Seeking Alpha

blueice

blueice
Send Message
View as an RSS Feed
View blueice's Comments BY TICKER:
Latest  |  Highest rated
  • Why Investors Should Be Terrified, In One Chart [View article]
    When, Mr Kramer, writes I read.
    May 4, 2015. 10:10 AM | 2 Likes Like |Link to Comment
  • Peak Russia + Peak USA Means Peak World [View article]
    Dear Mr Hughes, I have run out of gas in debating neo-peak oil
    activists...Virtually all of their arguments can be parried, as much of it
    is conjecture and not based on any scientific or economic facts...Their
    modeling continues to fail in supporting their view point..

    Then, of course, they have redefined the meaning of "Peking oil" just
    as the World Wide Warming gang has done..The original meaning was a
    COLLAPSE of production but today it just means goo at ever higher
    prices..And when needed, in the future, it will be once again redefined.

    Mr Hughes, I start with a very basic question, will someone please name
    an element which man has exhausted? Please, no Passenger Pigeons.
    It should be noted, that most decades bring an increase in the world's
    total crude oil production..This hardly invokes the Peak Oil Crisis, as
    suggested by proponents.

    Now the cry is, it's the high price that is driving production..So another
    angle has been found in order to intelligently debate a failing theory.
    High prices! Again, if one uses the price spread over period of a decade,
    the cost of crude is not that overly excessive...After all, there are plenty
    of other consumer goods which have increased significantly in cost..So
    IMHO, this argument lack merit..Furthermore it is the pricing mechanize which will assure users of ample supplies..It will mean there will NEVER
    be a collapse in production..

    Peakers, have discounted a basic fundamental of economics; much to
    their discredit..Economic laws do not support Peak Oil..I am afraid to
    shock you, but it is as simply as that.

    Neo-Peakers, also suffer from the Col Drake Time Warp Syndrome..The
    productivity in the oil industry is never discussed nor considered..It has
    a direct relationship with aggregate production..As long as efficiencies
    manifest themselves so will the increases in crude oil..The Peakers do
    not factor in neither gains in productivity nor development of new technology; thus their modeling and projections always proves to be fruitless. The Shale oil and gas revolution is only beginning.

    I would be remiss not to raise the point, that "exhausted" production plays leave the majority of it's oil in place..An enormous amount,
    on the order of up to 80%, remain in place to be "exploited" one fine day.
    Surely, these wells will be revisited for production, as are now wells that
    are being re-frack.

    MAN MADE CRISIS: The spike in prices and the tightness of supplies, is
    the direct result of market interference by government units..The fiats
    and mandates have lead to lower production and higher costs to the end user...When up to 80% of world reserve fall under the control of State
    "Enterprises" or governmental units, there will be a decline of any and all
    optimum efficiency, in either currant or future production..OPEC, being a
    prime example wherein, pricing supplanted production.

    To summarize, Peekers lack the understanding of economics, politics
    or to offer objective facts...What we are subjected to is in all reality - Peak Reasoning.

    I only troll when on a lake
    I only clown when the circus is in town
    May 4, 2015. 09:59 AM | 1 Like Like |Link to Comment
  • New Gold's First Quarter Results Are A Bit Disappointing [View article]
    Chancer, it is like a NBA player giving up his offense for more
    defense.
    May 4, 2015. 06:57 AM | Likes Like |Link to Comment
  • Why Investors Should Be Terrified, In One Chart [View article]
    There was two recessions in 1990 and 91...I wish the chart was
    extended further to the left! If they were also confirmed, then
    this is indeed a "terrified" chart!
    May 4, 2015. 06:55 AM | 2 Likes Like |Link to Comment
  • Peak Russia + Peak USA Means Peak World [View article]
    Mr Patterson, I am so GLAD that you have published this article.

    By doing so, the new coming generation (Y2Kers) will know by example
    how foolish these Peak or Peaking Oil theories are.

