GBA Presents: THE GREEN MARKET

Discussion in 'Stocks' started by stonedinvestor, Sep 13, 2021.

  1. My semi of choice is ON.

    I held from higher // I came from lower

    I know this company inside and out.

    BUY!
     
    #5751     Feb 23, 2022
  2. vanzandt

    vanzandt

    Under Armour>>> $14.49 +1.7% :thumbsup::thumbsup::thumbsup:
     
    #5752     Feb 23, 2022
    Centuria100 likes this.
  3. vanzandt

    vanzandt

    I wouldn't.
    CHWY===> $42.28
     
    #5753     Feb 23, 2022
    TrailerParkTed likes this.
  4. What about Nuclear<---------- What about Coal<-----------

    Two energy ideas on the opposite sides of the spectrum.

    I have already made a very large bet on LNG... what else can we expect?

    Well Nuclear options in places like France have got to be going way up....
    It's really time for those mini-Nukes. ABB? Wasn't Rols Royce involved somehow? My brain is foggy. More Nuclear is needed in Europe<---

    Right Now--> More coal.

    In addition to deferred cargoes, Russian / Ukraine tensions are likely to provide another tailwind to the global thermal coal market. With Germany cancelling the Nord Stream 2 natural gas pipeline, Europe has scrambled to diversify sources of gas from abroad. As Europe bids LNG cargoes away from other jurisdictions(NYSE:SHEL)(NYSE:LNG)(NYSE:XOM), utilities across Asia are likely to increase coal imports. And thermal coal export prices from Australia indicate demand has accelerated in recent days.

    [​IMG]

    Nearly every country in the world has the stated goal of reducing coal consumption, and as a result coal producers trade at uniquely discounted valuations. However, in an about-face from the IEA, the agency released a report detailing increasing demand for the dirty fuel through 2025.<---- With demand growing, supplies curtailed, prices rising, and strong earnings from producers, companies like Peabody(NYSE:BTU), Arch(NYSE:ARCH), CONSOL(NYSE:CEIX) and Glencore (OTCPK:GLCNF) stand to benefit from continued energy shortages in Europe and Asia.

    -->Teck pondering sale of portion of its $8B coal business, Bloomberg says 14:21 TECK, ARCH Amid an increase in coal prices, Canadian miner Teck Resources (TECK) is exploring the sale of a minority stake in its metallurgical coal business to "smaller rivals" like Arch Resources (ARCH), reports Bloomberg's Dinesh Nair and Thomas Biesheuvel. Teck is considering selling a 10% stake in the unit and has approached possible suitors to measure interest in the asset, added the story. "Teck's coal business could be valued at about $8 billion," according to people, familiar with the matter, wrote Bloomberg.

    --> Arch Resources price target raised to $140 from $115 at BMO Capital 02/16 ARCH BMO Capital analyst David Gagliano raised the firm's price target on Arch Resources to $140 from $115 and keeps an Outperform rating on the shares after its Q4 results. The company's capital returns program sets the stage for significant shareholder returns while also representing a meaningful de-risking capital allocation plan, the analyst tells investors in a research note. Gagliano adds that even after a "sharp rally", Arch Resources shares remain "inexpensive".

    --> Peabody Energy reports Q4 ContOps EPS $3.90, consensus $1.15 02/10 BTU Reports Q4 revenue $1.26B, consensus $1.08B. "Our robust Q4 results further demonstrate the capability of our diverse mine portfolio which continues to benefit from strong market fundamentals driven by the vital necessity for coal to produce reliable energy and steel to fuel the global economy," said Peabody President and CEO Jim Grech. "We continue to experience strong market dynamics, and as a result we have significant forward sales commitments and are adding incremental production capacity to meet market demand for our products, while remaining focused on cost competitiveness."

    --> Peabody Energy price target raised to $25 from $24 at B. Riley 02/03 BTU B. Riley analyst Lucas Pipes raised the firm's price target on Peabody Energy to $25 from $24 and keeps a Buy rating on the shares. Met coal pricing "has notched one pricing record after another in recent weeks and months, but the response from investors and industry alike has been one of relative silence," Pipes tells investors in a research note. The analyst increased his near-term and long-term price deck for the sector and believes investors will gravitate towards producers with "strong operational performance" and the willingness and ability to return capital to shareholders.

    2 Coal Ideas ARCH & BTU ) ) )
     
    #5754     Feb 23, 2022
  5. vanzandt

    vanzandt

    ALERT:

    CRAMER'S INVESTING CLUB OWNS $ABB -----> SAYS BUY MORE.
    Original VZ idea Cramer discovered here.
    ANOTHER FEATHER IN THE SAVANT PLUME
     
    #5755     Feb 23, 2022
    Centuria100 likes this.
  6. / / /

    Peabody Energy Corporation (BTU)


    16.80+0.02(+0.12%)
    At close: February 22 04:00PM EST
    17.04+0.24(+1.43%)
    Pre-Market:09:01AM EST

    / / /

    Arch Resources, Inc. (ARCH)
    113.05-0.22(-0.19%)

    / / /
     
    #5756     Feb 23, 2022


  7. Hey is that the club where you can download from the TV on one of those what do you call them ?
    You take a picture with your phone and then barcode your way over to a web site....

    I tried this, I pointed my camera at CNBC and Jimmy's hashtag and all I got back was a dick pick!
     
    #5757     Feb 23, 2022
  8. vanzandt

    vanzandt

    BREAKING NEWS:

    VZ PUTS CHEWY IN GRANNY'S SHORTS.
    SAYS IT'S "HEADING FOR THE $30'S"
     
    #5758     Feb 23, 2022
  9. vanzandt

    vanzandt

    BREAKING NEWS:

    VZ UPGRADE
    UBER===>$34.13
     
    #5759     Feb 23, 2022
    unconventional wisdom likes this.
  10. GBA WENT LONG DKNG YESTERDAY. I OWE YOU GUYS A PROPER RECAP... I KNOW WE HAVE BEEN SO BUSY... I HAVE A LOT ON MY PLATE... BASKETBALL PLAYOFFS FOR MY SON'S HS TEAM AND THIS DAMN CONCERT I GOT TICKETS FOR... SAME NIGHT! AND IT'S NOT MY CONCERT. I GOT MY SON TICKETS TO DUA LIPA.... AND THEY COST A BLOODY FORTUNE... SAME NIGHT!

    OH LORD.

    BUT THIS IS WHAT I DO I INVEST MY WAY OUT OF THESE CORRECTIONS SO I ALWAYS AT LEAST GET BACK TO EVEN WHEN BUY AND HOLDERS ARE DOWN SO MUCH.

    JUST OFF THE TOP OF ME HEAD-

    DKNG

    LNG

    BROS

    ABBV

    IOVA

    BCRX
     
    #5760     Feb 23, 2022