Copyright © 2013 Knight Sac Media. All rights reserved.http://www.siliconinvestor.com/subject.aspx?subjectid=55801Probably too late to make the easy money on coal...or is it? Some coal companies I have looked at: ICO fdg KFX HW CEIW.OB CNX SHERF.PK BHP MEE FCL ACI BTU JRCC NCOC WLB FDG AALLF.PK BOAK.PK CCOAF.PK GACHF.PK CCRK.PK MACDF.PK ANR PVA ARLP AAUK(Thnx Joan) BRCO.OB SGII.PK YZC QMMG.OB and the new etf...http://www.siliconinvestor.com/images/Logo380x132.pnghttp://www.siliconinvestor.com/subject.aspx?subjectid=5580138013210Glenn PetersenNo coal gets shipped out of the Port of Seattle or the Port of Tacoma Environmentalists have fought this tooth and nail. It has to be very frustrating for the Western coal producers. China consumes nearly as much coal as the rest of the world combined U.S. Energy Information Administration January 29, 2013 [grap...http://www.siliconinvestor.com/readmsg.aspx?msgid=286950291/30/2013 5:11:21 AMcanucklehead80Coal At The Top Of The World Braam Jonker Discusses Canada Coal’s Vast Nunavut Project Kevin Michael Grace On December 19, Canada Coal Inc V.CCK announced it had applied for an additional 11 coal exploration licences within the Fosheim Peninsula region on Ellesmere Island, Nunavut. Once granted, this will bring t...http://www.siliconinvestor.com/readmsg.aspx?msgid=286664361/15/2013 9:42:33 PMEricGlen I was looking at the stats and found it interesting. No coal gets shipped out of the Port of Seattle or the Port of Tacoma. There are environmental regulations banning it here on Puget Sound.http://www.siliconinvestor.com/readmsg.aspx?msgid=2855922611/20/2012 7:46:01 AMGlenn PetersenAs Coal Mines Shut, 'Big Iron' Gets Dirt Cheap By KRIS MAHER Wall Street Journal November 19, 2012, 7:50 p.m. ET RALEIGH, N.C.—One upside to the mining downturn: you can get a 100-ton rock truck for a song. Peter Turner, who operates coal mines in Brisbane, Australia, was among the bargain hunters at an industr...http://www.siliconinvestor.com/readmsg.aspx?msgid=2855912311/20/2012 2:17:40 AMGlenn PetersenEurope and Asia are the leading destinations for U.S. coal exports in 2012 U.S. Energy Information Administration November 15, 2012 [graphic] Source: U.S. Energy Information Administration based on U.S. Census Bureau data. Note: For top seven ports totaling 94% of U.S. exports. Due to limited volumes, South and ...http://www.siliconinvestor.com/readmsg.aspx?msgid=2855190511/16/2012 4:22:05 AMGlenn PetersenChina Leads the Way as Demand for Coal Surges Worldwide By PETER GALUSZKA New York Times November 12, 2012 RICHMOND, Va. — Last summer, nearly half of India’s sweltering population suddenly found the electricity shut off. Air-conditioners whirred to a stop. Refrigerators ceased cooling. The culprits were outmoded...http://www.siliconinvestor.com/readmsg.aspx?msgid=2854299011/12/2012 5:21:06 PMpcyhuangCoal Stocks -- Ready for a Breakout? [graphic]Message 28505043http://www.siliconinvestor.com/readmsg.aspx?msgid=2850504810/28/2012 5:33:41 AMGlenn Petersennsight: U.S. taxpayers poised to subsidize Asian coal demand By Patrick Rucker Thu Oct 18, 2012 5:58am EDT WASHINGTON (Reuters) - Asian economies, hungry for coal, stand to gain from a U.S. program meant to keep domestic power cheap and abundant. At issue is how much miners pay the government to tap the coal-ri...http://www.siliconinvestor.com/readmsg.aspx?msgid=2848139410/18/2012 7:48:23 AMGlenn PetersenChinese Slowdown Idles U.S. Coal Mines By KRIS MAHER Wall Street Journal September 27, 2012, 8:31 p.m. ET WHARTON, W.Va.