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J 457

J 457
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  • Does Arch Coal Have A Silver Lining? [View article]
    A political change will not erase the debt.
    Jun 30, 2015. 08:19 PM | 1 Like Like |Link to Comment
  • WSJ: Alpha Natural creditors prepare for possible restructuring talks [View news story]
    I ponder what the outcome would have been for the coal sector if this administration would have applied the same amount of funding and support as they did to solar, hybrids, bank bail-outs, etc.. I'm not saying I'm a huge fan of coal, but least we forget 40%+ of our energy in US comes from coal- it's here to stay- so why not put money toward better carbon capture methods as opposed to bankrupting an industry?

    By the way, for those fans of NG, take a drive through WY and other fracking hot-beds and watch the endless flare-off of methane gas 24/7 every day of the week. That methane is proven to be much more damaging than coal carbon emission but few people mention this.

    Disclosure: I'm short WLB, not because I necessarily hate coal but because it's value is off the charts compared to all it's peers. I think it should be trading in the single digits at best.
    Jun 30, 2015. 08:17 PM | 2 Likes Like |Link to Comment
  • Coal companies jump as Supreme Court strikes down EPA mercury rules [View news story]
    Short WLB.
    Jun 29, 2015. 12:07 PM | 1 Like Like |Link to Comment
  • Does Arch Coal Have A Silver Lining? [View article]
    No doubt ACI and ANR will survive, but the common share will likely be wiped clean. How can they earn their way out of billions in debt? Barring massive upside in thermal and met coal prices these companies will not be profitable for years. The bond prices certainly seem to think so.
    Jun 29, 2015. 11:21 AM | Likes Like |Link to Comment
  • Are There Any Potential Upsides In Store For Alpha Natural Resources? [View article]
    I have some ANR and ACI. Worst decision of my life...
    Apr 8, 2015. 07:18 PM | 5 Likes Like |Link to Comment
  • Don't Expect Another Earnings Surprise From Alpha Natural Resources [View article]
    I think long term you'll do great!
    Sep 8, 2014. 08:14 PM | Likes Like |Link to Comment
  • Don't Expect Another Earnings Surprise From Alpha Natural Resources [View article]
    Yes, agree, but not after this November and certainly not after 2016.
    Sep 8, 2014. 08:13 PM | Likes Like |Link to Comment
  • Arch Coal: Time To Get Going [View article]
    Yes, good points. You should probably sell ACI and ANR and buy SPX futures.
    Sep 8, 2014. 08:12 PM | Likes Like |Link to Comment
  • Alaska LNG project moves forward with FERC ruling [View news story]
    British Columbia is rich in NG and many are working towards export licenses and future LNG terminals. I like KWK as the best risk/reward NG play in Horn River. The uncertainty of their 2016 bonds and a potential secondary have decimated the share price, but they also just struck oil in Bone Springs Texas with ENI JV with another 9 wells planned. KWK might by one of those producers trading at $6-$8 by end of this year and many wondering how they missed it.
    Sep 8, 2014. 08:09 PM | 1 Like Like |Link to Comment
  • Don't Expect Another Earnings Surprise From Alpha Natural Resources [View article]
    People said the same about homebuilders in 2008 and solar in 2011. Since then we've seen share prices gain 5x-10x from the lows. Rest assured, ANR and ACI and the coal sector is not going anywhere but up from here, and we're talking 3-4x gains at a minimum. In a bad economy less expensive coal will be the preferred source of energy. In a good economy met coal pricing will increase. Either way, you will do good long term with ANR. I also like ANR's RICE holdings and if they diversify further into NG (like CNX) the price will move up significantly. The author overlooked those two variables in forming his "bleak" opinion about ANR. I'm long ANR and will stay long for the swift rebound.
    Aug 14, 2014. 11:30 AM | 8 Likes Like |Link to Comment
  • Arch Coal: Time To Get Going [View article]
    ACI and ANR are currently my largest holdings. I think both will triple in next 6-12 months.
    Aug 6, 2014. 08:46 PM | 2 Likes Like |Link to Comment
  • Arch Coal's (ACI) CEO John Eaves on Q2 2014 Results - Earnings Call Transcript [View article]
    ACI to $10 by January. This is a generational buying opportunity, right here right now. For those of you with 1-2 year time horizons you'll do great.
    Jul 29, 2014. 07:11 PM | 2 Likes Like |Link to Comment
  • Arch Coal: Moving Ahead Despite Challenges [View article]
    stocknerd, either you're not following along, or you're short the coal names. Wake up call...most US electricity comes from...coal. Most global electricity comes from...coal. Global coal use is spiking and has been on the rise for several years. Planned global coal plants are increasing year after year.

    The bigger question should be; why is the current administration "picking and choosing" winners and losers in the energy space? If the same level of funding was provided for carbon capture/improved coal technology as there is for solar and hybrid cars we would be years ahead of other countries.

    What do you have to replace coal with? Nuclear? Solar? Wind? All these combined won't come even close. You take away coal today and the US and world economy ceases. That's a fact. Please do some basic research and have at least a remedial understanding of the topic before spouting your "coal is dead" drivel. Fact is, like it or not, gasoline and coal will be with us for at least another 50-100 years. Maybe you can save us all and invent the next new energy source?
    Jul 17, 2014. 10:28 AM | 12 Likes Like |Link to Comment
  • Advaxis Mirrors Imclone Systems Prior To Acquisition [View article]
    Here we are 6 weeks later, ADXS has gone down. For me, there are plenty of other baby-bios that offer better risk/reward.
    Jul 14, 2014. 07:21 PM | 1 Like Like |Link to Comment
  • Advaxis Mirrors Imclone Systems Prior To Acquisition [View article]
    No, the uplisting was absolutely NOT necessary. It was sold to shareholders as a method to attract institutional investors. The R/S put ADXS above $5 for a very short while, and I'm not aware of any large institutional investors taking a position as a result. In other words, the R/S was not beneficial and instead cost many people hundreds of thousands of dollars.
    Jul 14, 2014. 07:19 PM | 1 Like Like |Link to Comment
COMMENTS STATS
956 Comments
1,350 Likes