JOYG Forum Topics
- All Comments on JOYG
- General Discussion on JOYG
- Coal Stocks: Make Money in Picks and Shovels [view article]
- It's Not Too Late to Buy Coal [view article]
- Recent World Events Are Bullish for Metals [view article]
- Deere Is No Bambi - Cramer's Lightning Round (6/20/08) [view article]
- Thursday Options Outlook: XOM, DELL, V, XLB, WIND, WERN, JOYG, PAET, MAS [view article]
- Why I'm Not so Bullish on Joy Global [view article]
- Still Bearish on Financials - Stop Trading! (5/29/08) [view article]
- Jumping for Joy - Cramer's Mad Money (5/29/08) [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Will the Exxon Go Green? Fast Money Recap (5/27/08) [view article]
- What to Do About Yahoo? - Fast Money Recap (5/5/08) [view article]
- Wall Street Breakfast: Must-Know News [view article]
Recent JOYG Articles
- Coal Stocks: Make Money in Picks and Shovels
- Recent World Events Are Bullish for Metals
- It's Not Too Late to Buy Coal
- Why I'm Not so Bullish on Joy Global
- Oil: Speculation vs. Supply and Demand - Fast Money Recap (5/29/08)
- Still Bearish on Financials - Stop Trading! (5/29/08)
- Thursday Options Outlook: XOM, DELL, V, XLB, WIND, WERN, JOYG, PAET, MAS
- Wall Street Breakfast: Must-Know News
- Will the Exxon Go Green? Fast Money Recap (5/27/08)
- That 70s Economy - Fast Money Recap (5/8/08)
- Full List of Articles »
loading ...
Coal Stocks: Make Money in Picks and Shovels [view article]
At -20 on the Montana prairie even cow terds will do but i prefer coal even if it is dirty and generating electricity . Give me some coal ! ReplyCoal Stocks: Make Money in Picks and Shovels [view article]
China is cranking out new coal fired utilities on a monthly basis - I've heard one new plant, or two new plants a month. They are on track for the next several years. If coal production in China is dropping, then where will China get it's coal from? Does anyone really believe that China is ramping up coal-fired utilities as a scenic backdrop for tourists. Nope! Coal has a big and growing footprint in China... I lost the webpage, but there is a Chinese Government site that covers their yearly 'energy fair'. The main player is coal and coal production.From what I can glean, what is happening in China is concern with pollution, (whoah!) mine safety, and efficiency (energy and production).
Factories and utilities have reduced production till the end of August to reduce smog for the tourists during the Olympics. (This is no secret, it was a publicized Government program). They have also been actively closing poorly run mines in China. Those that are behind the times and cannot produce efficiently. Also, if you look at the public outcry after the collapse of buildings during the last quake, you can see that even though China is still an authoritarian Government, they are very concerned about image and uncontrollable anti-government sentiment. They actually do respond in a semi-American fashion in attempts to quell bad sentiment. Mines that collapse or are health hazards produce bad sentiment.
Keep an eye on the coal stocks at the end of August. I'm expecting a ramp up again.
And BUCY and JOYG are good solid companies. They may be down a little now as well, but like CAT and DE they're probably just taking a seasonal breather.