—Slowing growth in China is taking a brutal toll on Appalachian coal mines and coal towns. Appalachia has one of the world's richest deposits of high-grade coal used to make steel. Thanks to Chi...http://www.siliconinvestor.com/readmsg.aspx?msgid=2845221410/4/2012 11:04:25 AMGlenn PetersenIndia Has Big Plans for Burning Coal The subcontinental nation may contend with China as the world's largest coal-burner, with attendant climate change impacts By Lisa Friedman and ClimateWire Monday, September 17, 2012 India is poised to contend with China as the globe's top consumer of coal, with 455 power plan...http://www.siliconinvestor.com/readmsg.aspx?msgid=284141109/17/2012 1:04:35 PMGlenn Petersenhttp://www.siliconinvestor.com/readmsg.aspx?msgid=284025359/12/2012 1:00:22 PMpcyhuangLLEN-- Among the Best Performers of the Coal Industry [graphic] Source; Stockcharts.comhttp://www.siliconinvestor.com/readmsg.aspx?msgid=283995319/11/2012 11:10:49 AMCal GaryEuro Coal-Prices steady, report shows coal's dominance over gas LONDON, Sept 3 | Mon Sep 3, 2012 12:28pm EDT (Reuters) - Physical coal prices in Europe were steady to slightly higher on Monday, along with crude oil prices, while a report by Bank of America Merrill Lynch underlined coal's domin...http://www.siliconinvestor.com/readmsg.aspx?msgid=283828289/4/2012 12:01:38 PMGlenn PetersenCourt Voids Rule on Coal Pollution By RYAN TRACY Wall Street Journal Updated August 21, 2012, 6:38 p.m. ET A federal appeals court Tuesday rejected the Environmental Protection Agency's latest effort to limit soot- and smog-forming air pollution that blows across state lines, providing a short-term lifeline for a...http://www.siliconinvestor.com/readmsg.aspx?msgid=283516958/21/2012 8:26:32 PMGlenn PetersenCoal Magnate Offers $5.4 Billion for Whitehaven Coal By WILLIAM ALDEN DealBook New York Times July 13, 2012, 10:37 am An Australian coal tycoon is leading a $5.4 billion bid for Whitehaven Coal, at a time when falling coal prices have weighed on profits in the industry. Nathan Tinkler, a 36-year-old Australian ...http://www.siliconinvestor.com/readmsg.aspx?msgid=282647087/13/2012 12:13:06 PMGlenn PetersenU.S. coal company stocks have been incredibly volatile over the last five years. First they got hit by the recession: Stock Price ($)HighLow%StockCompany20082009DecreaseSymbolAlliance Resource Partners58.00 23.87 -58.84%ARLPAlpha Natural Resources119.30 14.52 -87.83%ANRArch Coal75.41 11.77 -84.39%ACICloud Peak Energy...http://www.siliconinvestor.com/readmsg.aspx?msgid=282561277/9/2012 10:59:51 PMGlenn PetersenPCX traded as high as $164.45 in 2008. Next up: Why James River Coal Will Likely Follow Patriot Coal Into Bankruptcy by: Adam Gefvert Seeking Alpha July 9, 2012 A lot of Seeking Alpha readers were asking me about James River Coal ( JRCC) in the comments section of my article yesterday: James River Coal And Pat...http://www.siliconinvestor.com/readmsg.aspx?msgid=282560707/9/2012 10:07:59 PMGlenn PetersenPatriot Coal Files for Bankruptcy Protection By MICHAEL J. DE LA MERCED DealBook New York Times July 9, 2012, 6:54 pm Patriot Coal filed for bankruptcy protection on Monday, an action prompted by the company’s struggles with low coal prices. In a document filed in federal bankruptcy court in Manhattan, the compa...http://www.siliconinvestor.com/readmsg.aspx?msgid=282559367/9/2012 8:41:31 PMGlenn PetersenEurope Burns Coal Fastest Since 2006 in Boost for U.S. By Rakteem Katakey, Rajesh Kumar Singh and Rachel Morison Bloomberg Businesweek on July 03, 2012 Europe is burning coal at the fastest pace since 2006, as surging imports from U.S. producers such as Arch Coal Inc. (ACI) ( ACI) helped cut prices 26 percent in a...http://www.siliconinvestor.com/readmsg.aspx?msgid=282454867/4/2012 8:18:04 AMGlenn PetersenThermal Coal Prices to Climb Back—Eventually By ALEX MACDONALD Wall Street Journal July 3, 2012, 7:33 