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Coeur Mining, Inc. Message Board

shulman_knows 8 posts  |  Last Activity: 13 hours ago Member since: Aug 28, 2012
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  • I remember all those pundits who cried to sell when CEQP spiked to $20 a few weeks ago when they announced a JV deal.
    It is going over $20 now and much higher in a few years after they de lever and start some growth projects again. It will be a $50 stowk in a few years.

    Sentiment: Strong Buy

  • Reply to

    CEQP CEO & The Dividend Policy

    by canaberry_england Apr 18, 2016 8:34 AM
    shulman_knows shulman_knows Apr 18, 2016 8:19 PM Flag

    All you: canberry, ext and chapppa should go read the guidance. The company announced their guidance for 2016 in Feb when oil was below $30!!!!! The guidance was: cash flow just 6% less than 2015!!!!
    Going forward into H2 2016 and 2017 cash flow will actually GROW!!! as new project comes in on line.
    WHERE DO YOU SEE HERE $1 dist???? They might cut it just to appease the misers to say $3.50 a year - MAX!!! Even if they cut as low as $3 a year - every one will be happy and it is going to $30 per share.

    And to you ext who can't see for more than one quarter - Q4 was always the most lousy quarter for CEQP and it OK. Q4 was always less cash. But if you look for whole year they make close to 100% cash flow to cover the distributions.

    Sentiment: Strong Buy

  • Reply to

    CDE is already over $6

    by shulman_knows Apr 8, 2016 10:18 PM
    shulman_knows shulman_knows Apr 9, 2016 11:29 PM Flag

    @Fitt - book values???? you are laughing my pants off. Book values for PM miners are useless.
    Even HL CEO Phillops admitted on CCs many times that with a deep underground mine like Lucky he can make up any resource he wants and show book value what ever.
    Where you should look into is: operating margins - this is where the leverage is.
    CDE has the highers Ag production per share out of any miner in NA. At Ag 12-14 CDE doesn't make any money - but at Ag 16 - CDE starts making huge profits and PPS goes to $15-20 easily. At silver over $20 CDE's Orko deposit becomes economic and CDE goes to $30 and higher.

    Now what kind of future HL has? What that bull dog project is going to save us? HL still can't figure it its AISC.

    Sentiment: Hold

  • shulman_knows by shulman_knows Apr 8, 2016 10:18 PM Flag

    Just a few weeks ago both CDE and HL were below $2. CDE was selling as low as $1.38.
    Now CDE is already over $6 and on the way to $30.
    While this donkey HL is barely moving and can't get over $3 bucks, what a waste of resources. The congress should ban HL from owning any mining assets as all HL does is just diverging investor resources from productive use.

    Sentiment: Hold

  • shulman_knows shulman_knows Mar 26, 2016 3:47 PM Flag

    It is $5.50 per annum or $1.375 per share each quarter.
    There are some pundits who say CEQP should cut it down to $3.50 per annum and use the money to buy back units and debt.

    Sentiment: Strong Buy

  • shulman_knows shulman_knows Mar 16, 2016 7:39 PM Flag

    There is absolutely no reason to panic about it - SXCP distributions are well covered without Convent cash flow.
    Longer term the Convent terminal will be just fine - either FELP and Murray keep shipping or SXCP will find another customer.

    Sentiment: Strong Buy

  • in my account

    Sentiment: Strong Buy

  • shulman_knows shulman_knows Mar 1, 2016 8:37 PM Flag

    Yes as trade below mentioned: SXC guaranteed to reimburse SXCP if any customers fail on their take or pay contracts. The guarantee I believe is through end of 2017.
    And as you mentioned above: SXC gets all its cash flow from SXCP so they are very incentivized to keep the partnership out of trouble. They already cut dividends and expenses at SXC to help SXCP reduce debt and if necessary SXC will sell shares to protect SXCP from creditors etc.

    Sentiment: Strong Buy

CDE
7.33-0.69(-8.60%)May 24 4:00 PMEDT