Mississippi's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/510509/comments http://seekingalpha.com/article/1059601/comments?source=feed#comment-13735551 13735551
On the other hand, St. Joe just sold some property in Tallahassee to the Department of Veterans Affairs for a cemetery and they got 5 times what the property was worth. So they are doing something right.]]> Tue, 15 Jan 2013 12:55:02 -0500
On the other hand, St. Joe just sold some property in Tallahassee to the Department of Veterans Affairs for a cemetery and they got 5 times what the property was worth. So they are doing something right.]]> http://seekingalpha.com/currents/post/761981?source=feed#comment-13728751 13728751
Rio to boost iron ore production as prices surge. Rio Tinto (RIO) intends to expand its iron ore mine in the remote Australian region of Pilbara to 360M metric tons a year by mid-2015 from 290M by the end of 2013. In 2012, Rio's overall production rose 4% to 253M tons, slightly above its guidance of 250M tons. The company is benefiting from an 80% recovery in iron-ore prices since September as Chinese steel mills re-enter the market on an improving economic picture.]]> Tue, 15 Jan 2013 10:49:08 -0500
Rio to boost iron ore production as prices surge. Rio Tinto (RIO) intends to expand its iron ore mine in the remote Australian region of Pilbara to 360M metric tons a year by mid-2015 from 290M by the end of 2013. In 2012, Rio's overall production rose 4% to 253M tons, slightly above its guidance of 250M tons. The company is benefiting from an 80% recovery in iron-ore prices since September as Chinese steel mills re-enter the market on an improving economic picture.]]> http://seekingalpha.com/article/1059601/comments?source=feed#comment-13451951 13451951 Tue, 08 Jan 2013 15:27:47 -0500 http://seekingalpha.com/article/1059601/comments?source=feed#comment-13295261 13295261 Fri, 04 Jan 2013 07:49:54 -0500 http://seekingalpha.com/article/1059601/comments?source=feed#comment-12528931 12528931 Wed, 12 Dec 2012 13:41:47 -0500 http://seekingalpha.com/instablog/1023783-jame-cai/1310231-clf-s-2013-operation-adjustments-will-sustain-sales-volume-and-lower-cash-costs?source=feed#comment-12333911 12333911
“Market confidence is building on stronger steel prices and positive economic data in China,” an iron ore trader in Shanghai said.

Grade III rebar traded at 3,460-3,510 yuan ($551-559) per tonne in Beijing, up by 10 yuan per tonne from Tuesday.

The Chinese Communist Party also stated its commitment to stabilising the economy, reflecting positively on the spot iron ore market.
Steel First :
Iron ore prices will continue to be supported by fundamentals in the medium term, as steel output remains high while iron ore stockpiles at ports fall, a steel mill source in Beijing said. ]]> Thu, 06 Dec 2012 16:02:53 -0500
“Market confidence is building on stronger steel prices and positive economic data in China,” an iron ore trader in Shanghai said.

Grade III rebar traded at 3,460-3,510 yuan ($551-559) per tonne in Beijing, up by 10 yuan per tonne from Tuesday.

The Chinese Communist Party also stated its commitment to stabilising the economy, reflecting positively on the spot iron ore market.
Steel First :
Iron ore prices will continue to be supported by fundamentals in the medium term, as steel output remains high while iron ore stockpiles at ports fall, a steel mill source in Beijing said. ]]> http://seekingalpha.com/instablog/1023783-jame-cai/1310231-clf-s-2013-operation-adjustments-will-sustain-sales-volume-and-lower-cash-costs?source=feed#comment-12285021 12285021
Mainstream prices of 63.5% Fe content Indian fines stood at $120-122 per tonne cfr China during the day, up from $119-120 per tonne cfr on Tuesday.

"The market confidence is building up on the back of stronger steel prices and positive economic data in China," an iron ore trader in Shanghai said.

Rebar prices on the Shanghai Futures Exchange rose further on Wednesday, with the most-active May contract settling at 3,602 yuan ($573) per tonne, up 51 yuan per tonne from a day earlier.

"The spot market was brisk with more enquiries today compared with yesterday. Some traders are reluctant to sell out now as they are waiting for higher prices," a steel mill source in Beijing said.

