469,964) 278,106  
Customer deposit  832,662 194,271  
Loan to associate  -- (204,660)  
Taxes payable  1,435,432 (569,906)  
Other payable  (8,378,727) 0  
Net cash provided by(used in) discontinued operation  -- 485,608  
Net cash provided by operating activities 18,580,601 7,075,668  
       
CASH FLOWS FROM INVESTING ACTIVITIES:      
Acquisition of property and equipment  (3,582,067)  (2,909,227)  
Acquisition of intangible assets  (429,298)  --  
Change in intangible assets  --   3,671  
Change in fixed assets  --  (20,018)  
Construction-in-progress  (13,990,438)  (4,200,333)  
Change in non-controlling interest due to acquisition and disposal   --  760,906  
Loan to related party  (80,239)  --  
Increase in investments  --  (12,437)  
Net cash (used in) provided by investing activities   (18,082,042)  (6,377,438)  
       
CASH FLOWS FROM FINANCING ACTIVITIES:      
Payment on bank loans  (739,870)  --  
Proceeds from issuance of common stock  --   201,313  
Proceeds from warrant extension  50,000  --  
Warrants converted to common stock  1,457,000  475,000  
Net cash provided by financing activities  767,130  676,313  
       
Effect of exchange rate changes on cash and cash equivalents  883,576  (38,105)  
       
INCREASE IN CASH AND CASH EQUIVALENTS  2,149,265  1,336,438  
CASH AND CASH EQUIVALENTS, BEGINNING OF PERIOD  7,327,369  5,098,711  
CASH AND CASH EQUIVALENTS, END OF PERIOD  $ 9,476,634  $ 6,435,149  
       
SUPPLEMENTAL NON CASH FLOW INFORMATION:      
INTEREST PAID   $ 59,200  $ 3,598  
INCOME TAX PAID  $ 747,848  $ 352,634  


            

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