GBA Presents: RADIO SAVANT-!

Discussion in 'Stocks' started by stonedinvestor, May 13, 2022.

  1. WOLF opened @$64 no sell off at all! :p

    Wolfspeed, Inc. (WOLF)
    NYSE - Nasdaq Real Time Price.
    63.58-1.18 (-1.82%)<------ :thumbsup: good RS!
    As of 12:06PM EDT.
     
    #2701     Jun 30, 2022
  2. I'm half surprised Van couldn't come up with the name of a stock over it's 50 and 200 day.....
    and in the Savant Portfolio the answer is.....


    Formula One Group (FWONA)- BUY BUY BUY!!! She's primed to fly.....
    NasdaqGS - NasdaqGS Real Time Price.
    57.52-0.18 (-0.31%)<------ Great RS :caution:
    As of 12:05PM EDT.
     
    #2702     Jun 30, 2022
  3. Arch's dividend capital allocation strategy.

    Presently, Arch declares that it will return to shareholders 50% of its prior quarter's free cash flow.

    That means that Arch shareholders could see approximately $163 million via special dividends.

    This amounts to a 5.8% yield for just holding the stock for over 1 quarter. If we were to annualize this figure, that means shareholders would get at least a 20% yield over the coming year.
     
    #2703     Jun 30, 2022
  4. The Supreme Court decision I don't think changes anything but this does
    :


    [...] Germany is not alone in its new embrace of the black stuff. Last week the Dutch government, led by Mark Rutte, scrapped limits on power production from coal-fired plants until 2024. And last weekend, Karl Nehammer's government in Austria ordered a reserve gas plant to switch to burning coal; the Mellach station was mothballed just two years ago, when Austria became the second country in Europe after Belgium to go coal-free.
     
    #2704     Jun 30, 2022
  5. Arch produces roughly 11% of the total annual US metallurgical coal supply, which was estimated to be close to 65 million tons in 2021. The company sold its product to six North American customers and exported it to 24 customers overseas in 15 countries last year. All of the company's metallurgical coal is produced in the state of West Virginia. Thermal coal is produced in Wyoming and Colorado.

    [​IMG]
    Arch Resources (via SEC 10-K)

    This year and going forward, Arch aims to generate 80% of its EBITDA from metallurgical coal. Note that thermal coal volumes are higher, but due to lower margins the impact from metallurgical coal is higher.

    ARCH is very export-focused. The company plans to ship 95% of its 2022 coking coal output into the 300 million metric tons per year global seaborne metallurgical market. The company benefits from great infrastructure including rails and export facilities as well as long-term contracts with steel producers and related.

    The railroads that service the company's mines: CSX Corp. (CSX) and Union Pacific (UNP). BNSF is owned by Buffett.

    [​IMG]
    Arch Resources (SEC 10-K)

    Roughly half of its output is destined for Asian buyers.<--------------**
     
    #2705     Jun 30, 2022
  6. US weekly rail traffic declines 4.4% as lower coal volumes weigh heavy....

    That should change. I will add CSX To Portfolio.
     
    #2706     Jun 30, 2022


  7. For real this time! GO CSX!
     
    #2707     Jun 30, 2022
  8. I thought you meant us to buy CSX and GO, GO looks solid too!
     
    #2708     Jun 30, 2022
  9. FIGS, Inc. (FIGS)- Arrrrg. damn it. Big Pete got in the pre dusted me.:mad:
    NYSE - Nasdaq Real Time Price.
    9.38+1.09 (+13.15%)<-------- Stoney! ///
    As of 02:00PM EDT.
     
    #2709     Jun 30, 2022

  10. No no no I don't know what GO is.... Just CSX-- I wish they used less diesel but Transports should start going up I think....
     
    #2710     Jun 30, 2022