Alliance Resource Partners LP (ARLP)
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ARLP Forum Topics
- All Comments on ARLP
- General Discussion on ARLP
- Alliance Resource Partners: Buried by Profits [view article]
- Cracker Bottom of the Barrel - Cramer's Lightning Round (6/27/08) [view article]
- The Case for High Sulfur Coal Stocks (ARLP, BTU, CNX, FCL, MEE) [view article]
- Lesser Known, Quality Dividend Payers [view article]
- Why I Bought Alliance Resource Partners [view article]
- Eye on Alliance Resource Partners [view article]
- Coal: It's Still The Cheapest Energy Source (ARLP, BTU, CNX, FCL, MEE) [view article]
loading ...Recent ARLP Articles
- Alliance Resource Partners: Buried by Profits
- A Closer Look at Coal Limited Partnerships
- Lesser Known, Quality Dividend Payers
- Why I Bought Alliance Resource Partners
- Eye on Alliance Resource Partners
- An In-Depth Look At Alliance Holdings' IPO (AHGP)
- Coal: It's Still The Cheapest Energy Source (ARLP, BTU, CNX, FCL, MEE)
- The Case for High Sulfur Coal Stocks (ARLP, BTU, CNX, FCL, MEE)
- Full List of Articles »
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Alliance Resource Partners: Buried by Profits [view article]
Does anyone ever take a look at the Price to Book and Price to Tangible Book values of coal companies?Most of these companies are overvalued and if Congress gets to fixing the problems on the commodity exchanges then oil prices will come down and so will coal prices. Reply
Alliance Resource Partners: Buried by Profits [view article]
as the market continues to go down, coal, which used to be a safe haven, now looks like it may be subject to a downward trend. Here's a pretty good podcast that discusses what to during this down market and what's going on with coal, steel, bulk shipping, and agriculture.the main idea is that individual investors dont have to act like institutional investors and this market and may be better holding cash than trying to beat the market.
www.greenfaucet.com/sh... Reply
Alliance Resource Partners: Buried by Profits [view article]
Global warming is a scam. Oh and Gale.....did you go to public school and then get your GED?Maybe you should try reading a book instead of getting your news from the TV.
Buy ANR Reply
Alliance Resource Partners: Buried by Profits [view article]
Dear SteveSzI live in Newport Beach Ca. Our city spends millions every year trying to keep the rising ocean from spilling into the living rooms of our bay front homes. Hummm I wonder why. Reply
Alliance Resource Partners: Buried by Profits [view article]
I'm not sure what to make of ARLP in regards to future potential. I've held it for some time with my yield at cost being about 6.7%. The current yield is about 1% lower than the 5 year average. This, I believe, makes the yield slightly less appealing for potential buyers. I can't buy any more in that it now represents about 10% of my portfolio. That allocation thing is getting in my way.So, my question is whether to hold and hope for price appreciation, or sell and take my profits. I'm concerned about an energy bubble. I think the long range direction for energy stocks is up. What I'm concerned about is keeping my profits intact. Any thoughts? Reply
Alliance Resource Partners: Buried by Profits [view article]
If you like ARLP, take a look at AHGP. It is the general partner of ARLP and grows its distribution at twice the rate of ARLP. Since they are now trading at almost identical yields, it is a VERY compelling opportunity especially if you are bullish on coal. ReplyAlliance Resource Partners: Buried by Profits [view article]
Please do not call carbon dioxide a pollutant. CO2 is the essential plant nutrient that enables life as we know it to exist on earth. The hoax of man-made global warming is the most science-free pile of manure ever created. Historians will ponder how anybody fell for such non-sense. Did you ever wonder why the CO2 moonbats have replaced "Carbon Dioxide" with "Carbon"? Both are important terms and both are essential to the discussion... but combining them into one ambiguous "Carbon" pollutes the language and prevents any intelligent discussion from taking place. I'm long 100,000,000+ pounds of coal via ARLP. ReplyAlliance Resource Partners: Buried by Profits [view article]
Or you can own the GP of the company, AHGP. AHGP owns a large chunk of the LP and is entitled to 50% of every incremental dollar earned at ARLP. Next quarter ARLP will give 4%-6% increase in the distribution and AHGP will increase the distribution 8%-10%. ReplyCracker Bottom of the Barrel - Cramer's Lightning Round (6/27/08) [view article]
CBRL as a bullish call AND a bearish one all at the same time.Great reporting! Reply
Editors
General Discussion on ARLP
Is this a buy or a sell? ReplyThe Case for High Sulfur Coal Stocks (ARLP, BTU, CNX, FCL, MEE) [view article]
Notes from the Ira Sohn dinner in May 2007 on coal stocks. The notes were taken in real time, and may contain transcription errors:<blockquote>
<b> Wilbur Ross, Jr. - WL Ross & Co.</b>
- 33% decline in the price of coal in 7 months.
- Sudden unanticipated drop in demand in early 2006 – mild weather.
- Exacerbated by marginally cheaper Nat Gas.
- Utility industry inventories grew while production costs grew.
- Difficult geological conditions increased safety measures.
- Market coming back into balance.
- Lower production and improving utility demand.
- EIA forecasting 1.4% rise in demand production declining by 3% in 2007.
- Long Term futures market is trending higher.
- Build out of scrubbers by eastern utilities favor Appalachian coal over Powder River basin.
- Industry consolidation.
- EIA forecasting 41% growth of electricity use by 2030, Coals portion will increase from 50 to 57%.
- For nuclear to sustain its 20% market share 35-40 new nuclear plants would need to be built.
- Electric utility demand has only decreased 3 times in the 35 (?)years
- Coal very cost competitive.
Coal powered electric plants to be built in the next few years:
2007-3
2008-5
2009-25
2010-15
<blockquote> Reply
Lesser Known, Quality Dividend Payers [view article]
I like your thinking as I am a yield hog too. Check out Genuine Parts (GPC), Diageo (DEO), and KKR Financial (KFN)--it is in the process of de-certfiying as a REIT but still pays 8%. Another stock that is a nice yield that is increasing rapidly and that people don't immmediately think of as a big dividend payer is Home Depot (HD). ReplyWhy I Bought Alliance Resource Partners [view article]
An interesting coal alternative that has some characteristics which might make it a profitable investment...attractiv... financials...20+ years of production from the current reserve base..a ready form of transport for its coal...locked in end users....I personally like equities that have enogh heft to compete and profit but are slightly under the radar. ReplyGoldner
Eye on Alliance Resource Partners [view article]
Alliance's GP is also public. I'd look at ahgp. The current yield is lower but the distribution will increase more than alliance's due to the structure of the mlp. If arlp does well ahgp has to do better. ReplyEye on Alliance Resource Partners [view article]
Today approximately 2/3 of China’s electricity is produced by coal-fired power plants. Several hydroelectric projects, modern oil and gas power plants and some nuclear reactors are either in progress or are being planned. Replacing existing coal-fired units is not under consideration. In fact the Chinese master-plan calls for a 20% increase in coal-fired production over the next five years! This should guarantee China’s 'number one' status for global coal consumption, currently at 1/3 of all production.Though ARLP does not export to China, others do. As Chinese consumption increases, ARLP should be in a position to fill the gaps in local consumption.
Disclosure: Opinion of a CrossProfit analyst, not the consensus at CrossProfit.com and there are no conflict of interests.
www.crossprofit.com Reply