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T1243

T1243
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  • Peabody Energy Remains Confident In Recovery In Coal Demand, But Where From? [View article]
    OK Keith,
    Now I understand. Your agenda is not environmental at all, but just to talk down the BTU share price.
    Mar 3, 2015. 11:49 AM | Likes Like |Link to Comment
  • Peabody Energy Remains Confident In Recovery In Coal Demand, But Where From? [View article]
    "a lot of dirty plants are being retired"...and replaced with newer plants a little further away from the city.
    Mar 2, 2015. 11:57 PM | Likes Like |Link to Comment
  • Peabody Energy Remains Confident In Recovery In Coal Demand, But Where From? [View article]
    I had dinner a few nights ago with a gentleman who works for a Chinese construction company. They build power stations. (Coal, gas and hydro)
    What was particularly interesting was the breakdown of their current project list. 90% coal fired. They build more plant outside of China than inside. Likes of Indonesia, Cambodia, Vietnam...
    The plants built in China are mostly replacing existing plants that are too close to the city. (Causing smog)
    Indonesia, Cambodia and Vietnam buy Chinese plants because they are cheap by comparison. Also cheap because they leave off some of the emission control systems.
    If Obama wants to save the world, take a good look at what is going on globally. Last time I looked there was more coal consumed outside of the US than inside.
    So lets encourage Keith to tackle this real global problem instead of beating up Peabody for practice.
    T.
    Mar 2, 2015. 10:36 PM | Likes Like |Link to Comment
  • Peabody Energy Remains Confident In Recovery In Coal Demand, But Where From? [View article]
    Keith,
    Short are most times to flush out panic sellers. Particularly those with margin loans. I don't think there is an real connection between short sellers and company fundamentals.
    T
    Mar 2, 2015. 10:27 PM | Likes Like |Link to Comment
  • Peabody Energy Remains Confident In Recovery In Coal Demand, But Where From? [View article]
    It will be interesting to see what term and interest rate is applied. It will probably need to be a high rate of around 7% to attract $1B. The interest bill will be drain on the cash flow, but does strengthen the balance sheet.
    Mar 2, 2015. 04:07 PM | Likes Like |Link to Comment
  • Peabody Energy Remains Confident In Recovery In Coal Demand, But Where From? [View article]
    WIUI
    Feb 28, 2015. 03:03 AM | Likes Like |Link to Comment
  • Peabody Energy Remains Confident In Recovery In Coal Demand, But Where From? [View article]
    Keith,
    You are the one putting yourself out there.
    If you don't like the abuse, loose the generalisations and stick with the facts other than glorifies opinions.
    There is no "winning an argument". We will all have a better idea in about 30 years. In the meantime, chill out and stop throwing stones at an industry that provides me with a living. I'm not trying to undermine your standard of living!
    T.
    Feb 24, 2015. 07:53 PM | 2 Likes Like |Link to Comment
  • Peabody Energy Remains Confident In Recovery In Coal Demand, But Where From? [View article]
    Even Solar panels require an amount of energy to manufacture them. At very best (Sahara Desert) a panel would take four (4) years to become energy neutral. Take somewhere like Maine or Washington ....probably never. They will need to be replaced before they get to an energy balance.
    Where would you think the energy to manufacture the solar panels might come from?
    This article from Stamford University
    http://bit.ly/142A3Ec suggest PV technology is still in negative energy balance, but heading in the right direction to become energy neutral by 2020.
    I think it is more location sensitive than their approach.
    Feb 23, 2015. 10:24 PM | Likes Like |Link to Comment
  • Peabody Energy Remains Confident In Recovery In Coal Demand, But Where From? [View article]
    Keith,
    Just please do not every talk about coal "generically" it is just seriously misleading.
    My reference to "stopping the use of coal prematurely....destroying lives" refers to the jobs losses and collapse of communities which are supported by the coal industry. These communities need time to transition sensibly. Not bullied into turmoil by "chicken little" telling us the sky in falling.
    The facts are...we will be using coal for another 50 - 100 years. We will get better at it, and mining low Kcal coals should eventually become illegal or uneconomic through penalties.
    There is no alternative to steel on the horizon. (fact)
    T.
    Feb 23, 2015. 10:05 PM | 3 Likes Like |Link to Comment
  • Peabody Energy Remains Confident In Recovery In Coal Demand, But Where From? [View article]
    Keith,
    You may well think you are "filling in some facts" but when you "fill in" with misleading generalisations, you just make yourself look like a silly green nut case.
    Stopping the use of coal prematurely before the natural transition of sentiment and economics, is seriously irresponsible. The numbers of lives that would be destroyed would be criminal.
    Everyone has a right to an opinion, just as everyone has the ability to look like a fool.
    Cheers,
    T.
    Feb 23, 2015. 07:46 PM | 4 Likes Like |Link to Comment
  • Peabody Energy Remains Confident In Recovery In Coal Demand, But Where From? [View article]
    Keith,
    I'm not sure why you put yourself out there for the social canning.
    Your approach to the coal demand story is unfortunately too simplistic. What you are saying could well be true for low energy sub-bituminous coals. However Metallurgical coals and even good hard black coal around 6000Kcal will see higher demand as it replaces brown coal (Sub 5300Kcal).
    Perhaps the total all in coal demand could be down, but profitability will be all about what sort of coal you have, and where do you have it. This is where Eric Ford's stewardship will show fruit.
    T.
    Feb 23, 2015. 04:38 PM | 5 Likes Like |Link to Comment
  • Why Peabody Is An Attractive Long-Term Bet [View article]
    E30,
    Wilpinjong and Wombo ship out of either of the two Newcastle ports. Metro ships out of Port Kembla. The cyclone is really going to effect anything shipping out of Gladstone. So we could well see a supply shock wave in Met coal price. Short lived I suspect.
    Feb 19, 2015. 06:59 PM | 2 Likes Like |Link to Comment
  • Why Peabody Is An Attractive Long-Term Bet [View article]
    Equity,
    Peabody sends most of it's coal out of Mackay, which is just north of the cyclone. No seriously problems for Peabody operations. The lower Bowen Basin is another matter. Anglo Coal operations are about to take a hit.
    Cheers,
    T.
    Feb 19, 2015. 08:06 AM | 1 Like Like |Link to Comment
  • Why Peabody Is An Attractive Long-Term Bet [View article]
    Albeit, BTU is a very different company than what it was 3 years ago. Their purchase of MCC changed everything.
    Feb 12, 2015. 02:29 PM | Likes Like |Link to Comment
  • Why Peabody Is An Attractive Long-Term Bet [View article]
    Dan,
    You realize I hope that nearly 100% of Peabody coal from Australia (~36mtpa) goes to Asia with costs sitting in AUD. This is probably the only thing that makes Peabody a good long term play.
    Feb 6, 2015. 12:37 PM | 1 Like Like |Link to Comment
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