Expect pull back until upcoming earnings, to clear future visibility. GL!
Neutral
d
RESISTANCE VERSUS SUPPORT Not sure there is huge resistance at 4.50. It only hit that because of a false "rumor" for 1 day. Finally Peabody looks to be in pretty up and walking good shape.. or at least MUCH better than the last 4.50. 1. New Financing in place to end of 2024. 2. Coal prices increasing rapidly.. and forecast to get even higher. * Next Earnings Report could be a big surprise. Institutions are still holding the vast majority of BTU (as of couple months ago) and huge investor Adage Capital recently took ownership of 5 million + shares. Just sayin'...
j
The climate system is constantly readjusting naturally in a large way - more than we would ever see from CO2. The CO2 kick [impact of CO2 emissions] is extremely small compared to what is happening in a natural way. Within the framework of a proper study of the sun-climate connection, you don't need CO2 to explain anything.
Willie Soon
S
MOODYS REPORT ON YAHOO (BTU FINANCE) Excerpts from Moody's Rating Report: Outlook Actions: Issuer: Peabody Energy Corporation Outlook, Changed To Stable From Rating Under Review Issuer: Peabody Securities Finance Corporation Outlook, Changed To Stable From Rating Under Review Issuer: PIC AU Holdings Corporation Outlook, Stable "Moody's believes that these actions will be sufficient to meet the conditions set by surety providers in an earlier agreement." "The stable outlook assumes that the company will limit cash burn on a consolidated basis, start repaying debt at the Australian subsidiary, and maintain adequate liquidity to support operations." PS This would seem to be much better outlook than things looked a couple of moths ago. But I guess market will tell us. Maybe. IMHO
Moody's Investors Service ("Moody's") assigned Caa1 ratings to proposed senior secured notes to Peabody Energy Corporation ("Peabody") and assigned B3 to senior secured term loan and senior secured notes co-issued by PIC AU Holdings Corporation and P
Moody's Investors Service ("Moody's") assigned Caa1 ratings to proposed senior secured notes to Peabody Energy Corporation ("Peabody") and assigned B3 to senior secured term loan and senior secured notes co-issued by PIC AU Holdings Corporation and P
finance.yahoo.com
m
Check out ticker SHIP. Going to 3 USD. High volatility.. :-)
Bullish
P
Coal has been steadily dropping as a source of U.S. electricity generation over the past two decades. After peaking in 1998, the amount of coal produced in the country had fallen by 40% by 2019, and it dropped even more in 2020.
But the next two years could see a reversal. The U.S. government now expects coal to rise from 20% of electricity consumption in 2020 to 22% in 2021 and 24% in 2022.
S
Is this a short Squeeze?
j
What historians will definitely wonder about in future centuries is how deeply flawed logic, obscured by shrewd and unrelenting propaganda, actually enabled a coalition of powerful special interests to convince nearly everyone in the world that CO2 from human industry was a dangerous, planet-destroying toxin. It will be remembered as the greatest mass delusion in the history of the world - that CO2, the life of plants, was considered for a time to be a deadly poison.
Richard Lindzen
j
The fundamental reason why carbon dioxide in the atmosphere is critically important to biology is that there is so little of it. A field of corn growing in full sunlight in the middle of the day uses up all the carbon dioxide within a meter of the ground in about five minutes. If the air were not constantly stirred by convection currents and winds, the corn would stop growing.
Freeman Dyson
j
Al Gore likes to say that mankind puts 70 million tons of carbon dioxide into the atmosphere every day. What he probably doesn't know is that mother nature puts 24,000 times that amount of our main greenhouse gas-water vapor-into the atmosphere every day and removes about the same amount every day. While this does not 'prove' that global warming is not man-made, it shows that weather systems have by far the greatest control over the Earth's greenhouse effect, which is dominated by water vapor and clouds.
Roy Spencer
W
I love it. BTU is up 100% in the last 3-weeks and there isn't a shred of news on it. People must REALLY hate coal.
