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T1243

T1243
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  • With New Threats, It's Hard To See How One Can Invest In Coal Currently [View article]
    I personally don't think Thermal coal has a bright future, but Sam is entitled to his opinion. I am not going to be as rude as to accuse him of being in denial.
    However metallurgical coals and iron ore are being set up for a perfect boom in a few years time. The challenge is knowing which companies and when to invest.
    I'm backing the following;
    RIO
    BHP
    FMG
    COK (wild card quadruple)

    Plus service providers like;
    MND
    AAX

    Stocks to stay away from, as they will need to restructure and existing share holders will loose out;
    BTU
    ANI
    ANR
    Jul 4, 2015. 01:20 AM | Likes Like |Link to Comment
  • With New Threats, It's Hard To See How One Can Invest In Coal Currently [View article]
    My mining investments are metallurgical based. So I think I am spot on. It is people who talk about coal generically who are in denial.
    Jul 3, 2015. 12:12 PM | Likes Like |Link to Comment
  • With New Threats, It's Hard To See How One Can Invest In Coal Currently [View article]
    I don't think so... Sam Walsh scoffed at suggestions over the weekend at a Lords Cricket Ground lunch.
    "Population growth in India and Africa, as well as continued urbanisation in China, will create solid long-term demand for commodities such as coal, iron ore and copper"...said Walsh in a suggestion RIO may look to depart the coal.
    "As an industry we need to be very careful of the signals we send to our customers, our host governments, and our communities. Talking the industry down risks becoming a negative feedback loop," he said.
    "It feeds public anxiety about our industry's crucial role. It feeds the narrative we are of a previous century, not this century."
    Jul 3, 2015. 02:41 AM | Likes Like |Link to Comment
  • Peabody Energy names Schwetz as new CFO, replacing Crews [View news story]
    ...he is more Yosemitee Sam
    Jul 1, 2015. 09:46 PM | 1 Like Like |Link to Comment
  • Selling Australian Assets Will Be A Challenge For Peabody [View article]
    It looks like Stanmore has acquired the Wotonga coking coal deposit from Peabody. Contained with in Mineral Development Licence (MDL) 135 and a portion of MDL 137 for $2million in up-front cash and additional deferred consideration
    Jul 1, 2015. 09:46 PM | Likes Like |Link to Comment
  • Peabody Energy names Schwetz as new CFO, replacing Crews [View news story]
    Michael Crews was the man behind the hedging strategy. Now there is a track record he is unlikely to live down.
    Jul 1, 2015. 08:38 PM | 1 Like Like |Link to Comment
  • Peabody Energy plunges again, now -20% this week [View news story]
    Yes....my spell check got the better of me!
    Jul 1, 2015. 08:36 PM | Likes Like |Link to Comment
  • Peabody Energy plunges again, now -20% this week [View news story]
    Optimism and pessimism drives share price, not cash flow...and the company still has assets.
    It’s hard to know how to play this. I have held off buying BTU shares to date while looking for a jump in point. I feel there will be a consolidation of US coal companies along with a restructure/reinvent. Jump in point for me is post this.
    I understand Shakespeare (CHK) are looking at ACI, ANR & BTU, and combinations of.
    Jul 1, 2015. 07:40 PM | Likes Like |Link to Comment
  • With New Threats, It's Hard To See How One Can Invest In Coal Currently [View article]
    I'll believe when I see it.
    Jul 1, 2015. 04:02 PM | Likes Like |Link to Comment
  • With New Threats, It's Hard To See How One Can Invest In Coal Currently [View article]
    Keith,
    Having worked in India....You do realize that targets from Indian politicians are no more than political posturing. They have absolutely no connection with what is likely to happen in reality. In fact many analysts consider political statements as contrarian indicators.
    Positioning needs to do ten rounds of the corruption circuit before reality pops out.
    Jul 1, 2015. 03:47 AM | Likes Like |Link to Comment
  • With New Threats, It's Hard To See How One Can Invest In Coal Currently [View article]
    RIO getting out of Mozambique was about getting out of Africa. BHP coal divestment to S32 was tinny. To use these as examples of "RIO & BHP getting out of coal" is for the second time ridiculous.
    Jun 30, 2015. 01:12 PM | 1 Like Like |Link to Comment
  • With New Threats, It's Hard To See How One Can Invest In Coal Currently [View article]
    Keith,
    Please explain how one makes windmills, solar and wave generators without steel, which needs carbon?
    Jun 30, 2015. 07:53 AM | Likes Like |Link to Comment
  • Coal companies jump as Supreme Court strikes down EPA mercury rules [View news story]
    Shakespeare market cap is $7.4B. More likely CHK takes a pitch at BTU. Probably get it for a share placement and no cash.
    Jun 30, 2015. 05:52 AM | Likes Like |Link to Comment
  • With New Threats, It's Hard To See How One Can Invest In Coal Currently [View article]
    I would caution against irrational exuberance in solar & wind, based on nett energy demand it isn't that important.
    Jun 29, 2015. 11:11 PM | Likes Like |Link to Comment
  • With New Threats, It's Hard To See How One Can Invest In Coal Currently [View article]
    Please explain the connection between RIO & BHP divesting very small components in Africa and S32... and giving up on coal?
    Jun 29, 2015. 09:56 PM | 1 Like Like |Link to Comment
COMMENTS STATS
431 Comments
408 Likes