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Suncor Energy Inc. Message Board

blackoutbuzz 666 posts  |  Last Activity: Sep 20, 2014 11:43 AM Member since: Apr 26, 2001
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  • Reply to

    Phillipines contemplates nickel ore ban

    by blackoutbuzz Sep 4, 2014 9:24 AM
    blackoutbuzz blackoutbuzz Sep 5, 2014 9:41 AM Flag

    Ya hear that? Death knell for NPI (Nickel Pig Iron).

    @@@@@The Philippines, which is the only other major source of the high-grade laterites required by Chinese NPI factories, has since taken up some slack, accounting for 5m tonnes – or 98 per cent – of Chinese total nickel ore imports in July. But on Wednesday it was reported that a Philippine senator had filed a bill urging a halt to ore exports, as a way of boosting domestic industry and attracting more investment.
    The country’s environment minister appeared to back the proposal, telling Bloomberg on Thursday that “the government should really move in that direction”, though he said he was not calling for an immediate ban on ore exports. It is not clear how much additional support the bill has, or how long it could take to become law if there was sufficient backing.“At this time, there’s no way of saying with confidence that the [Philippines] ban could happen,” said Nicholas Snowdon, metals analyst at Standard Chartered. “But if it did, it would be the death knell for the Chinese NPI sector.”

  • Reply to

    If You Put The dots Togeather!

    by jag_shasha Sep 4, 2014 11:24 PM
    blackoutbuzz blackoutbuzz Sep 4, 2014 11:59 PM Flag

    You Sure You Didn't 'Pud' The Dots Together By Mistake?

  • Reply to

    Gilead share or Gilead options?

    by omershahidkhan Sep 4, 2014 7:08 PM
    blackoutbuzz blackoutbuzz Sep 4, 2014 9:50 PM Flag

    Deep in-the-money Leaps calls are a decent lower-cost alternative to holding shares. Roll-out (and up if the stock price moves up nicely) to the following year about six months before expiry to minimize the premium costs.

  • Reply to

    rc@dc

    by investmenttankerblogspot Sep 4, 2014 7:51 PM
    blackoutbuzz blackoutbuzz Sep 4, 2014 8:26 PM Flag

    I would think LG or Samsung would be the ones to talk to, not AAPL. Again, AAPL is just not that important in the BIG (big as in 65in 4K HD OLED!) picture. Maybe it makes for good press, but that's about it.

  • Reply to

    Did short "thesis" include OLED in the Iwatch?

    by cde_biscuit Sep 4, 2014 4:00 PM
    blackoutbuzz blackoutbuzz Sep 4, 2014 7:50 PM Flag

    Jeez, Why the hella do you longs continue to post about shorts when the stock is finally reacting positively to the growing realization that TV's are going to ramp fast and furious in the next 12 months and lighting shortly after that?

    Just stop it. Stop talking about shorts.
    1. Screw the shorts
    2. Fukc Asensio

    PS: iwatch is a nice little bonus but not really all that important compared to TV and lighting.

  • Reply to

    Goodbye HQ

    by ctdrules Aug 26, 2014 6:27 PM
    blackoutbuzz blackoutbuzz Sep 4, 2014 12:47 PM Flag

    Don't like it? Then move. PS: I track a lot of stocks so yeah, sometimes I make a mistake... BFD.

  • Reply to

    Goodbye HQ

    by ctdrules Aug 26, 2014 6:27 PM
    blackoutbuzz blackoutbuzz Sep 4, 2014 12:44 PM Flag

    Yeah the reason they're moving HQ so it's a bit closer to the CEO's home... sheesh.

  • blackoutbuzz by blackoutbuzz Sep 4, 2014 9:32 AM Flag

    If Philippines follows Indonesia in banning nickel ore exports nickel prices will explode into new territory.