p.m. ET A rout in thermal coal prices has left miners of the fuel looking cheap, particularly those that derive their profits from exports. But while analysts agree that the sector is due to rebound, they are divi...http://www.siliconinvestor.com/readmsg.aspx?msgid=282452407/3/2012 11:01:02 PMGlenn PetersenArch Coal cuts tenth of workforce on weak market Thu Jun 21, 2012 6:13pm EDT Reuters) - Arch Coal Inc ( ACI.N) will cut about a tenth of its workforce, or 750 jobs, as it closes three higher-cost mining complexes and associated plants in response to the weak U.S. market for thermal coal. Coal producers are sufferi...http://www.siliconinvestor.com/readmsg.aspx?msgid=282234536/23/2012 4:18:43 AMGlenn PetersenThermal coal prices hit two-year low By Javier Blas in London Financial Times June 11, 2012 6:04 pm Thermal coal prices fell to a two-year low on Monday as surging exports from Indonesia, the world’s largest producer of the commodity used to fire power stations, and the US continue to overwhelm demand from Asian c...http://www.siliconinvestor.com/readmsg.aspx?msgid=282234516/23/2012 4:15:35 AMGlenn PetersenMiners hit by coal glut as prices tumble By Javier Blas Financial Times June 18, 2012 6:39 pm Edward Muller, chief executive of GenOn Energy, a Houston-based utility, took an unusual decision a few weeks ago: he decided to declare force majeure on coal purchases. The use of the legal clause allows companies to ...http://www.siliconinvestor.com/readmsg.aspx?msgid=282232936/22/2012 11:25:39 PMGlenn PetersenMost U.S. coal exports went to European and Asian markets in 2011 U.S. Energy Informtion Administration June 19, 2012 [graphic] Source: U.S. Energy Information Administration, based on U.S. Bureau of the Census. Coal exports to European and Asian markets represented 76% of total U.S. coal exports in 2011 (see cha...http://www.siliconinvestor.com/readmsg.aspx?msgid=282178376/20/2012 2:00:00 PMGlenn PetersenUS coal use falling fast; utilities switch to gas Share of US power made from coal at 60-year low as use of cleaner natural gas grows By Jonathan Fahey, AP Energy Writer Associated Press June 12, 2012 NEW YORK (AP) -- America is shoveling coal to the sidelines. The fuel that powered the U.S. from the industria...http://www.siliconinvestor.com/readmsg.aspx?msgid=282048716/13/2012 4:05:49 PMGlenn PetersenAnalysis: Australia coal miners face squeeze, new mines at risk By Sonali Paul and Rebekah Kebede Fri Jun 8, 2012 8:23am EDT MELBOURNE/PERTH (Reuters) - Falling coal prices and soaring costs have forced Australia's producers to start trimming output and letting go of some workers, hurting miners, rail and port ope...http://www.siliconinvestor.com/readmsg.aspx?msgid=281952376/8/2012 9:55:48 AMGlenn PetersenEven in Coal Country, the Fight for an Industry By ERIC LIPTON New York Times Published: May 29, 2012 [graphic] Shawn Poynter for The New York Times A coal wall at a Kentucky mine. The use of coal is declining because of new pollution rules and a surge in natural gas production. ____________________ LOUISA, K...http://www.siliconinvestor.com/readmsg.aspx?msgid=281758545/30/2012 9:01:48 AMGlenn Petersenh/t LoneClone The Truth About China's Coal By Andrew Snyder May 24, 2012 • Reprints http://www.resourceinvestor.com/2012/05/24/the-truth-about-chinas-coal?utm_source=DailyENL&utm_medium=eNL&utm_campaign=RI_eNL&_LID=36947174 There was another big blow in the realm of conventional thinking this week. And it comes...http://www.siliconinvestor.com/readmsg.aspx?msgid=281714705/27/2012 12:06:49 PMGlenn PetersenAnalysis: Record coal stockpiles could squelch U.S. natgas recovery By Joe Silha NEW YORK | Fri May 25, 2012 12:24pm EDT NEW YORK (Reuters) - A mountain