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  • New China Coal Data Has Serious Implications For Peabody Energy [View article]
    Someone has to produce coal. It will be survival of the fittest and savvy. I would anticipate some possible consolidation as well.
    Jul 17, 2015. 03:02 PM | 2 Likes Like |Link to Comment
  • Shock expressed as Greece has no new plan [View news story]
    As the head of the group of Commerce said, the political leadership put it on the people to decide vs. being leaders and making the decision for austerity. Not the President can simply blame it on the people. You get what you elect.
    Jul 7, 2015. 12:32 PM | 1 Like Like |Link to Comment
  • Photo render of BlackBerry Android phone with slide-out keyboard leaks [View news story]
    Seeking the tooth: you're just begging to be dismissed. Great entertainment for july4! Better than fireworks.
    Jul 3, 2015. 05:57 PM | 12 Likes Like |Link to Comment
  • Tesla Has A Graphite Problem [View article]
    Yep. No "land or legal issues" with having it's source in Alabama vs. Nova Scotia or Quebec where they have to deal with getting past "special interests". A guy like Ramm doesn't join a company like Alabama Graphite without doing his DD...esp. when there are multiple players out there.
    Jul 1, 2015. 08:04 PM | 1 Like Like |Link to Comment
  • Tesla Has A Graphite Problem [View article]
    Note that David Ramm, Chairman & CEO of BrightSource Energy joined the Board of Alabama Graphite recently. Brightsource is also a major investor in Tesla. :-)
    Jul 1, 2015. 04:53 PM | 5 Likes Like |Link to Comment
  • Peabody Energy -- Reasons Why Investors Should Not Lose Hope, In 6 Charts [View article]
    BTU's survival and that of the coal industry in general will come primarily through two things: Coal companies going bankrupt, and consolidation.
    May 30, 2015. 09:00 AM | 2 Likes Like |Link to Comment
  • BlackBerry launches 12M-share buyback; shares +2.2% [View news story]
    Remember: Watsa. Nuf said.
    May 21, 2015. 06:03 PM | 8 Likes Like |Link to Comment
  • Yingli Solar Drops A Bombshell [View article]
    The Chinese failing in solar isn't going to happen. They are some of the biggest polluters and to have one of their key companies go under will send a bad message, and they'll lose face on the world stage. My guess in the gov't will intervene and get it straightened out. As for North American shareholders, I believe they'll do OK over the LONG term...for the same reasons above.
    May 18, 2015. 07:55 PM | 1 Like Like |Link to Comment
  • Barrick Chairman Thornton got 36% raise in 2014 [View news story]
    Same issue with BTU.
    Mar 29, 2015. 12:48 PM | 2 Likes Like |Link to Comment
  • BlackBerry's Chen: Guidance Increasingly At Odds With Reality [View article]
    Interesting article. Good thing you're not running the company. Gotta love armchair critics.
    Mar 27, 2015. 12:22 PM | 55 Likes Like |Link to Comment
  • Tekmira Announces Filing of Definitive Proxy Statement and Voluntary Delisting From the TSX [View article]
    So what happens to folks who bought shares on the TSX and don't sell before the delisting date??
    Feb 4, 2015. 04:51 PM | Likes Like |Link to Comment
  • Avoid big oils stuck on misguided view of return to higher oil prices, Citi says [View news story]
    Plan C: Ignore Citi.
    Jan 28, 2015. 06:12 PM | 16 Likes Like |Link to Comment
  • U.S. proposes offshore oil drilling from Virginia to Georgia [View news story]
    What a hypocrite.
    Jan 27, 2015. 12:49 PM | 3 Likes Like |Link to Comment
  • BlackBerry +7.3%; Samsung reportedly still interested [View news story]
    My guess is Samsung wants QNX. Probably want to license it form Blackberry for non-phone products (i.e. appliances). Who knows.
    Jan 21, 2015. 07:52 PM | 12 Likes Like |Link to Comment
  • Money Dries Up For Oil And Gas, Layoffs Spread, Write-Offs Start [View article]
    It started with politics, and will end with politics. The US is starting to feel the pinch of low oil prices on the economy (e.g. job cuts, nervous investors, nervous consumers) and will work with Saudi through diplomatic channels to start "messaging" that perhaps reductions are in the future. That alone will begin to rebalance things. They want Russia (and perhaps others) to feel just enough pain to know that they can be squeezed if they don't behave on the global stage.
    Jan 18, 2015. 09:45 AM | 6 Likes Like |Link to Comment