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


To: Covenant who wrote (2803)5/25/2012 7:59:55 AM
From: Flipper2058  Read Replies (1) | Respond to of 3249
 
Re: Two Buck Chuck storage

Looking at the chart implys if production slows we could be at a norm storage level this winter. Assuming a cold winter would be the key. Not a bet I am forced to take. But interesting.

What do you make of Ichan and Blackstone common CHK investment? Investments or activists postions? Either one could make a difference in their credit problems. IF I had the capital and wanted a CHK position I would go about it the Buffet way, an convertible preferred which also gives them more new equity too. Which makes me think this is more an activists position. We don't know what credit investments they have in CHK.

IF I had to bet these guys are lining up to buy properities on the cheap and using share positions as influence.