Seeking Alpha

alta626

alta626
Send Message
View as an RSS Feed
View alta626's Comments BY TICKER:
Latest  |  Highest rated
  • Merrill Lynch suggests five large-cap energy stocks to buy [View news story]
    Hess has historic knowledge of Williston basin and one of the more efficient producers of Bakken oil. Will benefit when oil market turns.
    Jan 27, 2015. 12:27 PM | Likes Like |Link to Comment
  • Reuters: U.S. crude exports boosted as Enterprise signs term contracts [View news story]
    Exports beginning mitigate over capacity in the Gulf tank farms. A good sign for mid and down stream companies.
    Jan 27, 2015. 12:20 PM | 3 Likes Like |Link to Comment
  • Freeport McMoRan to start divesting Indonesia stake [View news story]
    Divestment makes sense with changing business climate in-country and the easy mining at Grasburg is ending.
    Jan 26, 2015. 11:30 AM | 1 Like Like |Link to Comment
  • North Dakota oil production hits record but fewer wells drilled [View news story]
    ...when the cycle turns nothing is sacred.
    Jan 15, 2015. 12:02 PM | Likes Like |Link to Comment
  • Stephen Harper blasts Taseko's New Prosperity mine proposal [View news story]
    Harper trying to cover inadequacies of his environmental chief.... not examining in detail supplemental information re tailing pond design.
    Mar 4, 2014. 11:17 PM | Likes Like |Link to Comment
  • Veris Gold Progress vs. Problems [View article]
    All junior miners are beholded to Au prices.
    In the SSX senario, often lower grades must be mined out to get to the better grades. The ore veins are often variable in grade quality which impacts milled concentrates.
    Jan 15, 2014. 02:59 PM | Likes Like |Link to Comment
  • Open Letter To Major Shareholders Of Veris Gold [View article]
    Spott's gold price of $2400 looks like a pipe dream which may not occur in our life-time.
    Nov 22, 2013. 03:10 PM | Likes Like |Link to Comment
  • Taseko says government's New Prosperity report badly flawed [View news story]
    If true that the boys at the agency spent 6+ months reviewing old environmental data for Prosperity, makes one wonder how much confidence should we place in their scientific judgement.
    Nov 7, 2013. 01:27 PM | Likes Like |Link to Comment
  • Vale's Caraj├ís Mineral Province Key To Company's Big Bet On Iron Ore [View article]
    The Carajas deposit was known to be a magnetic anomaly region for anyone flying over the area. Geologists from the then US Steel investigated the deposit and determined it a world class deposit; but USS could not acquire a leasehold from the Brazilian government as resource nationalism was practiced even then.
    Feb 4, 2013. 08:40 PM | 1 Like Like |Link to Comment
  • Freeport-McMoran Sees Oil & Gas More Valuable Than Copper & Gold [View article]
    With the US now a potential net exporter of natural gas at world prices, significant revenue from the energy sector could in their future, rather than depending strictly on copper, which might be at risk and unreliable.
    Dec 6, 2012. 10:48 PM | Likes Like |Link to Comment
  • Freeport-McMoRan: Sell-Off Is Justified; Acquisitions Have Little Strategic Rationale [View article]
    Clearly the risk to future revenue from copper is the concern. Acquiring significant reserves in natural gas will provide future growth opportunities when the US becomes a net exporter at overseas prices.
    Dec 6, 2012. 08:53 PM | Likes Like |Link to Comment
  • Freeport-McMoRan: Is It Ready To Break Out? [View article]
    After a year of widening the open pit at Grasberg and mining low grade copper ore, they should be in good position to begin mining the higher qrade ores for a while, impacting their cash flow. Long-term the company is preparing itself to meet future demands, which right now the industry cannot keep.
    Oct 18, 2012. 01:01 PM | Likes Like |Link to Comment
  • 5 Mining Companies Freeport McMoRan Could Target In 2012 [View article]
    ..the author needs to do better research on location of Grasberg mine.
    Dec 20, 2011. 10:50 PM | 1 Like Like |Link to Comment
  • Who Should an Investor Believe: The Natural Gas Industry or The New York Times? [View article]
    The media can always find ways of reporting a biased story based on selected sources, in this case-emails. In this case the NYT is taking a page from FOX. I've never known reporters from major news sources to be experts when reporting about energy or the understanding of how things work. Shale gas is difficult to extract the reason for many wells using latest fracking and horizontal drilling to expose more potential reservoir to the drill. One well does not make a play in this geologic setting.
    a
    Jul 1, 2011. 11:16 AM | 2 Likes Like |Link to Comment
  • A Look at How Far Silver Might Correct [View article]
    SLW is not a mining company, but a streaming company. Purchasing product at a negotiated price from various mining companies is a well conceived management plan.
    May 17, 2011. 10:04 PM | Likes Like |Link to Comment
COMMENTS STATS
15 Comments
8 Likes