|
Sorted by: Date | Top Results
|
|
Author |
|
Date |
| |
| |
| 1. |
Re: Euro pricing for NBSK 
Going over my records, I see that NBSK pulp in Europe
was priced at Euro 491.18 on September 29th and at
Euro 591.46 on February 2nd, a rise of Euro 100/ton
over 4 months. Not bad.
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Mercer International Inc. (MERC)
|
|
oddykog |
|
2-Feb-10 06:59 pm |
| |
| 2. |
Euro pricing for NBSK
In Euro terms NBSK is now up 6.2% since January 1st
according to foex. Quite a surge in just 5 weeks.
Not only is the price rising in US$ terms, but the
weakness of...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Mercer International Inc. (MERC)
|
|
oddykog |
|
2-Feb-10 12:26 pm |
| |
| 3. |
Pulp markets seem very firm
The statistics for the beginning of the year appear
to show a pretty strong market for pulp worldwide
with price increases in most markets and inventories
at all...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Mercer International Inc. (MERC)
|
|
oddykog |
|
12-Jan-10 10:24 am |
| |
| 4. |
short interest
The December data still shows short interest at over
4.7 million, just down slightly from earlier. The
surge in volume late November/early December therefore
was not a sign of shorts...
Business & Finance > Investments > Stocks (A to Z) > Stocks D >
Domtar Corporation
|
|
oddykog |
|
30-Dec-09 08:53 am |
| |
| 5. |
Re: merc credit rating raised
Thanks for drawing attention to this move. They should
have little problem generating the cash for the Stendal
loan reduction if pricing stays around today's
level.
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Mercer International Inc. (MERC)
|
|
oddykog |
|
17-Dec-09 10:07 am |
| |
| 6. |
Re: NBSK pricing
The latest NBSK prices show continuing increases week
by week in both the US and Europe. In Europe this
latest price is Euros 540/ton vs...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Mercer International Inc. (MERC)
|
|
oddykog |
|
15-Dec-09 11:52 am |
| |
| 7. |
Re: short interest still rising
A couple of weeks ago there were some large purchases
at peak prices, but the November 30th listing of short
interest still shows nearly 5 million shares shor
t...
Business & Finance > Investments > Stocks (A to Z) > Stocks D >
Domtar Corporation
|
|
oddykog |
|
14-Dec-09 11:27 am |
| |
| 8. |
Re: How much does this thing have left??
An estimate of Domtar's peak earnings power in
a strong paper market made earlier this year came
up with profits of $9/share in a couple of years.
We are at a multiple of 6...
Business & Finance > Investments > Stocks (A to Z) > Stocks D >
Domtar Corporation
|
|
oddykog |
|
10-Dec-09 02:31 pm |
| |
| 9. |
Re: 8K-celgar revolver maturity extended 3 yrs
Excellent! Now 2010 finances should be manageable unless
the market for pulp collapses
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Mercer International Inc. (MERC)
|
|
oddykog |
|
4-Dec-09 03:27 pm |
| |
| 10. |
Gov. of Canada comes up with $40MM
The $40 million is a straight out gift from the Canadian
government to indemnify Mercer for the damage done
to it's business by the black liquor subsidy US
competitors have been getting. It...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Mercer International Inc. (MERC)
|
|
oddykog |
|
1-Dec-09 01:16 pm |
| |
| 11. |
Re: Possibly the shorts are covering
I suspect I read the situation correctly: the volume
for the day shot up from a bout 1 million to 2.6 million
at the end of the day toether with some new highs
for the year: shorts closing losing...
Business & Finance > Investments > Stocks (A to Z) > Stocks D >
Domtar Corporation
|
|
oddykog |
|
30-Nov-09 04:22 pm |
| |
| 12. |
Possibly the shorts are covering
The rapid rise in the price of Domtar following the
general Dubai weakness suggests that either there
is some serious position building going on or, more
likely, that some of the...
Business & Finance > Investments > Stocks (A to Z) > Stocks D >
Domtar Corporation
|
|
oddykog |
|
30-Nov-09 03:34 pm |
| |
| 13. |
Congratulations to the converters!
My congratulations to lawndale and others involved
in the conversion of their convertibles into new convertibles
with longer maturity and a $3.30...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Mercer International Inc. (MERC)
|
|
oddykog |
|
25-Nov-09 05:15 pm |
| |
| 14. |
Silent MB greets new highs
As Domtar registers new highs week after week the buffoons
with their "going down to 16" messages are
remarkably quiet. Check the shorts to see how the
many...
Business & Finance > Investments > Stocks (A to Z) > Stocks D >
Domtar Corporation
|
|
oddykog |
|
25-Nov-09 01:43 pm |
| |
| 15. |
Re: Neeham Update - 11/19
Excellent summary of Arqule. Needham expects the stock
to reach $12 within a year. That will be quite a jump
from the $3.49 that they closed at today, but quite
doable if the NSCLC trial is successful.
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
ArQule, Inc. (ARQL)
|
|
oddykog |
|
24-Nov-09 05:15 pm |
| |
| 16. |
Blasting to new high
All the nay sayers were wrong as Royal Gold pushed
through $55 today on strong demand.
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Royal Gold, Inc. (RGLD)
|
|
oddykog |
|
23-Nov-09 11:31 am |
| |
| 17. |
Institutional holdings
The filings of institutional holdings as of September
30th, 2009 are now out. They show that the combined
holdings of institutions actually rose in...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
ArQule, Inc. (ARQL)
|
|
oddykog |
|
20-Nov-09 11:23 am |
| |
| 18. |
Re: Wound really tight
We are getting into tax-loss-selling season and there
must be quite a bit of losses on people's books
from this stock, so do your buying now before year-end.
I agree that 2010...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
ArQule, Inc. (ARQL)
|
|
oddykog |
|
19-Nov-09 12:14 pm |
| |
| 19. |
NBSK pricing
The latest price reports have NBSK pulp at $769/ton
in Europe and $818/ton in the US with both prices
rising above the October price levels, suggesting
that November price...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Mercer International Inc. (MERC)
|
|
oddykog |
|
10-Nov-09 10:46 am |
| |
| 20. |
Re: 10Q - new risk factors language
The new language does set out the situation clearly.
The Stendal issue is nearer at hand, since the waiver
is required for the December 2009 debt to EBITDA ratio.
I presume this is an...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Mercer International Inc. (MERC)
|
|
oddykog |
|
10-Nov-09 02:08 am |
| |