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Titanium Metals Corporation Message Board

blackoutbuzz 666 posts  |  Last Activity: Sep 20, 2014 11:43 AM Member since: Apr 26, 2001
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  • blackoutbuzz blackoutbuzz Jun 21, 2014 8:36 PM Flag

    Makes sense. I would not limit it to only the biggest and best US-based corporations but include those operating out of all developed countries in the world.

  • blackoutbuzz blackoutbuzz Jun 22, 2014 11:09 PM Flag

    Hey agamemnus, how did you make out on your portfolio? I took a quick look at those picks you had and it seems they did not pan out all that well.

    I am still long all of my top ten holdings and every single one is doing nicely (even better when you factor in dividends): NILSY, ECA, PBA, NSRGY, ENF.TO, CNI, MO, BCE, BA.TO, SHPG.

    PS: That nickel ban is still in force. Unless the world economies go into recession, watch nickel prices go up steadily for the next couple of years. Oh, and South Africa PGM miners went on strike shortly after my post, putting a squeeze up on palladium prices. That strike is still not over either. NILSY is the worlds largest producer of nickel and palladium.

  • blackoutbuzz blackoutbuzz Jun 23, 2014 8:21 PM Flag

    ---- Especially, when their margins are eroding, which will likely result in future earnings growth being lower than todays----

    If revenues grow faster than margins decline then earnings growth will increase, not drop. I am not saying that will necessarily be the case but I am not certain it will be the other way around either. The next 12 months will be quite telling though.

  • Reply to

    2021?

    by thomas_cooper43 Jun 20, 2014 1:45 AM
    blackoutbuzz blackoutbuzz Jun 23, 2014 9:58 PM Flag

    Ouch. This is indeed a hard blow to the nuclear industry. I never imagined that France, of all nations. would move away from nuclear energy but this can't be good for uranium producers. Thanks for the bad news.

  • Reply to

    Panic (or not)

    by smartmoney2000 Jun 23, 2014 3:08 PM
    blackoutbuzz blackoutbuzz Jun 23, 2014 10:04 PM Flag

    This is the first day of trading after monthly options expiration so I would would not put much credence in it as an indicator of any future trend.

  • Reply to

    A SIZE 10

    by goinglong1000 Jun 23, 2014 12:19 PM
    blackoutbuzz blackoutbuzz Jun 23, 2014 10:24 PM Flag

    Someone should throw a Size 10 shoe at Obama.

  • blackoutbuzz by blackoutbuzz Jun 23, 2014 10:30 PM Flag

    Someone please shoot this dog and take it out of its misery.

  • blackoutbuzz by blackoutbuzz Jun 23, 2014 10:53 PM Flag

    Hey Lobsterbrain, it must really burn you up to see your home country acting so Canadian huh....

    @@@@@Warren Buffett’s BNSF Railway Co. and Canadian Pacific Railway Ltd. (CP) face a June 27 deadline to say how they will clear a backlog of grain shipments that has some farmers fuming over rotting wheat and late deliveries. The U.S. Surface Transportation Board ordered the railroads to outline by then how they will deal with service disruptions, including a timeline for doing so, and to subsequently provide weekly updates about their progress. “The board remains very concerned about the limited time period until the next harvest, the large quantities of grain yet to be moved, and the railroads’ paths toward meeting their respective commitments,” the STB said in a decision released June 20. Setting the schedule escalates the scrutiny from the agency after the two carriers were summoned to an April hearing to discuss service. An unseasonably harsh winter forced U.S. and Canadian railroads to shorten trains and added to congestion on a system already coping with an increase in crude oil shipments from the Bakken region and a record grain harvest.

  • I guess he finally blew his 100% cash load at the casino and slunked off back home depressed with a big hangover.

  • Reply to

    DNDN is a DUD

    by blackoutbuzz Jun 20, 2014 1:03 PM
    blackoutbuzz blackoutbuzz Jun 24, 2014 1:26 AM Flag

    Lost what? You're the loser holding that DUD for probably years now. Imagine.... you coulda invested it in SHPG instead. But ya know what? IDGAF.

  • Reply to

    Last recent high was Feb 2011

    by andevenabs Jun 20, 2014 9:12 AM
    blackoutbuzz blackoutbuzz Jun 24, 2014 11:47 AM Flag

    Getting Libya operations bacl on-line would help a lot right now, but it simply does not appear to be in the cards.

  • Reply to

    And then there's palladium

    by blackoutbuzz May 28, 2014 5:43 PM
    blackoutbuzz blackoutbuzz Jun 24, 2014 12:04 PM Flag

    Okay so it's finally over. I am happy for the workers.

