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T1243

T1243
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  • Peabody Energy - Will The Rally Continue? [View article]
    Luckily I'm not on-board...I'm watching from a safe distance. Happy to jump on-board if the weather improved and the engine room looks like firing up.
    Aug 31, 2015. 03:58 AM | Likes Like |Link to Comment
  • Peabody Energy To Sell Australian Assets, More Challenges Ahead [View article]
    "I'm not sure what your motivation is in trying to talk about completely different investment propositions"
    It is all about trying to protect investors from misguided advise.
    Aug 31, 2015. 03:56 AM | Likes Like |Link to Comment
  • Peabody Energy - Will The Rally Continue? [View article]
    It's all a bit like saying the Govt subsidies the motor car industry, because 20% of accidents are motor vehicle related. Therefore 20% of the national health care budget is a motor car industry subsidy.
    Fuzzy economics is probably the kindest description.
    Better still...how about we consider 30% of the nation-wide police force budgets as a subsidy on the firearms industry because 30% of crimes involve firearms.
    Aug 31, 2015. 03:55 AM | 3 Likes Like |Link to Comment
  • Peabody Energy - Will The Rally Continue? [View article]
    I'm interested to know what this $700B per year in damages is, which is specific to coal and not any other fuel source?
    Aug 30, 2015. 04:48 PM | Likes Like |Link to Comment
  • Peabody Energy - Will The Rally Continue? [View article]
    Relo, Swapping debt for new script is hardly "getting their money out". But does give more liquidity to deal with an extended time of lower prices.
    I think debt holders could well go for it, particularly if the alternative is Chap.11.
    Aug 30, 2015. 01:36 AM | 1 Like Like |Link to Comment
  • Peabody Energy - Will The Rally Continue? [View article]
    I'm sure SPRB is Thermal coal only.
    Aug 30, 2015. 12:39 AM | 2 Likes Like |Link to Comment
  • Peabody Energy - Will The Rally Continue? [View article]
    I would like to see the shape of the restructuring before getting too excited. If we see a new shares issue in exchange fore debt, existing shareholders will be significantly diluted. This is where Peabody gives preferential treatment to it's institutional shareholders.
    Aug 29, 2015. 05:45 PM | 1 Like Like |Link to Comment
  • Peabody Energy To Sell Australian Assets, More Challenges Ahead [View article]
    I agree, anyone caught telling lies and misrepresenting predictive models as facts should be discredited.
    Aug 28, 2015. 05:18 AM | 1 Like Like |Link to Comment
  • Peabody Energy To Sell Australian Assets, More Challenges Ahead [View article]
    I agree that temperature readings are facts. But let us not suggest predictive models are facts by reference.
    Aug 28, 2015. 02:13 AM | Likes Like |Link to Comment
  • Peabody Energy To Sell Australian Assets, More Challenges Ahead [View article]
    Keith,
    Graham is just giving out factual information here!
    Aug 28, 2015. 02:13 AM | Likes Like |Link to Comment
  • Peabody Energy To Sell Australian Assets, More Challenges Ahead [View article]
    Graham,
    The reality is that we should all be careful taking advise from people without knowledge and experience. Twice careful when there are philosophical motives involved.
    Aug 27, 2015. 10:51 PM | Likes Like |Link to Comment
  • Peabody Energy To Sell Australian Assets, More Challenges Ahead [View article]
    When you measure a temperature with a devise, the only fact you have generated in that a temperature has been read. Now if you set up a "trial" ensuring the measuring devise is calibrated, and you take three readings while eliminating variables. Then you could say you have generated a fact of temperature.
    Taking a trillion temperature readings of the global, then making assumptions to deal with variables, does not generate a "fact". It generates an educated model.
    This is year 1 engineering, I can not believe I'm needing to explain this to you.
    Aug 27, 2015. 08:46 PM | Likes Like |Link to Comment
  • Peabody Denies Reports That It's Selling All Of Its Australian Assets [View article]
    Abandoning economics on the basis of a scientific theory, is a concept I find very difficult to master.
    Aug 27, 2015. 08:36 PM | Likes Like |Link to Comment
  • Peabody Denies Reports That It's Selling All Of Its Australian Assets [View article]
    Keith,
    So he puts the economic well-being of the populous before peer pressure. You could do worse. Like Bill (blow in the wind) Shorten.
    I've never meet Bill Shorten, but he does come across like a fox in the chicken shed. Let me translate for you...Dingo in the chook run.
    Aug 27, 2015. 10:30 AM | Likes Like |Link to Comment
  • Peabody Energy To Sell Australian Assets, More Challenges Ahead [View article]
    The U.S. Department of Energy and China's National Energy Administration came to an agreement that will increase communication between the countries to improve technologies that can capture greenhouse gases emitted from burning coal, The Energy Department's assistant secretary for fossil energy Christopher Smith told The Journal.
    This sets the political framework for Paris. Emission reduction is back on the agenda, replacing to "Stop Coal" nonsense. (...and rightly so!)
    http://bit.ly/1K4c658
    Aug 26, 2015. 05:37 PM | 1 Like Like |Link to Comment
COMMENTS STATS
597 Comments
480 Likes