Seeking Alpha

Ceradyne Inc. (CRDN)

()

Comments on CRDN

  • Time to Bail on Shale? [View article]
    If the shale gas depletion is as fast as some claim then they will start to run out of cash to drill further. Without higher NG prices... More »
    Comment by William Davison
    Nov 24 19:01 pm |
    Rating: 0 0
  • Time to Bail on Shale? [View article]
    I don't pretend to know what Petrohawk or others are doing, but I am very familiar with CHK. They were able to issue debt at the very... More »
    Comment by BSexposer
    Nov 24 18:04 pm |
    Rating: 0 0
  • Time to Bail on Shale? [View article]
    Nice summary, Marco G. I could have saved a lot of time by just publishing that sentence! Maybe it's a little more complex - what will... More »
    Comment by Alan Brochstein
    Nov 24 16:12 pm |
    Rating: 0 -1
  • Time to Bail on Shale? [View article]
    Sure, if gas prices rise as they expect, CHK will generate FCF potentially. I was answering your criticism: "I'm not sure where you... More »
    Comment by Alan Brochstein
    Nov 24 16:09 pm |
    Rating: 0 -1
  • Time to Bail on Shale? [View article]
    Thank you Alan, for the great article, Have to do more thinking and looking around on this. The main idea I have is that low prices... More »
    Comment by Marco G.
    Nov 24 08:42 am |
    Rating: +1 -1
  • Time to Bail on Shale? [View article]
    Hi Mark, For some reason, I've been interested in energy, as that is one sector that will be always be needed, and so far, Zero et al... More »
    Comment by FreeStateYank
    Nov 24 04:42 am |
    Rating: +1 -1
  • Time to Bail on Shale? [View article]
    I'm afraid you haven't reviewed CHK's operational budget for 2010 and 2011, which clearly shows they will generate plenty of FCF - you... More »
    Comment by BSexposer
    Nov 23 21:16 pm |
    Rating: 0 0
  • Time to Bail on Shale? [View article]
    Thank you, Mr. Brochstein, for raising this topic for discussion. The answer to the question you pose changes dramatically in the... More »
    Comment by bob adamson
    Nov 23 17:24 pm |
    Rating: +3 0
  • Time to Bail on Shale? [View article]
    Good analysis, appreciate the work you did reading (or listening to) all those conference calls. Until recently I was long BJS/BHI... More »
    Comment by Tom Armistead
    Nov 23 16:35 pm |
    Rating: +4 -1
  • Time to Bail on Shale? [View article]
    It turned out not to be a good call, no doubt. I make a lot and don't bat 1000. If you look, you will also see that I was hoisted on... More »
    Comment by Alan Brochstein
    Nov 23 16:00 pm |
    Rating: +4 -1
  • Time to Bail on Shale? [View article]
    On FCF, CHK is still negative by the way I calculate (YTD, Capex of 4.129 bln with D&A of 1.214bln and NI of about 1.5 bln before a... More »
    Comment by Alan Brochstein
    Nov 23 15:35 pm |
    Rating: +1 -1
  • Time to Bail on Shale? [View article]
    Alan A year ago you said: "Hold Gold? Time to Fold" as it was only going one way - down. [From $7-800/oz] How'd that work out... More »
    Comment by Screwloose
    Nov 23 15:00 pm |
    Rating: +2 0
  • Time to Bail on Shale? [View article]
    I think your "believe" are believable but the system has some real inertia and friction to over-come before the "believe" become... More »
    Comment by bradiop
    Nov 23 14:26 pm |
    Rating: +1 0
  • Time to Bail on Shale? [View article]
    Your analysis is faulty - conventional production will drop precipitously b/c of the low NG prices and low rig counts - thus, even... More »
    Comment by BSexposer
    Nov 23 13:57 pm |
    Rating: +2 -4
  • Time to Bail on Shale? [View article]
    I'm also interesting in seeing a bit more of the pipelines, NI has a good deal of them, while those such a APL (atlas) might also... More »
    Comment by WPSPIKER
    Nov 23 11:46 am |
    Rating: 0 0