The upside for steel prices is likely to be limited due to the winter season. But iron ore prices will continue to be supported by fundamentals in the medium term as steel output remains high while iron ore stockpiles at ports fall, he added.

Vale offered 120,000 tonnes of 65% Fe Iron Ore Carajas (IOCJ) and 40,000 tonnes of 65.55% Fe Lump Ore Urucum (LOAU) in separate tenders on the spot market on Wednesday.

Several market participants expect the IOCJ tender to be concluded at $126-128 per tonne cfr.

The Brazilian miner sold 150,000 tonnes of 65% Fe IOCJ at $125.12 per tonne cfr and 40,000 tonnes of Lump Ore Blast Furnace Tubarao (LOBT) at $125.88 per tonne cfr on Tuesday]]> Wed, 05 Dec 2012 14:01:13 -0500
Mainstream prices of 63.5% Fe content Indian fines stood at $120-122 per tonne cfr China during the day, up from $119-120 per tonne cfr on Tuesday.

"The market confidence is building up on the back of stronger steel prices and positive economic data in China," an iron ore trader in Shanghai said.

Rebar prices on the Shanghai Futures Exchange rose further on Wednesday, with the most-active May contract settling at 3,602 yuan ($573) per tonne, up 51 yuan per tonne from a day earlier.

"The spot market was brisk with more enquiries today compared with yesterday. Some traders are reluctant to sell out now as they are waiting for higher prices," a steel mill source in Beijing said.

The upside for steel prices is likely to be limited due to the winter season. But iron ore prices will continue to be supported by fundamentals in the medium term as steel output remains high while iron ore stockpiles at ports fall, he added.

Vale offered 120,000 tonnes of 65% Fe Iron Ore Carajas (IOCJ) and 40,000 tonnes of 65.55% Fe Lump Ore Urucum (LOAU) in separate tenders on the spot market on Wednesday.

Several market participants expect the IOCJ tender to be concluded at $126-128 per tonne cfr.

The Brazilian miner sold 150,000 tonnes of 65% Fe IOCJ at $125.12 per tonne cfr and 40,000 tonnes of Lump Ore Blast Furnace Tubarao (LOBT) at $125.88 per tonne cfr on Tuesday]]> http://seekingalpha.com/article/1021431/comments?source=feed#comment-12285001 12285001
China's imported iron ore market continued to rise on Wednesday December 5 on higher steel prices and improved sentiment.

Mainstream prices of 63.5% Fe content Indian fines stood at $120-122 per tonne cfr China during the day, up from $119-120 per tonne cfr on Tuesday.

"The market confidence is building up on the back of stronger steel prices and positive economic data in China," an iron ore trader in Shanghai said.

Rebar prices on the Shanghai Futures Exchange rose further on Wednesday, with the most-active May contract settling at 3,602 yuan ($573) per tonne, up 51 yuan per tonne from a day earlier.

"The spot market was brisk with more enquiries today compared with yesterday. Some traders are reluctant to sell out now as they are waiting for higher prices," a steel mill source in Beijing said.

The upside for steel prices is likely to be limited due to the winter season. But iron ore prices will continue to be supported by fundamentals in the medium term as steel output remains high while iron ore stockpiles at ports fall, he added.

Vale offered 120,000 tonnes of 65% Fe Iron Ore Carajas (IOCJ) and 40,000 tonnes of 65.55% Fe Lump Ore Urucum (LOAU) in separate tenders on the spot market on Wednesday.

Several market participants expect the IOCJ tender to be concluded at $126-128 per tonne cfr.

The Brazilian miner sold 150,000 tonnes of 65% Fe IOCJ at $125.12 per tonne cfr and 40,000 tonnes of Lump Ore Blast Furnace Tubarao (LOBT) at $125.88 per tonne cfr on Tuesday

Long CLF, the worst is already priced in the stock at $29.]]> Wed, 05 Dec 2012 13:59:59 -0500
China's imported iron ore market continued to rise on Wednesday December 5 on higher steel prices and improved sentiment.

Mainstream prices of 63.5% Fe content Indian fines stood at $120-122 per tonne cfr China during the day, up from $119-120 per tonne cfr on Tuesday.

"The market confidence is building up on the back of stronger steel prices and positive economic data in China," an iron ore trader in Shanghai said.

