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bob the invester

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  • How Do Cheniere Energy's Sabine Pass Sales Contracts Affect Its Bottom Line? [View article]
    they are highly leveraged
    If as I have said it is not
    If demand for lng goes up a lot or such or many things,than its a great investment
    Nov 29, 2015. 10:54 AM | Likes Like |Link to Comment
  • China's Shale Gas Problem Grows And Grows [View article]
    so he has not given the date of the reserve report
    That means just on that any thing he says is worth less
    I repeat any reports,statements ,looks by any one are worth less if old in any country ,any company,any reporter
    Thats how much things have changed
    Nov 29, 2015. 10:27 AM | Likes Like |Link to Comment
  • China's Shale Gas Problem Grows And Grows [View article]
    a very good answer
    So we will say they have done this
    So the 1st as in any report you must give the date of the report
    Why date,every thing changes
    We will say the date was a year ago when the comparison was
    lng imported was $15 kcuft
    now $7
    Just a basic answer
    This huge reserves has been reported for years
    And yet there is little shale gas produced
    China has tried
    Yet not successful
    There is something wrong with the report,an opinion
    The price has fallen so much that it is worthless,which is true
    Any report that does not include today's prices of ng is worth less,
    any investment that does not include today's prices when looking at it is worth less
    So in looking at ng right now
    Any report,study, estimate ,look is worth less if old
    Nov 29, 2015. 10:16 AM | Likes Like |Link to Comment
  • Is It Time To Jump On Board With Icahn's Activist Stake In Cheniere Energy? [View article]
    Since you have brought up Icans owner ship as a reason to buy
    Should an investor not now Icans bet?
    Icans and hedge funds own the majority of the shares
    What their bet is and how its protected might be different than purely buying the stock
    An ex,
    It could be to protect a short in lng or many investments
    An Author should present a total look at it, if he or she is giving it as why to buy
    Nov 28, 2015. 12:37 PM | Likes Like |Link to Comment
  • How Do Cheniere Energy's Sabine Pass Sales Contracts Affect Its Bottom Line? [View article]
    You might want to read Barrons this week end on hedge on knowledge of hedge funds
    Who owns the majority of this stock?
    Hedge funds and Icahn
    Do they just buy a stock because its a great investments?
    Do they buy a stock and bet the other way a lot?
    The 1 st not always
    the 2nd is a lot
    So unless you now how they have bet the other way you now little
    I ask,How much do you now of how they have bet the other way? Do you not think that this matters?
    I do
    Nov 28, 2015. 12:22 PM | Likes Like |Link to Comment
  • China's Shale Gas Problem Grows And Grows [View article]
    Is this policy right?
    The world is selling ng and oil cheap
    Keep you reserves
    Develop the yourselves
    There is no hurry
    Nov 28, 2015. 12:11 PM | 2 Likes Like |Link to Comment
  • China's Shale Gas Problem Grows And Grows [View article]
    My look and its just an opinion
    1.. saying a country has x reserves is worthless
    Many countries have far more reserves than said
    The only way to say reserves is reserves at a price and a price that country can produce
    Reserves are not reported that way now
    The 1st and most importing thing in China is their policy on energy
    Of coarse some statements will be just in general
    In Energy
    China will not let one company in the world out side of China hold one oil and natural gas asset in China;It in their laws,They have even stopped vres from
    doing so
    So China will not even to get the teck let any company out side of China hold a majority of one asset to get teck
    Yes China is letting some teck in with minority owner ship
    For shale
    Yes China whats and is doing some
    But China has the same problem as the world does
    Price of ng and oil and so investing in it
    The next theme to look at
    Yes China wants to invest inside their country
    But they also want to be a world player in every thing
    So they are investing in shale,ng and oil out side their country
    They are playing the largest amount in Australia right now
    It could they hope also to get teck that way
    But the biggest is China policy of
    we will own what we use
    China has put off clean energy and air for a while
    Yes it always wants it
    It balances the need for it with what they can afford and what dirty cost and what clean cost
    As I have said above with out giving the cost of reserves and comparing to what ng can be bought on the market ,which neither is posted here
    .It is not worth much
    Nov 28, 2015. 12:04 PM | 1 Like Like |Link to Comment
  • Cheniere Energy - Don't Miss This Opportunity [View article]
    nice to hear such a good response and factual answer
    I assume the water was added just for reducing the flammability of the product
    In other words it could be stocked on the self of the location
    It 1st started in China doing this
    When its added to the fuel in the storage tanks of stations ,than water does not need to be added.China is doing this now
    I mainly brought up on vehicles because it might reduce the pollution from engines and I believe thats part why China is using
    The next would be in the chemical industry
    There it is in wide use in China and now starting here in large volumes
    Methanol increase in sales is growing faster than lng and will continue
    A partial proof of this
    Yes permits in such for lng plants are happening
    but all of these plants where planed years ago
    World wide
    Almost no new import or export lng plants are planed
    While Methanol are being planed all over the world both for import ,export and use in the country
    Nov 27, 2015. 09:38 AM | Likes Like |Link to Comment
  • How China's Stock Market Experiment Backfired [View article]
    China has always had an unregulated economy
    In other words banks could sell investments with little to no regulation
    Companies could make false statements,false accounting etc.
    There has been for years this
    So this is nothing new
    So a failure in this is nothing new
    These are companies that are not the biggest in China
    The big companies in China where not effected much
    Yes,their prices are down and should be
    Growth is down for these companies is down and will stay down and so their
    stock prices are down
    The big companies have been supported
    Loans from national banks
    Buying their stock by the government
    Telling owners of these stock in China not to sell
    So China's big companies are in good shape and their success will depend on their success or not
    So China has come out fine
    You may not like China's approach and methods,government run and a lot government owned in different %s
    But China is allowed to run its country as it chooses
    Their industries are probally in better shape than the US and if you think they are in bad shape than look at a lot of US industries
    Look at steel and Aluminum
    Who is producing and winning market world share?
    They are going to put a lot of companies out of business in the US or at a minimum cutting back a lot
    Nov 26, 2015. 10:45 AM | Likes Like |Link to Comment
  • How Do Cheniere Energy's Sabine Pass Sales Contracts Affect Its Bottom Line? [View article]
    pipe is having a problem competing with lng in some areas
    In south america the distance ,amount used and what each country would want makes it not likely
    Nov 26, 2015. 08:06 AM | Likes Like |Link to Comment
  • How Do Cheniere Energy's Sabine Pass Sales Contracts Affect Its Bottom Line? [View article]
    a nice try
    Include their their average price which would include old contracts
    heres the numbers for japan and most of Asia is now spot for new purchases

