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MICLO

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  • Freeport Set To Rise After Export Ban Exemption [View article]
    FCX future IMHO is as bright as the AZ/PHX sunshine in June.

    Any speculation out there about FCX or a part thereof being available for sale?
    Jan 13 09:40 AM | 1 Like Like |Link to Comment
  • Freeport-McMoran Is A Solid Long-Term Investment [View article]
    I have been concerned with the risks of holding FCX

    Risking for more dividend 2014, that the export ban intended to add revenue may cost indonesia USD 1.5 billion starting Jan 2014, that one day wilcox sand wild cats tap into Davy Jones treasure chest.

    I decided I'll take the risk, Long FCX in my portfolio is a risk worth taking.
    Dec 11 01:55 PM | Likes Like |Link to Comment
  • Freeport 2014 Forecast: Stay Long [View article]
    Agree with author and positive points. example: FCX aquired PD and paid debt aquisition rapidly, (same mgt team PXP/MMR), FCX pays regular and special dividends and oil/gas less likely deliver when Cu is not due to market cycles. Low volume of comments on this article considering potential reader pool and two days since publishing perhaps other readers agree also.

    Indonesia risk? Indonesia has huge deficit, lacks infratsructure to support smelters and current smelter capacity is said to be 30% FCX (25% NEM) and If law goes in affect miners are likely forced to curtail/reduce production or shutdown. I do not any benefit the law was meant to provide Indonesia materialize. IMO negotiations ongoing for a bigger slice of "Royalty Pie" and/or extensions until smelter capacity increases.

    Patiently waiting for next dividend and dead pirates buried treasures (Davy Jones).

    Long FCX
    Dec 11 07:53 AM | Likes Like |Link to Comment
  • Freeport-McMoRan: The Storm Before The Calm [View article]
    Cu ETF ?
    Sep 1 03:30 PM | Likes Like |Link to Comment
  • Freeport-McMoRan: The Storm Before The Calm [View article]
    FCX aquired the resources, assets and infrastructure to turn dead pirates into dead presidents. When Cu cannot its is likely oil will provide so why not long FCX with the insiders. long FCX
    Aug 29 08:12 AM | 7 Likes Like |Link to Comment
  • Freeport-McMoRan: Low Free Cash Flow Yield Worth The Risk? [View article]
    oblivious ;-)
    Aug 20 10:30 AM | Likes Like |Link to Comment
  • Freeport-McMoRan: Low Free Cash Flow Yield Worth The Risk? [View article]
    It is said that oil and oil services are oblicious to cycles and I therefore consider this a hedge. long FCX
    Aug 20 09:57 AM | Likes Like |Link to Comment
  • Buy Freeport-McMoRan Now And Pray For A Repeat [View article]
    What is so novel here? Ore and oil come from the same place (ground) so why not FCX, MMR and PXP.

    Perhaps that share in the mid/low twenties were opportunities late 08/early 09 (split adjusted) currently opportunity is high 20's/low 30's

    Consider retirement strategy may be on the agenda (BOD/CEO) and if not can MMR/PXP can be a profitable FCX even if FCX is no longer mining. Why not?
    May 6 11:43 AM | Likes Like |Link to Comment
  • The ODAC Postmortem: Lessons Learned Part 1, AVEO [View article]
    Jumping of the roof because you read someone is optimistic about it is never a good decision, therefore don't. Buying at $1.95 and selling for $0.40 is a trade with a loss. Holding the 4200 shares at current price implies a reduction in value and offers a chance. Considering a loss of ~80% taken why not gamble a little with whats left and take a position in DCTH. Good Luck
    May 6 09:10 AM | Likes Like |Link to Comment
  • Buy Freeport-McMoRan Now And Pray For A Repeat [View article]
    I believe <10 yrs yes and tougher times, in diversification, hedging Cu, FCX (long) and prayers will be answered.

    about 2006 Dividends? see fcx.com investor center tab find 2006 annual report page 12 "financial transactions"
    May 1 01:12 PM | 2 Likes Like |Link to Comment
  • As Arena Pharma Begins To Address Mexican Obesity, All Eyes Are Now On The DEA [View article]
    Good things come to those who eat!
    Apr 8 08:43 AM | Likes Like |Link to Comment
  • Freeport-McMoRan's Long-Term Potential Not Blighted By Energy Acquisition [View article]
    When you knock and opportunity opens the door is never held open for long.. Perhaps today is a good day to add to or take a position in FCX.
    Feb 4 09:43 AM | Likes Like |Link to Comment
  • Why I'd Fade This Freeport-McMoRan Rally [View article]
    I do not always invest, but when I d,o I try to invest in FCX
    Jan 23 02:53 PM | 2 Likes Like |Link to Comment
  • Oh Freeport Why Would You Do That? [View article]
    Why worry about how much managment will earn, worry instead about how you could benefit. Mining and oil is risky business, managing risk is what FCX is all about. In my opinion FCX will weather the storm.
    Dec 11 08:48 AM | Likes Like |Link to Comment
  • Freeport-McMoRan And Southern Copper: Which Is The Best Bet For 2013? [View article]
    The writing is on the wall, another interesting time lies ahead for miners. FCX is hardcore and will weather the storm.
    Dec 4 02:19 PM | Likes Like |Link to Comment
COMMENTS STATS
17 Comments
12 Likes