of excess U.S. coal supplies may squash this spring's recovery in natural gas prices that came as power plants snatched up the fuel as it plumbed 10-year lows. ...http://www.siliconinvestor.com/readmsg.aspx?msgid=281714655/27/2012 12:05:05 PMpcyhuangTwo Developments Affected Investments in Coal 1.TOKYO (Nikkei)--JGC Corp. (1963) will make a coal-based fuel for power plants that is expected to cost 30-50% less than fuel oil, beginning production in Indonesia in 2015. Source: Nikkei News 2. Indonesia's New Mining and Coal Law is expected to have an adverse ...http://www.siliconinvestor.com/readmsg.aspx?msgid=281633725/23/2012 5:55:05 AMGlenn PetersenCoal Exports Surge To Highest Level Since 1991 Tue, 04/10/2012 - 12:45pm BILLINGS, Mont. (AP) — Government data show U.S. coal exports reached their highest level in two decades last year as strong overseas demand offered an outlet for a fuel that's falling from favor at home. U.S. Department of Energy data analyz...http://www.siliconinvestor.com/readmsg.aspx?msgid=280734274/10/2012 9:10:04 PMCal Gary blogs.wsj.com  April 3, 2012, 10:01 AM EDT Aquila Unwraps Surprise With Coal Mine Sale to Japan Sumitomo http://www.siliconinvestor.com/readmsg.aspx?msgid=280585824/3/2012 5:43:53 PMCal Gary April 1, 2012, 8:24 p.m. EDT SouthGobi Signs Cooperation Agreement With Aluminum Corporation of China Limited (CHALCO) and Receives Notification of CHALCO's Intention to Make a Proportional Take-Over Bid at C$8.48 Per Share [graphic] HONG KO...http://www.siliconinvestor.com/readmsg.aspx?msgid=280545994/2/2012 10:55:01 AMkidl EPA To Reduce New Power Plants' Carbon Pollution by The Associated Press WASHINGTON March 26, 2012, 10:42 pm ET WASHINGTON (AP) — The Obama administration will press ahead on Tuesday with the first-ever limits on heat-trapping pollution from new power plants, ignoring protests from Republicans who have s...http://www.siliconinvestor.com/readmsg.aspx?msgid=280393663/27/2012 10:09:51 AMGlenn PetersenCoal's share of total U.S. electricity generation falls below 40% in November and December U.S. Energy Information Administration March 9, 2012 [graphic] Source: U.S. Energy Information Administration, Electric Power Monthly. Download CSV Data Although still the largest single fuel for electricity generation, c...http://www.siliconinvestor.com/readmsg.aspx?msgid=280014903/9/2012 2:49:34 PMpcyhuangL&L Energy buying majority stake in mine in China L&L Energy Inc., which mines and distributes coal in China, is buying a majority stake in China's Weishe coal mine for about $16.2 million. The Seattle company said Monday that it will pay for the 51 percent stake with...http://www.siliconinvestor.com/readmsg.aspx?msgid=279289332/4/2012 10:07:41 PMpcyhuangLLEN -- An Absolute and Relative Price Breakout [graphic] L&L Energy Acquires Majority Stake In China Coal Mine For $16M DOW JONES NEWSWIRES L&L Energy Inc. (LLEN) agreed to acquire a majority stake in the Weishe coal mine in the G...http://www.siliconinvestor.com/readmsg.aspx?msgid=279148821/30/2012 10:52:47 AMjrhana<We know what will happen if the cost of natural gas changes direction: Coal usage will increase.> I beg to differ. Coal is dirty and nasty stuff and is on the way out. [graphic]Message 27840178http://www.siliconinvestor.com/readmsg.aspx?msgid=2784269712/23/2011 4:33:45 PMGlenn PetersenNoted. The decline in coal usage in the U.S. results from a combination of unique political and economic factors. We know what will happen if the cost of natural gas changes direction: Coal usage will increase.http://www.siliconinvestor.com/readmsg.aspx?msgid=2784170312/23/2011 10:32:51 AMkidlNot in China ... URUMQI - CHINA has discovered an 89.2-billion-ton COAL reserve at