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The_Hammer

The_Hammer
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Latest  |  Highest rated
  • FutureFuel Faces A Tough Operating Environment In 2015 [View article]
    ff has cash & eq of 212 mil not 124 mil or 4.88 a share. would this make a difference in your margin of safety? current ev with a multiple of lowest 2015 estimate 0.78 is 9.7 p/e.
    can ff export its biodiesel?
    Any comments from Phillip Mause article
    <<In addition, FF implied that it could use its biodiesel operations to produce solvents in the event that the biodiesel market got too weak. In a real sense, then, FF could be analyzed as a chemical company that has decided opportunistically to produce biodiesel. Investors should also note that biodiesel is not corn ethanol.>>
    Mar 20, 2015. 08:29 AM | Likes Like |Link to Comment
  • Petrobras - Is Bankruptcy Possible? [View article]
    Not possible? then load up to the scalp, scoff down a few jack shots and sleep well.
    Mar 19, 2015. 04:37 PM | 1 Like Like |Link to Comment
  • Transocean sends rigs to the scrap heap, dragging down offshore drillers [View news story]
    <Deepwater Expedition, which was working for $650K/day in 2014, will be scrapped;>
    650k a day last year to the scrap heap today? brutal... of course new builds are still coming outta ship yards like supply does not matter.
    Mar 19, 2015. 04:27 PM | 2 Likes Like |Link to Comment
  • Petrobras - Is Bankruptcy Possible? [View article]
    this a slick bloated balloon. debt restructuring only way out so expect a massive equity haircut imo.
    Mar 19, 2015. 04:07 PM | 2 Likes Like |Link to Comment
  • Inventory Build May End Sooner Than Expected, Cushing May Not Fill - Impact On WTI [View article]
    where are the imports coming from and is it a normal flow this time of year? thanks
    Mar 18, 2015. 10:17 PM | Likes Like |Link to Comment
  • 'The U.S. Is Broke' [View article]
    Fantastic news bro. With rates at rock bottom rates forever, since rates will"never" go up- again we are in wonderful financial position. Lets print some more King Bubble E- Dollars. Lets juice up some more assets.
    Mar 18, 2015. 07:06 PM | 3 Likes Like |Link to Comment
  • WTI - It's About Dollar Strength [View article]
    yeller and manipulating cohorts probably went into action yesterday and today to knock down King Bubble dollar. King bubble dollar has stomped the competition gold silver and other currencies. Now its time or at least getting to be time to stomp down its momentum somewhat.
    Mar 18, 2015. 06:59 PM | Likes Like |Link to Comment
  • 'The U.S. Is Broke' [View article]
    The US bond market (dollar) is the biggest bubble ever. In the last two bubbles had to listen to day trading gamblers and house flipping trump wantabees. Just cuz our bonds are being bought and held at such prices does not mean they can't be devalued. The US dollar dominance is coming to end and it is a long process. Adjustments do speed up at the end of a transition.
    Mar 18, 2015. 06:54 PM | Likes Like |Link to Comment
  • Inventory Build May End Sooner Than Expected, Cushing May Not Fill - Impact On WTI [View article]
    <100 mb of that 458mb is located outside of storage tanks and refineries>

    where is this 100 mb stored? how much has this number grown?

    Constant conflicting headline data and expert analysis.
    Mar 18, 2015. 08:13 AM | Likes Like |Link to Comment
  • Dalio pulls the 1937 card [View news story]
    Mission accomplished make the world believe King Dollar rules. Kicking gold and every other currencies. Expect this bloated King dollar bubble to pop at some point. 110 is the line in the sand
    Mar 17, 2015. 06:09 PM | Likes Like |Link to Comment
  • Report: Statoil eyeing EOG Resources for megadeal [View news story]
    this would be a really really dumb move by STO since the kroner has taken like a 30% haircut against the dollar in the last year or so.

    http://yhoo.it/1BJwfG7#
    Mar 16, 2015. 11:16 AM | 4 Likes Like |Link to Comment
  • Ford Motor Could Be Worth Up To $37 Per Share [View article]
    130% upside? NOT how about 50% upside? discl. long F
    Mar 16, 2015. 10:56 AM | 2 Likes Like |Link to Comment
  • U.S. Government Plans To Bail Out Oil Industry, Consumers To Pay [View article]
    the govt should fill every damn storage unit Plus some with oil using King bubble Dollar at 12 year highs. Also the damn treasury should be LOADING up on gold with Free button pushing Fiat dollars. This country has a huge advantage by controlling the Reserve currency. we will be losing this privilege at some point so why not get as much as we can before it happens.
    yet the corrupt politicians bought and paid for boast of so called profiting from bailing out a bunch of loser financial hogs.
    Mar 16, 2015. 10:37 AM | 1 Like Like |Link to Comment
  • Surging greenback takes dollar index to 12-year high [View news story]
    gold in euros has done well. Gold vs King dollar not so good recently but can only hope gold breaks 1000 in king dollar.
    Mar 16, 2015. 07:38 AM | Likes Like |Link to Comment
  • U.S. Government Plans To Bail Out Oil Industry, Consumers To Pay [View article]
    This article is ridiculous. The govt should be buying as much oil as it can near or under 40 and fill that spr to the rim plus more and then sell some at a later date a profit from it. why not? the govt only squanders assets so why not buy a strategic valuable resource at prices below cost of production. Load up on oil with King Bubble dollar now!!
    <<The SPR simply isn't that necessary anymore.>> Typical clueless bureaucrat talk.
    Mar 15, 2015. 06:42 AM | 29 Likes Like |Link to Comment
COMMENTS STATS
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