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Alpha Natural Resources, Inc. (ANR)

- NYSE
  • J Mintzmyer | Send Message 2 Jul

    Delayed trades: Doubled position in $BTU at $1.78, panic is running this market. Added some $ANR at 27.8c as a bit of a side gamble.
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    • J Mintzmyer | Send Message 3 Jul
      : Both thermal and met, but thermal should reverse soon. Chinese are paying MORE for nastier (sulfur content) coal.
    • Clayton Rulli | Send Message 3 Jul
      : looking forward to your piece
      • William Koldus, CFA, CAIA | Send Message 2 Jul

        Added to $ANR today for clients, 7/2/15 at $0.30. Asymmetric risk/reward from these levels in my opinion. Not a foregone conclusion of BK
        Reply (2)
        • J Mintzmyer | Send Message 2 Jul
          : I added $BTU at $1.78 and $ACI at $0.41. I find ACI far more likely to avoid bk than ANR, but Alpha does have natgas and met upside.
        • William Koldus, CFA, CAIA | Send Message 2 Jul
          : I like the balance sheet of Alpha better (lower debt levels), their exposure to met coal, and their natural gas assets. Both speculative.
          • J Mintzmyer | Send Message 2 Jul

            Delayed Trades (from Tues): Adding to $ACI at 41c (yes I overpaid- but you know I'm honest). 2x in $ANR 2021 6.25 notes at 7.745.
            Reply
              • wigit5 | Send Message 1 Jul

                $ANR desperately trying to diversify into nat gas? lol
                Reply
                  • J Mintzmyer | Send Message 29 Jun

                    News on coal is huge for $ACI, $ANR, $BTU, $CLD. Stocks are muted due to Greek worries, creating a huge buying opportunity for the last 2.
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                    • J Mintzmyer | Send Message 2 Jul
                      : Locking in high interest... YTM is often higher for closer bonds in distressed entities.
                    • J Mintzmyer | Send Message 2 Jul
                      : It's always smartest to just buy the cheapest and/or the ones with the highest yield. In a default scenario are senior notes are equal.
                      • Vladimir Zernov | Send Message 26 Jun

                        Coal Miners Under Pressure: Alpha Natural Resources Edition $ANR http://seekingalpha.com/a/1yfol
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                          • cfb5006 | Send Message 12 Jun

                            Wouldn't be surprised if some of the bigger players were kicking the tires on $BTU. $BTU isn't $ANR, $ACI, or $WLT.
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                            • Forward View | Send Message 16 Jun
                              : Who would be buying $BTU?
                            • cfb5006 | Send Message 17 Jun
                              : BHP probably. The time to buy is now. It wasn't 2011. It's funny how no one sees value here at these levels, but they did back in '11.
                              • Value Ideas | Send Message 12 Jun

                                Alpha Natural Resources: Measuring The Positives Against The Negatives $ANR http://seekingalpha.com/a/1xpnn
                                Reply
                                  • wigit5 | Send Message 26 May

                                    $ANR glad to see they are still doling out shares to the board members. Only one of the worst direction a company could pick the last 5 yrs
                                    Reply
                                      • x oil -field | Send Message 22 May

                                        Alpha Natural idles more central Appalachian mines. $ANR http://bit.ly/1LuV7p9 http://bit.ly/1LuVdNz SA
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                                          Company Description
                                          Alpha Natural Resources Inc along with its subsidiaries is engaged in extracting, processing and marketing steam and metallurgical coal from surface and deep mines, and sells it to electric utilities, steel and coke producers, and industrial customers.