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stary kozel

stary kozel
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  • Short Cheniere Energy After This Meteoric 3000% 4-Year Run [View article]
    This Moscoe golden boy published his pile of lies on august 4, 2014; the LNG closed that day at $72; and then peaked at $85; there was few dips that I used to swing trade and now have 4000 shares instead of the original 3000; ZERO money exposed, because over the last few years I averaged the cost down to zero! On top of it, the LNG stock today closed at $71.76
    What do you call person like this? He can spell, therefore he is not an idiot. Therefore he is somebody playing it dangerously - could end in the jail just like that screeching tutor of his, one Jim Cramer! Big Bubba is waiting for you, sweet little Charlie!
    Dec 23, 2014. 10:49 PM | Likes Like |Link to Comment
  • Short Cheniere Energy After This Meteoric 3000% 4-Year Run [View article]
    Folks, why don't you take close look at the below. Study it closely, or at least take look at foil #6 and #9; after that, i guarantee to you that will laugh into Moscoe's face.
    Dec 9, 2014. 02:50 PM | Likes Like |Link to Comment
  • Cheniere hurt by crude slump as gas advantage diminshes [View news story]
    The lowest break even is for the Dakotas fields and it is $64 / barrel. Anyway, your "quote" of Souki was taken out of context by Shauck, you schmuck. SA - fire this "editor", before you get sued.
    Nov 12, 2014. 10:31 PM | Likes Like |Link to Comment
  • Cheniere Energy: In This Bearish Oil Market, It Might Be Overvalued [View article]
    You do not know ANYTHING about Cheniere business contracts.
    Nov 4, 2014. 11:51 AM | Likes Like |Link to Comment
  • Cheniere's Corpus Christi LNG export project clears environmental hurdle [View news story]
    No - it happened because the amateur share holders do not understand Cheniere's business and therefore, because of the energy valuations are going down, they assumed Cheniere shares must be sold. They probably do not even know that the commodity pricing is down because of strong dollar. I love that clueless bunch. The support is at around $760; the next Fib. support around $67.5; Well, it provided decent entry price to add to one's holdings. At 17.5% discount.
    Oct 8, 2014. 10:41 PM | Likes Like |Link to Comment
  • How To Avoid The Worst Style ETFs [View article]
    Did you even bothered to look closely at LNG to understand the outlays and their future?
    Aug 20, 2014. 11:02 AM | 1 Like Like |Link to Comment
  • Treasury Department to monitor MLPs, but mostly looks like jawboning [View news story]
    This morning, I wrote this for a friend of mine:

    I wrote yesterday about the MLPs. I have to talk about it more, because the whole Master Limited Partnership is very pertinent.
    The reason is the talk about US corporations as being some of the highest taxed in the word. This is starting to result in corporations looking into the MLP setup, which would result in no taxes to the corporation; the stock holders would carry the burden instead.
    Jumping back to bit of history; until a' 2006, I was investing in Canadian Royalty Funds (mostly oil, but other avenues like shopping malls etc as well). This was great income vehicle for the Canada citizens and for those like us as well. Until 2005 or so, when then newly elected government (Canada) decided to substantially increase the tax on dividend we foreigners had to pay to their country; I liquidated our investments in those CANROYs and never looked back. By the way, Canadian government later destroyed the CANROY system totally and I assume the Canada retirees got screwed royally.

    Back to the MLPs - will they end the same way as the CANROYs? I do not know. Will government permit the MLPs to cover the whole gamut of US corporations? FORGET ABOUT IT!
    Aug 12, 2014. 08:51 PM | Likes Like |Link to Comment
  • Cramer eyes three consolidation candidates in transformed MLP landscape [View news story]
    I did not see (yet) anybody to mention the impact of Kinder "consolidation" on all the ETNs that are made-up from Alerian (etc.) indexes. I am not sure about Cushing. All 3 Kinder MLPs are going to disappear from the index, because they will be included in the KMI which is not a MLP. Therefore, i assume that people who jumped yesterday into all the MLP Notes (MLPL, etc) will lose a lot of money, because the Index valuations will go down. Or not? I do not have any idea how this will be handled.

    For example, KMP makes up 9.24% of MLPL content. AMU has KMP in it at 9.95%

    The background is really well explained here:
    Aug 12, 2014. 10:27 AM | Likes Like |Link to Comment
  • Cheniere, A Focus On The Q2 Report [View article]
    A portion of the production capacity is assigned for CMI (not subjected to the long term contracts). CMI will pay to CQH the production fee and market this at spot prices via their offices in London, Chile and Singapore. CMI will be using "own" ships they will be leasing on long term basis (leases already in place). Spot pricing is short to medium term purchasing agreement.
    Aug 10, 2014. 02:52 PM | Likes Like |Link to Comment
  • Cheniere, A Focus On The Q2 Report [View article]
    Percentage re. taxes is unique to each individual. I am retired and have good income from my previous job and also from Soc. Sec. (me & wife). Very substantial IRAs. Taxable account is there just to play around. We have 3,000 shares in the taxable; I was thinking about the LNG how to shed the shares over time. Sell everything at the same time would add a' $15000 in long term capital gain to pay tax on. It would move us quickly into higher tax bracket, resulting in additional taxes on the Soc. Sec. etc.
    I will probably sell over 3 years or so. But first i am waiting how Cheniere's "Dark Horse" will develop. I am thinking about their Marketing Branch. Will they do IPO or keep it within the LNG. This will be Spot Price Marketing approach. There is slide in their report(s). Copy is below:

