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wigit5

wigit5
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  • Walter Energy to go bankrupt in 2015, BB&T analyst predicts [View news story]
    ANR to likely follow shortly thereafter then.
    Dec 2, 2014. 03:38 PM | 3 Likes Like |Link to Comment
  • Railroad stocks not spared in energy selloff [View news story]
    no fredo, railroads are already pushing capacity on their lines. They would need massive infrastructure build out in order to handle yet more crude oil by rail
    Nov 28, 2014. 01:25 PM | 2 Likes Like |Link to Comment
  • Railroad stocks not spared in energy selloff [View news story]
    yup look at coal, coal prices plummeted and so did railroad revenues from shipping coal.
    Nov 28, 2014. 12:35 PM | 1 Like Like |Link to Comment
  • West Texas crude slides below $75 as meetings produce no output cut so far [View news story]
    Everyone has been saying they aren't going to cut output why would anyone in their right minds expect them to suddenly change course?
    Nov 25, 2014. 11:36 AM | 2 Likes Like |Link to Comment
  • Alpha Natural Resources - Time To Leave The Ship [View article]
    the nat gas revolution to flop, new tech like the projects coming out of Ohio state i think, where they heat coal with iron pellets releasing the BTU's without burning the coal thus having 0 emissions.
    Nov 21, 2014. 12:16 AM | Likes Like |Link to Comment
  • Ex-Massey CEO indicted on charges related to fatal coal mine explosion [View news story]
    I think you are missing the point of responsibility Roxieanne. As the CEO you are responsible whether you want something to happen or not... Do you think the big execs at Enron wanted the company to go belly up and be the prelude to one of the largest financial disasters the US has ever seen? No, did they deserve to go to jail? You bet your sweet ass they did.

    Responsibility doesn't just fall within what you expect the outcome to be...

    DISCLAIMER: I'm not taking a position on this particular case just making a general statement about responsibility.
    Nov 14, 2014. 11:37 AM | 1 Like Like |Link to Comment
  • Coal-burning utilities predict blackouts from Obama climate pact [View news story]
    The irony is people die because of extreme temps every year and thats without blackouts... but its 'good' for everyone lol
    Nov 13, 2014. 04:13 PM | Likes Like |Link to Comment
  • Plug Power -16% on Q3 miss [View news story]
    not sure you can adequately explain this given all the deals and tough talk from the CEO thats been had this year.
    Nov 12, 2014. 09:24 AM | Likes Like |Link to Comment
  • Shell "enthusiastic" about deepwater oil projects off Mexico [View news story]
    deepwater is dead didn't you guys hear!?
    Nov 11, 2014. 06:37 PM | 2 Likes Like |Link to Comment
  • Reuters: Apple stepping up efforts to win over enterprises [View news story]
    Deja Vu, That might be the case if not for the fact that the enterprise world is used to MSFT doing well one iteration then fucking the next one up...XP good, vista terrible, 7 good, 8 terrible... Windows 10 has already received praise from early reviewers.

    So the choice for businesses is, wait a little bit for something that won't require major fundemental change in business and training or go ahead and commit to those changes and costs related.
    Nov 11, 2014. 03:12 PM | Likes Like |Link to Comment
  • Seadrill's West Vela Deal Shows The Company's Financial Flexibility [View article]
    If oil prices and rig rates continue to decline SDLP and SDRL along with the whole sector will likely see massive bankruptcy filings.

    That is a worse case scenario though, at some point oil prices rig rates will stabilize. Management moves will be key, whoever can adapt to the near term headwinds the best should provide the best value going forward.

    One thing to think about is that since capex going into new rigs should go to near zero should the worst be realized SDRL's rigs will remain the premier (newest) on the market for longer than traditional cycles.
    Nov 11, 2014. 02:43 PM | 5 Likes Like |Link to Comment
  • Seadrill's West Vela Deal Shows The Company's Financial Flexibility [View article]
    I mostly agree except the left pocket has some cash that the right pocket needs to pay off the back pockets :).
    Nov 11, 2014. 11:54 AM | 11 Likes Like |Link to Comment
  • Russia, China sign framework agreement on second mega gas deal [View news story]
    good observations thanks for posting.
    Nov 9, 2014. 09:01 AM | Likes Like |Link to Comment
  • Logitech delays FQ2 10-Q; auditor "not independent" for quarter [View news story]
    They probably were in the meeting like "Hey guys good audit meeting last week do you want to handle some other business that may or may not cause a conflict of interest come earnings time?"
    Nov 7, 2014. 09:08 PM | Likes Like |Link to Comment
  • Alpha Natural Resources - Time To Leave The Ship [View article]
    lol cfb probably right!

    Ferdinando: Don't quit we all get stuff utterly wrong I did the same thing with $ANR but on the way down (I thought $19 would be the bottom, then 12, then $5). I worked in teh coal industry for 6-8 years and still didnt get it right.

    Key is to try and learn something, find where you went wrong or what changed that caused your thesis to not hold up.
    Nov 7, 2014. 09:05 PM | 3 Likes Like |Link to Comment
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4,630 Likes