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T1243

T1243
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  • Peabody Energy Q1 Earnings Call: Business As Usual, But What Sort Of Business? [View article]
    So many career Scientist and Academics put their career and credibility on the line over their pet topic. I can totally understand why some tinker with the data to help justify their position.
    That is why we give the job to Engineers to design and build things.
    Apr 26, 2015. 10:17 AM | Likes Like |Link to Comment
  • Peabody Energy Q1 Earnings Call: Business As Usual, But What Sort Of Business? [View article]
    Well...I know what happens, and you can guess.
    Apr 26, 2015. 09:51 AM | Likes Like |Link to Comment
  • Peabody Energy Q1 Earnings Call: Business As Usual, But What Sort Of Business? [View article]
    Please explain what makes you the determinate of "truth"
    Apr 26, 2015. 09:51 AM | Likes Like |Link to Comment
  • Peabody Energy Q1 Earnings Call: Business As Usual, But What Sort Of Business? [View article]
    ...I sense some sarcasm here?
    Apr 26, 2015. 05:16 AM | Likes Like |Link to Comment
  • SWOT Analysis Of Peabody Energy [View article]
    Pudentane,
    Outside of the US, their is no connection between Natural gas and Thermal coal. These days, the majority of Peabody risk, profitability or otherwise sits with the Australian operations.
    Peabody is just not a US centric business anymore.
    Natural gas, Obama and the EPA are seriously little more than noise.
    T.
    Apr 25, 2015. 07:47 PM | Likes Like |Link to Comment
  • Peabody Energy Q1 Earnings Call: Business As Usual, But What Sort Of Business? [View article]
    Andy,
    The Executive tells the public little more than they are legally required to. Largely because the audience are mostly competitors, customers or by-standers. They do add their propaganda on top, with more agenda than one could mention.
    Remember that 97% of their shareholders are institutional who seek one-on-one briefings often. A handful of those institutional investors are also financiers. Of the 3% retail investors, a large portion are staff.
    So there is little motivation to tell maybe 1-2% of the shareholders any more than they are obliged.
    Basically, I can not see how you could possibly know what they think, risk assess or strategies around.
    Apr 25, 2015. 07:36 PM | Likes Like |Link to Comment
  • Peabody Energy Q1 Earnings Call: Business As Usual, But What Sort Of Business? [View article]
    Andy,
    I have participated in their risk assessments. I assure you they are comprehensive. You are just not in a position to know.
    T.
    Apr 25, 2015. 11:41 AM | 1 Like Like |Link to Comment
  • Peabody Energy Q1 Earnings Call: Business As Usual, But What Sort Of Business? [View article]
    Hindmost,
    Yes I meant all emissions. Not like the narrow minded C02 fanatics.
    I agree Hydro has issues, but once built it is the perfect 24/7 sun powered (Evaporation lifts the water) alternative energy. It makes solar look pathetic really in terms of using the sun.
    The de-forestation in South America and Asia in particular is just beyond words.
    Apr 25, 2015. 11:41 AM | 2 Likes Like |Link to Comment
  • Peabody Energy Q1 Earnings Call: Business As Usual, But What Sort Of Business? [View article]
    Scientists and academics have this amazing capacity to think they know everything there is to know about their topic. It is quite incredible really.
    What are the chances humans know everything about any topic. Absolutely 0% chance.
    With the incredibly limited knowledge we humans have of our world, we run a serious risk of doing more harm than good with narrow minded tinkering.
    Having said that...treading lighter on the world can surely do little harm.
    I would like to see;
    a. Better emission controls on existing coal and gas fired plant
    b. A ban on cheap and nasty coal fired plant (electricity, cement and coke ovens)
    c. A ban on burning sub 4000Kcal coals (where better coal is available)
    d. Serious reversal in global de-forestation
    e. More hydro options considered
    f. Unsubsidized alternative energy options where it makes economic sense.
    Apr 25, 2015. 02:11 AM | 3 Likes Like |Link to Comment
  • SWOT Analysis Of Peabody Energy [View article]
    Vorgriff,
    Peabody have Womba and Wilpinyong which rail through the Hunter Valley. Floods allow them to claim Force Majure on contracts. A weird blessing in the current market. I can not imagine the outage taken long to repair, or effecting the Thermal coal market, or Peabody bottom line.
    T.
    Apr 24, 2015. 09:06 PM | 1 Like Like |Link to Comment
  • Peabody Energy posts bigger than expected loss, warns of more losses ahead [View news story]
    Their decision to hedge on currency and fuel so aggressively has come home to roost. While Peabody can drift along making wages for the next year or two, I'm not so sure the financiers will be so comfortable. I feel something will crack, force a sell down, merger or buy out.
    Apr 23, 2015. 01:23 PM | 1 Like Like |Link to Comment
  • Peabody Energy Below $5; Where To From Here? [View article]
    Andy,
    Truths, facts and fiction belong to the listener, not the story teller. However I do admit that jovial sarcasm is often difficult to appreciate in text.
    Nonsensical assertions like "the next six months is critical to BTU survival" as the listener, I consider truth, fact or fiction, however I choose.
    There is a chance your truth could be another mans fiction. Or a fact can only be defined once we know everything there is to know.
    Now please stop asking me questions.
    T.
    Apr 23, 2015. 11:58 AM | Likes Like |Link to Comment
  • Peabody Energy Below $5; Where To From Here? [View article]
    Andy,
    I see the Chile volcano Calbuco erupts for first time in 5 decades, sending ash, smoke, and toxins into the sky. C02 and toxins equivalent to the last 50 years of coal fired power station output.
    I think you should put up a couple of solar panels and a wind generator to compensate.
    T.
    Apr 23, 2015. 08:34 AM | Likes Like |Link to Comment
  • Peabody Energy top brass to take temporary pay cuts [View news story]
    This will be a precursor to them asking their entire work force to cut salaries by 10%
    Apr 22, 2015. 06:51 PM | Likes Like |Link to Comment
  • Peabody Is An Attractive Option To Play The Coal Market Rebound [View article]
    I'm thinking the difference is that you like being "slapped the hell out of". Or maybe getting rid of your BTU shares would be a bit like getting rid of your wife. Both painful and perhaps not worth the trouble.
    Apr 22, 2015. 04:46 AM | 1 Like Like |Link to Comment
COMMENTS STATS
273 Comments
256 Likes