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J 457

J 457
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  • Quicksilver's Debt Increases Are On The Fast Track To Financial Failure [View article]
    Alphabetamaster- absolutely spot on about KWK. I could have continued in my post but sometimes its just not worth the time. I'm a strong believer KWK will announce Horn River JV in Qtr 3 or Qtr 4 and this in itself will boost share price over $3.00. In the interim just look at the institutional holders- these folks are in the business to make money and I don't see any major change in allocations this year. One thing that perplexes me is why the Dardens haven't taken KWK private, especially considering the past discussion in 2011. It also wouldn't surprise me to see a offer at this depressed share price as well. As someone "in the know" told me recently; KWK is grossly undervalued.
    Jul 18 09:12 PM | 1 Like Like |Link to Comment
  • Quicksilver's Debt Increases Are On The Fast Track To Financial Failure [View article]
    As usual, another SA "author" with no conviction. If you really think KWK will further decline then why not short it for all your worth? Instead you have no position- so why are you even here? To get a few bucks for the article or because you just like to write about KWK? I don't know and don't care, other than your article cherry picks information to better suite your own personal thesis as opposed to listing ALL the variables.

    KWK is THE best NG pick for 2H13 and 2014 based upon current valuation and risk/reward. With LNG export terminals on line in 2014 you'll see KWK margins significantly improve with increased demand. The debt is due in large part 2019. They just sold off $485mm and turned over the 2016 bonds. Current price is a no brainer at $1.75 when viewed from a risk reward perspective. Should see a double if Horn River JV is announced in 2013 (which was conveniently ignored by this contributor) and as NG prices increase. Watch BHI rig count at over decade low. Watch the KWK bonds trading near par. If the bonds were going down I'd be watching more closely, but they're not.

