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Suncor Energy Inc. Message Board

blackoutbuzz 681 posts  |  Last Activity: 18 hours ago Member since: Apr 26, 2001
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  • With its market cap shriveling, and the BL bankruptcy set to eliminate a large chunk of debt, what prevents a large integrated steel company with US operations like MT or a big IO player like RIO from swooping in and scooping up the company for dirt cheap, leaving existing shareholders hanging out to dry?

  • blackoutbuzz blackoutbuzz 21 hours ago Flag

    Maybe a silly question, but why is bigger better? Does it allow the company to drive loan costs down? Command higher rates? It's not at all obvious to me, especially considering that takeovers demand a premium (although if the target is intrinsically undervalued to begin with that is not a big deal).

  • Reply to

    back in the trench

    by dca1125 Jul 2, 2015 11:17 AM
    blackoutbuzz blackoutbuzz 22 hours ago Flag

    Perhaps the recent weakness can be ascribed to analysts' notes on APPL Watch sales. In my view the TV' ramp is the 'big picture' and this is just noise, but AAPL investors that were drawn to OLED through news of adoption of the technology in Watch may not have the same perspective.

    @Pacific Crest Securities analyst Andy Hargreaves said on Wednesday that he’s trimming his estimates for Apple Watch sales. For fiscal 2015, he’s cutting sales to 10.5 million unit sales from 11 million. And for 2016 sales, Hargreaves cut his estimates from 24 million to 21 million. “Anecdotal evidence suggests Apple Watch demand is slowing quickly,” Hargreaves wrote in a research note to the brokerage firm’s clients. He continued, “Reviews of the device have been mixed, the fashion angle appears to be leaning a bit too much toward ‘calculator watch,’ and general consumer interest as measured by search volume is below the iPod.” Other Wall Street analysts are also not so confident in Apple Watch sales. In May, UBS cut its Apple Watch shipment projection by 23% to 31 million. And initial interest from consumer with the Apple Watch was 20% of initial interest was with the iPhone when it first launched in 2007, UBS wrote in a note to clients.

  • Reply to

    Which model do you like better?

    by blackoutbuzz Jul 1, 2015 1:57 PM
    blackoutbuzz blackoutbuzz Jul 2, 2015 3:28 PM Flag

    This is funny... VideoBlocks, whose revenue of $25M is about 5% that of SSTK, is also adopting the SSTK non-subscription model for part of their business.. Yeah... this puny company is 'declaring war' Really Forbes? War? Thanks for the cheap shares though..

    @VideoBlock’s newest product, VideoBlocks Marketplace, is the company’s first non-subscription product. But as Holland explains it, it will be essential for pushing much more robust growth by practically declaring war on large non-subscription competitors such as Shutterstock and Pond5 through pricing strategy.

  • You'd think she might have something to say about this latest trend in hair styles...

    @This hair trend is shaking up the beauty biz Forget the relaxers. More and more, African-American women are leaving behind chemicals used to straighten hair and accepting their natural curls.The shift to Afro, locks and other natural hairstyles comes amid health concerns about relaxers, which have been linked to fibroids, as well as worries about hair breakage and loss. Celebrities such as Lupita Nyong'o and Viola Davis have fueled the movement, as well, by sporting natural styles."In general, in the beauty category, black consumers are beginning to embrace their natural self," said Tonya Roberts, a multicultural analyst for the intelligence firm Mintel. Two-thirds of African-American women wore a natural hairstyle in 2013, according to Mintel's Black Consumers and Haircare executive summary, published last year. Karen Grant, the global beauty industry analyst for the NPD Group research firm, said adopting natural hairstyles is a lifestyle choice, similar to how certain people favor organic and natural food. Importantly, it's a lifestyle that is crossing generations.

  • blackoutbuzz blackoutbuzz Jul 1, 2015 5:44 PM Flag

    ---we put GBX as one of our top 5 risk/return investments---

    what are your other four?

  • Reply to

    Credit facility review complete

    by blackoutbuzz Jun 30, 2015 11:34 PM
    blackoutbuzz blackoutbuzz Jul 1, 2015 4:48 PM Flag

    I suppose SGL.TO could sell another 25% stake in Dixonville. That would just about cover the debt pay-down specified in the review. Maybe they will live to see another oil cycle after all... but I am not sure if they'll be able to profit from it in any significant way. Only time will tell.

    @@Dixonville Asset Sale Spyglass has signed a purchase and sale agreement with a wholly owned subsidiary of Eagle Energy Trust ("Eagle") for a non-operated 50 percent working interest in the Dixonville Montney "C" oil pool for cash consideration of $100 million prior to normal closing adjustments. The sale is expected to close prior to the effective date of January 1, 2015. The proceeds will be used to reduce bank debt and will reduce annual interest expense by approximately $5 million.

  • Reply to

    DWCH needs to be taken volume

    by pjinvestmentco Jun 30, 2015 9:54 AM
    blackoutbuzz blackoutbuzz Jul 1, 2015 3:24 PM Flag

    Actually, I'd think that was exactly their thinking. They figure the risk is low that the product will disappear along with support for it, because the company will get bought out by a big player that is under no danger of disappearing, unlike DWCH which most certainly will if left to its own devices.

  • Reply to

    option volume

    by blackoutbuzz Jul 1, 2015 12:13 PM
    blackoutbuzz blackoutbuzz Jul 1, 2015 2:52 PM Flag

    No idea, but 30 is pretty far out of the money (and pretty much near where the stock was trading until the restructure news hit), so I'm guessing it was a long stockholder selling covered calls to reduce his ACB. I'd think someone that is short the stock would be grabbing calls closer to the current price to lock in some profits.

