Cloud Peak Energy (NYSE:CLD)

CAPS Rating: 5 out of 5

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Member Avatar DuckBlaster (78.86) Submitted: 8/22/2013 10:03:51 AM : Outperform Start Price: $16.17 CLD Score: -39.07

With commodities, the cure for low prices is low prices. With coal in particular, the PRB is the place to be. Patience will be rewarded here.

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Member Avatar RumbachStock (22.14) Submitted: 6/23/2013 2:05:08 PM : Outperform Start Price: $16.95 CLD Score: -48.98

good compnay

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Member Avatar superdealsonly (21.64) Submitted: 2/1/2013 7:16:59 PM : Outperform Start Price: $17.56 CLD Score: -56.93

hope people are lazy and dont read this

http://billingsgazette.com/news/state-and-regional/montana/crow-tribe-signs-b-ton-coal-deal-with-cloud-peak/article_34b57cc8-7257-5082-a331-3660df78ddcd.html

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Member Avatar Brilliantdummy (45.79) Submitted: 10/29/2012 7:36:56 PM : Outperform Start Price: $21.37 CLD Score: -79.20

it just is

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Member Avatar Imhilion (44.52) Submitted: 7/12/2012 8:07:29 PM : Outperform Start Price: $17.13 CLD Score: -72.23

I see much value here

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Member Avatar toaoyoda (< 20) Submitted: 2/10/2012 2:50:42 PM : Outperform Start Price: $18.40 CLD Score: -77.29

This was an opportunistic spinoff from Rio Tinto that had other fish to fry. It is a pure coal play on the Powder River Basin meaning that its coal is freer of sulfur albeit at the cost of somewhat lower thermal energy content per ton. It also has only open-pit mines meaning that its safety profile is excellent and its costs are low. It will increasingly target the Asian ( especially China ) market by shipping via ports in Oregon and Canada and so will be insensitive to environmental and other idiotic policies of the present administration.

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Member Avatar sotaboy34 (< 20) Submitted: 8/22/2011 7:46:31 PM : Outperform Start Price: $17.54 CLD Score: -101.49

coal keeping moving to china

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Member Avatar bordereiver (21.87) Submitted: 5/19/2011 4:36:17 AM : Outperform Start Price: $20.97 CLD Score: -85.42

China needs coal. CLD participating in building infrastructure to export from west coast. Japanese nuke problems help coal.

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Member Avatar sopircepat (29.66) Submitted: 3/25/2011 8:11:08 AM : Outperform Start Price: $21.54 CLD Score: -91.13

Cheap powder river basin coal, soon to be connected to port on Pacific ocean. China, here we come.

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Member Avatar cmmtgnmn (62.46) Submitted: 1/13/2011 11:13:19 AM : Outperform Start Price: $23.35 CLD Score: -99.40

magic screen result

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Member Avatar MarkGillCPA (79.36) Submitted: 11/24/2010 1:05:42 PM : Outperform Start Price: $20.51 CLD Score: -102.35

Cloud Peak Energy (CLD) operates 3 coal surface mines in the Powder River Basin of Wyoming. It is a 2009 spin-off from Rio Tinto.

CLD's 3 coal mines are some of the lowest cost mines in the industry. In Q3 CLD produced coal at $8.50 per ton, grossing $4 per ton.

CLD is trading at 10.7x 2010 EPS and 9.6x 2011 estimated EPS. It has a FCF Yield of over 30% and an ROIC of 17%. Target = $31.

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Member Avatar herbert68104 (< 20) Submitted: 11/24/2010 4:07:51 AM : Outperform Start Price: $13.92 CLD Score: -51.35

Strong cash per share position

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Member Avatar lucapacioli1492 (< 20) Submitted: 9/15/2010 1:01:57 PM : Outperform Start Price: $16.48 CLD Score: -97.11

Low-sulfur, open-pit makes environmental issues LESS ( but not zero!) Possible proximity to export market in China.Needs to accumulate more reserves.

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Member Avatar flottemesch (< 20) Submitted: 8/31/2010 5:38:01 PM : Outperform Start Price: $16.09 CLD Score: -105.20

Chinese energy demand continues to increase

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Member Avatar matt66fool (< 20) Submitted: 8/10/2010 10:13:26 AM : Outperform Start Price: $17.08 CLD Score: -101.53

Solid Energy Play. Low PE, good Dividend should
cover for market uncertainties. Any CO2 law will be passed on to comsumer. Coal to stay - as renewables are unreliable and way more expensive.

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Member Avatar ebitdat (< 20) Submitted: 4/13/2010 7:20:47 PM : Outperform Start Price: $16.85 CLD Score: -87.88

coal is not going away and CLD has a great pedigree.

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Member Avatar britpick (98.26) Submitted: 2/4/2010 12:26:28 PM : Outperform Start Price: $13.60 CLD Score: -89.05

* Favorable earnings multiples compared to competition (7 vs around 20 for Arch & Peabody)
*Arch paid Rio Tinto almost 3x as much for equivalent assets in 2009 (albeit with significant synergy opportunities due to adjacent property locations)
*Strong and experienced management inherited from former parent Rio Tinto
* Low sulphur (and therefore less environmentally unfriendly) coal

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Member Avatar millionairhead (< 20) Submitted: 1/12/2010 10:41:49 AM : Outperform Start Price: $16.99 CLD Score: -97.44

I ain't here to impress you with my wisdom, I'm here to make money.

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Member Avatar retireddelfool (24.62) Submitted: 12/15/2009 7:50:32 PM : Outperform Start Price: $13.67 CLD Score: -82.15

Fits in perfect with Buffet's purchase of BNI.....

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Member Avatar cayamax (< 20) Submitted: 12/5/2009 8:26:15 AM : Outperform Start Price: $13.72 CLD Score: -83.95

Undervalued. Should take off within next year.

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