    @@@@Union leaders have signed a wage deal with South Africa's biggest platinum mining companies, ending the nation's longest-running strike. The Association of Mineworkers and Construction Union (AMCU) has agreed deals with Lonmin, Impala Platinum and Anglo American Platinum. As a result workers' salaries will increase to 12,500 rand (£706.40) a month by 2017. The AMCU's striking members will return to work on Wednesday.

  • Reply to

    High option volumes

    by blackoutbuzz May 22, 2014 11:03 AM
    blackoutbuzz blackoutbuzz Jun 24, 2014 3:41 PM Flag

    The July trades continue and now the same activity has started on the October expiry 38 strike price - selling puts and buying calls. That is a bullish play, and as others have suggested, it is probably a hedge against a short position.

    New home sales data today was better than expected which may explain today's surge in stock price. Perhaps some short covering is fueling the pop too.

  • This could have a significant impact on NA condensate producers, markets, and flows.

    @@@@@U.S. Ruling Loosens Four-Decade Ban On Oil Exports Shipments of Unrefined American Oil Could Begin As Early As August By CHRISTIAN BERTHELSEN And LYNN COOK June 24, 2014 5:14 p.m. ET The Obama administration has quietly cleared the way for the first exports of unrefined American oil in four decades, allowing energy companies to chip away at the long-standing ban on selling U.S. crude overseas. Federal officials have told two energy companies that they can legally export a kind of ultra-light oil that has become plentiful as drillers tap shale formations across the U.S. With relatively minimal processing, oil shipments could begin as early as August, according to one industry executive involved in the matter. Using a process known as a private ruling, the U.S. Commerce Dept.'s Bureau of Industry and Security is allowing Pioneer Natural Resources Co. of Irving, Texas, and Enterprise Products Partners LP of Houston to export ultra-light oil known as condensate to foreign buyers who could turn it into gasoline, jet fuel and diesel.

  • This could have a significant impact on NA condensate producers, markets, and flows. I'd think this will drive prices higher which should benefit ECA, no?

    @@@@@U.S. Ruling Loosens Four-Decade Ban On Oil Exports Shipments of Unrefined American Oil Could Begin As Early As August By CHRISTIAN BERTHELSEN And LYNN COOK June 24, 2014 5:14 p.m. ET The Obama administration has quietly cleared the way for the first exports of unrefined American oil in four decades, allowing energy companies to chip away at the long-standing ban on selling U.S. crude overseas. Federal officials have told two energy companies that they can legally export a kind of ultra-light oil that has become plentiful as drillers tap shale formations across the U.S. With relatively minimal processing, oil shipments could begin as early as August, according to one industry executive involved in the matter. Using a process known as a private ruling, the U.S. Commerce Dept.'s Bureau of Industry and Security is allowing Pioneer Natural Resources Co. of Irving, Texas, and Enterprise Products Partners LP of Houston to export ultra-light oil known as condensate to foreign buyers who could turn it into gasoline, jet fuel and diesel.

  • Reply to

    HP to buy 3D Systems later this year?

    by j_lestarge Jun 24, 2014 4:03 PM
    blackoutbuzz blackoutbuzz Jun 24, 2014 7:44 PM Flag

    I don't think so either. But on the subject of 3D... where's that news that HPQ promised for June? The month is almost over...

  • Bodes well for LO.

    @@@@@WASHINGTON, June 24 (Reuters) - White House changes to proposed rules for tobacco products significantly weakened language detailing health risks from cigars and deleted restrictions that might have prevented online sales of e-cigarettes, published documents show. The White House's Office of Management and Budget, which analyzes the potential economic consequences of proposed regulations, deleted language in the U.S. Food and Drug Administration's recently proposed regulations describing how the rules would keep thousands of people from taking up cigar smoking and have enormous public health benefits. The OMB also weakened language detailing the FDA's concerns about the safety of e-cigarettes, according to documents published Tuesday in the Federal Register

  • A football player that bites other players. You really need that to extract maximum publicity for your brand in the World Cup.

  • Reply to

    High option volumes

    by blackoutbuzz May 22, 2014 11:03 AM
    blackoutbuzz blackoutbuzz Jun 25, 2014 12:15 PM Flag

    Okay, so arbitrage to take advantage of the 10% on tender then... that makes more sense.

    If the initial trade is buy WY shares (to tender for TRP and then sell on conversion) and simultaneously sell/buy a 38 strike put/call pair, it appears that the position would potentially capture the 10% from WRECO-TRP while protecting up to 10% on any downside post split-off, but also capture any additional upside profits via WY if it moves up. Is that correct?

  • blackoutbuzz by blackoutbuzz Jun 25, 2014 1:49 PM Flag

    More like Universal Disappointment. Did not even properly test, let alone break through, the 200 day SMA last week... sheesh.

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