Urbane Gorilla!

Some Stocks to Research for the Market Rebound

With oil dropping, offshore driling (Drill! Drill! Drill! in Kudlow-speak) will fade from American's memories. Further, which companies seem to be inclined to drill? Companies like XOM and CHV are reducing their exploration and buying back shares.... CHK and similar NatGas plays are already reducing their future contracts. Fuhgedaboudit!

Maersk Shipping has recently stated that they expect China to begin importing coal again this next quarter, but cautioned that it won't be on the same scale as the past. This makes sense as there is a global slowdown, steel production is in the toilet and the world is reducing their demand for consumer products. They still do need coal for energy, but it has been noted that they are buying cheap sulphur laden coal on the spot market in areas like Malaysia. (In fact, MIT just performed an independent report stating that Chinese poloution has more to do with the cheap quality of coal they buy and not the state of their power generation plants.) I'm not sure that buying the above listed coal companies would be the right choice... Anyone know any good Malaysian coal companies? At any rate, I'd be more inclined to buy BTU, RTP and BHP, all of which do sell to China... If that's your direction... As to POT and MOS... Mouth-watering prices... But the charts aren't saying anything useful either.. jegan ;-)

What's Fording Canadian Coal's Takeout Value?

Emerald... Or anyone.... Re: "Fording has burned investors in the last three years so be careful with management here. They are not on everyone's buy list.".... Re we talking about something like the Halloween issues for HTE, or are you suggesting something else... I have been looking at Fording for their type of coal and dividend, but can't seem to find any issues as suggested.... (Gotta admit, their numbers on Yahoo don't look very promising.. )

Thx jegan ;-)

Coal Stocks: Make Money in Picks and Shovels

China is cranking out new coal fired utilities on a monthly basis - I've heard one new plant, or two new plants a month. They are on track for the next several years. If coal production in China is dropping, then where will China get it's coal from? Does anyone really believe that China is ramping up coal-fired utilities as a scenic backdrop for tourists. Nope! Coal has a big and growing footprint in China... I lost the webpage, but there is a Chinese Government site that covers their yearly 'energy fair'. The main player is coal and coal production.

From what I can glean, what is happening in China is concern with pollution, (whoah!) mine safety, and efficiency (energy and production).

Factories and utilities have reduced production till the end of August to reduce smog for the tourists during the Olympics. (This is no secret, it was a publicized Government program). They have also been actively closing poorly run mines in China. Those that are behind the times and cannot produce efficiently. Also, if you look at the public outcry after the collapse of buildings during the last quake, you can see that even though China is still an authoritarian Government, they are very concerned about image and uncontrollable anti-government sentiment. They actually do respond in a semi-American fashion in attempts to quell bad sentiment. Mines that collapse or are health hazards produce bad sentiment.

Keep an eye on the coal stocks at the end of August. I'm expecting a ramp up again.

And BUCY and JOYG are good solid companies. They may be down a little now as well, but like CAT and DE they're probably just taking a seasonal breather.

Thx jegan ;-)

Steel, Coal and Agriculture Plays Turning Over

Raman ... Re your comment: "AG sector is still the play. Every one is betting the flood, would increase the fertilizer intake for the crops.".... Who is saying this?

I'm no farmer, but it would seem to me that there will not be any quick turn-around for the mid-west farmers this year. And in fact, I haven't heard anything about the issue yet. But think about it. Farm homes and barns are gone. Tractors, planting and harvesting equipment is gone. Roads and infrastructure is gone. Rails and barges that work the Mississippi are gone (Look at KEX and ACLI for intercoastal barges and CSX for rail problems.) The soil is sodden and needs to dry out. People (workers, owners and various support staff) have been displaced for the season. I just don't see a quick turn-around in farming in this area... I'm sure it will pick up next year. I haven't read anything about replanting yet, but have read about the remainder of the problems.

Having said that, I'm not sure that this small loss (in the scheme of things) will affect the rest of the world's usage.

It would seem to me a better play on this disaster would be infrastructure, modular home builders, local vehicle, equipment and banks - as all of the above need to be replaced and banking will need to furnish loans. (Just my take).

Thx jegan ;-)

Coal Stocks: Where to From Here?

Odd isn't it that China has stopped their factories and mills during the Olympic period (to last until late August) to reduce polution for the gaijin and coincidentally energy stocks have tanked... Hmmmmm ...

Thx jegan ;-)

Why Investors Worship Old King Coal

Mr. Ward....Did the French kill the project 'because it may cause quakes', or because a 'quake might kill the project' ??? Just curious... I too like geo-thermal.... Just look what it is doing for Iceland... Don't understand why Hawaii doesn't take advantage of it...

Thx jegan

Walter Industries a One-Stop Shop for Coal, Natural Gas and Housing

Yup... Think you're right! About coal... Not sure if potash is finished though... An interesting website is the Chinese site devoted to the coal industry exposition .... What an eye opener... (Of course, it's loaded with Chinese government-speak .. And of particular interest is the "foreigners" building shown on the floor plan for the exposition..)

www.chinaminingcoal.co...

Anyway ... I don't know if I see and end to potash or seed companies in the next few years either ... Is suspect it's a retracement ... I mean, look at who buys potash ... Brazil ( the big user ... Gotta plant that sugar-cane...) India, China ...Just don't see those populations drying up, even with 'one child per family' in China...

Bye! jegan ;-)