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Peter Epstein  

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  • Talking Coal With SouthGobi Resources' CEO [View article]
    Please take a look at this article, a possible M&A scenario to consider...

    http://seekingalpha.co...
    Feb 23, 2012. 09:55 AM | Likes Like |Link to Comment
  • 11 Takeover/LBO Targets With Increasing Short Interest [View article]
    Bigger picture M&A scenario to consider! Please take a look!

    http://seekingalpha.co...
    Feb 23, 2012. 09:54 AM | Likes Like |Link to Comment
  • How To Ride The Reflation Of The Chinese Asset Bubble [View article]
    One can play China through M&A deals such as this possible scenario. Please take a look!

    http://seekingalpha.co...
    Feb 23, 2012. 09:53 AM | Likes Like |Link to Comment
  • Arch Coal, How Bad Could It Get? [View article]
    Here's an example of coal M&A to consider. Please click on this link. Thanks.

    http://seekingalpha.co...
    Feb 23, 2012. 09:51 AM | Likes Like |Link to Comment
  • An Imminent Coking Coal Settlement At $195-$210 Per Tonne Had Better Be A Bottom [View article]
    Here's an interesting M&A deal to consider. Please click on this link.

    http://seekingalpha.co...
    Feb 23, 2012. 09:50 AM | Likes Like |Link to Comment
  • Why M&A Activity In The Coal Sector Will Accelerate [View article]
    Here's an example of M&A worth considering....Please click on this link. Thanks.

    http://seekingalpha.co...
    Feb 23, 2012. 09:49 AM | Likes Like |Link to Comment
  • A Combined Glencore/Xstrata Should Buy Peabody Energy [View article]
    Please, "follow" me on SeekingAlpha, and recommend my articles if you find them valuable. I plan to write a lot more articles on coal in the next few weeks. Thanks.
    Feb 23, 2012. 09:44 AM | 2 Likes Like |Link to Comment
  • Significant Upside Materializing For Consol, Patriot Coal [View article]
    Totally agree, CNX has really executed well over the past year. Better than any other U.S. coal producer.
    Feb 22, 2012. 03:21 PM | 2 Likes Like |Link to Comment
  • Talking Coal With SouthGobi Resources' CEO [View article]
    BHP just priced a $5.25 billion debt deal that included a 3-yr fixed tranche at 1.07%, 5-yr fixed at 1.68% and 10-yr fixed at 2.98%.

    Free money to the majors, first to refinance existing debt, next to acquire other companies?
    Feb 22, 2012. 11:55 AM | Likes Like |Link to Comment
  • Why M&A Activity In The Coal Sector Will Accelerate [View article]
    BHP just priced a $5.25 billion debt deal that included a 3-yr fixed tranche at 1.07%, 5-yr fixed at 1.68% and 10-yr fixed at 2.98%.

    Free money to the majors, first to refinance existing debt, next to acquire other companies.
    Feb 22, 2012. 11:54 AM | Likes Like |Link to Comment
  • An Imminent Coking Coal Settlement At $195-$210 Per Tonne Had Better Be A Bottom [View article]
    BHP priced a $5.25 billion debt deal that included a 3-yr fixed tranche at 1.07%, 5-yr fixed at 1.68% and 10-yr fixed at 2.98%.

    Free money to the majors, first to refinance existing debt, next to acquire other companies.
    Feb 22, 2012. 11:52 AM | Likes Like |Link to Comment
  • An Imminent Coking Coal Settlement At $195-$210 Per Tonne Had Better Be A Bottom [View article]
    Please "follow" me for more articles and commentary on coal and natural resources stocks.
    Feb 22, 2012. 10:11 AM | Likes Like |Link to Comment
  • Why M&A Activity In The Coal Sector Will Accelerate [View article]
    And here's another article to consider....please take a look.

    http://seekingalpha.co...
    Feb 22, 2012. 10:10 AM | Likes Like |Link to Comment
  • Why M&A Activity In The Coal Sector Will Accelerate [View article]
    A combined Glencore/Xstrata, BHP, Anglo American, Vale, Rio Tinto, all of these players are big enough to takeout Teck. Anglo American may want to make a run at Teck to avoid being taken out itself.
    Feb 22, 2012. 10:00 AM | Likes Like |Link to Comment
  • Why M&A Activity In The Coal Sector Will Accelerate [View article]
    Yes, BHP buying BTU is a good one for sure. Thanks for comment.
    Feb 22, 2012. 07:41 AM | Likes Like |Link to Comment
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