    @@@@@Nickel Rises to Seven-Week High on Philippine Ore Concern By Maria Kolesnikova Sep 4, 2014 7:49 AM ET Nickel reached a seven-week high in London amid concern the Philippines will join Indonesia in barring ore exports. Zinc rose to the highest in five weeks. The Philippine government should move toward a ban on mineral-ore exports, Environment Secretary Ramon Paje said today, backing a proposed bill calling for curbs aimed at boosting domestic processing. Indonesia banned ore exports in January. The two nations accounted for almost 20 percent of world production of mined nickel in June, according to data compiled by Bloomberg Intelligence. “Even if timing is still unclear, the announcement of the initiative has given rise to nervousness on the market,” Daniel Briesemann, an analyst at Commerzbank AG, wrote in a note. “If there were to be simultaneous export bans, the nickel price would doubtless rise significantly.” The Philippines has replaced Indonesia as the largest supplier of nickel ore to China, the world’s biggest consumer of the metal used to make stainless steel.

  • Wow...Nickel prices will explode upward if this happens

    @@@@@Nickel reached a seven-week high in London amid concern the Philippines will join Indonesia in barring ore exports. Zinc rose to the highest in five weeks. The Philippine government should move toward a ban on mineral-ore exports, Environment Secretary Ramon Paje said today, backing a proposed bill calling for curbs aimed at boosting domestic processing. Indonesia banned ore exports in January. The two nations accounted for almost 20 percent of world production of mined nickel in June, according to data compiled by Bloomberg Intelligence. The Philippines has replaced Indonesia as the largest supplier of nickel ore to China, the world’s biggest consumer of the metal used to make stainless steel.

  • Reply to

    Biggest there is

    by bigalsab Sep 4, 2014 9:04 AM
    blackoutbuzz blackoutbuzz Sep 4, 2014 9:21 AM Flag

    The pricing scenario for nickel could get a lot better soon....There would undoubtedly be panic buying and chaos at the LME if the Phillipines decided to ban their nickel ore exports like Indonesia did. Nickel prices spiked 3% just on the mere thought of this happening.

    @@@@@Nickel Rises to Seven-Week High on Philippine Ore Concern By Maria Kolesnikova Sep 4, 2014 7:49 AM ET Nickel reached a seven-week high in London amid concern the Philippines will join Indonesia in barring ore exports. Zinc rose to the highest in five weeks. The Philippine government should move toward a ban on mineral-ore exports, Environment Secretary Ramon Paje said today, backing a proposed bill calling for curbs aimed at boosting domestic processing. Indonesia banned ore exports in January. The two nations accounted for almost 20 percent of world production of mined nickel in June, according to data compiled by Bloomberg Intelligence. “Even if timing is still unclear, the announcement of the initiative has given rise to nervousness on the market,” Daniel Briesemann, an analyst at Commerzbank AG, wrote in a note. “If there were to be simultaneous export bans, the nickel price would doubtless rise significantly.” The Philippines has replaced Indonesia as the largest supplier of nickel ore to China, the world’s biggest consumer of the metal used to make stainless steel.

  • Reply to

    Bypassing B.C......

    by smokedlobster Sep 2, 2014 9:04 AM
    blackoutbuzz blackoutbuzz Sep 3, 2014 12:00 PM Flag

    A Canadian company expands into the USA, opening a path for Canadian exports and collecting pipeline fees from ND producers. A USA company moves HQ to Canada via an inversion deal. And Canada is somehow the loser here? Riiiight.....

  • Reply to

    Will HP buy 3D Systems this fall?

    by j_lestarge Sep 3, 2014 7:33 AM
    blackoutbuzz blackoutbuzz Sep 3, 2014 11:49 AM Flag

    HPQ will announce their 3D printing technology breakthrough next month. That will provide an indication of the progress HPQ R&D has made in this area, and whether or not a buyout of DDD makes any sense.

  • Reply to

    Indonesia sticking tough

    by blackoutbuzz Aug 13, 2014 10:24 PM
    blackoutbuzz blackoutbuzz Sep 3, 2014 10:51 AM Flag

    Glad to see at least one other person sees the same potential in NILSY as I do. The stars could not be better aligned for NILSY at this time..

