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Dell Computer Corporation (DELL) Message Board

thethirdchimp 6 posts  |  Last Activity: May 19, 2015 10:36 AM Member since: Sep 5, 2007
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  • fraction of times past. someone could buy 3/4 of all US coal reserves, largest reserves in the world, for chump change.... far out, huh... especially given the fact that coal will provide at least a third of electricity needs of the world for decades to come. remember peak oil and remember recurrent oil crises over past fifty years... well, they will be back... two billion people still crying for access to electricity, rolling power backouts in S. Africa... and wait till ng prices start the long upward trend as LNG exports kick in...

    Sentiment: Strong Buy

  • new ceo of Rio gives it 3-4 years before thermal recovers... i think anr has sufficient liquidity and saleable assets to endure... can easily manage debt thru 2018... 2019 and 2020 are the challenge... of course, met coal could recover sooner which would be a game changer for anr

    Sentiment: Strong Buy

  • to keep bond prices down, allowing continuing debt repurchase at pennies on dollar. They have ample liquidity for three years; it looks like natgas could rise rather quickly w/ ongoing production cuts, lay off; nat gas demand set to spike w/ LNG exports beginning to ramp up end of 2015; also lots of new industry that uses natgas feedstock coming online, e.g., methnol production, fertilizer production, chemical production... with rising nat gas prices, coal prices to follow ... ANR will also get more for their natgas assets in coming years, if they need some cash... ten bagger in making... just gotta be cool... buy buy buy

    Sentiment: Strong Buy

  • Reply to

    Mine closing costs

    by bommbsawway Mar 31, 2015 10:31 AM
    thethirdchimp thethirdchimp Mar 31, 2015 3:48 PM Flag

    The Bloomsburg article laid out the rationale pretty clearly why coal glut will persist, i.e., it's cheaper to sell coal into a glutted market at a loss than to close a mine and pay the land restoration costs... and the 640 million in potential liabilities for ANR to shut down mines is real and was announced during their last earnings call

    Sentiment: Hold

  • Reply to

    ANR can be had practically for free

    by thethirdchimp Feb 28, 2015 11:06 AM
    thethirdchimp thethirdchimp Feb 28, 2015 8:57 PM Flag

    they do 4 billion a year. how dead can it be?

  • accumulate cheap bonds, accumulate cheap stock. buy up balance in hostile or negotiated takeover. you get well over a billion dollars in accumulated capital losses and bam! you own the third largest met producer in the world for change