    My business partners are contemplating opening up a one of kind
    service - Peak Oil Cemetery.

    The front entrance will be adorned with a sign reading - Putting to Rest Misconceptions.

    BTW, your production charts of oil producing nations was well done.
    May 3, 2015. 01:10 PM | 7 Likes Like |Link to Comment
  • Concurrent Computer Offers A 7.8% Yield [View article]
    Mr Nyce, nice find...

    496, excellent post indeed...Placing the firm on our watch list.
    May 2, 2015. 09:02 AM | 2 Likes Like |Link to Comment
  • New Gold's First Quarter Results Are A Bit Disappointing [View article]
    You could, in all reality apply this article to the entire
    mining industry.
    May 2, 2015. 08:50 AM | 2 Likes Like |Link to Comment
  • Walter Energy's Delay Of April Interest Payments May Indicate Next Steps [View article]
    This is better than watching CNBC!
    May 1, 2015. 12:28 PM | Likes Like |Link to Comment
  • Allied Nevada Has Reached My Price Target [View article]
    Fazsha, thanks for the update..We shall have to wait to see how
    this all plays out..

    In the meanwhile, I hope the price of Au does not continue it's
    side, which would have a negative impact on the sector.

    If warrants are issued, I would be very interested to read their
    terms.

    Furthermore, I am not sure how much it would helf the firm
    to fire sale it's assets.
    Apr 30, 2015. 01:54 PM | Likes Like |Link to Comment
  • Allied Nevada Has Reached My Price Target [View article]
    The new symbol is ANVGQ..The last trade was recorded at 16 pennies.

    The firm's revenue over the past three years grew at a very good pace,
    however, so did the cost of revenue which grew even faster.
    Apr 30, 2015. 09:49 AM | Likes Like |Link to Comment
  • Allied Nevada Has Reached My Price Target [View article]
    Fazsha, thanks for coming clean..I too, took an interest in this firm but could
    never figure out why the market was valuing this stock in the 40's..

    It appeared to have a lot of potential but was crushed by declining Au prices
    and of course a much to high level of debt..

    I have never heard of shareholders receiving warrants from a Chapter 11
    and would be shocked if this would be the case..

    As long as the current management stays in control of Allied, I would avoid this
    miner as if it was poison.

    Furthermore, they were planning to develop another mine which would have
    produced nearly a 1/2 million ounces of Au, however, they do not have the
    1.2 billion it would take to bring it into production.

    Allied is a victim of a boom and bust cycle (which is as certain as taxes and
    death); there is likely more to be added to the list.
    Apr 29, 2015. 02:48 PM | Likes Like |Link to Comment
  • Allied Nevada Has Reached My Price Target [View article]
    Well, Fazsha, with all of your above posts which were so encouraging
    what does tho say now..

    The stock is off 99.9% of it's high..
    Apr 29, 2015. 08:13 AM | 1 Like Like |Link to Comment
  • Carbo Ceramics: Losing Major Customers Amid A Challenging Cyclical Downturn [View article]
    " Meaning your fractures stayed open longer and drained the reservoir due to the durable proppant in place. That was his conclusion."

    Frac4, is that not a cost benefit to using ceramics? If the cost is "just" a
    half of a mil, that is only 10,ooo barrels at $50 crude. Most, if not all Bankken
    well produce in excess of 300,ooo URRs, so $ 1/2 million in propellant would
    not be a significant factor.
    Apr 25, 2015. 12:54 AM | Likes Like |Link to Comment
  • Carbo Ceramics: Losing Major Customers Amid A Challenging Cyclical Downturn [View article]
    Fracr4, what does slickwater consist of ?
    Apr 23, 2015. 12:27 PM | Likes Like |Link to Comment
  • Crude Oil: The Fundamental Bottom Is In [View article]
    Hats off to the author(s) for the brilliant call..

    It does appear that the baby bottom has been has been firmly sited.
    Apr 23, 2015. 12:17 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
3,904 Comments
3,159 Likes