Rebar prices on the Shanghai Futures Exchange rose further on Wednesday, with the most-active May contract settling at 3,602 yuan ($573) per tonne, up 51 yuan per tonne from a day earlier.

"The spot market was brisk with more enquiries today compared with yesterday. Some traders are reluctant to sell out now as they are waiting for higher prices," a steel mill source in Beijing said.

The upside for steel prices is likely to be limited due to the winter season. But iron ore prices will continue to be supported by fundamentals in the medium term as steel output remains high while iron ore stockpiles at ports fall, he added.

Vale offered 120,000 tonnes of 65% Fe Iron Ore Carajas (IOCJ) and 40,000 tonnes of 65.55% Fe Lump Ore Urucum (LOAU) in separate tenders on the spot market on Wednesday.

Several market participants expect the IOCJ tender to be concluded at $126-128 per tonne cfr.

The Brazilian miner sold 150,000 tonnes of 65% Fe IOCJ at $125.12 per tonne cfr and 40,000 tonnes of Lump Ore Blast Furnace Tubarao (LOBT) at $125.88 per tonne cfr on Tuesday

Long CLF, the worst is already priced in the stock at $29.]]> http://seekingalpha.com/article/1029161/comments?source=feed#comment-11973811 11973811 There has been some discussion of the impairment of Goodwill. For there to been a write down of Goodwill, it must be pernmanent impairment. I do not think a temporary price deduction of iron ore would meet the test of pernmanent impairment.
The key is cashflow, reducing capital exp is one major item, the company is addressing to meet its cash flow needs. I see a great short squeeze coming up soon on this stock.]]> Mon, 26 Nov 2012 18:17:19 -0500 There has been some discussion of the impairment of Goodwill. For there to been a write down of Goodwill, it must be pernmanent impairment. I do not think a temporary price deduction of iron ore would meet the test of pernmanent impairment.
The key is cashflow, reducing capital exp is one major item, the company is addressing to meet its cash flow needs. I see a great short squeeze coming up soon on this stock.]]> http://seekingalpha.com/article/1021661/comments?source=feed#comment-11827731 11827731 Tue, 20 Nov 2012 18:15:35 -0500 http://seekingalpha.com/article/920201/comments?source=feed#comment-10458311 10458311 Fri, 12 Oct 2012 09:36:11 -0400 http://seekingalpha.com/article/862461/comments?source=feed#comment-9361421 9361421 Wed, 12 Sep 2012 10:46:05 -0400 http://seekingalpha.com/currents/post/531211?source=feed#comment-9292611 9292611 Mon, 10 Sep 2012 17:21:20 -0400 http://seekingalpha.com/article/843921/comments?source=feed#comment-9084181 9084181 Tue, 04 Sep 2012 15:48:48 -0400 http://seekingalpha.com/article/845521/comments?source=feed#comment-9083951 9083951 Tue, 04 Sep 2012 15:36:46 -0400 http://seekingalpha.com/article/560911/comments?source=feed#comment-7172931 7172931
Since I was a college student in the early 70's, I have been subject to the environmental dribble that the earth is going into an new iceage to the earth is running out of oil. We all want clean air and water but I will follow the light of truth and the enviromental movement has not been truthful. ]]> Sun, 08 Jul 2012 13:52:13 -0400
Since I was a college student in the early 70's, I have been subject to the environmental dribble that the earth is going into an new iceage to the earth is running out of oil. We all want clean air and water but I will follow the light of truth and the enviromental movement has not been truthful. ]]> http://seekingalpha.com/article/560911/comments?source=feed#comment-7149991 7149991 Sat, 07 Jul 2012 11:11:59 -0400 http://seekingalpha.com/article/659371/comments?source=feed#comment-6421601 6421601
Look at Peugeot. Out of favor right now. Second largest car manufacture in Europe, This company will bounce back after the turmiol is over in Europe.]]> Thu, 14 Jun 2012 12:08:04 -0400
Look at Peugeot. Out of favor right now. Second largest car manufacture in Europe, This company will bounce back after the turmiol is over in Europe.]]> http://seekingalpha.com/article/648171/comments?source=feed#comment-6264011 6264011 Sat, 09 Jun 2012 11:30:22 -0400 http://seekingalpha.com/article/619141/comments?source=feed#comment-5825681 5825681 The major question is there a ready market for the assets? I believe there is based on sales to TOT and STO, etc.
In short, the governance and cash flow problems will be worked out when some of the assets are sold. This process could get ugly.
Right now it is a timing issue. Buyers are holding off to see if they wait can cut a better deal. Sooner or later, one or two will move and move quickly to pick up some great assets the CHK holds.
This is not for the faint of heart investor. Stockholders who can stand the pain will be made whole. The big looser in this game will be the CEO who pushed the company into this position. There is a God.]]> Fri, 25 May 2012 18:41:58 -0400 The major question is there a ready market for the assets? I believe there is based on sales to TOT and STO, etc.
In short, the governance and cash flow problems will be worked out when some of the assets are sold. This process could get ugly.
Right now it is a timing issue. Buyers are holding off to see if they wait can cut a better deal. Sooner or later, one or two will move and move quickly to pick up some great assets the CHK holds.
This is not for the faint of heart investor. Stockholders who can stand the pain will be made whole. The big looser in this game will be the CEO who pushed the company into this position. There is a God.]]> http://seekingalpha.com/article/614591/comments?source=feed#comment-5765261 5765261 Thu, 24 May 2012 10:01:15 -0400 http://seekingalpha.com/article/579941/comments?source=feed#comment-5372131 5372131 First, never by a CEF IPO. The price will drop right after issued. Usually takes about three months to sell at a discount after IPO.