  • blackoutbuzz blackoutbuzz Jul 1, 2015 2:26 PM Flag

    So let me get this right... analysts are complaining that airlines are planning to grow capacity too fast, and the DOJ is complaining they are colluding to grow it too slowly. So the analysts are basically inciting collusion. Maybe the DOJ should focus their investigations on analysts instead of the airlines

  • blackoutbuzz blackoutbuzz Jul 1, 2015 2:24 PM Flag

    Airlines getting hit today on this bit of news

    @@@WASHINGTON (AP) -- A document obtained by The Associated Press shows the Justice Department is investigating whether airlines are colluding to grow at a slower pace as part of an effort to keep airfares high.

  • Personally, I prefer the lower risk one used by SSTK. From a Forbes article out today...

    @@@“The reason we are able to offer real unlimited subscriptions and the competitors aren’t is that we are the only group that invested millions in creating and acquiring content that we wholly own distribution rights to,” says Holland. “So Shutterstock is a great company, but they are a very two-sided marketplace. They only pay commission on something that sells. But they do not actually own the assets so every time something is distributed then they have to pay the creator, whereas we spent money to acquire all of our unlimited libraries.” In other words, the basic business models of the two companies differ fundamentally: Shutterstock is protected on the downside, but has limited upside; it scales its revenue and profit by leveraging other people’s assets and by providing the marketplace for them to sell them, giving Shutterstock consistent variable margins. VideoBlocks has made a big upfront investment, but has the potential for a higher upside; it scales by buying assets at the right price upfront and selling them over and over again to a growing number of subscribers which they hope will yield ever increasing variable margins.

  • blackoutbuzz blackoutbuzz Jul 1, 2015 1:18 PM Flag

    Sorry didn't see anything.

    DNN is all guts no glory. They do have an absolutely kickazzz holding in Wheeler River, but until U prices soar again it means nothing. I hold some DNN that I got for free (traded it back in the glory days before Fukushima), but I fear CCJ or RIO or whoever will scoop in and buy it out for dirt cheap before the next cycle.

  • blackoutbuzz blackoutbuzz Jul 1, 2015 1:11 PM Flag

    Well it was actually a merger of UUUU and US holdings of DNN, but nevertheless...

    @Dorothy Kosich | 17 April 2012 00:04 Energy Fuels and Denison Mines have entered into Cdn$106 million all-stock transaction which allows Energy Fuels to acquire all of Denison’s U.S. mining assets and operations, forming what is hoped to be a U.S. pure uranium miner. As Denison shareholders receive 1.106 common shares of Energy Fuels for each common share of Denison, the Denison shareholders would end up with a 66.5% stake in the combined company. The result, Energy Fuels and Denison management believes, would be “creation of the largest 100% U.S. pure-play uranium producer and one of the largest holders of National Instruments 43-101 (NI 43-101) compliant U.S.-based uranium resources. The combined company would hold 49.8 million pounds of measured and indicated U3O8 resources. Denison brings to the deal the only conventional operating uranium mill in the United States, White Mesa, located near Blanding, Utah. The facility can process up to 8 million pounds annually of U3O8.

  • blackoutbuzz blackoutbuzz Jul 1, 2015 1:04 PM Flag

    UUUU was a spin-off of DNN. Need I say more?

  • blackoutbuzz by blackoutbuzz Jul 1, 2015 12:13 PM Flag

    I see 10000 call contracts opened today for Nov expiry at 30 strike price. This is a new position since OI was less than 200.

  • blackoutbuzz blackoutbuzz Jul 1, 2015 11:06 AM Flag

    Be sure to report paid pumpers too. They work both sides you know....

  • Reply to

    New day, new buyback

    by options4income Jul 1, 2015 9:01 AM
    blackoutbuzz blackoutbuzz Jul 1, 2015 10:33 AM Flag

    CREE's projections mean absolutely squat. Management has no credibility left.

  • Reply to

    SBERBANK has NO CUSTOMER to buy Mechel Debt

    by unemon.unemon Jul 1, 2015 8:02 AM
    blackoutbuzz blackoutbuzz Jul 1, 2015 10:32 AM Flag

    Srebank's proposal to sell their portion of MTL debt at full value was a no-starter. There has to be an incentive for such a transaction to occur. I don't know what they were thinking but it's no surprise there are no takers. Perhaps this reality check will lead them to make a serious sale offer this time around.

    BK has been talked about what... two years now, and still has not happened. It's clear that none of the banks (or the government) wants to deal with that kind of complex mess, so I suspect negotiations on a settlement will continue even as court cases are filed.

  • Reply to

    New day, new buyback

    by options4income Jul 1, 2015 9:01 AM
    blackoutbuzz blackoutbuzz Jul 1, 2015 10:03 AM Flag

    Yeah that'll fix the company's problems for sure.... Meanwhile back at the ranch

    @@@8:46 am Acuity Brands beats by $0.02, reports revs in-line (AYI) : Reports Q3 (May) earnings of $1.37 per share, excluding non-recurring items, $0.02 better than the Capital IQ Consensus Estimate of $1.35; revenues rose 13.2% year/year to $683.7 mln vs the $686.47 mln consensus.

27.61+0.21(+0.77%)Jul 2 4:04 PMEDT