高成长型公司今年高歌猛进,但许多表现最出色的公司却有一个共同的弱点:没有盈利。
成长型公司,即专注于通过再投资实现扩张的公司,往往在牛市中表现最为抢眼,这类公司常常出现在科技、非必需消费品和医疗保健板块,也是推动2018年美股上涨的主力军。
分析师称,...查看全文
sniper1032016-08-06 12:37
$Foresight Energy(FELP)$ 我是专门收破烂,搞搞不破产而反转的。看来这厮站稳了,等着翻几倍吧。当然设好止盈价, stop order.
在地上就能挖到黑金,企业估值一亿美元,贱如泥土,真是可惜。
找到挖煤成本最低的企业,如同看中体型敏捷的狼,而不是体型巨大的恐龙,才是生存之道。查看全文
sniper1032015-10-21 09:50
$Foresight Energy(FELP)$ 突破阻力位,一马平川。作为成本最低而又有长期合约,油价低迷对它未必是坏事。只要跑过比你慢的,你就安全了。查看全文
Wiliamhsu2015-08-20 16:13
回复@sniper103: 如果煤价上涨的话,CLD可能毛利翻一倍,FELP的毛利上涨空间有限了,以后不大会有毛利长期50%的煤矿吧?
有时间研究研究,FELP的毛利为什么那么高?是债低还是电煤合约价格好?甚至煤电一体化?$Foresight Energy(FELP)$//@sniper103:回复@william_hsu:看income statement,CLD...查看全文
sniper1032015-08-20 15:58
回复@william_hsu: Restructure Debt是债转股,当然股东受损,但总比渣都没好,不用还债,减少利息支出,同舟共济,等待下一个周期,不失为一个策略。
经济上我相信周期。不要太悲观,看看航空业,以前那衰样,现在那牛逼。//@william_hsu:回复@sniper103:CLD的成本是10美金吧,PPT里写的。市...查看全文
Wiliamhsu2015-08-20 15:46
回复@sniper103: CLD的成本是10美金吧,PPT里写的。市销率0.2-0.3左右。FELP的估值为什么能那么高?
Restructure debt股东会受损,另个债务重组有效果的前提是煤价涨上去,但目前看煤价1-2年内很难涨上去,感觉债务危机只是延期而己。
$Peabody(BTU)$ $Cloud Peak Energy(CLD)$ $F...查看全文
$Foresight Energy LP Common Units representing Limited Partner Interests(FELP)$ UPLOAD [Cover] - SEC-generated letter Filed: 2018-06-21 AccNo: 0000000000-18-019074 Size: 41 KB 网页链接
$Foresight Energy LP Common Units representing Limited Partner Interests(FELP)$ UPLOAD [Cover] - SEC-generated letter Filed: 2018-05-31 AccNo: 0000000000-18-016783 Size: 142 KB 网页链接
$Foresight Energy LP Common Units representing Limited Partner Interests(FELP)$ 10-Q - Quarterly report [Sections 13 or 15(d)] Filed: 2018-08-03 AccNo: 0001564590-18-019158 Size: 8 MB 网页链接
$Foresight Energy LP Common Units representing Limited Partner Interests(FELP)$ 8-K - Current report Filed: 2018-08-03 AccNo: 0001564590-18-019017 Size: 1 MBItem 2.02: Results of Operations and Financial ConditionItem 9.01: Financial Statements and Exhibits 网页链接
$Foresight Energy LP Common Units representing Limited Partner Interests(FELP)$ 8-K - Current report Filed: 2018-08-03 AccNo: 0001564590-18-019017 Size: 1 MBItem 2.02: Results of Operations and Financial ConditionItem 9.01: Financial Statements and Exhibits 网页链接
$Foresight Energy LP Common Units representing Limited Partner Interests(FELP)$ 美东时间 2018-08-03 盘前 披露财报,预期EPS -0.1 网页链接
$Foresight Energy LP Common Units representing Limited Partner Interests(FELP)$ 8-K - Current report Filed: 2018-06-01 AccNo: 0001564590-18-014865 Size: 57 KBItem 7.01: Regulation FD DisclosureItem 9.01: Financial Statements and Exhibits 网页链接
$Foresight Energy LP Common Units representing Limited Partner Interests(FELP)$ 美东时间 2018-05-18 分红: 0.056 网页链接
$Foresight Energy LP Common Units representing Limited Partner Interests(FELP)$ 10-Q - Quarterly report [Sections 13 or 15(d)] Filed: 2018-05-08 AccNo: 0001564590-18-011794 Size: 6 MB 网页链接
$Foresight Energy LP Common Units representing Limited Partner Interests(FELP)$ 10-Q - Quarterly report [Sections 13 or 15(d)] Filed: 2018-05-08 AccNo: 0001564590-18-011794 Size: 6 MB 网页链接