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Cliffs Natural Resources Inc. Message Board

stockdude13 91 posts  |  Last Activity: 8 hours ago Member since: Jan 4, 2013
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  • Reply to

    Lynas Documentary

    by stockdude13 Apr 10, 2014 8:48 AM
    stockdude13 stockdude13 8 hours ago Flag

    "You're right. MCP has the envoronmental issues, not LAMP."
    Thats correct. No data what so ever concluding LAMP has had any negative effects to the environment. The TOL period ends in September and most likely the AELB will issue the POL by then. This isn't an issue for Lynas.

  • Reply to

    Lynas Documentary

    by stockdude13 Apr 10, 2014 8:48 AM
    stockdude13 stockdude13 14 hours ago Flag

    Montetizeall: You believe MCP has no environmental issues, think again! News out today.
    EPA Fines Molycorp US$27,300
    Mineweb reported that on Monday, the US Environmental Protection Agency (EPA) fined Molycorp Inc. US$27,300 for not properly managing hazardous waste at its California-based Mountain Pass facility.

    The fine has been a long time coming — Molycorp’s violations were discovered during an unannounced October 2012 EPA inspection.

    As quoted in the market news:
    EPA testing at Mountain Pass determined that leaked or spilled lead-iron filter cake had impacted on-site stormwater, with the potential to contaminate soil along the edge of the holding area. A majority of the impacted stormwater was treated prior to legal disposal into on-site surface impoundments, the agency noted.
    EPA investigators also found several containers holding lead filter cake were improperly close or labeled. ‘Subsequent to the inspections, Molycorp discontinued the operation which generated the lead-iron filter cake,’ said the agency.

  • Reply to

    Good numbers

    by trumpace Apr 21, 2014 5:09 PM
    stockdude13 stockdude13 22 hours ago Flag

    This Q shows stability in book value and dividend. If you read the call transcript, CEO hints at dividend increase later this year.
    Dan Altscher FBR: Can we maybe talk a little bit about how the Board has decided to go forward around the dividend and how it’s going to shake out as long as core and drop and taxable income is holding up pretty well, it looks like?
    Kevin Grant CEO: You know, obviously we – last quarter, we retained about $0.06. We love retaining. It’s the best way to grow the NAV of the business, but I think at that $0.32 it’s a good balance. That’s kind of the way we’re thinking about it right now, but who knows what is going to happen later in the year.

  • Reply to

    Lynas Documentary

    by stockdude13 Apr 10, 2014 8:48 AM
    stockdude13 stockdude13 22 hours ago Flag

    Hey monetizeall: You realize by now that Lynas has been increasing output steadily and will reach their nameplate target in the next 2 months? What you think will happen to PPS if they actually achieve this and their ASP increases in the next Q? Lynas is much cheaper over MCP (molycorp, the one you own and cheerlead on this board) and has geater upside based on oversold current price. SMSL is a total joke now, please read the latest court dismisal on TOL.

  • Reply to

    April 1 report

    by contraryj Apr 7, 2014 10:55 AM
    stockdude13 stockdude13 Apr 16, 2014 8:26 AM Flag

    Here is a post of yours telling Walter to sell at .90:

    " I will watch continuously just in case he is being ultra conservative. Walter I told you to sell at 0.90 and even at today’s price I would still sell if I had any."

    Telling another poster to sell sounds like you acting as authority allright.

    Here another post of yours made me laugh:

    "It is simple to know when to buy. First forget what a bottom might look like or some intrinsic value for assets."

  • stockdude13 by stockdude13 Apr 10, 2014 8:48 AM Flag

    "Discovering Rare Earth"
    https://www.youtube.com/watch?v=eQaJb_lM4jQ&feature=youtu.be

  • Reply to

    April 1 report

    by contraryj Apr 7, 2014 10:55 AM
    stockdude13 stockdude13 Apr 9, 2014 6:01 PM Flag

    Ahh, you're miss understanding my points about ContraryJ. He has made several posts ordering people to sell in an expectation readers should follow his advice. I bring up his purchase of MCP because this again, was an expectation to follow his advice, "buy MCP, I know what I'm doing" I see he makes several points about when is the appropiate time to buy and sell, and yet he has been wrong on his calls. So, in concusion, do your own due dillagence and don't follow someone's buy sell recomendations on a message board.

  • Reply to

    What Will Spark Silver Market?

    by mikeinwestsac Apr 4, 2014 10:43 PM
    stockdude13 stockdude13 Apr 9, 2014 5:06 PM Flag

    The value of silver has declined over the last three years. Care to explain?? Has nothing to do with currencies?? Please explain. You can hold as much real silver as you want and still lose value of what you hold. $30 silver bullion back in 2013 is worth 33% less today.

  • Reply to

    What Will Spark Silver Market?

    by mikeinwestsac Apr 4, 2014 10:43 PM
    stockdude13 stockdude13 Apr 9, 2014 4:58 PM Flag

    "Wake up guy" lol!

    Compare a chart of SVM stock price and lead prices and you won't see any correlation. However you will with SILVER. Zinc, very little, so I don't see you point.

