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Cloud Peak Energy....in volo verso le nuvole

maestro cantore

maestro cantore

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Cloud Peak Energy....in volo verso le nuvole (NYSE:CLD)

In un momento di visione mistica decisi di comprarmi lo 0,2% di CLD società carbonifera tra Wyoming e Montana, nella regione del Powder River, che fornisce carbone per la produzione di energia elettrica in USA. Il carbone fonito genera il 2% di tutta l'elettricità prodotta in USA.

CLD produce un carbone subbituminoso con potere calorifero (8400 Btu/lb e 8800 Btu/lb) inferiore a quello Australiano o dell'Illinois Basin ma a bassissimo contenuto di zolfo e per questo adatto alla generazione in cicli combinati senza i problemi di corrosione per solforazione.

CLD ha un rapporto debito/equity di 0,5 non avendo fatto le follie dei suoi concorrenti (vedi BTU, ACI, ANR oggi tutte in Ch11) con acquisizioni a debito insostenibili o dividendi azzardati. Nasce dallo spin-off delle attitvità carbonifere di Rio Tinto in Nord America. OK!

Ha tutte le carte in regola per emergere dalla crisi del King Coal e la vedremo presto in due cifre....:cool::cool:

2016-07-30 09_00_55-UniCredit.png
 
Ultima modifica:
maestro cantore ha scritto:
In un momento di visione mistica decisi di comprarmi lo 0,2% di CLD società carbonifera tra Wyoming e Montana, nella regione del Powder River, che fornisce carbone per la produzione di energia elettrica in USA. Il carbone fonito genera il 2% di tutta l'elettricità prodotta in USA.

CLD produce un carbone subbituminoso con potere calorifero (8400 Btu/lb e 8800 Btu/lb) inferiore a quello Australiano o dell'Illinois Basin ma a bassissimo contenuto di zolfo e per questo adatto alla generazione in cicli combinati senza i problemi di corrosione per solforazione.

CLD ha un rapporto debito/equity di 0,5 non avendo fatto le follie dei suoi concorrenti (vedi BTU, ACI, ANR oggi tutte in Ch11) con acquisizioni a debito insostenibili o dividendi azzardati. Nasce dallo spin-off delle attitvità carbonifere di Rio Tinto in Nord America. OK!

Ha tutte le carte in regola per emergere dalla crisi del King Coal e la vedremo presto in due cifre....:cool::cool:

Vedi l'allegato 2296320
Clicca per espandere...


hai 120.000 pezzi in carico a 1.5?
beato te
io mi credevo fortunato ad averne 10.000 a 2.19 comprate il 3 di luglio
Comunque mi sembrano buone le notizie
seguo anche felp che ha un importante testa spalle
Ciao maestro
 
flag in corso
 
È brutto guadagnare su un qualcosa che inquina;
Va contro i miei principi
Non volevo farlo ma l'occasione era troppo ghiotta.
Vorrà dire che il Gian lo darò in beneficienza
 
Ottime notizie dalla frontiera del West...:cool::cool::cool:


PRB weekly coal loadings climb to nine-month high: US railroads

Houston (Platts)--12 Aug 2016 455 pm EDT/2055 GMT

US weekly coal train loadings from the Powder River Basin have increased to a high not seen in nine months.

Data filed by the four major US railroads -- CSX, Union Pacific, BSNF and Norfolk Southern -- with the Surface Transportation Board for the week that ended August 5 show PRB coal loadings averaged 66 trains/day, compared with the previous 2016 high of 61.9 trains/day set a week earlier.

PRB weekly loadings were last higher in the final week of November 2015 at 67.8 trains/day.

PRB loadings averaged 48.2 trains/day through the first 31 weeks of 2016, compared with 84.8 trains/day in the year-ago period.
Despite the rise in the West, loadings from the other major US basins slipped week on week.

Central Appalachian coal loadings dropped to 13.1 trains/day from 15 trains/day, and Northern Appalachian volumes fell to 9.2 trains/day from 12.4 trains/day.

Illinois Basin coal loadings slipped to 7.7 trains/day from 7.9 trains/day.

Utica Basin coal train loadings were flat at 4.6 trains/day, and loadings from outside the primary basins increased to 2.6 trains/day from 2.3 trains/day.

Nationwide coal loadings totaled 103.3 trains/day in the most recent week, down slightly from a 2016 high of 104.1 trains/day the week before.

US weekly loadings last equaled at least 100 trains/day in consecutive weeks in mid-December.

Nationwide coal loadings average 84.8 trains/day so far in 2016, compared with 119.7 trains/day in the year-ago period.