  • blackoutbuzz blackoutbuzz Sep 2, 2014 11:34 PM Flag

    Like I said, it's another holy grail of oled, but that does not mean it can't or won't be solved. Kateeva thinks they have the solution, but only time will tell..
    .
    @@@@
    YIELDjet will enable dramatic yield improvements, which, in turn, will drive production costs lower. This is made possible by these technical achievements:

    First, YIELDjet is the only platform to feature a production-worthy pure nitrogen process chamber. Nitrogen is considered the gold-standard process environment for OLEDs, and an essential device lifetime enabler. YIELDjet doubles lifetime in certain applications;
    Second, YIELDjet reduces particles by as much as 10X—thanks to specialized mechanical design features. Such particle performance is a key yield accelerator;
    Finally, YIELDjet offers exceptional film coating uniformity with a process window that’s 5X wider than standard technologies. This vastly improves process reliability and uptime.
    When combined, these innovations offer display manufacturers a breakthrough solution to mass produce OLED devices more economically.

    With R&D tools deployed at customer sites in Asia, and demand growing for production equipment, Kateeva is now pivoting to full-scale commercialization.

  • Reply to

    Goodbye HQ

    by ctdrules Aug 26, 2014 6:27 PM
    blackoutbuzz blackoutbuzz Sep 2, 2014 11:16 PM Flag

    My bad. You're absolutely correct... I can't believe I forgot that. But I still think all this fuss about the HQ move is way overblown. It's trivial compared to an acquisition, divestment, or merger.... that was the point I was trying to make.

  • blackoutbuzz by blackoutbuzz Sep 2, 2014 11:01 PM Flag

    last month. what gives? is this a buyout target... like maybe by Imperial Tobacco after they consolidate assets divested by the RAI-LO deal? I own RAI, LO, and MO but no VGR... bummer.

  • Reply to

    Action on this stock is somewhat confusing.

    by ussremeydd688 Sep 2, 2014 3:20 PM
    blackoutbuzz blackoutbuzz Sep 2, 2014 10:33 PM Flag

    No... I think RAI was up today on news that Imperial Tobacco has lined up the debt financing required to buy up assets per the RAI-LO deal. I suspect the minor disconnect between RAI and LO price is due to perceived risks in the event the deal falls through ie. that maybe LO will suffer more than RAI if it failed.

  • Reply to

    Looks Like The Sellers

    by oilly2bed Aug 29, 2014 12:55 PM
    blackoutbuzz blackoutbuzz Sep 2, 2014 9:54 PM Flag

    looks like you spoke too soon. that was a pretty big drop today.

  • Reply to

    Repeated from another thread.....

    by smokedlobster Sep 2, 2014 12:23 PM
    blackoutbuzz blackoutbuzz Sep 2, 2014 9:52 PM Flag

    Great. Glad to hear you're not cheating and taking sneak peeks. That way, other readers here can decide whose posts are more relevant.

  • Reply to

    Did anyone notice the neat little trick by ENB?

    by blackoutbuzz Aug 31, 2014 10:18 PM
    blackoutbuzz blackoutbuzz Sep 2, 2014 9:50 PM Flag

    Well this kinda lines up with what I was thinking (but a different ENB pipeline). But demand for Canadian tarsands oil is definitely there and could narrow that WCS-WTI differential

    @@@@@Canada Crude-Heavy grades strengthen as demand boost eyed CALGARY, Alberta, Sept 2 (Reuters) - Canadian heavy crude differentials narrowed on Tuesday on tightened supply and the possibility of strong demand for the oil to fill a new pipeline project. In the first day of the September trading window, Western Canada Select heavy blend for October delivery last traded at $14.00 per barrel below the West Texas Intermediate benchmark, according to Shorcan Energy Brokers. That compares with a settlement price on Friday of $16.35 below the benchmark. Traders are looking ahead to linefill on Enbridge Inc's 600,000-bpd Flanagan South pipeline between Illinois and Cushing, Oklahoma, which is expected to take place in October and will boost demand for Canadian crude.

SU
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