Antero Resources -- Natural Gas in den U.S.A. - 500 Beiträge pro Seite

[faultcode]

NG = Natural Gas
Symbol = AR

jetzt schon für den Winter (in den U.S.A.) planen, auch wenn Hurricane Florence momentan noch interessanter ist


=> Erholung nach jahrelangem Kursverfall? (betrifft nicht nur AR)





=> heute +2%

=> es ist kein Geheimnis, daß in der (US-)Finanzfolklore z.Z. für alle Arten von "Old-School"-Werten Reklame gemacht wird, u.a. auch für NG-Werte

=> ich habe mich nach oberflächlichster Analyse für diesen entschieden

• notiert in der Näher der "Graham Number", und die notorischen Schulden bei solchen Werten sollten hier unter Kontrolle sein

[faultcode]

Antwort auf Beitrag Nr.: 58.695.477 von faultcode am 13.09.18 21:51:03

Achtung! 12:07p Natural-gas futures rally by more than 6% on Nymex

=> die Leute entdecken, daß:

• es regnet (Photovoltaik)
• mal geheizt werden müsste

--> ..und kaufen demnach Gas

[faultcode]

Antwort auf Beitrag Nr.: 59.181.402 von faultcode am 09.11.18 18:17:23

Opinion: The lights could go out this winter if we close all the coal and nuclear power plants

https://www.marketwatch.com/story/the-lights-could-go-out-th…
Shortages of natural gas could push the power grid to the limit

=>
...
Thankfully, according to the Department of Energy (DOE), the nation’s coal plants came to the rescue. Coal-fired power plants ramped up to provide 55% of daily incremental power at the time. The DOE says that, without the sturdy baseload power generation produced by coal, “the Eastern United States would have suffered severe electricity shortages, likely leading to widespread blackouts.”

The 2018 winter left other troubles in its wake, too. The late arrival of spring meant gas producers had less time to refill the nation’s storage capacity. And even as utilities have been playing catch-up on refills, the recent record Thanksgiving cold snap further siphoned stockpiles.

As a result, U.S. natural gas storage currently remains at unusually low levels. An analysis in Forbes is now warning of “historically low gas storage” — and cautioning that the U.S. “cannot meet winter gas demand without storage.”

The potential for a real natural gas shortage isn’t simply a hypothetical. The Energy Information Administration (EIA) says that storage of natural gas is running roughly 16% lower than its five-year average. And a MarketWatch analysis similarly reported that the U.S. is experiencing a “15-year low in stockpiles.”

...

As for nuclear-power plants, six units have been retired since 2012, with 14 more set to close by 2025.

All of this suggests a worst-case scenario wherein the United States experiences a cold snap, and sufficient power generation simply isn’t available to meet demand. The rapid dismantlement of coal over the past decade, plus an inability to add new natural-gas pipeline capacity portends real problems — and at a time when Americans need reliable electricity.

...

[R-BgO]

http://adventuresincapitalism.com/2019/03/11/spread-growth-v…

[faultcode]

...wobei man ehrlicherweise dazusagen muss, daß das LT-Debt/EBITDA mit ~3.4|31.12.2018 schon knackig ist, und mMn einer der Hauptgründe für den immer noch anhaltenden Kursverfall

2018:
• EBITDA: USD1.6b
• 31.12.2018: Long-Term Debt: USD5.5b bei Cash < USD250m

--> beide Größen gilt es im Auge zu behalten

[faultcode]

Antwort auf Beitrag Nr.: 60.068.649 von faultcode am 11.03.19 14:16:19

ENDE --> HIER GEHT'S WEITER: https://www.wallstreet-online.de/diskussion/1303349-11-20/an…