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bob the invester

bob the invester
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  • Reuters: Cheniere Energy plans to deliver LNG to central Europe [View news story]
    any one who talks its a good buy
    Support it
    When they planed
    lng was $15 kcuft
    It is now around $7.80 kcuft delivered to Europe
    If you bothered to look at the numbers they can not buy make and deliver at that price and have enough left to pay interest
    Yes,they have contracts
    They just turn it into lng
    yes the buyers must but the ng and ship it
    But by the time the buyers buy it pay lng and ship it its above $7.80 kcuft
    There will be others in the US closer to Europe where shippimg will be cheaper
    And many places much closer than the US
    The US is just to far away and lng ships are costly
    Talk some numbers
    Just saying its a good buy is worth what?
    Jul 28, 2015. 12:36 PM | 2 Likes Like |Link to Comment
  • Time To Buy Canada? [View article]
    ng is very cheap in Canada
    Jul 28, 2015. 11:00 AM | 1 Like Like |Link to Comment
  • Time To Buy Canada? [View article]
    could you explain why?
    we have the highest energy costs in North America?).
    Jul 28, 2015. 10:59 AM | 1 Like Like |Link to Comment
  • Natural Gas - The End Of The Secular Bear Market Is Near [View article]
    There are always shortage in supply none storage
    Storage is very costly
    You can sell many 100s of % of normal level
    So its a gamble
    You mat get it right and you may not
    Good luck on the way you play it
    Jul 20, 2015. 11:11 PM | Likes Like |Link to Comment
  • High anxiety in China's auto market [View news story]
    this is happening to many many ng vehicles
    Jul 19, 2015. 10:25 AM | 3 Likes Like |Link to Comment
  • High anxiety in China's auto market [View news story]
    thats correct
    I China many can buy with 10% or20% down or some less
    You are not satisfied
    Stop making payments
    By the time they take back your vehicle you may have got enough use for your down payment
    Whats an auto or truck dealer going to do with 1,000s of not wanted vehicles
    It does not effect your credit if you do this
    Jul 19, 2015. 10:24 AM | 2 Likes Like |Link to Comment
  • Natural Gas - The End Of The Secular Bear Market Is Near [View article]
    Yes we are on the top of the world in ng except for a few places
    No one in the world can find and produce like us
    But shipping ng is another thing
    The cost to ship to end user is huge
    The closer you are the better
    With huge lng around the world coming on
    No Us investment
    in lng is a good investment
    Over 1/2 of buyers will switch to pipe
    Look at what ng sells for at stations here
    Piped is much ,much less
    I want safe investments
    Not investments that can be replaced by pipe and put me out of business
    And far as lng
    its location ,location ,location
    And the US is not close to the end user
    And long term its pipe
    And yes can loose money in pipe
    But diversification there should help
    We also now what will happen to lng
    Its just cost to much to make and keep cold
    Products like Methanol will replace it
    The focus here should be
    Ng prices have come down huge
    We will say they are going to be in the $3 to $4 kcuft range in the US
    Check your investments for the long term in that range
    With the world prices of ng down and going to stay down
    There is going to be more pipe added tre w out the world
    Make sure your investment do not go to zero because of this
    For a world view besides ng
    China
    I will not say how wheel they will do
    But
    They have grown say 10 % on average for the last 10 years
    That will now fall to say 5%
    Most companies are in large debt
    Not saying China is a bad investment but with pe s high and
    Their stocks must come down the reflect this and are
    For the Us A lot of companies have borrowed money to buy stock
    and interest rates rising
    The no one thing in investing is
    Do not fight the fed in your country
    Might be time to look at safe stocks at a minimum
    Thats stocks and funds rated high in morning star
    Profitable with medium growth
    Jul 19, 2015. 09:30 AM | Likes Like |Link to Comment
  • Natural Gas - The End Of The Secular Bear Market Is Near [View article]
    Its hard to believe
    But Russia just not have cheap ng
    Not the teck to get it and produce it
    Not the ability to borrow money
    Yes they will supply a lt
    But Europe will finally build pipe lines to source from other than Russia
    They will import in lng temporary from Iran and others
    The US in the long run can not supply Europe or Asia
    Lng is just too costly to transporting distances
    Shell already has talks among others with Iran
    Shell will bring in portable lng tanker plant and ship with in 9 months
    Shell and others will develop Iran with in a few years to a large producer
    They are many others coming on line
    Us is threw
    Yes contracts have been signed for the US
    Countries wanted diversification
    In the long run