    Oh, and the high short interest is certainly ripe for a massive short-covering 20%-30% one day rally coming soon, just as what happened last year. Did I mention KWK is owned by Blackstone, SPO Advisory, South Eastern Asset mngt, First Trust, Vanguard, State Street, BAC, Longleaf Partners- But I guess this author is smarter than ALL those institutional funds. Why would they be holding over 100mm shares if KWK was doomed?? Did you know the Dardens own over 30% of the stock as well? I guess they will just let their shares go to zero as well? Will it be taken private with a few PE firms- who knows? Do you know that RDS is in JV and who knows- maybe they would want to buy a near pure play NG supplier expecting prices to rise in 2014-15? For me, there are many more reasons to own KWK shares than not to- especially at $1.75. I'm long KWK and hold a significant position.
    Jul 18 08:29 PM | 8 Likes Like |Link to Comment
  • Quicksilver's Debt Increases Are On The Fast Track To Financial Failure [View article]
    I don't know if you think KWK is good or bad- you're comments are from "really good" to "no sign of life brain dead." What was your point?
    Jul 18 08:03 PM | 1 Like Like |Link to Comment
  • 3 Reasons We're About To See Volatility Erupt [View article]
    Buy VXX below $18 and sell at $20. Buy VXX at $17 and sell at $19. And eventually you'll get the big event that sends VIX to 40 and VXX to $30. I'm "long" VXX for a week at a time, and always add to position when VIX goes down to 13 range.
    Jul 17 07:54 PM | 1 Like Like |Link to Comment
  • The latest round of price cuts on electric vehicles won't affect demand for Tesla Motors (TSLA +0.9%), according to industry watchers. They note that the Model S deserves a premium after blowing away the competition in road tests from hardened reviewers and it's vying for sales from BMW and Mercedes owners more than buyers looking at Volts and Leafs. [View news story]
    PS Julian, like I said July 12 when TSLA was at $130, check back with me next year at this time and you'll see that $50. Maybe long before then at this rate...Will you tell me I was right then or let your ego get in the way...
    Jul 16 06:48 PM | Likes Like |Link to Comment
  • The latest round of price cuts on electric vehicles won't affect demand for Tesla Motors (TSLA +0.9%), according to industry watchers. They note that the Model S deserves a premium after blowing away the competition in road tests from hardened reviewers and it's vying for sales from BMW and Mercedes owners more than buyers looking at Volts and Leafs. [View news story]
    Yea, Julian, real moronic with the 15% plunge today alone. Haven't you been thru this before with other high flyers?? TSLA no different.....
    Jul 16 06:46 PM | Likes Like |Link to Comment
  • "Indulging the fantasy," writes Notable Calls as Tesla's (TSLA) price target is upped to a Street-high $230 by Northland Capital's Colin Rusch (his PT was previously $95). "Additional investment at its current facility could accommodate a run rate of as many as 500K vehicles/year." Shares +2.3% premarket. [View news story]
    5,000 cars sold? Certainly this supports a $15 billion market cap? It's almost laughable TSLA trades at $130. I'm not short, but if this moves any higher I will be. I think the Model S is a cool car, but honestly, how many people in todays economic environment can afford a $70k car? Reminds me of all the hype surrounding the Volt. You don't see many of those around either.....
    Jul 15 11:50 AM | 1 Like Like |Link to Comment
  • The latest round of price cuts on electric vehicles won't affect demand for Tesla Motors (TSLA +0.9%), according to industry watchers. They note that the Model S deserves a premium after blowing away the competition in road tests from hardened reviewers and it's vying for sales from BMW and Mercedes owners more than buyers looking at Volts and Leafs. [View news story]
    I talked to a guy last week who's Model S almost ran out of juice on a road trip. He had to search for a charging station and battery was almost exhausted before he finally found one. But I agree it's a classic beautiful car, especially made for the ladies. Like a Jaguar or Cadillac.
    Jul 12 05:12 PM | Likes Like |Link to Comment
  • The latest round of price cuts on electric vehicles won't affect demand for Tesla Motors (TSLA +0.9%), according to industry watchers. They note that the Model S deserves a premium after blowing away the competition in road tests from hardened reviewers and it's vying for sales from BMW and Mercedes owners more than buyers looking at Volts and Leafs. [View news story]
    TSLA will be below $50 next year at this time. The momentum is fueled by nothing more than cheap borrowed money that decided to make this stock yet another Wall St Hedge Fund darling to pump. NFLX, AMZN, CMG...they almost always end up like GMCR and eventually experience wild cycles and price swings- and TSLA is no different. Do me a favor and check back with me later to tell me how right I was. The "ones" that call the shots are already selling to the retail morons and will profit on both ends of the trades.
    Jul 12 05:09 PM | 1 Like Like |Link to Comment
  • Arch Coal May Face Bankruptcy By Mid-Decade [View article]
    I like your thesis and believe the same. ACI one of my top holdings. Also think NG prices will spike soon. KWK is grossly undervalued even with the debt.
    Jul 9 11:49 AM | Likes Like |Link to Comment
  • Arch Coal May Face Bankruptcy By Mid-Decade [View article]
    Good catch. If the author had any conviction and actually believed what he wrote he would be short ACI!
    Jul 9 11:47 AM | Likes Like |Link to Comment
  • Arch Coal May Face Bankruptcy By Mid-Decade [View article]
    NG in Europe and other countries sells for $12-$15 per mbtu. USA at $3.75 is an exporters dream. As the export terminals come online either global NG prices will fall, or USA gas prices will climb. I think the latter. That will bode well for coal, especially ACI, as coal is a much cheaper source of energy.
    Jul 9 11:45 AM | Likes Like |Link to Comment
  • Arch Coal May Face Bankruptcy By Mid-Decade [View article]
    Finally some sanity returns. Yes, 2% of reserves sells for $450mm and the total market cap is $800mm!!! That tells you volumes. Export is the story for ACI. Anyone that believes China and India will grow in the coming years should be invested in ACI right now at $4.00.
    Jul 9 11:43 AM | 2 Likes Like |Link to Comment
  • Arch Coal May Face Bankruptcy By Mid-Decade [View article]
    Exactly my thoughts. Seems anyone with a computer can now become a SA contributor regardless of qualifications.
    Jul 9 11:40 AM | 2 Likes Like |Link to Comment
  • Arch Coal Is A Long-Term Buy [View article]
    Never thought ACI would trade down to $3.47. What a steal. One day it will bounce hard with a 30-40% move in a few days.
    Jun 24 04:45 PM | 2 Likes Like |Link to Comment
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