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Walter Energy, Inc. Message Board

ejtrewni 18 posts  |  Last Activity: Apr 11, 2014 1:36 PM Member since: Oct 14, 2009
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  • ejtrewni ejtrewni Feb 3, 2014 12:05 PM Flag

    Margin calls? You are laughable. The longs have been washed out many months ago. All there is left is dead bodies of previous longs from the past 3 years. Granted there are a few longs who initiated a position recently and maybe a few traders playing some things. However the bus is crowded with shorts. Anyone who was margin for the most part has already taken the beating.

    There will always be a few longs who make money but don't get too excited thinking there are many longs left and if they are left they are either so far down that they don't care where it goes and they have shut off their account OR they just initiated a position and likely are scaling in.

    In reality the coal sector is nearing a bottom and should have a nice 1 to 2 year bull market if not more coming. It's not a matter of IF it's only a matter of WHEN and it will happen in 2014 even if the S&P goes down 20%. so anyone with the stomach to buy coal here (BTU/ANR/ACI/CLF/) will be handsomely rewarded.

    Sentiment: Strong Buy

  • ejtrewni ejtrewni Feb 4, 2014 8:42 AM Flag

    When both companies were wildly profitable what was the difference 5% use in coal in the U.S.? Wasn't it dropped from 41% to 36% demand for awhile? I am trying to wrap my finger around what it takes to get profitable again like the early 2000's to mid 2000's? If any of you pro's know what it takes approximately to become profitable again please explain. I realize I am asking yahoo posters this, but sometimes there are some intelligent individuals on here who bring up good points.

  • ejtrewni ejtrewni Feb 6, 2014 11:09 AM Flag

    the market is basically pricing in every coal company (met or therma) as if they will NEVER make money again and that they are dead. We both know there will likely be some casualties but in no way will EVERY company be dead. Basically if you pick the winners and there will be more than 2 or 3 winners you will see 4 to 10 baggers. Pain will be and has been part of the game, but the risk is worth it in my opinion. I am long ANR and CLF.

    Sentiment: Strong Buy

  • Reply to

    ANR much cheaper than WLT

    by hey_ho_lets_go_2001 Feb 10, 2014 9:58 AM
    ejtrewni ejtrewni Feb 10, 2014 11:20 AM Flag

    price doesn't matter it's market cap that matters ANR's market cap is 1.13B and WLT market cap is 656M. WLT is only MET coal ANR is MET coal and Thermal. What matters most is MET coal plummeting. WLT is nearing the end of a nasty couple year bear just as ANR is. Don't think about price as much as other things. Watch for weekly candles and trend changes. Be patient and snipe all these coal stocks when your research shows you the big boys are loading up. It's not yet ready to change, but when they start a couple year bull market in coal you will know it.

    Sentiment: Strong Buy

  • ejtrewni ejtrewni Feb 14, 2014 4:44 PM Flag

    I am not sure about cantonko787, but I for one have a rule of 3 to 5% max in a spec play which is what I consider ACI. Going by that math that would put him at a $200k account. That is by no means rich, but it sure isn't poor either. Good luck Cantonko787 for I am long ACI too with a 4200 position. So I guess I would be considered poor and/or in college. I also believe you are a little off on your prediction I see ACI going up 8 to 10 fold in the coming 1 - 3 years. There is also that 1% chance that it goes belly up so therefore I call this a nice spec play.

    Sentiment: Strong Buy

  • Reply to

    Natural gas plunging

    by ayscuew Feb 25, 2014 9:29 AM
    ejtrewni ejtrewni Feb 25, 2014 10:37 AM Flag

    It never helped coal stocks when it ran from 1.80 to 6.30. Why should it matter if it drops to 5.00? The coal bears have overstepped their bounds. The sector will take off by fall or sooner. Wait for the final washout from predictable wall street goons. Scale in slowly every coal company is treated as though it's dead. That's the perfect time to buy after 3 years of a bear market in the sector.

    Sentiment: Strong Buy

  • Reply to

    wow same fade as yesterday.

    by rurkey3232 Feb 25, 2014 3:12 PM
    ejtrewni ejtrewni Feb 25, 2014 3:16 PM Flag

    I wouldn't short tesla with your money. These momentum stocks are better off played on the long side. Then again WLT is a momentum bearish stock and I am long it so what do I know. I do agree Tesla is an overpriced POS, but wall street loves to play games with these MOMO stocks lately.

    Sentiment: Strong Buy

  • Reply to

    Never seen this level of put activity in the stock

    by dow50000 Feb 25, 2014 3:02 PM
    ejtrewni ejtrewni Feb 25, 2014 3:21 PM Flag

    Precicely why it will go up rofl. Haven't you learned how wall street works. They love stealing our money. Just when you think things are good (good earnings report) stock trades much lower days later. Just when you think things are bad then a magical analyst upgrade or rumor comes. Gotta love this game.

    Sentiment: Strong Buy

  • ejtrewni ejtrewni Mar 3, 2014 6:10 PM Flag

    WLT got hammered down when Thermal coal was hated and Met wasn't as bad off. They are all being treated the same way in the sector. Once the sector turns it won't matter if it's met or thermal news these will all follow each other once big money flows in. I am long WLT/ANR/ACI/CLF and UPL (i know this is not coal but it's nice to have a nat gas bet in there). The sector will run it will just be when we least expect it. Go home hug your family and invest. Good luck in trading and in life.

