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bob the invester

bob the invester
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  • Natural Gas - The End Of The Secular Bear Market Is Near [View article]
    yes Canada has plenty of ng
    But states like California will not let them bring it in
    They may have signed agreements on US companies that pipe to California
    It does not matter how much gas they have
    Its the cost to get to the end user that is killing them
    Jul 7, 2015. 09:27 AM | Likes Like |Link to Comment
  • Cheniere Energy: Paying Up For Unfinished Projects [View article]
    You are not keeping up with current facts
    For shipping from eastern Canada to Europe
    They had a plan
    Produce lng
    Provide the north eastern US with ng ,mostly for the winter
    And ship lng to Europe
    In all Canada this is off
    Canada and investors and companies have decided for right now to do almost no investments in this
    The price right now and predicted price of lng will be too low for profitable investments
    Oil is just too cheap
    You will and are seeing all the importing of energy cut back by a huge amount plans on importing lng
    You can really see it in China a lot already
    What will these countries do
    The only solution that has been known for years and any one should have been able to see than ,now and the future
    Piped ng
    This stock is over valued by 100s of %
    Jul 6, 2015. 09:46 AM | Likes Like |Link to Comment
  • Why EnCana's Deep Panuke Problems Matter For New England [View article]
    no it does not
    The author pointed out the winter price
    But besides the winter price you need the others months
    No one is willing to invest in ng there
    There is not any where close to that demand the other years
    You have Canada and the US that can supply
    But to invest you need a good chance to make money
    So for now there is a simple solution
    They have been heating with oil for a long time Yes it would be very hard to have duel fuel,both ng and oil but possible
    Its too cold for heat pumps than
    With the price of oil there is no way I would pick ng unless I had a locked in max price for ng in the winter
    only user of ng all year long can get this
    As it stands right now
    No one will build much pipe there
    and no one will bring more ng to that area
    Pipe is the only way to go
    any where lng and such there will be little investment
    lng is just too costly
    You are seeing and will see much more a huge drop off in lng investments
    Canada has put on hold a huge amount of planed ng investments in its eastern part because of world prices of lng
    You will see a drop off world wide in the long term
    But for the next few years there will be a glut as huge investments come on line
    Jul 6, 2015. 09:23 AM | Likes Like |Link to Comment
  • Why EnCana's Deep Panuke Problems Matter For New England [View article]
    HERE IS A BASIC LOOK
    The northern states do not have enough pipe to a lot of places
    Why?
    Because the demand for ng is mainly in a few months of winter
    Canada has plenty of ng including the eastern 1/2
    But for them to develop
    You need a pipe to the US
    You need pipe in the US
    And if they develop you need guaranteed contracts
    You can not store ng cheaply
    The cost is huge
    What has Canada planned but not done
    Supply this gas to the north east and in the other 9 months export it to Europe in lng
    They are closer to Europe than a lot of US
    But Canada has decide and may change
    Lng price delivered at $8kcuft to Europe is not profitable ,not worth the risk
    So investments are not being made
    What is the answer for now
    Yes put in pipe as much as possible in NE
    You can store oil cheaply
    As far as for heating
    You have duel fuel
    When ng prices go up you switch to oil
    The gas companies should give you a discount if you do this
    As far as paper mills
    Close any that do not have ng piped to them
    Its that simple
    If you are close to pipe,get it piped
    Any paper mill has a railroad to it
    You could get the gas brought in as cng by train and would not be as high as lng
    Long term yearly steady use of ng should give you a good price with piped the best
    There are simple answer but the changes in the price of oil has changed every thing
    All over the world you have bad investments
    Things located at wrong locations
    Paper mills that do not do as I have suggested will not be able to compete
    Of coarse you have to have governments people and companies looking for the best long term solutions
    Jul 5, 2015. 10:37 AM | Likes Like |Link to Comment
  • Natural Gas - The End Of The Secular Bear Market Is Near [View article]
    You have it right
    There are huge amounts of ng coming on line from out side the US
    And most of these are much closer to the end market
    Yes buying companies have signed contracts for for a lot of plants being finished or work on right now
    But you must look at the details of those contracts ,penalties of not buying
    and minimum amount must buy so forth
    I believe you will now see a stoppage of new lng export plants from the US
    Yes the US can build cheaper than ant where else in the world
    But there are a huge number of players and our shipping cost are very high
    The price of oil has changed the picture
    Many end users are cutting back plans of how much they will use
    The world will have too much ng on the market in the next few years
    Yes the sot price of ng in the Us may go to low $3 range
    At that price
    We can not deliver ng to Europe and Asia At $8 range and make money
    Yes you can if you are some one like dominion power with lw investment cost and the ability to borrow cheaply
    Any one with high interest payments will be in trouble in the export market
    even if the price much higher in a few years
    They will not be able to make those payments
    As far as oil
    This is probally the range or a little higher unless a major war or such
    Jul 5, 2015. 09:23 AM | 1 Like Like |Link to Comment
  • Cheniere Energy: Paying Up For Unfinished Projects [View article]
    there are huge supplies of every thing in the world or could be
    For China
    Its just learning the teck
    Its teck must be different than the US
    Its fracking reserves are different depth,soil make etc.