Sha'er Lake in northwest Xinjiang Uygur autonomous region, which experts say is the largest of its kind in Asia. "We have submitted an exploitation plan for the super-large COAL field to the central authorities. Once approved, the expl...http://www.siliconinvestor.com/readmsg.aspx?msgid=2784167512/23/2011 10:26:04 AMGlenn PetersenThe Coal Age Is Nearer to Its End By REBECCA SMITH Wall Street Journal December 23, 2011 After burning coal to light up Cincinnati for six decades, the Walter C. Beckjord Generating Station will go dark soon—a fate that will be shared by dozens of aging coal-fired power plants across the U.S. in coming years. T...http://www.siliconinvestor.com/readmsg.aspx?msgid=2784165512/23/2011 10:17:34 AMCal Gary Prophecy Coal unit receives licence for Chandgana plant 2011-11-21 06:55 MT - News Release Mr. John Lee reports PROPHECY GRANTED LANDMARK CHANDGANA POWER PLANT LICENSE Prophecy Coal Corp.'s wholly owned Mongolian subsidiary, East Energy Development LLC, has received the licence certificate from the Mongolian En...http://www.siliconinvestor.com/readmsg.aspx?msgid=2777866211/21/2011 10:07:36 AMpcyhuanghttp://www.siliconinvestor.com/readmsg.aspx?msgid=2776410911/12/2011 9:50:31 PMGlenn PetersenSix seaports account for 94% of U.S. coal exports, which are dominated by coking coal U.S. Energy Information Administration November 8, 2011 [graphic] Source: U.S. Energy Information Administration, based on U.S. Census Bureau. Note: 2011 data is through August, the latest data available. Download CSV Data Se...http://www.siliconinvestor.com/readmsg.aspx?msgid=2775431111/8/2011 2:51:52 PMCal GaryGrande Cache suitor offers $10 a share 2011-10-31 09:05 ET - News Release Mr. Robert Stan reports GRANDE CACHE COAL CORPORATION REACHES DEFINITIVE AGREEMENT TO BE ACQUIRED BY WINSWAY COKING COAL HOLDINGS LIMITED AND MARUBENI CORPORATION Grande Cache Coal Corp. has entered into a definitive agreement ...http://www.siliconinvestor.com/readmsg.aspx?msgid=2773681610/31/2011 12:24:23 PMGlenn PetersenChina dominates global coal production [graphic] Source: U.S. Energy Information Administration, International Energy Statistics. Note: 2010 data for nations that in 2009 collectively produced approximately 1% of global coal were unavailable and were held constant at 2009 rates to calculate global coal production....http://www.siliconinvestor.com/readmsg.aspx?msgid=2767924210/4/2011 2:01:58 PMCal Gary Mongolian Government Endorses Chandgana Power Plant Project Prophecy Coal Corp. PCY 9/15/2011 8:31:18 AM VANCOUVER, BRITISH COLUMBIA, Sep 15, 2011 (MARKETWIRE via COMTEX News Network) -- Prophecy Coal Corp. ("Prophecy") (TSX VENTURE: ...http://www.siliconinvestor.com/readmsg.aspx?msgid=276389539/15/2011 9:22:16 AMCal GaryBanpu Offer to Acquire Australia’s Hunnu Coal for About A$477 Million By Soraya Permatasari - Sep 12, 2011 12:30 AM MT ...http://www.siliconinvestor.com/readmsg.aspx?msgid=276313269/12/2011 10:18:33 AMCal Gary Prophecy Secures Coal Offtake Agreements for 2011 Prophecy Coal Corp PCY 8/29/2011 8:31:26 AM VANCOUVER, BRITISH COLUMBIA, Aug 29, 2011 (MARKETWIRE via COMTEX News Network) -- Prophecy Coal Corp. ("Prophecy") (TSX VENTURE: PCY)(OTCQX: PRPCF)(FRANKFURT: 1P2) (the "Company")...http://www.siliconinvestor.com/readmsg.aspx?msgid=276015248/29/2011 9:22:56 AMCal GaryUpdated: PCY 190mm shares PCY MC = 131,670,000 I've reworked my spreadsheet (separating non-coal assets properly) PCY Non-Coal assets: NKL @ 5.48 NI @ 0.10 CEC @ 0.26 Cash is about $19 million Q1 The non-coal assets are 78 cents per PCY share (NKL = 65 cent/share, cash ~= 10 cents per share) The coal assets are n...http://www.siliconinvestor.com/readmsg.aspx?msgid=275990648/27/2011 1:26:16 PM