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The_Hammer

The_Hammer
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  • Pengrowth - Asset Sales And An Update On Lindbergh [View article]
    hey 6034700, do not rub it in. it happens to all of us once in a while maybe not to this degree.
    Jul 24, 2015. 09:59 AM | 1 Like Like |Link to Comment
  • Record profit for American Airlines Group in Q2 [View news story]
    Look i respect a mgt that takes stock BUT do not play with the future of the company buying back stock or even give this non-sense about dividend when the company has 19 bil in debt and huge new build airplane commitments thru 2020. THIS IS NOT A DIVIDEND STOCK. what happens if cashflows fall off due to a slowing economy or recession? $4 bil in new build airplanes each year will eat that 9 bil in cash very quickly.
    This is the same comments I made to COP IR in about 2007 when oil was at 120. I asked why are u not hedging at this level? He said shareholders do not want us to hedge/shareholders should hedge themselves. I laughed at him. I said you have high dividend to cover and high cap ex commitments to maintain and grow production why not cover some of it. I said to him start hedging at 120 lets say 25% and every 5 dollar upside in oil do another 5% up to 50% hedged and leave the rest float. Still same nonsense response from corp greeter.
    Jul 24, 2015. 09:52 AM | 4 Likes Like |Link to Comment
  • Record profit for American Airlines Group in Q2 [View news story]
    so you are saying in 2017 if oil goes up to 75 or 80 or 100 cashflows are not going down and new airplane commitments go away? actually I would not hedge this year. I would only hedge going out 1-3 years if they can economically do it at these low prices. I know it is complicated to hedge but these guys have alot of debt and alot of new build airplane commitments to 2020. i would get especially aggressive with hedging if oil broke 40.
    Mgt boasting of giving back money to shareholders is more of the same corp talk. it's shareholders money. they are not giving us anything. This guy needs to cool it and protect the company from the unforeseen.
    Jul 24, 2015. 09:40 AM | Likes Like |Link to Comment
  • Record profit for American Airlines Group in Q2 [View news story]
    disagree. I would not suggest aal hedge fuel cost at near 100 oil. The price of oil is under 50 now and is an opportune time to protect cash flows to pay for such elevated cap ex plane new builds. New build commitments are like $4 bil a year going out past 2020. I believe fuel cost hit 1.45 at some point. This would be a good place to start. It is not ALL or nothing...meaning aal does not have to hedge 100% of needs, but totally disagree with not hedging at all with this large cap ex commitment going forward and at these low prices.
    Jul 24, 2015. 08:08 AM | 2 Likes Like |Link to Comment
  • Record profit for American Airlines Group in Q2 [View news story]
    A huge part of profitability gain is coming from jet fuel. if jet fuel breaks below 1.50 the company should hedge fuel costs to protect profitability to pay for huge plane expansion commitments. since cap ex new build is 5.4 bil this year and remains elevated for several years into 2020. aal benefited from the fuel price drop, but why lose it if it increases at some point. Also the company needs to reduce debt it is to high.
    Jul 24, 2015. 07:32 AM | 4 Likes Like |Link to Comment
  • Citigroup: Investors Are Still Not Fully Understanding The Enormous Opportunity [View article]
    when a insurance or bank is trading meaningfully under tbv with a strong capital position, it should never initiate a dividend until they max every dollar toward a buyback
    Jul 23, 2015. 04:11 PM | 2 Likes Like |Link to Comment
  • Whether And Where To Deploy Cash [View instapost]
    we have a stealth market correction going on as some of the biggest and best one by one are gett'en slaughtered. utx, kors, mmm. This list is going to grow and the indices will roll over
    Jul 23, 2015. 02:40 PM | Likes Like |Link to Comment
  • Horsehead Holding Is A Turnaround Stock That Could Pop Sooner Than Later [View article]
    i gotcha but not everything.
    Jul 23, 2015. 09:40 AM | Likes Like |Link to Comment
  • Horsehead Holding Is A Turnaround Stock That Could Pop Sooner Than Later [View article]
    MF so vigilant for being so pessimistic on this cash burn model.
    Jul 23, 2015. 09:33 AM | Likes Like |Link to Comment
  • Tsinghua still discussing deal with Micron [View news story]
    why does this scam low ball worthless news continually get press? Tsingwhoo see ya later. Come back with a real bid then maybe we can get the party started and maybe apple or intc will give us 50+ a share. Apple has 200 bil in cash.
    Jul 23, 2015. 08:25 AM | 8 Likes Like |Link to Comment
  • Chesapeake Energy: What To Do After Yesterday's Misguided Panic Sell-Off [View article]
    all good points, but ng has been in a bear market for a number of years as demand increases due to more nat gas power plants come on line as well as chemical/mfg facilities/lng.
    Jul 22, 2015. 07:30 AM | 2 Likes Like |Link to Comment
  • Pengrowth - Asset Sales And An Update On Lindbergh [View article]
    1.91 does anyone still care abut the dividend?
    Jul 22, 2015. 06:59 AM | 1 Like Like |Link to Comment
  • Chesapeake Energy: What To Do After Yesterday's Misguided Panic Sell-Off [View article]
    2. It is very hard for gas to go above $3 if oil is sub $50

    why is that? If oil stays low then less oil rigs drilling less associated ng too. I would think this would be positive for ng
    Jul 22, 2015. 06:51 AM | 5 Likes Like |Link to Comment
  • Doom And Gloom For Gold Overdone? - Are There Positives Ahead? [View article]
    in order to remove all wind in golds sail and show King dollars dominance, they are selling large tonnage of physical alongside paper at the shanghai exchange too. for such a huge trade at such an illiquid moment, the gold price held rather well imo. No doubt there is a battle going on here in who will have most influence in global financial policy.
    Jul 22, 2015. 06:16 AM | 2 Likes Like |Link to Comment
  • Chesapeake Energy: What To Do After Yesterday's Misguided Panic Sell-Off [View article]
    with oil rig count dropping, one would expect associated nat gas production would also drop. lower pricing is working it just takes time to test the financial positions of all the extremely leveraged e&ps.
    Jul 22, 2015. 05:51 AM | 4 Likes Like |Link to Comment
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