    Trend of the price of
    (Preliminary Figures for
    November 11
    , 201
    Commerce and Consumer Affairs Policy Division
    Commerce, Distribution and Industrial Safety
    Policy Group
    Ministry of Economy, Trade and Industry
    price of spot
    apan that
    contracted in
    The average
    price of spot
    LNG imported into J
    that arrived in
    ee Notes below
    for the
    Statistical accounting of these prices
    March 2014
    (Statistics have been published since April 2014.). Therefore, spot
    LNGs that
    contracted before March 2014 are not
    d in the calculation o
    f the Arrival
    based Price.



    d Price
    d Price
    Nov 25, 2015. 07:03 PM | Likes Like |Link to Comment
  • How Do Cheniere Energy's Sabine Pass Sales Contracts Affect Its Bottom Line? [View article]
    the next
    It takes some money to run this company
    Have you included management
    a 3% depreciation on the plant
    Oh its so nice when you leave out stuff
    Nov 25, 2015. 06:40 PM | 1 Like Like |Link to Comment
  • How Do Cheniere Energy's Sabine Pass Sales Contracts Affect Its Bottom Line? [View article]
    finally some one looking a facts as they are
    What are your thoughts on whether the contracts actually purchase?
    I will use India as an example
    They just did not
    Their supplier did not collect the punishment amount
    They accepted not purchasing and re adjusted price if they signed a longer term contract at a lower price
    One is going to have look at these contracts and see who has and if they will pay
    They could loose money if they bought
    India just said we can not sell it
    Of coarse Indias price was much higher and the lose would have been much greater
    Am I not correct
    The last deal they signed,Europe
    The buyer has the buy or not buy
    Lng competition is well funded
    They are not
    Refinancing could be a problem
    One also has to look at all cost
    Have they gambled on ships buying and selling ng etc.
    Are its competition in better shape
    US ,yes
    quatar ,Australia ,yes
    All are much better financed and less leveraged
    All can easily sell at a loss with no money for interest
    lng can not
    In history of things like this,companies usually let buyers out of contracts or adjust in some way
    If you where a buyer
    Would you buy from lng in a long term contract?
    Or some one who has the money to think long term and adjust contracts
    Who owns the stock>
    Hedge funds,a huge amounts
    We shall see who is right
    I assume it will be big news when they start shipping out of their new plant
    Not to me
    Nov 25, 2015. 06:26 PM | Likes Like |Link to Comment
  • Is It Time To Jump On Board With Icahn's Activist Stake In Cheniere Energy? [View article]
    this is a research firm?
    Who would use or post information from q1?
    When the picture has changed so much
    Where they hired to produce this article?
    Inow i would right them off as not to follow
    of coarse I do not blame seeking alpha
    They publish what readers want to read and they have not said you should use this
    Nov 25, 2015. 04:52 PM | Likes Like |Link to Comment
  • Is It Time To Jump On Board With Icahn's Activist Stake In Cheniere Energy? [View article]
    it would be nice if Author posted current information
    Price and demand is way down from the chart he used
    That in my opinion makes his statements worth less
    Yes you can try tp present lng is great but when you provide and out dated chart what does that say about following you or listening to you?
    as morgan thinks presented
    Kogas, JERA freeze long-term purchases-note

