Seeking Alpha

marpy

marpy
Send Message
View as an RSS Feed
View marpy's Comments BY TICKER:
Latest  |  Highest rated
  • Update: Duluth Metals Releases Headlines Of Twin Metals PFS [View article]
    Link to conference call:


    http://bit.ly/1nfMG3u
    Aug 21 03:49 PM | Likes Like |Link to Comment
  • Update: Duluth Metals Releases Headlines Of Twin Metals PFS [View article]
    The area and its metallurgy has been well known for about 100 years. International Nickle (now Vale) was drilling holes there 50 years ago. You would think that Anto being a major mining company with geologists and others on staff would have a good understanding of this geology or a least quickly developed it before spending 200 million plus on it. So some things just do not add up. I would discount the extreme negatives and the extreme positives as far as the mining economics of the deposit are concerned. Anto was probably not to happy with the deal they have with DM which has them paying more than their share of the costs and I wonder how much this had to do with the current situation. The game is far from over yet.

    JMO
    Aug 21 11:17 AM | Likes Like |Link to Comment
  • Solar + Storage Is Close To An Inflection Point [View article]
    The Ontario government which continues to pay large subsidies for renewable s at the determent of the energy consumer and has among the highest rates in North America needs to figure this out!!!

    Deutsche Bank said the dramatic fall in the price of solar panels to between $0.60 and $0.70 per watt - lower than thought possible five years ago - has already rendered solar power competitive "without subsidies"
    Aug 20 03:59 PM | Likes Like |Link to Comment
  • Who's taking Wal-Mart's U.S. market share? [View news story]
    Walmart started going down hill when Sam Walton left this earth. They used to be innovative, ahead of the pack and consistently had lower prices and better service. This is now history.
    Aug 20 10:45 AM | Likes Like |Link to Comment
  • Couche-Tard nixes report of interest in Chinese retail network stake [View news story]
    JMO But I think that Sinopec is looking for a big sucker to sink billions into an operation that the investor will have little say in. Couche Tard may have them figured out.
    Aug 20 10:37 AM | Likes Like |Link to Comment
  • 3 Cheap European Large Cap Stocks [View article]
    They have between 16 billion and 17 billion in debt, they produce over 80 million tons of steel a year and they have stated that their goal is to get the debit down to 15 billion which they figure is sustainable through out the steel cycle. (based on the last couple of financial reports)
    Aug 18 02:08 PM | Likes Like |Link to Comment
  • 3 Cheap European Large Cap Stocks [View article]
    I do like and own MT as they are the worlds dominant steel maker with plants throughout the world. They have also been busy restructuring their operations (especially in Europe) and have used the down turn to pick up some good assets on the cheap. Their geographic diversification also gives them synergies that are not available to other steel makers (displacing expensive ore in European operations bought on world markets with their own iron ore from eastern Canada is one example). Short term it may be a bit of a bumpy ride but mid to long term they will IMO be winners.
    Aug 18 09:10 AM | Likes Like |Link to Comment
  • Mongolia Growth Group: Profiting From The Land Of Luxury Blue Sky Promise [View article]
    Inside view of the Mongolian economy and the mess it is in.

    http://bit.ly/1pSEj1o
    Aug 16 10:16 AM | Likes Like |Link to Comment
  • Reuters: ArcelorMittal sends letter of intent for Italian steel plant [View news story]
    I am in around 14.50 per share with a mid to long term view and will buy more if it approaches 13. IMO Mittal has a good strategy and is building for the future.He used the slow down to restructure some of his operation and add assets on the cheap. JMO
    Aug 15 09:30 PM | Likes Like |Link to Comment
  • Reuters: ArcelorMittal sends letter of intent for Italian steel plant [View news story]
    I also have to say that I own some MT so lets hope they do not get taken to the cleaners.
    Aug 15 09:33 AM | Likes Like |Link to Comment
  • STWA's AOT Pipeline Optimization Hardware Delivers Clean Tech Benefits to Oil and Gas Industry Seeking to Mitigate Carbon Emissions [View article]
    Lots of nice words but no numbers to back anything up.
    Aug 15 08:49 AM | Likes Like |Link to Comment
  • Reuters: ArcelorMittal sends letter of intent for Italian steel plant [View news story]
    Yes but he is dealing with the kings of making real crap look like gold. ;-)
    Aug 14 05:39 PM | Likes Like |Link to Comment
  • Reuters: ArcelorMittal sends letter of intent for Italian steel plant [View news story]
    This plant has had huge problems including the union and lots of corruption. They need to make absolutely sure that the deal would be good for its business in Europe and create value.
    Aug 14 03:02 PM | Likes Like |Link to Comment
  • Mongolia Growth Group: Profiting From The Land Of Luxury Blue Sky Promise [View article]
    You said it very well David. 5 stars for you!
    Aug 13 01:31 PM | Likes Like |Link to Comment
  • Mongolia Growth Group: Profiting From The Land Of Luxury Blue Sky Promise [View article]
    Because Mongolia under the current government is NOT becoming more business friendly and has not been more business friendly since the current government has come into power. Look at what has happened with Turquoise Hill Resources, South Gobi resources and many other companies that are having large difficulties in trying to do business in Mongolia. The Mongolian economy, currency and economic ratings have been headed in the wrong direction ever since this government has come to power. Their problems have been well documented in the world press and by a number of authors in Seeking Alpha. In makes the most sense to wait for some real positive signs that Mongolia is turning a corner for the better than to invest any money now and this most probably means waiting for the outcome of the next election. If the people elect another nationalistic anti foriegn investment government like they have now, them all foriegn investors will get is more pain. If they elect a more business friendly government then their will be lots of time for investors to do well with a lot less risk than putting any money in now and hoping for an outcome.
    Its just common sense and most of the investing world agrees with me as is evidenced by the drop in foreign investment and the drop in the value of the currency and foriegn reserves.
    Like they say, always follow the money. Why do you keep reiterating the same lackluster information in your answers?
    Aug 13 11:42 AM | Likes Like |Link to Comment
COMMENTS STATS
748 Comments
1,266 Likes