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wigit5

wigit5
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  • ConocoPhillips-led (COP) Freeport LNG is seeking financing to start construction next year on its $11B natural gas export facility in Texas that in six years is scheduled to ship 2.1B cubic feet/day of gas. One train a year is expected to open in 2017, 2018 and 2019, CEO Michael Smith says; financing will have equity and debt components. (earlier[View news story]
    I'd love to get a piece of that... first major LNG export out of the US... gonna make some money assuming the rest of the world doesn't assimilate/adapt fracking to their own countries.
    Jun 27 08:36 AM | Likes Like |Link to Comment
  • New federal rules will limit the amount of fat, salt, and sugar in school lunches. Vending machines will be limited to 200 calories per item and 12-ounce drinks cannot exceed 60 calories which will cut out many products from soda companies (KO, PEP, DPS). [View news story]
    lol spinrbait win/win for the soda co's!
    Jun 27 08:22 AM | 1 Like Like |Link to Comment
  • Upcoming Positive Catalyst For The Market [View article]
    Thanks for pointing this out Paulo! Hopefully the Fed gets lucky and they can ween the world off QE while the economy improves...
    Jun 26 02:58 PM | Likes Like |Link to Comment
  • Microsoft (MSFT +1.7%) roundup: 1) Telefonica (TEF) and Microsoft plan an "enhanced marketing effort" to promote Windows Phone in the U.K., Germany, Spain, Mexico, Brazil, and Chile. The campaign, which should please Nokia (NOK), is Telefonica's latest attempt to become less dependent on iOS/Android, and thus gain more leverage for cutting subsidies. 2) Sprint (S) has launched its first Windows Phones: Samsung's 4.8" Ativ S Neo, and HTC's 4.3" 8XT. They arrive amidst reports HTC is prepping a WP8 version of its popular One phone. 3) Morgan Stanley thinks Microsoft's rumored restructuring would be "received favorably" by investors, and would "better address the integration among groups of products." [View news story]
    "no need for antivirus" so your saying linux is impervious to virus's?
    Jun 26 01:13 PM | 2 Likes Like |Link to Comment
  • Peabody Energy (BTU -3%) CEO Gregory Boyce paints an optimistic picture of global coal demand, which he sees rising by ~1.4B metric tons over the next five years. But he warns that Australia, a major coal shipper, is in danger of production moving to lower-cost countries (earlier). Coal names (KOL -0.4%) are broadly lower today following Pres. Obama's anti-coal speech: WLT -7.9%, ANR -5%, ACI -4.2%, CNX -2.8%, YZC -2.5%[View news story]
    As the US becomes less dependent on coal, the world becomes more dependent. Coal has many uses not just electricity and steel (although those are probably the two largest uses in today's era).
    Jun 26 12:46 PM | 1 Like Like |Link to Comment
  • Microsoft (MSFT +1.7%) roundup: 1) Telefonica (TEF) and Microsoft plan an "enhanced marketing effort" to promote Windows Phone in the U.K., Germany, Spain, Mexico, Brazil, and Chile. The campaign, which should please Nokia (NOK), is Telefonica's latest attempt to become less dependent on iOS/Android, and thus gain more leverage for cutting subsidies. 2) Sprint (S) has launched its first Windows Phones: Samsung's 4.8" Ativ S Neo, and HTC's 4.3" 8XT. They arrive amidst reports HTC is prepping a WP8 version of its popular One phone. 3) Morgan Stanley thinks Microsoft's rumored restructuring would be "received favorably" by investors, and would "better address the integration among groups of products." [View news story]
    lol corporate espionage! I like it.
    Jun 26 12:17 PM | Likes Like |Link to Comment
  • Tesla Motors (TSLA) CEO Elon Musk sees the automaker selling 200K units per year within three or four years, according to Germany's Auto Motor & Sport magazine. TSLA +1.6% premarket. [View news story]
    "actually (probably)..." you sir... have a way with words
    Jun 26 10:03 AM | 3 Likes Like |Link to Comment
  • U.S. solar stocks rally strongly ahead of a Tuesday speech from Pres. Obama in which he's expected to outline plans to effectively double the amount of renewable energy created on public lands by 2020 (enough to power 6M homes), and to impose regulations of carbon dioxide output from U.S. power plans. First Solar (FSLR +7.6%), which received an upgrade and a bullish coverage launch yesterday, is the biggest winner, but SunEdison (SUNE +5.6%) and SunPower (SPWR +4.2%) are also doing well. [View news story]
    dangerous assumption to think that just because you don't agree with renewable energy that the same person thinks wars over oil are justified..

