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SRE Forum Topics
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- General Discussion on SRE
- Zoltek Blowing in the Wind, Cramer's Lightning Round (4/23/08) [view article]
- Renewable, Green Power is Flowing – But Where Are the Power Lines? [view article]
- Amaranth: Tip of the Iceberg [view article]
- Gambling on Natural Gas [view article]
- Electric utility stocks ranked by yield -- 5/31/05 [view article]
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Zoltek Blowing in the Wind, Cramer's Lightning Round (4/23/08) [view article]
jimmy......MCF is not First Charter as your article states.....duh? Its actually Contango Oil and Gas and its on the auction block. why are you not excited about this play? tell me, grasshopper. i say go long!!!!!!!!!!! ReplyZoltek Blowing in the Wind, Cramer's Lightning Round (4/23/08) [view article]
jimmy, MCF ticker is not first charter......duh? its contango oil and gas and they're up for sale. a big long here i would say! ReplyZoltek Blowing in the Wind, Cramer's Lightning Round (4/23/08) [view article]
Again with Jim: What is the point of making a call on a stock like PENN with a pending merger? They're getting the approvals and the stock will be at $67 when it's bought. ReplyZoltek Blowing in the Wind, Cramer's Lightning Round (4/23/08) [view article]
Agree that Zoltek may not be the best run company, but they are in the right business at the right time and will make a lot of money barring a cataclysmic event within their very thin management ranks. ReplyEditors
General Discussion on SRE
Is this a buy or a sell? ReplyRenewable, Green Power is Flowing – But Where Are the Power Lines? [view article]
great article...hit it on the head ReplyAmaranth: Tip of the Iceberg [view article]
Ram,There are crawlers that grab blogs quickly after they are published and the main site (philstocks.blogspot.co.../) posts, usually, before 9:30 am. Reply
Gambling on Natural Gas [view article]
Perhaps this is not the entry (being a recap of NYT article) to ask this question. How has the liquidation of S---- (the hedge fund which lost $6b in one week) affected the natural gas market? omooc ReplyAmaranth: Tip of the Iceberg [view article]
hey Phil:is there any way for me to get your comments as soon as they are posted on this site or in your personal blog (Phil's World) via email? thanks. Reply
Amaranth: Tip of the Iceberg [view article]
Click on the word "this" in the article - the pipes aren't designed to carry it - extremely hazardous... ReplyAppachu
Amaranth: Tip of the Iceberg [view article]
What is the environmental disaster for LNG(Cheniere)? Please provide more details. I have puts on LNG too. ReplyGitarts
Amaranth: Tip of the Iceberg [view article]
This post is just arm-chair economics and only take one false assumption to collapse the dominos of this argument. BTW, your so bearish on the brokers because of this hedge fund liquidation, but you overlook the fact that prime brokering a major component of their business and in order to meet margin calls they have to sell every $1.5B in assets for about $1B in cash to the prime brokers. That means the prime brokers on $6b are going to make about $2B in profits of this liquidation. ReplyAmaranth: Tip of the Iceberg [view article]
"But isn’t this is the same company that was earning $3 a share in 2003? Yes. What changed? Did they increase market share? No. Did they increase efficiency? No. Cut costs? Heavens no!"Everything in this statement is factually incorrect.
XOM has increased market share outside U.S., have increased efficiency at U.S. refineries by 4.5% on average (which is better than anyone else in the business), and have cut crude production costs. Unlike the rest of the pack, XOM did not squander this up cycle. Instead they were wise enough to prepare themselves for the leaner years ahead, meaning they are NOT the same company as they were in 2003. The rest made the same mistakes they have made throughout past up cycles, such as expensive acquisitions. Notice how XOM bought nothing of significance during this time frame!
We are not the only analysts to have this information. Notice how XOM has broken away from the pack over the past two months. This is for fundamental reasons, NOT wishful thinking.
We still think that oil will remain high for the foreseeable future. As in the past we clearly stated that high means anything above $45. As previously disseminated we are heading for a new trading range of $51 to $65. XOM has been factoring in the low end of 51 for months now.
Watch how XOM increases earnings in 2007 over 2006 and we not finished with 2006 yet. We are not kidding. 2007 will show a 6% increase YOY. This is when the full impact of facility upgrading kicks in with cheaper heavy crude as the base. As the spread between heavy and sweet continues to grow, for XOM this is money in the bank.
Phil- short something else.
Disclosure: This personal comment by a CrossProfit analyst reflects the opinion of CrossProfit.com. Unless explicitly stated otherwise there are no conflict of interests.
www.crossprofit.com Reply