--Jim Levesque, jim.levesque@spglobal.com

--Edited by Keiron Greenhalgh, keiron.greenhalgh@spglobal.com
 
China Makes Coal Energy Winner on Cuts as Steel Boosts Met (1)
Bloomberg NewsAug 14, 2016 7:06 pm ET

(Bloomberg) -- Coal’s making a comeback after five years in the doldrums.

Power-station coal has surged this year, outpacing both oil and natural gas, as China’s efforts to reduce mining capacity boosts domestic prices and increases the appetite for seaborne imports, according to UBS Group AG and Australia & New Zealand Banking Group Ltd. The steel-making variety of coal is at the highest in more than a year, further supported by robust Chinese steel output.

Coal’s decline began in 2011 amid a global glut, then deepened as China slowed overseas purchases. Efforts this year to reduce the country’s output have boosted domestic thermal coal prices and spurred a revival in imports after they slumped in February to the lowest since 2011. While shipments eased in July amid a wider drop in energy imports, they remained above 21 million tons for a second month and near the most since December 2014.

“There’s been a positive impact on the seaborne thermal market from the continuing closure of capacity in China,” said Daniel Hynes, senior commodity strategist at Australia & New Zealand Banking Group Ltd. in Sydney. “Prices will probably remain around these levels, or even push higher, if imports continue to climb. The macro data is stabilizing, which does suggest that industrial demand for coal-fired power should hold up relatively well.”

Capacity Cuts

Newcastle thermal coal, an Asian benchmark, is up more than 30 percent this year and reached as high as $67.07 a metric ton in the week ended Aug. 5, according to data from Globalcoal. Prices are on track to snap a five-year streak of declines. Metallurgical coal advanced almost 35 percent this year to $105.40, the highest since March 2015, according to data from The Steel Index.

Prices are still far from recent highs. Metallurgical coal hit a peak of about $300 a ton in 2008, when flooding in Australia curbed output. Thermal coal at the time rose to almost $195.

While the coal glut has disappeared and Citigroup Inc. predicts growing deficits for both thermal and metallurgical in 2017, oil and gas markets are each contending with surpluses. Brent crude prices are up about 24 percent so far in 2016, while U.S. natural gas has gained roughly 8 percent.

China is seeking to cut as much as 500 million tons of production capacity by 2020, equivalent to about 9 percent of its total, as the country seeks to trim industrial oversupply and curb pollution, the nation’s State Council said in February. Coal output fell 2.7 percent in July from the previous month to 270 million tons, according to data Friday from the National Bureau of Statistics. Output is down 10 percent during the first seven months of the year.

Authorities have cautioned that mines are shutting too slow to meet year-end targets. Reductions during the first seven months of 2016 equaled about 95 million tons, or roughly 38 percent of this year’s goal, according to a statement posted online Thursday by the National Development and Reform Commission, the country’s top planner.

Steel Output

China’s increased appetite for imports is a boon for miners from Glencore Plc to BHP Billiton Ltd., the world’s biggest shipper of metallurgical coal. They were among companies to shut operations, halt development projects and cut jobs as falling prices squeezed margins. Chinese steel output reached a record daily volume in June as mills in the world’s top producer boosted supply to take advantage of rebounding prices.

For a story on Chinese steels exports and iron ore demand, click here.

Imports will likely ease in the coming months as peak summer power consumption starts to fade, said Guo Chaohui, an analyst at Beijing-based China International Capital Corp. Demand for seaborne coal in the long term will depend on whether the government decides to relax its efforts to trim capacity after the recent price gains, he said. China enacted a raft of policies in 2014, including higher quality specifications and import restrictions, to protect domestic suppliers.

“The import number underlines what’s been behind price strength in seaborne markets,” said Daniel Morgan, an analyst with UBS Group AG in Sydney. “I don’t think this lift in imports is sustainable and coal prices will probably ease somewhat from here, but not hugely. Steel production in China has also been running higher than most had expected this year and that’s boosting the iron ore and met-coal markets.”

(Updates with China coal output in eighth paragraph.)

©2016 Bloomberg L.P.
 
dunque si sale o si scende?
 
Oggi bel movimento all'insu' e siamo arrivati oltre 4,50... io pensavo di vendere attorno ai 5...cosa ne pensate?
 
Sono entrato a 4,20 vedendo il grafico può ancora salire....se rompe con decisione il 4,79 può puntare area 6$....attendo un responso dagli esperti
 
io le mollo a 4.97 se mai raggiungano il prezzo
 
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