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J 457

J 457
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  • 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
  • Focus is on Bakken buyout candidates after Kodiak's $6B takeout [View news story]
    Check out KWK at $2.35.
    Jul 14, 2014. 05:02 PM | Likes Like |Link to Comment
  • Why I Bought Arch Coal [View article]
    "I expect ACI will follow PCX into BK." How would you possibly draw that conclusion? Lay out the case, because there is zero chance of ACI BK. Worst case they would shut down all mines are sit back eating away their cash reserves for 1-2 years until they (and others) starve the market and cause prices to spike. People misunderstand current global coal demand/usage, domestic usage, and historical demand over last ten years. ACI will be over $10 this time next year, if not $15. Coal will be similar to solar and homebuilders in 2012 when nobody would touch them before the 5x-10x rise in share price.
    Jul 14, 2014. 04:51 PM | 4 Likes Like |Link to Comment
  • Permian Basin beats anew as heart of Texas oil production [View news story]
    I'm going to give you all an early xmas present. KWK, currently at $2.42, has about 105,000 acres in Wolfcamp and Bone Springs. As well as a 14 TCFE resource in British Columbia Horn River Basin. If it weren't for the 1.7 billion debt they would be a $15-$20 share. However, their Permian assets are booked at near nothing, and their Horn River assets are booked at only 1.5 BCFE.
    Jul 9, 2014. 08:57 PM | Likes Like |Link to Comment
  • Apple roundup: iPhone 6 production, Touch ID, OIS [View news story]
    100k new jobs for China. Maybe a few new corporate marketing jobs for America to roll-out the new device. And does anyone really have to wonder why 50mm people are on EBT and the medium annual wage in America is $27k. Here you have it, another example from the folks at AAPL. Giving away America's wealth as quickly as they can. They are certainly not alone. $600mm to Egypt and new Apaches for the taking..but son's school is dilapidated, falling apart and "they" say no taxpayer funds to fix it. What's your priority? Let me guess..standing in line to buy the new IPhone6? Sometimes we get what we deserve.

    Jun 23, 2014. 06:23 PM | 9 Likes Like |Link to Comment