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Joe Springer

 
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  • 10 Great Investments At Good Prices [View article]
    Snowden? I think that's an interesting discussion but not really specific just to Booz even though he was there, they are still winning mission critical security work..
    Jul 29 02:52 PM | Likes Like |Link to Comment
  • 10 Great Investments At Good Prices [View article]
    Nice MMRPM, ATK looks like it could be a breakup play..
    Jul 29 10:53 AM | Likes Like |Link to Comment
  • 10 Great Investments At Good Prices [View article]
    Good news on the PFS:

    http://bit.ly/UImCpP
    Jul 29 09:45 AM | Likes Like |Link to Comment
  • 10 Great Investments At Good Prices [View article]
    Most welcome Tau, thank you.
    Jul 29 09:36 AM | Likes Like |Link to Comment
  • 10 Great Investments At Good Prices [View article]
    We should do a blind top 100 and trade lists..
    Jul 29 08:53 AM | Likes Like |Link to Comment
  • It's The End Of The Coal As We Know It.. [View instapost]
    Thank you for that brigantine partners, great information.
    Jul 29 01:16 AM | Likes Like |Link to Comment
  • It's The End Of The Coal As We Know It.. [View instapost]
    Thank you xtian13, best of luck.
    Jul 28 11:03 PM | Likes Like |Link to Comment
  • It's The End Of The Coal As We Know It.. [View instapost]
    Great points J.
    Jul 27 01:05 PM | Likes Like |Link to Comment
  • It's The End Of The Coal As We Know It.. [View instapost]
    LOL, there's also a Keith Springer on SA, and I think another one too..
    Jul 27 01:04 PM | Likes Like |Link to Comment
  • It's The End Of The Coal As We Know It.. [View instapost]
    I agree on ACI and ANR, it's hard to see how they can recover without gas prices, weather, and maybe politics sending a miracle.

    That's an interesting point about the renewables in PRB territory, I drove cross country a few years ago and there are a lot of wind farms out there, it's a sight.

    Yeah NV and the NW have hydro-electric, CA is of course anti-coal and pro-latte.
    Jul 27 12:40 PM | Likes Like |Link to Comment
  • It's The End Of The Coal As We Know It.. [View instapost]
    Insightful comments dingojoe,

    "can you make enough off of PRB to overcome all that debt?"

    Seemingly for Cloud Peak, like you said Nat Gas is super cheap and they are profitable over the recent past. The bond market is saying they have cheap access to capital, as long as that is the case their interest on debt should continue to be bearable.

    China - the PRB needs a political change to get the coal shipped out the NW, it's a possible upside.

    I think the more likely bull case is fracking coming under its own pressure from the EPA, and also higher gas prices as gas producers need a better profit to drill.

    It seems like things can't get worse politically or with nat gas, and they still seem okay..
    Jul 27 11:46 AM | Likes Like |Link to Comment
  • It's The End Of The Coal As We Know It.. [View instapost]
    You are most welcome vireoman.
    Jul 26 05:05 PM | Likes Like |Link to Comment
  • It's The End Of The Coal As We Know It.. [View instapost]
    There would be by a planned rail route to the pacific NW, but environmental concerns, justified or not, continue to stand in the way. If the elephants get the White House in 2016 I'd say it's back on the table..
    Jul 26 02:11 PM | Likes Like |Link to Comment
  • It's The End Of The Coal As We Know It.. [View instapost]
    Thank you D,

    CNX as it turns out looks like it will not take advantage:

    http://bit.ly/1l3bPxE

    But with the Larry Summers thesis of cheap capital going forward, and $CLD looking best positioned in the PRB, they look like they could emerge very well, their share price is basically right back to where they IPO'd..
    Jul 26 12:21 PM | Likes Like |Link to Comment
  • It's The End Of The Coal As We Know It.. [View instapost]
    Updated
    Jul 26 11:41 AM | Likes Like |Link to Comment
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