    There biggest problem in this is they do not have the water
    A statement of huge reserves is almost worthless
    Any statement like that must include the cost to do it
    In the near future
    They are working on it
    No huge investments or plans
    In simple terms
    Their import price of lng was in the spot market delivered $12 to $15
    kcuft
    It is now in the $8 range and most likely stay in this range
    They already have signed contracts in this range for more ng than they will need next year
    We are the leaders of fracking
    the rest of the world besides China have not decides how much they will do
    China can not do cheaper than they can import
    Jul 5, 2015. 08:56 AM | Likes Like |Link to Comment
  • Cheniere Energy: Paying Up For Unfinished Projects [View article]
    yes agree 100 %
    But personally have said for months that I think oil will settle out between $65 and $75
    This is not enough to change the cit back the use of diesel in auto or trucks
    China has reduced use of increase of ng by a lot
    Put lng plants being built on hold Eourope is still going forward with ng vehicles but not in large engines
    Canada has a huge amount of ng with nothing to do with it
    The cost to build pipe lines to the coast and lng plants on the coast is too high
    In other words they do not expect that they can do all this and the price of lng in the world will be too low for this to be profitable
    There are companies all over the world that can ship to Europe and Asia out side of US with less shipping cost
    There are other projects in the US besides this company
    This is highly leverage
    High debt
    At low prices it will not be enough to support their large borrowing cost
    The article here had dream prices in it
    Yes if we use dream prices this is a good investment
    The company used dream prices in todays prices and predicted prices now
    Get out while you can
    Jul 4, 2015. 10:01 AM | Likes Like |Link to Comment
  • Cheniere Energy: Paying Up For Unfinished Projects [View article]
    i do not follow the stock much
    But i did look at for the last year
    I saw where what they got was based on he price of ng in the US
    Well its down from when theysigned contracts at much higher prices
    Yes they are getting good money to do
    But they also have a huge investment and they are doing on borrowed money at not a low interest rate compared to say GE or any body with great credit
    This was enough for me to not even consider investing in this company
    A huge change on delivered lng to Asia and Europe means this is a bad investment
    One could have seen this months ago
    Sell now or wait till you actually see the numbers
    Yes if ng goes up huge
    they will do very well
    Would you invest in a company that ng prices must change by huge amounts for them to do well?
    Jul 3, 2015. 08:35 AM | Likes Like |Link to Comment
  • Cheniere Energy: Paying Up For Unfinished Projects [View article]
    yes when they sighed contracts ,ng was much higher ever where
    But in any contract you must look at details
    minimum the must buy
    max allowed
    penalties if they do not buy .etc,
    Jul 3, 2015. 08:10 AM | 1 Like Like |Link to Comment
  • Cheniere Energy: Paying Up For Unfinished Projects [View article]
    sorry if I was so direct
    The current price is in the $8 range and much more coming on line
    China is cutting back
    They have cancelled or at least put on hold new lng import lng plants
    Yes we now that China was not going to buy much from them
    Europe is also in the $8 range right now
    I said bs because you did not include what it is right now and did not include that a majority of experts are calling for $8
    A fair look would have included these
    When a company presents well out of todays range and what most experts say ,you should include this
    Jul 3, 2015. 08:06 AM | Likes Like |Link to Comment
  • Investors Take Shelter As Greek Referendum Nears [View article]
    its just simple
    They have had others pay for what they have
    Most think they deserve
    If you do little a get a good amount you get used to iit
    Time will tell if they ever change their ways
    No time soon
    Jul 2, 2015. 10:03 PM | 1 Like Like |Link to Comment
  • Cheniere Energy: Paying Up For Unfinished Projects [View article]
    what bs
    lng delivered is going and expected to be around$7.50
    thats the range now with huge quantities coming on the market from the rest of the world and most much closer to user
    yes when they planed this worjkng was $15
    Jul 2, 2015. 06:37 PM | 1 Like Like |Link to Comment
  • China's Central Bank Is Running Out Of Time To Avert A Crisis [View article]
    here is the story
    China used to g all out for exports
    support loosing businesslike too much steel production and help in low energy prices
    Well now supporting b locals is cut way backy
    growth is way day and will stay that way so stock price have to now reflect this
    They are now straightening their accounting and management
    This is good in the long run

    But honest reporting means a lot of companies true reports will not be as good as made up ones
    For the US
    I think we are now becoming the leader of made up ones
    None gap reporting of none large growth companies
    I do not now how China will do
    China has had huge growth and price of their stocks reflect this
    With huge growth over it may not be good for years
    Yes I will be a buyer of their large caps ,profitable companies if they fall 10 to 15% more
    But good business practices should be good ,I guess in the long run
    Jun 30, 2015. 10:40 PM | Likes Like |Link to Comment
  • Clean Energy Fuels - 2 Reasons And 4 Charts Show Why It's A 'Buy On The Dip' Opportunity [View article]
    its not the government leaning on it
    its the price difference
    what will govern this is
    In a conversion what are the pollution requirements and of coarse price
    You take an old diesel engine ,rebuild it and convert to ng
    But what pollution do they require,meet new standards or old
    Jun 25, 2015. 08:47 AM | Likes Like |Link to Comment
  • Clean Energy Fuels - 2 Reasons And 4 Charts Show Why It's A 'Buy On The Dip' Opportunity [View article]
    he can have all the xperiance you want
    the over head of the company is huge
    that spent i think 50 million dollars to aquire a large scale delery of ng
    the company was loosing money
    Large scall adds to gallons by a lot
    but it dies not add to % profit or mark up
    so they reported goodincrease in volume
    it will bring down their gross margin and probally add nothing to profit
    Of coarse with this company their is no profit and mat never have any
    Yes if ng got big
    It would add a lot
    But their is no indication that ng is going to be big at stations
    Jun 24, 2015. 08:44 AM | 1 Like Like |Link to Comment
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