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wigit5

wigit5
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  • Phillips 66 Partners (PSXP +30.6%) flies past $30/share after selling stock in its IPO at $23 each (which itself was raised from earlier guidance of $19-$21). Phillips 66 (PSX +2.5%) remains an owner of more than 70% of the spinoff. [View news story]
    We still benefit albeit indirectly; take it all in stride... if you have been a PSX holder since the spinoff we don't have much to complain about.
    Aug 12, 2013. 04:47 PM | Likes Like |Link to Comment
  • Canada's oil sands industry turns to algae to appease Obama [View news story]
    Glad to see that "environmental groups" are all about compromise
    Aug 12, 2013. 02:46 PM | 2 Likes Like |Link to Comment
  • Musk receives $4.3M options reward; to unveil Hyperloop [View news story]
    Tesla's (TSLA) board rewards Eilon Musk with $4.3M worth of stocks for development work on the Model X sport-utility vehicle, which directors believe the company will probably complete.


    I would like to highlight one word "probably"... how is the work on the model x only "probably" going to be completed?
    Aug 11, 2013. 10:50 AM | 2 Likes Like |Link to Comment
  • Microsoft: Betting The Ballmer Bounce [View article]
    2 things

    1. Gates has expressed no interest in returning to MSFT that I'm aware of... in fact exactly the opposite. I've heard him say numerous times he finds 'saving the world' from being poor and sick a much more rewarding job.

    2. Giving a 20% probability to MSFT buying something huge like IBM.... Pass that shit over here.
    Aug 9, 2013. 04:10 PM | 11 Likes Like |Link to Comment
  • QR Energy EPS of $0.91 [View news story]
    I would advise not to add unless its around $16 or under; without any good catalysts this thing will probably stay in between 15.50 and 18.50. Buy the lows sell the highs.
    Aug 9, 2013. 04:06 PM | Likes Like |Link to Comment
  • Introducing The New 'Scariest Jobs Chart Ever' [View article]
    Completely agree with the new chart being scariest... Good bit.
    Aug 9, 2013. 01:11 PM | 1 Like Like |Link to Comment
  • As Alpha Natural Resources Faces U.S. Setbacks, China Could Be The Company's Last Resort [View article]
    Aricool,
    Wanted to follow up that other then a brief mention on one of their active mines descriptions they don't offer a lot of detail on what levels of Met coal they produce (one mine mentions Mid-Vol (MV)).

    The more I think about it while transportation costs factor in significantly; the variance in price for the different levels of Met coals probably makes up a lot of the difference between ANR and TCK.

    Contract lengths could be a factor as well... if TCK had longer contracts in place that would extend their price strength... potentially.
    Aug 9, 2013. 09:00 AM | Likes Like |Link to Comment
  • As Alpha Natural Resources Faces U.S. Setbacks, China Could Be The Company's Last Resort [View article]
    Well looking over TCK's profile their mines are all located in western canada and export off the west coast terminals there. They can ask a higher price and still beat East Coast US exports due to freight costs and timing related issues.

    A vessel that loads on west coast canada takes approx half the time to arrive in china then say a US East coast vessel. The chinese can opt to pay for the coal FOBT west coast canada and make up the difference in negotiated freight.

    The second thing I would say that might be affecting thing. I believe Crutchfield (ANR CEO) said that customers looking to buy coal off the US East coast have focused on the lower quality met coals HVB's and PCI (I've also heard this called HVC). This command much lower prices then the HVA and LV coals. For comparison yesterday LV off the east coast was priced approx $150 whereas HVB sold into the vessel (buyer pays freight) was only commanding rough $115. Prices come from Platts if I recall correctly...

    A more insignificant factor could be currencies although I think the Cn and USD are similar at this point.

    Disclaimer: These are just opinions and possibilities. The order in which they are written is the order in which I believe they are likely having an affect. Although points 1 and 2 are probably both equal weight and/or interchangeable lol... Sorry I'm not being decisive this morning.
    Aug 9, 2013. 08:39 AM | Likes Like |Link to Comment
  • Highlights from Tesla Motors' earnings conference call [View news story]
    I'm hoping for a model X if my family can save enough for one.... not likely though.
    Aug 8, 2013. 09:34 AM | 1 Like Like |Link to Comment
  • Highlights from Tesla Motors' earnings conference call [View news story]
    are you sure esekla? I thought they said they could hit 25% GM without the zev's if this Q was 13% without them 25% seems lofty.
    Aug 8, 2013. 09:14 AM | Likes Like |Link to Comment
  • Highlights from Tesla Motors' earnings conference call [View news story]
    I don't think his argument is demand constraint vs supply constraint, I think his main argument is US sales are flattening out already.
    Aug 8, 2013. 09:05 AM | Likes Like |Link to Comment
  • Highlights from Tesla Motors' earnings conference call [View news story]
    shorting this stock is a gamble I'm surprised the float was still fairly high before this report...
    Aug 8, 2013. 09:04 AM | 1 Like Like |Link to Comment
  • As Alpha Natural Resources Faces U.S. Setbacks, China Could Be The Company's Last Resort [View article]
    I think the best way would be to run through some of the major utilities earnings calls, and maybe presentations if they have given any recently...

    I'll try to do some eastern and some western but keep em separated... may take a bit though hopefully I'll find the time in the next week or so.
    Aug 8, 2013. 08:38 AM | Likes Like |Link to Comment
  • Tesla Motors zooms past estimates in Q2 [View news story]
    tell that to all the people working for fossil fuel companies
    Aug 8, 2013. 08:36 AM | Likes Like |Link to Comment
  • Highlights from Tesla Motors' earnings conference call [View news story]
    I think Paulo is right however I wouldn't be surprised to see sales stay flat for a few quarters... my thinking is now that the model s has been on the road for a while more consumers will get comfortable with the idea of an ev since there hasn't been any terrible stories out about how something broke and it took forever to fix or people getting stranded with no help for hours.

    Model S sales will probably start to shrink as we get closer to the model x release as people who want an EV get in line for the SUV.
    Aug 8, 2013. 08:32 AM | Likes Like |Link to Comment
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