    * Kogas to renegotiate deals with Qatar and Oman-note

    * New Australian LNG plants to see mid single-digit returns-note

    * Sellers to cave into buyer demands as supply grows-note (Adds JERA response on U.S. gas price-linked LNG purchases)

    By Oleg Vukmanovic

    MILAN, Oct 6 U.S. investment bank JPMorgan Chase warned that new global gas price lows will demolish producer profits as top Asian consumers freeze big purchases and rework or ditch existing import deals.

    In a client note seen by Reuters, the bank spells out the changing strategies of the world's top liquefied natural gas (LNG) importers -- Japan's JERA and South Korea's Kogas -- emboldened by surging supply to demand concessions from producers facing a decade of pain.

    These include breaking away from oil-indexed LNG supply deals, which tend to be costly, and abolishing restrictions that currently bar buyers from diverting or re-selling cargoes.

    "Sellers may be forced to offer buyers contract offtake flexibility as demand growth slows, providing continued challenges to producer profitability especially those exposed to lower-tier buyers," JPM's head of Asia oil and gas equity research, Scott Darling, wrote in the Oct. 1 report.

    The note draws on 28 meetings between JPM and major Asian LNG players, including Kogas, JERA, Inpex and PetroChina, providing new insight into the buying strategies of major consumers.

    Rising supply worldwide has cut spot LNG prices by more than 60 percent since February 2014 as demand wanes and new production gets underway in Australia and the United States.

    Citing sources at the company, JPM says Kogas should avoid taking an impairment on its investment in two high-cost Australian LNG export projects -- Prelude and Gladstone -- so long as oil prices stay around $50/barrel.

    At current oil prices Kogas sees an internal rate of return on Gladstone at 6 percent and Prelude at 7-9 percent, JPM says.

    According to the note, both JERA, a joint venture between Tokyo Electric Power Co and Chubu Electric, and Kogas will not sign any new long-term import deals this decade.

    Kogas intends to renegotiate existing contracts with top exporter Qatar and Oman, which expire in the early 2020s, while JERA will wait for deals signed with Qatar after the Fukushima disaster to run down before agreeing new ones, the bank said.

    Kogas will also take advantage of expiring long-term deals to reduce exposure to oil-linked supply to half of its total LNG supply, pegging the rest to U.S. gas prices.

    Kogas said nothing has been decided regarding its LNG fuel purchase strategy. JERA said it is reviewing what long-term contracts it will sign and has not yet decided on the amount of U.S. gas price-linked LNG it intends to buy.

    In the note, JPM, citing JERA sources, said the firm plans to have 10 million tonnes/year of U.S. gas price-linked LNG by 2020.

    Kogas expects cheap coal to reduce South Korean LNG imports in 2016 and sees stagnant demand from 2017, JPM said, removing a key pillar of support to global gas prices.

    Spot LNG prices could drop below $6 per million British thermal units (mmBtu) next year, traders told the bank, compared with $6.60/mmBtu currently. (Additional reporting by Meeyoung Cho in Seoul and Aaron Sheldrick in Tokyo,
    Nov 25, 2015. 04:42 PM | Likes Like |Link to Comment