    although most wars are fought over some form of natural resource land/gold/oil/people/w... not that it makes it right or anything just pointing it out.
    Jun 25 01:53 PM | 1 Like Like |Link to Comment
  • U.S. solar stocks rally strongly ahead of a Tuesday speech from Pres. Obama in which he's expected to outline plans to effectively double the amount of renewable energy created on public lands by 2020 (enough to power 6M homes), and to impose regulations of carbon dioxide output from U.S. power plans. First Solar (FSLR +7.6%), which received an upgrade and a bullish coverage launch yesterday, is the biggest winner, but SunEdison (SUNE +5.6%) and SunPower (SPWR +4.2%) are also doing well. [View news story]
    Prepare for whining about high energy costs in 6 months to a year.
    Jun 25 01:05 PM | Likes Like |Link to Comment
  • Barnes & Noble (BKS): FQ4 EPS of -$2.11 misses by $1.12. Revenue of $1.28B (-7.4% Y/Y) misses by $0.05B. (PR[View news story]
    I don't see how they do it but I hope they survive... it's nice to go into their stores have a drink and get a book/puzzle.
    Jun 25 08:39 AM | Likes Like |Link to Comment
  • Don't kid yourselves, writes Ambrose Evans-Pritchard, the Fed has tightened, and tightened significantly even in the face of core PCE inflation lower than it was when the Fed was worried enough about deflation to launch QE. St. Louis Fed chief Bullard: "This was tighter policy. It's all about tighter policy." Pritchard: "I hope the Fed knows what it is doing." [View news story]
    These guys have put themselves in a damned if you do, damned if you don't situation...
    Jun 24 04:14 PM | Likes Like |Link to Comment
  • Coal stocks (KOL -2.8%) are sliding with the latest statistics from China showing steel production trends declined in late May. Another data point this week: U.S. coal shipments fell 31% M/M in April with high production costs and oversupply in Asia for met coal driving the decline. BTU -4.3%, ACI -6.4%, ANR -4.8%, CNX -2.8%, CLF -4.7%, YZC -4.8%. Trading halted in WLT, -17.3% (earlier). [View news story]
    Yeah unjustly so though as some of the names already refinanced debt.

    But I understand the sector is out of favor, and the reduced steel production is reason to worry short term but seeing as the market for both steel and coal have been over supplied all year I'm not surprised personally.
    Jun 14 02:35 PM | 1 Like Like |Link to Comment
  • Coal stocks (KOL -2.8%) are sliding with the latest statistics from China showing steel production trends declined in late May. Another data point this week: U.S. coal shipments fell 31% M/M in April with high production costs and oversupply in Asia for met coal driving the decline. BTU -4.3%, ACI -6.4%, ANR -4.8%, CNX -2.8%, CLF -4.7%, YZC -4.8%. Trading halted in WLT, -17.3% (earlier). [View news story]
    This makes sense more so then walter refinance debacle
    Jun 14 02:22 PM | Likes Like |Link to Comment
  • Walter Energy (WLT -12.8%) dives after Forbes reports the company withdrew a proposed $1.55B debt refinancing offer due to "market conditions." Other coal stocks are also off: BTU -4.5%. ACI -7.1%. CLF -3.5%. ANR -5.1%. OXF -3.1%. JRCC -3.3%. CLD -4.1%[View news story]
    I believe $JRCC already did theirs too if I'm not mistaken but I can't recall ....
    Jun 14 02:09 PM | 2 Likes Like |Link to Comment
  • Walter Energy (WLT -12.8%) dives after Forbes reports the company withdrew a proposed $1.55B debt refinancing offer due to "market conditions." Other coal stocks are also off: BTU -4.5%. ACI -7.1%. CLF -3.5%. ANR -5.1%. OXF -3.1%. JRCC -3.3%. CLD -4.1%[View news story]
    He isn't a contributor anymore, but they aren't all going BK. I'm surprised Patriot thinks it will make it out of BK by the end of year but I don't expect to see any other BK short term. Most have moved debt around and refinanced. Bought time in other words to see if prices will turn
    Jun 14 02:03 PM | 1 Like Like |Link to Comment
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