    Sentiment: Strong Buy

  • Reply to

    Buy CLF and sit back and wait for

    by rbrentbyrne Mar 4, 2014 12:40 PM
    ejtrewni ejtrewni Mar 4, 2014 1:19 PM Flag

    What did the chart look like when this was trading at 90 or 100? It was amazing and that was the time to start trimming gains and establishing a short. Right now CLF has limited downside of $8.00 to $10.00. Upside is $40.00 to $100.00. I will take my chances. Plus I have about 15 relatives working for CLF at the Tilden and Empire mines. I like to invest in what I know. What I do know is that this stock is cyclical and the company has some of the best hematite reserves on the planet. I love the stock down here and will add more if it drops to $11. Good luck and take care.

    Sentiment: Strong Buy

  • ejtrewni ejtrewni Mar 6, 2014 9:10 AM Flag

    Where do I look to find this data in real time?

  • Reply to

    iron ore prices and CLF

    by xujincai Mar 7, 2014 7:08 PM
    ejtrewni ejtrewni Mar 7, 2014 11:55 PM Flag

    Also, don't forget Wall street is projecting and pricing in failure at just $1.40 EPS for the entire year of 2015. Another thing to note is in 2013 CLF earned 1.1B in operating cash flow and 1.5B in EBITDA. Yet it's trading under 2.9B market cap. As an investor and someone who is very familiar with the industry this is a steal down here. I know it can go lower every stock can, but it will just rubber band back faster. Also, 3 months to 6 months of low ore don't matter ore would have to stay $100 for years for it to really hurt CLF, contracts are locked in. Don't pay attention to it for a few years and you will be fine. Do your own research and don't listen to people like me even. Only trust the facts.

    Sentiment: Strong Buy

  • many longs will sell into the strength thinking it's the same situation as the past 3 years. Then the stock will hit $20 or $30 and people will continue to reshort it thinking it's not fair then upgrades will come. Don't you love Wall Street? Watch and learn I have been trading for 10 years. You will see a shift into dirty coal no matter if it's dead or not in the future. The question is will you ride it all the way up or sell thinking that it has to pull back again like the last 3 years?

    Sentiment: Strong Buy

  • Reply to

    Something is up

    by solarmanmike Apr 4, 2014 3:30 PM
    ejtrewni ejtrewni Apr 4, 2014 4:11 PM Flag

    Trading at only 2x EBITDA and less than 2x Operating cash flow. Plus a flood of analyst downgrades and projections of Iron Ore to$70 or $80. Plus a horrendous Forward P/E. Basically CLF is a steal. Regardless of the fact that it still can test the 2009 low. People who buy and hold now will see at least $40 in a few years.

    Sentiment: Strong Buy

  • ejtrewni ejtrewni Apr 9, 2014 3:25 PM Flag

    I only have 3k shares at the moment and 1k CLF and 800 shares of WLT. I am willing to double up on a washout to high $2's and low $3's. The only reason I am not buying more now is because I have been trading for 10 years and know how these fools work. They will push every last dime out of every long until they are completely defeated. Then when you sell they will pump these up to the moon and you will miss the run. The best thing to do is to withstand the whiplash they will give you and SCALE in real slow. Wait for the right time when technicals and fundamentals align. Then pounce. I think it's a screaming buy under $10 but trying to predict when the market makers decide to stop this nonsense is like trying to predict the weather weeks ahead of time.

    Sentiment: Strong Buy

  • ejtrewni ejtrewni Apr 9, 2014 4:15 PM Flag

    You might be right since most of the names are down 50 to 60% from the start of year already so the flushout may have already happened. Also downgrades are happening on a daily basis instead of a monthly basis. Also 2 bankruptcy's have happened. All of these are usually near the end of a bear cycle. However, I still like to wait for Technicals to lineup completely. I won't be convinced until ANR closes above $9 on a weekly chart.

    Sentiment: Strong Buy

  • Looks like it's the market makers who are net short trying to capture more gains. Looks like the pain isn't over quite yet. Be cautious and if you scale in do it real slow might be one more final flush like they did with the solar sector. Save some ammo in case this even gets worse. However, i suspect the flush is close to over this is down from 19 to 7. The market cap is attractive here beyond belief. Anything other than bankruptcy and this is $30 in a few years. Obviously any company can go bankrupt, but given the fact that the world still needs coal there is no way in heck every coal company is going under. The survivors will be 5 to 10 baggers.

    Sentiment: Strong Buy

  • Reply to

    Who is selling here?

    by benstevens75 Apr 11, 2014 11:45 AM
    ejtrewni ejtrewni Apr 11, 2014 1:36 PM Flag

    I am in CLF/ANR/WLT and have options in BTU and KOL. I hear ya Ben. I think ANR has the chance to go up the highest out of all of them. It boggles my mind how this is $4.24. But what gets cheap can get cheaper but eventually like JCP did this thing will come back to reality. I am 100% in agreement with your research and knowledge Ben. Even though many think you are always blowing smoke I have done my DD and refuse to fall for all the downgrades and nonsense from market makers.

    Sentiment: Strong Buy

WLT
8.18+0.38(+4.87%)Apr 15 4:03 PMEDT

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