    Cheniere Marketing (NYSE:CMI)
    Cheniere developing platform for LNG sale opportunities to international markets
     International LNG marketing operation
     Professional staff based in London, Houston and Santiago
     SPA with SPL for 2 mtpa LNG volumes (equivalent of 104,000,000 MMBtu)
     Chartered three LNG vessels for deliveries in 2015 and 2016
     Developing complementary, high‐value markets through small‐scale asset investments
     Scale up for > 5 mtpa including LNG purchases from Cheniere terminals and other places
     Staffing, systems, and processes are underway and on schedule

    I found profit estimate only from Sabine Pass

    The 3 vessels are being built by Hyundai Heavy Industries. Will run on the evaporated LNG from their cargo (on today's ships it is vented and burned off. From engineering point of view, I love this approach!!

    Cheniere expects their Marketing Branch (CMI) to make about $707 Million annually (at a' $6.8 profit per MMBtu).
    Aug 10, 2014. 02:47 PM | Likes Like |Link to Comment
  • What Is The Net Real Annualized Return Of The S&P 500? [View article]
    Keeps me thinking and learning (research), interested in life.
    Aug 10, 2014. 01:40 PM | 1 Like Like |Link to Comment
  • What Is The Net Real Annualized Return Of The S&P 500? [View article]
    Read the piece again; dividends are included, including their reinvestment. See TR = Total Return and NTR = where the dividends were taxed before reinvesting.
    CPI = inflation; CPI adjusted CAGR/S&P 500 TR of 5.6 = total including reinvested dividends, after inflation, and and no tax on the dividends because it is in IRA or equivalent account. The TRN of 3.9 means taxable account, where the divvy is taxed before reinvesting it.

    I have friend who saw only 4% increase last year and running (as of last month) 5% for this year. Miserable.

    I do my own investing; it is full time job (I am retired) and take swing trading approach. And it works for me; we are averaging yearly gain of 27% over the last 5 years.

    Being 72 years old, I am aware that in few years I will have to depend on somebody/something else. But the we built enough of "padding" to do well for the rest of our life even with that measly 3.9%
    Aug 10, 2014. 09:51 AM | 2 Likes Like |Link to Comment
  • Why The UBS-ETRACS 2X High-Income ETN Is A Poor Choice [View article]
    What counts to me is the bottom line. Do not really care is there are munis, of overpaid executives. To complain about such is blind greed. Show me something better paying at the same or better beta to replace this, I buy it. This is my thinking. But I do not have DVHL because I like the contents of CEFL more. But may buy DVHL after I get off my butt and compare the contents of DVHL and CEFL; there is delta; the question will be to me - how important this difference of the unique (as compared to CEFL) holdings found in the DVHL would be to me?
    So the author of this piece would be more effective is he'd look at the DVHL from this angle.
    There is CEFL, Left Banker, which you now own, and there is DVHL and the question is "why to buy or not to buy"?
    Aug 9, 2014. 12:22 PM | Likes Like |Link to Comment
  • Short Cheniere Energy After This Meteoric 3000% 4-Year Run [View article]
    You are paid basher here in the Seeking Alpha. Or you did not bothered to read the contracts. Either way, you should not be permitted to publish your lies here.
    Aug 9, 2014. 11:01 AM | 1 Like Like |Link to Comment
  • Short Cheniere Energy After This Meteoric 3000% 4-Year Run [View article]
    The contracts are 20 years and the customer must pay the "fixed processing fee" per annual contracted volume in MMBtu's. Even if they do not take delivery they must pay the fee. In addition there is percentage adjustor built in to account for inflation. The fee is not percentage; it is fixed number in US dollars per the agreed upon unit of energy. Adjusting multiplier for inflation is percentage. There is also 15% markup for the costs associated with procurement of the "raw" natural gas.
    Nothing can better explain the contracts than the existing ones (I think there are 2 customers there) Cheniere has: CQP is paying dividend, for years now; it is fixed amount. Where do you think the money comes from? Cheniere has existing contract to de-liquefy imported liquefied natural gas. Of course, this portion of Cheniere production is non-existent for few years, now. BUT THE CONTRACT KEEPS PAYING - just like that pink bunny that keeps runnin'..... There is also some money from the pipeline.
    Aug 9, 2014. 10:57 AM | Likes Like |Link to Comment