Seeking Alpha


Send Message
View as an RSS Feed
View dreamin's Comments BY TICKER:
Latest  |  Highest rated
  • Molycorp: The Case For Being Cautiously Optimistic [View article]
    Thank you for your article John. Did MCP give any information, plans, schedules on installing and ramping the new 'tanks'? Did they give any information on projected ramp expectations? Meaning they expect the tanks installed in XXX months and thus should see a step increase in production volumes shortly thereafter?

    Best regards
    Jun 17 01:41 PM | 1 Like Like |Link to Comment
  • Molycorp Hits 52-Week Low Of $2.44. What Happened? [View article]
    So Jack, care to tell us how the texas ree co you're backing is better? Bulk leach right? With some heavies right? Same arguments, if China owns the market it owns the market. If you don't think Mountain Pass has a good enough processing facility, how do you think UREE (or whatever it is) does? Your thesis is clear, only China can compete and everyone else is obsolete.

    Attached article might be of some interest, although I'm sure it's all propaganda.
    Jun 4 05:51 PM | 2 Likes Like |Link to Comment
  • Cliffs cuts planned 2014 capex by an additional $100M [View news story]
    Well, if anyone wanted to know if the new management team was reacting quickly to events, you have your answer.
    May 27 05:03 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Most who? Most Americans oppose Obamacare as shown even on the Liberal media outlets. Much to their chagrin. Rep may not repeal it as should be done, but that just goes to show why most Rep should be voted out. No backbone to get rid of this disaster.
    Apr 11 08:20 AM | 11 Likes Like |Link to Comment
  • Rare Earths, It's All About The Heavies [View article]

    I've been seeing these articles about UREE for a while now, and while I don't dispute the claims around deposits or mineralization (I wouldn't have the expertise to contest these items even if I wanted to), I do want to note that the article seems more about 'invest because you're a patriot' and ignores more fundamental topics.

    Can you give some detail on development plans? When would any of these deposits be in production? What the companies development plans are? What's the plans for development or extraction and separation? You note the company isn't in debt. Well are they actually mining? Have they purchased the mining equipment, built the mines out, developed separation/concentration facilities, etc? If and when they do proceed down this path I'm sure that debt equation will change until they can develop revenue streams.
    Mar 16 09:49 AM | 5 Likes Like |Link to Comment
  • Goldman eyes lower iron ore and copper prices, miners fall [View news story]
    Aren't these the same GS idots that predicted $70 iron ore prices last September? How'd that work out for them?
    Jan 21 01:21 PM | 5 Likes Like |Link to Comment
  • Turquoise Hill +9.7% as inventory builds at Oyu Tolgoi [View news story]
    I got the same ~2% of over-subscribe.
    Jan 16 04:42 PM | Likes Like |Link to Comment
  • Why Cliffs Natural Resources Is Falling, And How It Can Help You [View article]
    Joe, I think that the majority of US coal operations are met coal. The primary thermal coal mine is in Australia.
    Jan 12 08:57 AM | 1 Like Like |Link to Comment
  • Still Time For Clean Energy Fuels To Boost Westport [View article]
    Braxton, I've heard of the complicated structure and how money from those partnerships cant be reported. I've tried to understand how that money gets reported and impacts share value, but haven't to date fully understood it. Can you briefly note how those revenues are accounted relative to shares? It's great that will get revenue from these partnerships to finance the companies operations, but how does it affect earnings/FCF, etc?

    Dec 22 07:46 AM | Likes Like |Link to Comment
  • How Low Will Turquoise Hill Go? [View article]
    Hi Gary, thank you for the update and I am also long TRQ. Anything developmental always takes much longer to realize than we'd like, but with the deposit that is there it just seems clear that this will be a winner long term. The question is how long we have to wait.

    In that regard, you noted that due to cost overruns that profitability will push out. Do you have any analysis to show rough break even with the pit versus underground production? My thought with the rights offering is that TRQ will then be debt free making free cash flow much more appealing with the potential to fund some portion of phase 2 with FCF.

    Tks much.
    Dec 17 12:40 PM | 1 Like Like |Link to Comment
  • Macros Not In The Favor Of Cliffs Natural Resources [View article]
    I had read in several articles earlier in the year that China has affirmed an expected iron ore growth (tied to global steel production growth) of 3 to 4 percent annually for the next several years if not more. Many steel mills in China were running at very low capacity levels due to the vast over capacity within the country. So they are just consolidating production to fewer mills which will run at higher capacity. The change in mills doesn't affect global demand.

    Your analysis then also doesn't consider the increased demand in India, China, the US, etc due to improving macro economics. The projected steel demand globally is to increase for the next decade right? Also, many Chinese mines have much higher costs than $110/ton and the belief is they won't continue production in such a low cost environment and thus their capacity will come off line.

    So what I'm asking is: is there an updated demand/capacity analysis which takes current dynamics into account that is publicly available? If not, I'll tend to take Sam Walsh's opinion that there is a good chance of an IO shortage. I'm sure RIO's internal info is likely better than that publicly available.

    Dec 17 08:50 AM | Likes Like |Link to Comment
  • Macros Not In The Favor Of Cliffs Natural Resources [View article]
    Gabe, thanks for the article but I've seen specifically with Rio that they announced a slow down in production ramp rate to spread the added capacity to 360M ton over the next several years, not in 2014. I suspect with the massive decreases in Capex by all miners that BHP and Vale are doing the same. Has the analysis you've quoted been updated recently? These analysts were predicting ~$80/ton ore pricing for Sept 13 and where off by ~$50/ton.

    Further Rio's CEO was talking of an IO shortage, I believe related to a potential pickup in the global economy. Have you considered these inputs to your analysis?
    Dec 15 10:09 AM | Likes Like |Link to Comment
  • Still Time For Clean Energy Fuels To Boost Westport [View article]
    Thanks Kevin, I realize a lot of trucking and hauling companies are making the switch and as noted by Robert Rhodes below, it is also being adopted in medium to heavy duty trucks also. I'm on board with WPRT and believe the story, the mpg comparison by the author got me to wondering how nat gas directly compares to diesel in terms of energy capacity and resulting power outputs. As I noted, engines can be designed with regular gas to produce the desired power of diesel engines but clearly there is a cost tradeoff which favored diesel in the past.

    Dec 4 08:54 AM | Likes Like |Link to Comment
  • Still Time For Clean Energy Fuels To Boost Westport [View article]
    Gabe, one question I have on the cost comparison is what type of mpg is expected from Nat Gas Engines? My understanding is that diesel is popular in trucking due to the amount of energy contained which allows for the needed power for trucking. Clearly this can be solved with gas or nat gas but how is the mpg comparison affected?

    Dec 3 07:55 PM | Likes Like |Link to Comment
  • Illinois leaders agree to pension deal [View news story]
    Ahhh, just like a liberal always thinking the cool aid is made just for you. Then again that is what is needed for those of weak minds and little intellect - self-delusion. Blow hard now, else your bubble just might collapse.
    Nov 29 03:27 PM | Likes Like |Link to Comment