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  • Paulo Santos
    WLT and ANR 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 ANR 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 ANR. Read... either really good or really bad.
      10/12/12
    • Jarinek84: Well, if I may, corelation between ANR 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 ANR ? 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 ANR bottomed (5.28 according to google) it has set higher lows when coal is down.
      10/12/12
    • PSalerno: Yes ANR 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 ANR yesterday. Iron ore is still about the same but should weaken in the next few days and weeks.
      10/12/12
    • Paulo Santos: If ANR/ACI present ugly earnings, I'd probably buy into the ugliness.
      10/12/12
    • sethmcs: The machines like ANR. Still want to scale in for the long term next buy $6.25.
      10/12/12