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  • Barron's is the latest Kinder Morgan bear; KMP -2%, KMI -1.2% premarket [View news story]
    Yep, same morons doing it too. HedgeLIE and their internal college buddy hit man plant that works for Barrons.
    Feb 24, 2014. 03:53 PM | 2 Likes Like |Link to Comment
  • CVR Refining Prices Public Offering at $30.75 per Common Unit [View article]
    I didn't understand it but I bought more. Its paying me like 18% dividend and I'm still ++ on stock entry price. So it can do down 20% from an even lower price until I have to spend more time figuring it out. As I understand its a 'secondary' from $CVI where they are offering more stock at the new price but they are buying the stock back on the $CVRR side of things. So there is no net dilution from what I can tell. Someone correct me if I'm wrong. They are just moving over the "ownership" on the books so they can pocket the cash themselves as dividend...basically the same thing the initial IPO did.
    May 20, 2013. 01:54 PM | Likes Like |Link to Comment
  • CVR Refining Prices Public Offering at $30.75 per Common Unit [View article]
    I've read it like 16 times and it makes no sense to me.
    May 15, 2013. 04:05 PM | Likes Like |Link to Comment
  • Why Natural Gas Could Make A Run Towards $5 This Spring [View article]
    Its crazy...every time there is a warmup in the forecast it starts moderating to getting colder again. Eventually spring happens and the warmup sticks. Global cooling-it must be all that coal we stopped burning. :\ Whoops, worldwide coal demand is skyrocketing....but US coal pollution is the only thing that matters anyway.
    Apr 23, 2013. 12:04 PM | Likes Like |Link to Comment
  • Why Natural Gas Could Make A Run Towards $5 This Spring [View article]
    Huge temperature warmup coming in the forecast. Natural gas prices falling again.
    Apr 22, 2013. 01:24 PM | 1 Like Like |Link to Comment
  • Are Utilities Done Switching From Coal-To-Gas? [View article]
    I approximated the break-even point for CAPP coal around $4.50'ish with transport.

    The governments data is suggestive that we are already at the break even point for CAPP coal @ $4.20, see 2nd graph

    http://1.usa.gov/10WER79

    Given that Goldman says they expect Nat Gas to be $4.50 by July,
    this is an even more bullish case for all Coal types to dispatch ahead of Natural Gas. Power generators are already dispatching near 2007-2011 rates and have dipped into those rates this year and have not held 2012 rates at all this year. I suspect lots of surprise earnings for Q1 2013 based on this and a bunch or short squeezes just around the corner.
    Apr 12, 2013. 02:41 PM | Likes Like |Link to Comment
  • Timing The Next Move In Coal [View article]
    Paulo: This would make a nice article.

    Have you read this yet, it came out yesterday-->http://1.usa.gov/10WER79

    It shows gas to coal switching. Earlier in the year when gas was above $4, we had coal being dispatched in the 2007-2011 % range. Also in March, you can see us diping back into the 2007-2011 range and way off the 2012 range. The only time we were close to 2012 dispatch was when Nat Gas dropped back down to $3.30 end of February.

    This graph is PROOF positive of gas to coal switching and the "magic" price which is about $3.80-$4.00. At the current price of Natural Gas today, Coal is now fully regaining its pre-2012 dispatch market share.
    Apr 12, 2013. 02:34 PM | Likes Like |Link to Comment
  • The Future Of U.S. Coal Exports [View article]
    Have you read this yet, it came out yesterday-->http://1.usa.gov/10WER79

    It shows gas to coal switching. Earlier in the year when gas was above $4, we had coal being dispatched in the 2007-2011 % range. Also in March, you can see us diping back into the 2007-2011 range and way off the 2012 range. The only time we were close to 2012 dispatch was when Nat Gas dropped back down to $3.30 end of February.

    This graph is PROOF positive of gas to coal switching and the "magic" price which is about $3.80-$4.00. At the current price of Natural Gas today, Coal has now fully regained its dispatch market share.
    Apr 12, 2013. 02:31 PM | Likes Like |Link to Comment
  • Timing The Next Move In Coal [View article]
    Also, Douglas Hunt, a director at $ACI made a huge bet about 2 months ago on his stock buying 8000 shares of it after it dipped below $6. Kinda stupid of him to buy the stock on its way down since Coal is dead and sitting on the board, he would be the first to know that I'm guessing.

    http://bit.ly/YgDqjJ
    Apr 11, 2013. 11:37 PM | Likes Like |Link to Comment
  • Coal And Uranium Are Cheap Compared To Natural Gas [View article]
    Nat Gas use in power generation in the March EIA report was down 25% Y-over-Y. That basically is ALL of the market share Coal lost to Natural Gas completely reversed. The coals companies said in their last earnings they expected the higher natural gas to help them going forward and that is exactly what we are seeing. The CEO of $ACI made a huge bet about 1.5-2 months ago on his stock grabbing it at the low price.
    Apr 11, 2013. 11:32 PM | 2 Likes Like |Link to Comment
  • Are Utilities Done Switching From Coal-To-Gas? [View article]
    Its a pendulum. Once Nat Gas goes higher and higher and it starts raising everyones electricity bill and then environmentalists realize fracking is contaminating ground water then the pendulum is all the way to the other end. Then people start voting the politicians out that are putting the environment in danger with fracking and raising their electricity bill.
    Apr 11, 2013. 11:28 PM | Likes Like |Link to Comment
  • Timing The Next Move In Coal [View article]
    See $WLT after hours + High Nat Gas = Coal about to start taking off. Tomorrow all the coal companies will be up 2% at the open and we could be looking at a short squeeze in any number or all of them at any time now. MET coal recovery and Thermal coal recovery. Also, I bet all of the coal companies at least meet and possible beat their estimates on Q1 earnings.
    Apr 11, 2013. 11:25 PM | Likes Like |Link to Comment
  • Coal And Uranium Are Cheap Compared To Natural Gas [View article]
    Thermal Coal is way undervalued at this point against Nat. Gas. If the coals stocks doubled from here, they would not reflect what is going on right now in the power generation and utility companies. Most coal is now cheaper than Nat Gas to burn for power.
    Apr 11, 2013. 12:01 AM | 4 Likes Like |Link to Comment
  • Are Utilities Done Switching From Coal-To-Gas? [View article]
    Years away. Also, exporting gas assumes that other countries can't frack and they can. So how big will that market be. Really the solution is domestic transport fuel. T. Boone Pickens told us that like 8 years ago now or something and that was before Fracking. He was right way back then now he is not just right, he is like obviously right. Our government is stupid....wasting money on imaginary energy. Bending over $5 to pick up a nickle.
    Apr 10, 2013. 11:32 PM | Likes Like |Link to Comment
  • Are Utilities Done Switching From Coal-To-Gas? [View article]
    I'm not suggesting NG is going away anymore than Coal is going away. I'm saying that Coal regains an average of 60% of its market share that it lost to NG in 2013 and the remaining share of what it lost by 2014. 2013 will mark a profitability range for Nat Gas between $3.50 and $4.00---and that number means 50% of the time, it will be more expensive to burn than Coal. As 2014 rolls around, the beginnings of increased demand will come on line. LNG export, commercial transport vehicle demand, increased economic feedstock demand. At that point, I think NatGas will go back to where it was relative to Coal in power generation. I don't worry about politics...because economics and reality ALWAYS wins over politics. If that were not the case, we'd all be driving wind mill and algae powered cars and using Solyndra products.
    Apr 10, 2013. 05:55 PM | 1 Like Like |Link to Comment
COMMENTS STATS
101 Comments
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