VALE SA VALE S

June 23, 2013 - 6:09pm EST by

member

						2013	2014
Price:		13.65		EPS		NA	$0.60
Shares Out. (in M):		3,256		P/E		NA	22.8x
Market Cap (in $M):		71,180		P/FCF		NA	NA
Net Debt (in $M):		23,500		EBIT		0	0
TEV (in $M):		94,680		TEV/EBIT		NA	NA
Borrow Cost:		NA

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14	member 9/13/17 4:55PM Re: Re: Re: Met coal has been really strong 11
jso1123, i agree with zipper and have been told the same thing. view available tags
11	member 9/13/17 10:29AM Re: Re: Met coal has been really strong 10
thanks for the thoughts dd12, i am in your camp. when are they going to re-list? have you spoken with management? I think getting it listed is a key catalyst b/c liquidity will pick up. view available tags
10	member 9/13/17 8:25AM Re: Met coal has been really strong 9
my view (i am involved with the other half of the Alpha Natural reorg, ANR, Inc): no one wants to pay for the current met pricing explosion. CNTE is one thing as it also has... login to read the rest view available tags
9	member 9/13/17 7:55AM Met coal has been really strong
why hasn't this name worked? Anyone have any views? Still screens incredibly cheap. What are management's long-term intentions here? THey actually own a fair amount of stock post-reorg, I wonder if they are likely sellers -1 view available tags
7	member 3/08/17 4:45PM Question on comp ARCH
Hi, thx for the idea. I got a question, am new to coal miners (although I work alongside coal comm. traders): what points am I missing to not seeing relative cheapness with ARCH? I compared some... login to read the rest view available tags
6	member 3/04/17 1:32AM A Few Things Struck Me
1) I was struck by the precision of the 4th quarter preliminary Revenue results, which was to the decimal point; versus the very wide range for EBITDA of $85-110M. this leaves much to the imagination 2)... login to read the rest view available tags
4	member 3/02/17 5:10PM Re: Moody's 2
Not sure how Moody's is getting to that number. CNTE had 2017 forecatsed EBITDA of $267.9 million in their disclosure statement, but those projections were generated around the time of bk exit (7/26/2016) before the big... login to read the rest 1 view available tags
3	member 3/02/17 5:00PM Re: Questions 1
1. Assuming $170-180/mt benchmark for 2017. CNTE’s committed volumes in 2017 are to domestic steel customers and were priced at $101 for 30% of expected 2017 volumes. Current spot price for primary grade of CNTE’s... login to read the rest view available tags
2	member 3/02/17 2:04PM Moody's
Moody's seems to be expecting roughly $265MM of 2017 EBITDA. Is the difference that they are assuming a normalized price deck? https://www.moodys.com/research/Moodys-rates-Conturas-proposed-secured-term-loan-PB2-outlook-stable--PR_362295?WT.mc_id=AM~WWFob29fRmluYW5jZV9TQl9SYXRpbmcgTmV3c19BbGxfRW5n~20170221_PR_362295&yptr=yahoo view available tags

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