Seeking Alpha
  • yliu54
    $ANR Mongolia has stopped exporting met coal to China, any news about this?
    1/17/13
    Reply (14)
    • sethmcs: What????
      1/18/13
    • neobliviscar: uhm, yeah.... What????
      1/18/13
    • cfb5006: No rally off the China GDP number, that's not good. I think we see 8ish soon.
      1/18/13
    • yliu54: Not sure how long it will last.. Probably they just want to increase the price.. seems there is no influence on the coal sector yet.
      1/18/13
    • cfb5006: It's one company that wants to rework their prices. Not every company in Mongolia.
      1/18/13
    • yliu54: I see.. But it is a quite big one.
      1/18/13
    • wigit5: I doubt we see $8 until closer to earnings, it's reaching towards 9.70 now.
      1/18/13
    • wigit5: Other thing to note is gas has been steadily rising in price, Henry Hub is showing next month over the 3.50 mark. the south east was just
      1/18/13
    • wigit5: hit with a snow storm dropping up to a foot in high elevations and 3-6 inches in most other places. Temperatures are trending down with some
      1/18/13
    • wigit5: warm spikes here and there.
      1/18/13
    • yliu54: I think it may beat the low expectations this time.
      1/18/13
    • wigit5: I'm optimistic about earnings as well, I think a surprise is brewing after all the cut backs, production idling and lay offs.
      1/18/13
    • yliu54: seems thermal coal outperformed a lot on Friday, though I still prefer met coal..
      1/19/13
    • neobliviscar: Every time I see those pistol grip foils flicking each other, I cringe a bit.
      1/20/13