  • Reply to

    What Will Spark Silver Market?

    by mikeinwestsac Apr 4, 2014 10:43 PM
    stockdude13 stockdude13 Apr 9, 2014 9:10 AM Flag

    SVM is a play on silver & gold prices.

    percentage of total sales:
    2013: silver & gold 72%, lead & zinc 28%
    2012: silver & gold 70%, lead & zinc 30%
    2011: silver & gold 59%, lead & zonc 41%

    Don't see where it's a big play on lead & zinc prices.

  • Reply to

    What Will Spark Silver Market?

    by mikeinwestsac Apr 4, 2014 10:43 PM
    stockdude13 stockdude13 Apr 8, 2014 9:41 PM Flag

    SVM is a levered play on silver & gold prices. But you are at risk of managment's poor decisions. But holding physical isn't immune to dowside risks either, such as the strength of the US dollar. No matter how it's held, there is plenty amount of risk to both.

  • Reply to

    April 1 report

    by contraryj Apr 7, 2014 10:55 AM
    stockdude13 stockdude13 Apr 8, 2014 8:25 PM Flag

    The point is all your posts lack credibility. " I have made a lot on MCP and a little on Lynas and not many people can say that." Readers are expected to believe you. lol!!!

  • Reply to

    April 1 report

    by contraryj Apr 7, 2014 10:55 AM
    stockdude13 stockdude13 Apr 8, 2014 8:26 AM Flag

    I'll remind readers that you also own Molycorp, a company with the same kinds of issues as Lynas and you have lost on that investment. Did you dump your LEAPS or still hanging on??

  • Reply to

    cramer vs zacks

    by colonelflashmanvc Apr 7, 2014 9:55 AM
    stockdude13 stockdude13 Apr 7, 2014 9:33 PM Flag

    This rise has absolutly nothing to do with Jim Cramer. You have to be a real idiot to believe that.

    Sentiment: Strong Buy

  • Reply to

    What Will Spark Silver Market?

    by mikeinwestsac Apr 4, 2014 10:43 PM
    stockdude13 stockdude13 Apr 6, 2014 2:42 AM Flag

    The catalyst is world economic growth. We are most likely on the cusp on economic expansion worldwide and that will drive inflation. Just a matter of time.

  • Reply to

    Cramer just this morning said ...

    by bugzie913 Apr 4, 2014 10:32 AM
    stockdude13 stockdude13 Apr 4, 2014 5:41 PM Flag

    There is a video piece on this " Cramer's Mad Dash."

    On CNBC's "Cramer's Mad Dash" segment, TheStreet's Jim Cramer, co-manager of the Action Alerts PLUS portfolio, looked at Banco Santander after an analyst at UBS raised its estimates for the stock.

    The bank has been selling off assets throughout the U.S. and the world but "the stock is not done going higher," Cramer said.

    While perhaps a bit perplexing, he pointed out how low the Spanish five-year bond yield is at 1.73%, which is about on par with the U.S. five-year Treasury yield. Despite Spain's unemployment rate hovering near 26%, the country's bonds have performed well.

    Banco Santander is no longer an expensive bank where investors felt the biggest risk was owning sovereign debt. Now that SAN has perhaps the best-performing sovereign debt in the world, the stock is "way too cheap," he said.

    Cramer concluded that shares of Banco Santander could hit $12 or $13 "without a problem."

    Sentiment: Strong Buy

  • Reply to

    Seeking Alpha article today

    by ynot966813 Apr 3, 2014 12:02 PM
    stockdude13 stockdude13 Apr 3, 2014 3:00 PM Flag

    For the most part I agree with the author but not part about the dividends. Obviously, if 80% of holders take the script, thats 80% of the dividend cash the company does not pay out to sharholders. Share dilution is happening but I don't see affecting share price performance yet.

    Sentiment: Hold

  • Reply to

    Cramer

    by wirtz24184 Apr 1, 2014 7:30 PM
    stockdude13 stockdude13 Apr 2, 2014 9:20 PM Flag

    Cramer isn't going to recomend the high risk mReits. Price volitility is probably his reasoning. I bought ARR below the $4 mark and will continue to hold. Three big factors to consider is stabalization of the dividend and book value and also the share buybacks. If you're going to buy, maybe wait until $4 or below if it ever gets there again.

    Sentiment: Hold

  • Reply to

    Downside Risk Insights Anyone...

    by johnsonjoel1 Mar 29, 2014 11:50 AM
    stockdude13 stockdude13 Mar 29, 2014 3:57 PM Flag

    Another thing to consider about mReits is they pay non-qualified dividends. They are taxed higher than qualified dividends but this depends where you are at on the tax backets.

  • Reply to

    Downside Risk Insights Anyone...

    by johnsonjoel1 Mar 29, 2014 11:50 AM
    stockdude13 stockdude13 Mar 29, 2014 3:30 PM Flag

    mReits have gone through their delevering and have made massive dividend cuts from last year. Most in the space have now been doing big share buybacks. Many insiders have also buying shares recently. The risk is in the rise of interest rates. mReits have adjusted over the past year to mitigate that risk. Book values have also slow their decline and many expect BV's to rise in the future as the economy becomes stronger. I consider them strong buys.

    Sentiment: Strong Buy

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