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Peabody Energy Corp. Message Board

blackoutbuzz 784 posts  |  Last Activity: 2 hours 7 minutes ago Member since: Apr 26, 2001
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  • blackoutbuzz by blackoutbuzz 2 hours 7 minutes ago Flag

    Canadian railroaders' traffic numbers look strong this week and ytd, but those of their US counterparts seem weak. Any explanation?

  • blackoutbuzz by blackoutbuzz 2 hours 15 minutes ago Flag

    The State Dept. should issue their final report any time now. Does the EPA know they lost the battle and are now backtracking to try to save face?

    @@@@@EPA says Keystone approval wouldn't be climate 'disaster' BY JOHN SICILIANO | MARCH 30, 2015 | 4:15 PM The head of the Environmental Protection Agency appeared to downplay the climate change impact of the contentious Keystone XL pipeline project, which has been a political sticking point for the Obama administration. "No, I don't think that any one issue is a disaster for the climate, nor do I think there is one solution for the climate change challenge that we have," EPA Administrator Gina McCarthy said Monday at a forum hosted by Politico. She was responding to a question on whether approval of the pipeline would spell disaster for the Earth's climate. McCarthy's comment could indicate that the administration is softening its stance on the global emissions impact of the project. The comments come nearly a month after President Obama vetoed a bill to approve Keystone XL, a 1,700-mile pipeline that would deliver Canadian tar sands crude oil from Alberta to U.S. refineries along the Gulf of Mexico.

  • Reply to

    is trp an mlp ?

    by the_message_clone Mar 28, 2015 7:11 AM
    blackoutbuzz blackoutbuzz 2 hours 18 minutes ago Flag

    Nope. TRP is taxed like a normal corporation.

  • blackoutbuzz blackoutbuzz 2 hours 45 minutes ago Flag

    NVO closed at 54.63 today. Are you still short? Maybe you should take your own advice.

    @@@@carolyn_novice • Mar 26, 2015 7:02 PM Flag
    0users liked this postsusers disliked this posts3Reply
    Please Take Profits NVO 53.26
    ADR Shares End Lower; Novo Trades Actively

  • blackoutbuzz blackoutbuzz 2 hours 48 minutes ago Flag

    Go short some more NVO too while you're at it.

  • Reply to

    One reason MCD is going to the dogs

    by pizza_eatsa Mar 30, 2015 6:24 PM
    blackoutbuzz blackoutbuzz 3 hours ago Flag

    Going to the dogs. Hmm.now there's an idea - maybe MCD should start selling McDoggie meals catering to pets. Make life easier for dog owners

  • blackoutbuzz blackoutbuzz 4 hours ago Flag

    Huh?? My screens don't show any action at all on that series today. In fact, I am surprised how little options activity there is on LO in view of the recent news. Spreads are wide enough to fly a 747 through too. Contrast that with RAI where the front month is showing big volumes all this week.

  • Reply to

    Industry News: Philips Sells Lumileds

    by monkeypull2 Mar 31, 2015 8:44 AM
    blackoutbuzz blackoutbuzz 9 hours ago Flag

    Ah cmon give the guy a break. He probably works at Lumileds.

  • blackoutbuzz blackoutbuzz 9 hours ago Flag

    In earlier times, I noticed that CREE typically moved in sympathy with AYI and vice-versa on earnings news, probably as both were a reflection on the state of led lighting adoption. I think that correlation has now gone out the window. Whatever happened to that #$%$ jcreamer anyway... he was right on the money with his AYI call... I have to give him credit for that.

    Maybe CREE should sell their high power led biz to LG or even Samsung and focus exclusively on lighting systems... then maybe merge with Philips Lighting solutions. I'm sure the Korean firms can put that led tech to good use in some fancy futuristic Super-HDR 4K-UltraHD led TV.... oh wait... LG's already decided the future of TV is oled. Oh well...

  • Reply to

    HXL favorite long position

    by rexyrexrode Mar 25, 2015 9:23 AM
    blackoutbuzz blackoutbuzz 21 hours ago Flag

    This could explain the price spike early today. Volume continues to run very strong. It'll be interesting to see how HXL trades after end of quarter finishes up today.

    @@@@Hexcel price target raised at Stifel Hexcel (HXL +1.3%) is heading higher in early trade after Stifel reiterated its Buy rating on the stock and raised its price target to $60 from $55.

  • Reply to

    X CEO on steel imports

    by blackoutbuzz Mar 26, 2015 8:51 PM
    blackoutbuzz blackoutbuzz Mar 31, 2015 9:17 PM Flag

    X has iron ore... too much to know what to do with it apparently.

    @@@@@MINNEAPOLIS (AP) -- U.S. Steel Corp. said Tuesday it plans to idle part of its Minntac plant at Minnesota's biggest iron mine, resulting in about 680 layoffs. It's the latest symptom of a downturn in the American steel industry that has taken a heavy toll on the Iron Range of northeastern Minnesota. U.S. Steel cited high steel imports, dumping of foreign steel and low steel prices in its announcement. U.S. Steel spokeswoman Courtney Boone said the layoffs are temporary at the Mountain Iron facility, which employs about 1,500 workers, but that the company can't speculate how long they'll last. She said that will depend on market conditions and customer demand. Three of the plant's five iron ore processing lines will be shut down, she said.

