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Chaplain Matthew

Chaplain Matthew
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  • Why I'm Buying Up Coal Stocks [View article]
    While I generally support the thesis that KOL is a safer (i.e. - better diversified) bet on playing coal than your "basket", I am baffled as to how you 'ruled-out' including ARLP/AHGP and/or RNO in your equation.
    Not purchasing LPs, as you stated seems <how shall I put it> curious. Would you be kind enough to explain?
    Not only has ARLP/AHGP been increasingly profitable over more than a decade ++ having 2-4 years' future production already under contract +++ steadily increasing distributions, but its LP structure offers tax advantages now and <for long-term holders> estate planning advantages.  

    Without hearing some understandable rationale behind the decision to eschew LPs, I respectfully find your "trade" to be magical thinking. Nevertheless, a sincere thank you for taking the time to share your views. Good Luck
    Sep 22 09:04 AM | 1 Like Like |Link to Comment
  • China ban on low-grade coal set to hit global miners [View news story]
    Displacement of Australia > China exports (+) politico-energy uncertainty in eastern Europe will yield increased demand for higher grade coal in western Europe. With added production and firming low sulfer prices, adding to my position in ARLP.
    Sep 17 07:57 AM | Likes Like |Link to Comment
  • Osisko CEO still favors Yamana, despite Goldcorp's new C$3.6B bid [View news story]
    I respectfully disagree with your analysis as (imho) it is short-sighted. I initially invested in Osisko in no small measure because it offers a pure-play on Canada's status as a politically secure venue governed by a tradition of rule-of-law much more consistent with my level of risk tolerance than GG's portfolio.
    It may be (and it's too soon for me to make this judgment) that GG's offer of the moment carries an immediate premium to the OSK-AUY deal. But in the longer term I believe that share-holder value will be far higher without GG.

    As far as Roosen wanting to protect his job, I say, "Yawn." What's different about him than any other CEO? And, differently than many CEOs, this man is largely responsible for transforming the Malartic vision to a reality.

    Like all of you, I reserve the right to be mistaken, but though I'll carefully read the GG offer given the information at hand this is my current view.

    Chaplain Matthew
    Apr 10 06:36 PM | 1 Like Like |Link to Comment
  • Prospect Capital Continues To Build On Its Strengths [View article]
    Forgive me for displaying my ignorance, but could you explain what appears to this uninitiated pilgrim as an inconsistent statement:

    "....shareholders in this stock receive a lower annual dividend payout at 8.7%. By extension, those choosing to invest in BIZD will likely experience lower price volatility when compared to those investing directly in PSEC. Dividend yields in BIZD are currently seen at 6.3%..."

    It seems contradictory, but I'm more than open to being educated.
    Apr 9 12:30 PM | Likes Like |Link to Comment
  • Osisko Mining's Management Discusses Q4 2013 Results - Earnings Call Transcript [View article]
    Goldcorp's recent "challenge" to OSK to find another suitor sounds more like a desperation move to frighten OSK share-holders than anything a mature CEO would say if he were truly confident of his position. My 50,000 sh may be small potatoes, but while I'm not against GG I'm not willing to have my carcass "plucked" by the current offer.
    Mar 28 11:16 AM | Likes Like |Link to Comment
  • Osisko CEO says Goldcorp's hostile offer bad for entire mining sector [View news story]
    Dear GG:
    No sale.
    Jan 29 05:56 PM | 1 Like Like |Link to Comment
  • Public Service beats by $0.02 [View news story]
    Mr. Roman -- Kindly expand your remarks. TY
    Jul 30 10:46 AM | Likes Like |Link to Comment
  • 5 Reasons Why This Small Mining Sector Could Soar [View article]
    Mr. Maddynuke,
    I respectfully suggest that your information is incorrect. A visit to their wesite and examination of SEC filings should be useful.
    Jul 18 11:49 AM | Likes Like |Link to Comment
  • 5 Reasons Why This Small Mining Sector Could Soar [View article]
    Mr. Maddynuke,
    UEC is distinct from USEC. It's an American producer using an in situ extraction technology.
    Jul 18 11:48 AM | Likes Like |Link to Comment
  • 3 Water Utilities To Quench Your Dividend Thirst And 1 To Avoid [View article]
    Curious as to why you didn't consider MSEX. Divs x 101 years; slow, steady growth.

    There's surely a place for speculation, but utilities aren't it.

    Nor should (in my allocation, anyway) be more than a stabilizing share of the portfolio.
    May 17 01:25 PM | Likes Like |Link to Comment
  • Cheniere Energy Partners Declares Quarterly Distributions [View article]
    CQP just has the two, to my knowledge. There are others being built; others in the permitting process. BUT, to the best of my knwledge, only CQP has received permitting to export to countries with which the US does NOT have a free trade agreement (FTA). The others are limited to FTA nations.
    But, as a guy named Reagan once said, "Trust, but verify." Matthew (among others) has been known to be mistaken. <But your research will tell the truth.> Thanks for the Q
    May 3 09:33 AM | Likes Like |Link to Comment
  • Cheniere Energy Partners Declares Quarterly Distributions [View article]
    ONLY permitted LNG export facility that is thusfar authorized to sell to countries with which SA des NOT have a free trade agreement.
    Apr 28 09:38 PM | Likes Like |Link to Comment
  • GE: To Buy Or Not To Buy [View article]
    With all due respect, your thesis about GE's long-term diversity displays remarkable amnesia.

    GE's pre-crash relative abandonment of its industrial mission and dependence upon GE capital and its shenanigans effectively destroyed its historic diversification. Without Buffet's time-sensitive cash infusion, GE's survival as an independent Cornerstone business may well not have survived.

    Yes, things are much improved now. But GE Capital continues to play an outsize role in GE and remains much more than a fiscal merchandising arm.

    We forget at our own risk!!

    (long GE)
    Feb 19 04:12 PM | 1 Like Like |Link to Comment
  • Verizon Wireless, Vodafone And Verizon Communications: Still Dominating In 4G LTE Market In The United States [View article]
    Nick: Thanks. I'm curious as to whether you see VZ buying back all (or a portion of) VOD's 45% holding of Verizon Wireless. Depending on whether one sees wireless telephony as only a mid-term (7-15 years) or a long-term (> 15 years) dominant technology, the costs of acquisition may well be offset by long-term accretive value.

    What thinkst thee?
    Jan 31 04:01 PM | Likes Like |Link to Comment
  • The Silver Bullets Of The North American Energy Transport Infrastructure (Part I) [View article]
    While it's not, "so many women; so little time," there are simply too many pipeline choices out there for one to cover the gamut. [Yes, I know there's an ETN, but let's just put that aside for the moment.]
    I am curious as to whether you've thought through an allocation strategy for the small investor wishing to buy equity in the "pipeline infrastructure" sub-sector ..... say a hypothetical piece of his/her portfolio.
    Thanks for your consideration. Looking forward to your next posts.
    Jan 29 02:51 AM | 3 Likes Like |Link to Comment