• Paulo Santos
    WLT and ANRZQ show what I said yesterday, that the worm is again turning on met coal in China.
    10/12/12
    Reply (13)
    • Paulo Santos: The Nomura downgrade was also based off this.
      10/12/12
    • cfb5006: I would like to see what happens to ANRZQ if the S&P breaks below 1425. Any thoughts?
      10/12/12
    • wigit5: I think we are going to see a surprising 3Q or 4Q this year from ANRZQ. Read... either really good or really bad.
      10/12/12
    • Jarinek84: Well, if I may, corelation between ANRZQ a SPY is not particularry strong these days so it´s not necessaily an issue.
      10/12/12
    • Whitehawk: Nomura is an opportunist (aren't they all).
      10/12/12
    • Whitehawk: China stocks are being bought up last few days, likely with a presage of more stimulus. Could be a headfake too.
      10/12/12
    • wigit5: I think China is high on it's dominance of late and the government will probably do anything to continue that... literally anything.
      10/12/12
    • PSalerno: Paulo- Are you still long ANRZQ ? What is the iron price now ? Yesterday was around 117.
      10/12/12
    • wigit5: I think one thing that is important to note is that since ANRZQ bottomed (5.28 according to google) it has set higher lows when coal is down.
      10/12/12
    • PSalerno: Yes ANRZQ was the last to bottom along with WLT and is trending up with high volume. It looks there is more upside.
      10/12/12
    • Paulo Santos: p_salermo, sold ANRZQ yesterday. Iron ore is still about the same but should weaken in the next few days and weeks.
      10/12/12
    • Paulo Santos: If ANRZQ/ACIIQ present ugly earnings, I'd probably buy into the ugliness.
      10/12/12
    • sethmcs: The machines like ANRZQ. Still want to scale in for the long term next buy $6.25.
      10/12/12