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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Spekulatius who wrote (46443)2/3/2012 12:46:28 PM
From: Madharry  Read Replies (2) | Respond to of 79052
 
you might have a point i decided to take a small profit and bail after reading someting from a guy who is very knowledgable about the industry and is short chk. i wish i had the guts to short atpg i dont see how shareholders end up with squat.



To: Spekulatius who wrote (46443)2/3/2012 2:54:28 PM
From: Mr.Gogo  Read Replies (1) | Respond to of 79052
 
Clounbuck,

Would you please tell me where I can see statistics for the supply of dry bulk vessels and compare with the supply in 2009. The BDI index has tanked to 10% below 2009. I doubt this is only supply driven. I think China is scaling back.

Thanks, Georgi



To: Spekulatius who wrote (46443)2/4/2012 7:45:33 AM
From: Robohogs  Respond to of 79052
 
There was an article on one of major wire services about XOM not caring about pricing and producting to the hilt in gas area. It was referenced in a Dan Dicker tweet.

Jon



To: Spekulatius who wrote (46443)3/23/2012 10:15:54 AM
From: Spekulatius  Respond to of 79052
 
re BBG -

there is somebody who likes BBG, because of liquid and oil exposure. BBG has a significant drilling program targeting oil this year. The bad news is that their spending this year your will significantly exceed their cash flow.
thestreet.com

I don't own it, but I like the outfit. I do think they should try to stay within their means in terms of Capex. if their oil bet does not pay off, they could be in trouble (Debt covenants?), imo.