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dieuwer » Comments » CHK

  • How Low Can Natural Gas Prices Go? [View article]
    Producers have hedged at $7. They will get $7/mcf no matter what. Producers don't care what the spot price of NG is. They will supply NG until storage is full. After that, NG will be dumped on the street for $7.

    The most important question is: who has taken the opposite trade of the NG hedge? Who is loosing money each day being forced to buy NG at $7 (and sell for $3)?
    Aug 27 18:39 pm |Rating: +5 0 |Link to Comment
  • Two Natural Gas ETFs to Track the Rise in Gas Prices [View article]
    The tracking problem could be circumvented if UNG would store NG and issue shares against its holdings.
    Aug 16 15:22 pm |Rating: +3 0 |Link to Comment
  • The Bullish Case for Natural Gas [View article]
    Did some math on the October options.
    Total open interest on calls is 388737, open interest on puts is 537213 with majority of options around $13-14. Smells like naked short indeed!
    Aug 11 15:10 pm |Rating: +2 -1 |Link to Comment
  • The Bullish Case for Natural Gas [View article]
    Is there not a HUGE naked short position in UNG?
    Aug 11 14:59 pm |Rating: +2 0 |Link to Comment
  • China, Shipping and the Great Commodity Carry Trade [View article]
    I think the correct term should be "dollar carry trade": borrow dollars, buy anything else including commodities.
    In effect similar to the now-defunct yen carry trade: borrow yen, buy whatever.
    Jun 05 08:13 am |Rating: +8 0 |Link to Comment
  • Burst Bubble? Commodities' Long-Term Story Remains Intact  [View article]
    The bullmarket in gold is over when DOW/Gold ratio is around 1.
    At the moment it is about 13.
    I surmize that at the top, gold will be at $7000-$8000 and the Dow at around 12,000. Thus, I my opinion gold is still VERY undervalued.

    To put action to words, I'm heading to the coin shop this weekend to buy gold.
    Mar 20 16:47 pm |Rating: 0 0 |Link to Comment
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