    The US can not compete in lng for the world,most part of it
    For a ruff look
    Cost to ship to Europe
    $2.50 kcuft
    Cost to ship to Asia
    $3.50 kcu ft
    There are just too many suppliers to Europe much closer
    Europe will finally get off their ass and bring more cng in pipe to Europe
    There are now 2 or3 choices and they are working on a couple including a different route from Russia
    Who would you look at in ng
    What exon and shell do
    They will be big players in none US lng shipments to Europe and maybe pipe
    What is happening in oil and ng in the world
    If you can not get it cheap
    Its over
    There is enough cheap oil and gas for say 10 years
    Any investment that is not cheap oil or gas is over
    Jul 16, 2015. 08:32 AM | Likes Like |Link to Comment
  • Natural Gas - The End Of The Secular Bear Market Is Near [View article]
    Yes there are many lng plants approved
    These where looked at when lng was twice the price it is now
    Asia was paying $15 to $20 kcuft
    Now$7.50
    Huge capacity coming out,world wide
    No more needs to be said
    Jul 15, 2015. 08:28 AM | Likes Like |Link to Comment
  • Natural Gas - The End Of The Secular Bear Market Is Near [View article]
    in the northeast
    They need ng for heating in the winter
    Its hard to invest in pipe for just that demand
    Canada was thinking of bringing in ng in lng
    But they needed to ship ng to Europe to keep the plant running the whole year. Canada has stopped almost all investing in export lng plants
    The only solution is pipe from Canada or US and more pipe in those states
    Will that happen?
    unknown
    Of coarse some companies are delivery ng in lng form
    As said many years ago
    Lng delivery is a bridge fuel till piped
    So
    Any delivery of lng is a bad investment.huge risk of being replaced by pipe
    This is true world wide
    On land ,sea or any where in general
    It just adds to much to the cost of ng
    Jul 15, 2015. 08:22 AM | 1 Like Like |Link to Comment
  • Weighing The Week Ahead: Will Falling Earnings Sink The Stock Market? [View article]
    thank you
    Jul 13, 2015. 09:58 AM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Will Falling Earnings Sink The Stock Market? [View article]
    Thank you on such great reporting
    If you could you comment on
    Companies have borrowed to keep or get their stock price highr
    You say you do not mind
    I do not either
    We have ones that their money is tied up because they do not want to repatriate
    This is fine but wondering if rates rise will this have an effect
    I assume they can get a higher rate on money tied out side of US too
    But for the rest
    Does it not mean they have no great investments to do?
    The second
    We are seeing in teck. computers services and such
    Much more none gap reporting on companies that are not start ups
    Is this not bad?
    I have no problem if both are reported and looked at
    It appears to me too many are looking at none gap reporting
    Jul 12, 2015. 12:53 PM | Likes Like |Link to Comment
  • Cheniere Energy - Why Investors Can Expect Better Times Ahead [View article]
    Yes every thing could be great
    But every contract must be looked at
    Can they this year bring in enough to pay interest .next year ,the year after that with contracts they have signed
    What is the penalty if they do not accept
    As far as I now,They do not have a line of credit or any way to raise money if they get in trouble
    What would they have to pay if they got in trouble
    And they have a good chance to be in trouble
    Others including the Us are building plants
    And most of them are not highly leveraged as lng
    Jul 10, 2015. 08:40 AM | 1 Like Like |Link to Comment
  • Cheniere Energy - Why Investors Can Expect Better Times Ahead [View article]
    as usual you do not talk facts
    Some one has to say
    Can they meet interest payments with todays price of lng in their contracts
    with facts
    Jul 10, 2015. 08:30 AM | Likes Like |Link to Comment
  • Cheniere Energy - Why Investors Can Expect Better Times Ahead [View article]
    this is the worst bs on this stock
    it is pure pr
    any one recommending this stock must say at the minimum
    can they pay there bills
    if ng stays at its current price
    If they sell no more than they have contracts
    Can they pay their bills
    If ng stays at the same price and sell all can they pay their bills
    Till you have done this
    This bs is worth less
    There is huge amount of lng comparing
    This justified building this on twice the price ng is now to the market in the world
    Huge supply of lng is coming on
    Worls demand is dropping from predicted amount
    And you post a rosy picture and include little to no looks at the truth
    at present facts
    How bad of reporting is this?
    China demand is down ,negative ,last reported
    Europe is looking to get piped
    Yes you get some looks and get paid
    But worth less information just not help the company that paid you for bad representation of facts on this company
    Jul 9, 2015. 04:30 PM | Likes Like |Link to Comment
COMMENTS STATS
386 Comments
163 Likes