Second: Buy CEF when there is a panic in the market. Most holders of CEF are retail investors and sell when the pain gets to great. Great time to buy CEFs at great discounts when no one wants them.

Buying CEFs is counter intuitive. Buy only when there is blood in the streets. Hold it for the price to recover and collect your dividends.

Third: Never buy a CEF that is returning your capital.]]> Sat, 12 May 2012 11:12:04 -0400 First, never by a CEF IPO. The price will drop right after issued. Usually takes about three months to sell at a discount after IPO.

Second: Buy CEF when there is a panic in the market. Most holders of CEF are retail investors and sell when the pain gets to great. Great time to buy CEFs at great discounts when no one wants them.

Buying CEFs is counter intuitive. Buy only when there is blood in the streets. Hold it for the price to recover and collect your dividends.

Third: Never buy a CEF that is returning your capital.]]> http://seekingalpha.com/currents/post/310881?source=feed#comment-5335431 5335431
This is a classic manulipation of the stock price by a few large hedge funds using the media. The CEO has played into their hands like a fool.]]> Fri, 11 May 2012 09:41:53 -0400
This is a classic manulipation of the stock price by a few large hedge funds using the media. The CEO has played into their hands like a fool.]]> http://seekingalpha.com/article/565461/comments?source=feed#comment-5210621 5210621 Tue, 08 May 2012 09:22:13 -0400 http://seekingalpha.com/article/563821/comments?source=feed#comment-5160301 5160301 http://bloom.bg/IMY1Zt

The other side. The shorts are trying to scare the retail investors to sell.

buy low sell high ]]> Sun, 06 May 2012 15:39:30 -0400 http://bloom.bg/IMY1Zt

The other side. The shorts are trying to scare the retail investors to sell.

buy low sell high ]]> http://seekingalpha.com/article/560911/comments?source=feed#comment-5150051 5150051 Sun, 06 May 2012 08:59:24 -0400 http://seekingalpha.com/article/560911/comments?source=feed#comment-5129391 5129391 Sat, 05 May 2012 09:19:58 -0400 http://seekingalpha.com/article/554711/comments?source=feed#comment-5055071 5055071 Thu, 03 May 2012 10:15:51 -0400 http://seekingalpha.com/article/550791/comments?source=feed#comment-5012281 5012281 The author of this article is an environmental wacko, check his Profile.
CHK is being attacked because it has been successful. This is a buying opportunity, do not believe everything you read.]]> Wed, 02 May 2012 10:03:09 -0400 The author of this article is an environmental wacko, check his Profile.
CHK is being attacked because it has been successful. This is a buying opportunity, do not believe everything you read.]]> http://seekingalpha.com/article/537941/comments?source=feed#comment-4873831 4873831
Thanks,]]> Fri, 27 Apr 2012 19:23:57 -0400
Thanks,]]>