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Post by huh on Jul 8, 2014 9:03:28 GMT -5
Wow, WLT's intraday action looking crazy.
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Post by clinton on Jul 8, 2014 9:44:38 GMT -5
anyone that shorted above 6.00 today on WLT should be in good shape next week AUD is still dropping along with price of coal this squeeze will come to an abrupt end on Monday most likely. AUD not bad but everything else going to shit WLT going down! |
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Post by clinton on Jul 9, 2014 8:58:47 GMT -5
WLT down to 5.48
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Post by clinton on Jul 10, 2014 7:03:53 GMT -5
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Post by clinton on Jul 15, 2014 7:01:43 GMT -5
sorry WLT Attachments:
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Post by clinton on Jul 16, 2014 6:15:07 GMT -5
sunsirs steam coal ticked down last night Attachments:
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Post by clinton on Jul 16, 2014 6:44:47 GMT -5
ran the big 5 coal mines through my OEP spread sheet this morning
and WLT still comes out as most likely to go BK
and CLF as least and ya I know CLF does a lot of iron ore.
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Post by clinton on Jul 16, 2014 8:37:45 GMT -5
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Post by clinton on Jul 17, 2014 6:43:43 GMT -5
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Post by novie08 on Jul 17, 2014 8:37:29 GMT -5
Yes, we are having below avg. temps for at least 8 days. Hopefully, it stays that way. Last summer was one of our coolest on record. And TG, we've had plenty of rain as opposed to Ca. |
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Post by clinton on Jul 22, 2014 7:22:21 GMT -5
AUD new high aussie's on bloom sound depressed not good for a country that exports This might save US coal exporters but aussie's will most likely up production and sell even more coal at a cheaper price. reminds me of old Japan when they'd sell steel at a loss to BK our companies BTU ER today and yes they sold 1% more coal but still lost 72M |
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Post by novie08 on Jul 22, 2014 11:59:45 GMT -5
WTL +4%...after downgrade by T/R yesterday! Long term, I understand the downgrade. But today, looks like a nice squeeze.
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Post by clinton on Jul 24, 2014 6:52:18 GMT -5
chinese coking coal over supplied right now but chinese PMI was above 50 if you believe them Attachments:
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Post by clinton on Jul 29, 2014 12:29:26 GMT -5
ran the big 5 coal mines through my OEP spread sheet this morning and WLT still comes out as most likely to go BK and CLF as least and ya I know CLF does a lot of iron ore. CLF having a big day |
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Post by clinton on Jul 31, 2014 7:25:40 GMT -5
ran the big 5 coal mines through my OEP spread sheet this morning and WLT still comes out as most likely to go BK and CLF as least and ya I know CLF does a lot of iron ore. CLF having a big day WLT huge miss |
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Post by clinton on Aug 1, 2014 6:29:21 GMT -5
Russian sanctions will make russia sell their coal in over supplied asia Attachments:
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Post by clinton on Aug 6, 2014 6:25:02 GMT -5
ANR ER statement Metallurgical Coal The global seaborne metallurgical coal market has shown very little improvement over the last several months and continues to exhibit dynamics of an oversupplied market. While the third quarter metallurgical hard coking coal benchmark remained at $120, indicating that pricing may have reached a bottom, we do not currently see an imminent catalyst to spur a favorable pricing uptick in the near term. Increases in metallurgical coal production, primarily from Australia, continue to cause an oversupplied seaborne metallurgical coal market, with Australian year-to-date exports up 13%, or 10 million tonnes, to 90 million tonnes through June. After a reduction of more than 20% in the first quarter over the same period last year, Chinese import declines moderated during the last quarter, down 7% in April, 9% in May and up 22% in June, resulting in flat second quarter 2014 imports compared to second quarter of 2013. seekingalpha.com/pr/10685795-alpha-natural-resources-announces-results-for-second-quarter-2014 |
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Post by clinton on Aug 6, 2014 6:29:44 GMT -5
AUD new high aussie's on bloom sound depressed not good for a country that exports This might save US coal exporters but aussie's will most likely up production and sell even more coal at a cheaper price. reminds me of old Japan when they'd sell steel at a loss to BK our companies and aus did as predicted |
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Post by clinton on Aug 6, 2014 6:55:44 GMT -5
and another drop in china Attachments:
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Post by clinton on Aug 7, 2014 6:47:43 GMT -5
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