  • blackoutbuzz blackoutbuzz Mar 31, 2015 5:59 PM Flag

    garbage talk. ignore world for you.

  • Reply to

    OT: DRYS sells their oil tankers

    by blackoutbuzz Mar 30, 2015 4:23 PM
    blackoutbuzz blackoutbuzz Mar 31, 2015 5:56 PM Flag

    Less than 5yrs old

    @@@@Under the deal, announced on Monday afternoon after New York closing, Mr Economou will pay $245m en bloc for the four suezmaxes Vilamoura, Lipari, Petalidi and Bordeira, all built by Samsung Heavy Industries between 2011 and 2013.

  • blackoutbuzz blackoutbuzz Mar 31, 2015 5:52 PM Flag

    That is nonsense. What possible motive could government have to "destroy the energy infrastructure of America"?

  • blackoutbuzz blackoutbuzz Mar 31, 2015 5:42 PM Flag

    A recovery in natgas prices was my expectation two years ago and it has certainly not materialized, even after two harsh winters and coal-to-natgas switching drove up demand. Gas producers continue to improve their drilling and fracking processes so that production is still growing year over year even as rig counts hold steady or drop. Will that continue to be the case? I don't know, but key plays like Marcellus are reported to be profitable at sub $3 so probably no slowdown there. Maybe LNG exports will trigger price increases, or it maybe it will simply lead to more cheap production wells turning on.

    I suspect that even if natgas prices do finally begin to gradually recover, coal markets may be sufficiently decoupled due to coal supply/demand imbalances that a coal price recovery may not necessarily follow. In any case, there is no good reason to buy coal stocks until a sustained price recovery is evident.

  • blackoutbuzz blackoutbuzz Mar 31, 2015 3:48 PM Flag

    Of course, end of quarter window dressing is playing a key factor in stock prices the last little while.

  • blackoutbuzz blackoutbuzz Mar 31, 2015 3:46 PM Flag

    I think the market is gradually pricing in the increasing possibility that coal prices may stay at these levels for the next couple of years or even longer. If prices stay at this level, where do you see BTU in two years?

  • Reply to

    Industry News: Philips Sells Lumileds

    by monkeypull2 Mar 31, 2015 8:44 AM
    blackoutbuzz blackoutbuzz Mar 31, 2015 2:46 PM Flag

    Who were you expecting to buy it?

  • Reply to

    X CEO on steel imports

    by blackoutbuzz Mar 26, 2015 8:51 PM
    blackoutbuzz blackoutbuzz Mar 31, 2015 2:32 PM Flag

    and yet here's JPM saying today the exact opposite ie. that mills running on scrap steel are the low cost producer.

    @@@@JPMorgan told clients Tuesday to short U.S. Steel, as it expects the nation's largest steel company to operate at a loss this year. It also advised shorting AK Steel. The firm slashed its fiscal year 2015 estimate on the stock to a loss of 25 cents from a gain of $1.57. For the full year 2016, JPMorgan now expects earnings of $1.42, down from $3. The firm said a strong dollar, low oil prices, and slowing growth in China would all play a role here....we remain cautious on the metals & mining sector as we believe that a strong dollar and weak oil prices will continue to weigh on demand (and prices) for most metals at a time when Chinese growth (and metals consumption) is slowing and Russian exports are increasing. In the U.S., we are not looking for a material increase in steel prices, as we think imports will remain elevated and scrap prices depressed. With the drop in scrap prices, minimills are now the low cost producer, and we think they could use their cost advantage to take share from the integrateds and imports. With this outlook, we continue to recommend a near-term pair trade of long sheet minimills Nucor (NUE) and Steel Dynamics (STLD) and short integrateds AK Steel and US Steel and we are also adding Steel Dynamics to J.P. Morgan's US Equity Analyst Focus List.

  • blackoutbuzz by blackoutbuzz Mar 31, 2015 11:28 AM Flag

    Both with PT $115 and the stock barely reacted. Is any move up on hold pending EOQ or is this just more analyst talking out of their #$%$?

    @@@NEW YORK (TheStreet) -- Shares of Nike (NKE - Get Report) are up 0.44% to $101.33 in early morning trading Tuesday after Deutsche Bank increased its price target to $115 from $110, while maintaining its "buy" rating. Deutsche Bank analysts maintain their rating given Nike's numerous growth levers, which include a continued strong constant currency futures profile in North America and globally, and a reinvigorated strategic pursuit of the women's and children's market. The athletic retail company has one of the best long-term margin opportunities, which includes benefits from shifting revenues to apparel from footwear, to retail from wholesale, and to foreign markets from domestic ones, the firm noted. "We're incrementally more bullish on the long-term opportunity for Nike in China and candidly, in Asia Pacific broadly, Latin America and Europe as well," analysts said.

    @@@NEW YORK (MarketWatch) -- Nike Inc.'s stock NKE, +0.71% rallied 1.3% in midday trade Monday, after the athletic apparel and shoe seller was upgraded by RW Baird, which cited a rising preference for active lifestyles against a backdrop of robust consumer spending. Analyst Jonathan Komp raised his rating to outperform from neutral, and lifted his stock price target to $115--14% above current levels--from $102. Nike's strong operating fundamentals sets the company up to capitalize on "a healthy consumer spending backdrop combined with secular shifts in consumer purchase behavior," which helps justify the "valuation expansion and outperformance year to date," Komp wrote in a note to clients.

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