EnergyPod's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/169872/comments http://seekingalpha.com/article/134876-superconductor-zenergy-raises-9-5m-for-u-s-smart-grid-efforts?source=feed#comment-490631 490631 Revenues comparison:
Zenergy: this year revenue $2.7M, last revenue $355,000
AMSC: this year (FY2009) estimate $225M, last year (~$185M)

The following detailed analyst's slides shows the competitive landscape. (pretty long presentation, page 122 mentioned Zenergy)

library.corporate-ir.n...]]> Tue, 05 May 2009 14:04:52 -0400 Revenues comparison:
Zenergy: this year revenue $2.7M, last revenue $355,000
AMSC: this year (FY2009) estimate $225M, last year (~$185M)

The following detailed analyst's slides shows the competitive landscape. (pretty long presentation, page 122 mentioned Zenergy)

library.corporate-ir.n...]]> http://seekingalpha.com/article/87058-breaking-down-powershares-new-pure-play-wind-etf?source=feed#comment-214388 214388
library.corporate-ir.n...]]> Fri, 25 Jul 2008 11:25:00 -0400
library.corporate-ir.n...]]> http://seekingalpha.com/article/72071-rio-tinto-s-great-wall-will-it-block-bhp?source=feed#comment-151456 151456 ANR) which is in the best position to profit with its met coal reserves and operations. Met coal contract at Japanese steel makers recently increased to 3X its previous contract prices.. ]]> Wed, 16 Apr 2008 03:04:52 -0400 ANR) which is in the best position to profit with its met coal reserves and operations. Met coal contract at Japanese steel makers recently increased to 3X its previous contract prices.. ]]> http://seekingalpha.com/article/70293-goldman-sach-s-upgrade-makes-coal-burn-brighter?source=feed#comment-133321 133321 Agree. Coal stocks are good places to be in the foreseeable future. Here's some excerpt of an analysis on Alpha Natural Resources (ANR) that I thought was interesting. Can't find the link.

************* begin excerpt on ANR **************
28 total tons is my total est 2009 based on q4 07 production of 7.5 mil tons

We know for sure that 5 mil steam coal and 3.5 of met are priced at $70 and $100 for 2009
My calculations assume that the remaining 2/3 of production will be priced at:
$100 for steam coal
$175 for met coal

From ANR company presentation on their website.. cost of sales have been consistently just under $50 a ton for several years... my calcs assume a 10% rise in costs to $54 a ton

5 x 70 + 3.5 x 100 + 11 x 90 + 8.5 x 175 = 350 + 350 + 990 + 1500 = 3.2 billion


3.2 bill / 28 mil tons = $114 average sales price per ton..

Costs at roughly $54/ton.. $60 margin per ton (Im assuming a 10% increase in costs based on CEO expectations)

$60 profit per ton x 28 million tons = 1.68 billion in net income

1.68 billion over 65 million = $25.85 earnings per share minus 33% taxes yield $17.32 eps

$17.32 per share x PE 10 = $173 share price by mid 2009 or so

************* end of excerpt on ANR **************
]]> Sat, 29 Mar 2008 02:01:25 -0400 Agree. Coal stocks are good places to be in the foreseeable future. Here's some excerpt of an analysis on Alpha Natural Resources (ANR) that I thought was interesting. Can't find the link.

************* begin excerpt on ANR **************
28 total tons is my total est 2009 based on q4 07 production of 7.5 mil tons

We know for sure that 5 mil steam coal and 3.5 of met are priced at $70 and $100 for 2009
My calculations assume that the remaining 2/3 of production will be priced at:
$100 for steam coal
$175 for met coal

From ANR company presentation on their website.. cost of sales have been consistently just under $50 a ton for several years... my calcs assume a 10% rise in costs to $54 a ton

5 x 70 + 3.5 x 100 + 11 x 90 + 8.5 x 175 = 350 + 350 + 990 + 1500 = 3.2 billion


3.2 bill / 28 mil tons = $114 average sales price per ton..

Costs at roughly $54/ton.. $60 margin per ton (Im assuming a 10% increase in costs based on CEO expectations)

$60 profit per ton x 28 million tons = 1.68 billion in net income

1.68 billion over 65 million = $25.85 earnings per share minus 33% taxes yield $17.32 eps

$17.32 per share x PE 10 = $173 share price by mid 2009 or so

************* end of excerpt on ANR **************
]]>