K
If Earnings are .3 c it gives us a DCF valuation of 10 plus
S
Could this surge mean Peabody has finalized the last 10% of heir (already mostly funded) funding... that takes them successfully up to Dec 2024? There are a lot of powerful players holding a lot of BTU stock. 93% of the stock has been held by Institutions for a long time.. WAITING FOR A COMMODITY/PEABODY/COAL COMEBACK. IT'S BEEN A LONG WAIT.
d
WHAT!?! Does ANYBODY understand what that Peabody Loan palabra says. It is the first News Bulletin on the Yahoo BTU Financial page herein. Excerpt: "... at least $391.2 million in aggregate principal amount of its outstanding 6.000% Senior Secured Notes due 2022 (the "Existing Notes"), representing approximately 85% of the total outstanding principal amount of Existing Notes, had been validly tendered and not validly withdrawn in connection with Peabody's previously announced offer to exchange... " What does "validly tendered and not validly withdrawn" mean!!! ??? Anybody!
S
Hang on to your shares for way more cash?
Bullish
D
To all longs who held through the lows...
N
Once again, all energy stocks are soaring today, BTU remains -3%. This should be at $5.00 right now.
P
Article from cnbc on australian coal not being shipped to China. Can BTU supply coal to China?
Premarket +8.16%, really ? End of the month at 5$ as i said.
Have a good day.
d
Peabody (above Summary) shows DIVIDEND: "Forward Dividend & Yield 0.58/share (17.79%)" Anybody know about that? Does that mean I my 10,000 shares will bringing me a yearly coupon of $5,800? Ya think. Just sayin'...
Not sure there is huge resistance at 4.50. It only hit that because of a false "rumor" for 1 day.
Finally Peabody looks to be in pretty up and walking good shape.. or at least MUCH better than the last 4.50.
1. New Financing in place to end of 2024.
2. Coal prices increasing rapidly.. and forecast to get even higher.
* Next Earnings Report could be a big surprise.
Institutions are still holding the vast majority of BTU (as of couple months ago) and huge investor Adage Capital recently took ownership of 5 million + shares.
Just sayin'...
Willie Soon
Excerpts from Moody's Rating Report:
Outlook Actions:
Issuer: Peabody Energy Corporation
Outlook, Changed To Stable From Rating Under Review
Issuer: Peabody Securities Finance Corporation
Outlook, Changed To Stable From Rating Under Review
Issuer: PIC AU Holdings Corporation
Outlook, Stable
"Moody's believes that these actions will be sufficient to meet the conditions set by surety providers in an earlier agreement."
"The stable outlook assumes that the company will limit cash burn on a consolidated basis, start repaying debt at the Australian subsidiary, and maintain adequate liquidity to support operations."
PS
This would seem to be much better outlook than things looked a couple of moths ago. But
I guess market will tell us. Maybe.
IMHO
But the next two years could see a reversal. The U.S. government now expects coal to rise from 20% of electricity consumption in 2020 to 22% in 2021 and 24% in 2022.
Richard Lindzen
Freeman Dyson
Roy Spencer
heir (already mostly funded) funding... that takes them
successfully up to Dec 2024?
There are a lot of powerful players holding a lot of BTU stock.
93% of the stock has been held by Institutions for a long time..
WAITING FOR A COMMODITY/PEABODY/COAL COMEBACK.
IT'S BEEN A LONG WAIT.
Does ANYBODY understand what that Peabody Loan palabra says. It is the first News Bulletin on the Yahoo BTU Financial page herein. Excerpt:
"... at least $391.2 million in aggregate principal amount of its outstanding 6.000% Senior Secured Notes due 2022 (the "Existing Notes"), representing approximately 85% of the total outstanding principal amount of Existing Notes, had been validly tendered and not validly withdrawn in connection with Peabody's previously announced offer to exchange... "
What does "validly tendered and not validly withdrawn" mean!!! ???
Anybody!
https://www.cnbc.com/2021/01/05/chinese-cities-go-dark-amid-shortage-of-coal-a-key-australian-export.html?__source=androidappshare
Have a good day.
"Forward Dividend & Yield 0.58/share (17.79%)"
Anybody know about that?
Does that mean I my 10,000 shares will bringing me
a yearly coupon of $5,800?
Ya think.
Just sayin'...