Thx jegan ;-) Reply
The Wind
Coal Stocks: Make Money in Picks and Shovels [view article]
Or maybe you think if everyone sells, the stock will drop in price to where you can pick it up cheap again, and make a killing? Sounds like what the analysts do to the financials. Sounds suspicious to me... ReplyCoal Stocks: Make Money in Picks and Shovels [view article]
So far a coal and green energy go i would look to a calgary based company called alter energy. the symbol is nrg.v if your in canada. It has a lot in common with the larger usa based nrg in that it bought Westinghouse plasma and is refitting up to 400 coal plants and has a jv to make ethanol for gm. It also has about 700 million tons of coal that it is going to convert to 40,000 barrels per day of oil. Replygordon
Coal Stocks: Make Money in Picks and Shovels [view article]
geothermal is not actually very clean. you have to dispose of the brine (tends to be smelly & corrosive to metals) somewhere (hazardous waste).one reason for coal shortages in china is their fuel utilization efficiency is rather low (think u.s.a in the 1920's with lots of stokers)
> jack Reply
Coal Stocks: Make Money in Picks and Shovels [view article]
One reason for the coal shortage at Chinese utilities has to do with the difference between the prices for coal and electricity, which are set by the government. ReplyCoal Stocks: Make Money in Picks and Shovels [view article]
I've owned Bucyrus since 2005. It's been a quadruple for me. I;ve since sold half. You're telling people to get on board long after the train has left the station. ReplyCoal Stocks: Make Money in Picks and Shovels [view article]
I can only see this as a short to mid term play. Coal has a relatively uncertain future because of its political volatility and an increasing call for renewable energy from the market, not just hippies.emervest.blogspot.com Reply
Coal Stocks: Make Money in Picks and Shovels [view article]
I can only see this as a short to mid term play. Coal has a relatively uncertain future because of its political volatility and an increasing call for renewable energy from the market, not just hippies.emervest.blogspot.com Reply
Coal Stocks: Make Money in Picks and Shovels [view article]
Numbers on coal stocks don't all add up. BTU bottomed in March at about $45. It's high since then was below $90. It's now at $65. That's nowhere near 166%. ReplyIt's Not Too Late to Buy Coal [view article]
suckingless.com/2008/0.../ ReplyIt's Not Too Late to Buy Coal [view article]
Strength in coal confirmed with Cleveland Cliff's acquisition of Alpha Natural Resources: Cleveland-Cliffs to buy Alpha Natural for $8.4 blnKeep tabs on the coal industry with this SuckingLess resource Reply
It's Not Too Late to Buy Coal [view article]
Here's another article on coal, including BTU and CNX. BTU has done better than all the other stocks in this sector.Also, a warning that coal name could vulnerable to a sudden sell-off.
Here's the link: www.greenfaucet.com/tr...
Check it out if you're interested in coal, natural gas producers, or natural gas services Reply
Recent World Events Are Bullish for Metals [view article]
One thing I know best is aluminium.The best positionned company in this industry is RioTinto, as they just acquired Alcan, one of the leading aluminum firms. The reason is that global demand for aluminum is expected to grow at a faster pace than all of the main iron-ore commodity types (copper, steel, ...) for the next decade. I don't have the source link, but it was on one of the last annual reports, you can find that on their website.
The major expenditure in producing aluminum is energy cost, and that where RioTinto-Alcan makes a difference.
What gives RioTinto Alcan a competitive advantage other its competitors, is that they own the most advance smelter technology that reduces energy consumption. Secondly, 2/3 of their energy comes from hydroelectric power in Quebec whereas Chinese competitors use coal-fired electricity generators. On a cost curve chinese competitors energy costs seem on average twice as expensive.
I don't know if this is going to make a difference on the stock, but clearly I would go with the leader in the long-term. Otherwise, Alcoa is poised to be bought or merge in the next two years.
Check out my final report for more information which I made for a class presentation this semester on RioTinto Alcan.
www.nicolasmurcia.com/...
Reply
Deere Is No Bambi - Cramer's Lightning Round (6/20/08) [view article]
Its hard to follow sdrlf. However, I bgt some on the Oslo Ex. I have backed up this purchase with RIG and have done pretty good with it. But much to my surprise Sdrlf has not tracked very well with RIG on the Oslo. Maybe because its structured simarily to other of JF's companies that is to pay div. at the expense of rapid growth or price appreciation. I still believe it is a good long term growth play.On Jun 23 08:03 PM User 146210 wrote:
> plese give me you opinion on SEADRILL SDRLF , which is the latest
> Company started by the man behind Frontyline
>
> mickey Mouse Reply