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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (121)	8/29/2005 11:39:26 PM
From: elmatador	Respond to of 217576

At which point and for how long oil should stay for alternatives become competitive? Lets say USD75 for a whole year. We are just waiting to rake in the cash!!! myhome.kbsworld.net radio94fm.net eia.doe.gov

To: TobagoJack who wrote (121)	8/30/2005 1:07:54 AM
From: energyplay	Read Replies (2) \| Respond to of 217576

Hi TJ - You are aware that - 1) FDG produces metalurcical coal, use dto make steel, which sells fro a higher price than steam coal, used for energy. 2) So FDG's prosperity depends on Pacific Basin steel production, essentially in China/Japan/Korea, rather than the use of coal as an alternative to oil and gas. So you are seeing FDG getting higher prices for met coal, or expanding production some more ?

To: TobagoJack who wrote (121)	8/30/2005 4:33:49 PM
From: Taikun	Read Replies (1) \| Respond to of 217576

TJ, My main coal play aside from FDG is ICGC, Ross's company. If I can raise funds I might like S.TO as it is <$11 and NAV of $15, although the Cuban assets may continue to be a drag of sorts. On FDG, I see C$150+, regardless of Cramers pumping, as RBC (8/17) reports distributable of C$24 in 2006 and with 30yr RLI investors may accept 5%, so C$480 or C$160 split-adjusted. Anyway, at C$150 (US$126) we shall do fine. I wish I had more Calls, but I might liquidate some after the split. D

To: TobagoJack who wrote (121)	8/30/2005 8:04:26 PM
From: pezz	Read Replies (4) \| Respond to of 217576

Today's observation, Speaking of coal I saw the governor of Montana on CNBC .He said that gasoline can be produced from coal for $1 per gal. the technology is here and a plant is being built. It's gonna take 3 years to complete. That there is enuff coal in the USA to supply all the gas we need for 100 years ....Sooooo we don't have a problem after all. I'm sure GW has made this program the center piece of his energy plan rather than giving subsidies to the oil companies in an attempt to squeeze the last remaining drop of oil outa the ground.