Breadnight

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    • Thu Aug 21st 09:11 AM | Rating: 0 0
      Commented on:
      How You Can Invest in the Pickens Plan
      Pickens' plan to use nat gas to power automobiles is audacious to say the least!! The supply of nat gas is and has always been very tight, and once people begin using them for everyday transportation use, the price of nat gas will skyrocket. Just ask all the nat gas fired power plants who came online in the 90's... Once they began using nat gas, they generated too much demand themselves.

      Most of the nat gas power generators in the US today are operating at a loss due to their own demand for the fuel.

      If the Pickens plan were to initialize, the best way to invest in it would be nat gas producers like CHK, DVN, UPL, ect...
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    • Tue Aug 19th 09:09 AM | Rating: 0 0
      Commented on:
      A New Global Market for Natural Gas
      Once you start using natural gas for transportation, the price will jump so high that no one will use it. Same thing happened in the 90's to the natural gas fired power plants. They began using so much nat gas that they became the market and the prices shot up past what they used in their economic analysis, they ran at a loss for years!! (maybe still do) -very dumb. Keep this in mind.
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    • Tue Aug 19th 08:53 AM | Rating: 0 0
      Commented on:
      U.S. Future in Coal Burns Bright
      Some of you are way off in thinking that US coal producers will be exporting to China. The increased demand in China will come from Australia and (decreasingly) Indonesia. I can only think of 1 US listed pure play coal producer that has assets in Australia -Peabody (BTU).

      The increased demand from China, in my opinion, will not influence US coal supplies/inventories. The two markets are independent enough, I think to have much affect on each other.

      When thinking about the China demand (which is/will be huge) you must ask yourself "what type of coal fired boilers are bing built in China today?" Each boiler is built to a specific coal type, quality, moisture, and sulphur content...

      Once you find out what coal specs the Chinese boilers are being built for, you can figure out what coal regions will benefit.

      BTW, I have made huge coin on JRCC puts, stay away from that one, and any other coal producer that is not making money currently.

      Someone needs to help me with the Chinese coal fired power plants/boiler research... any takers??
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    • Sun Aug 3rd 10:06 AM | Rating: 0 0
      Commented on:
      First Solar Spreads Some Sunshine
      I'm waiting on this one to break-down. I agree with Mr Clark on this one, and once it does break down.. .watch out below.

      Tell me please how solar is better than wind turbines?? I think both are flawed. The real winner in China is coal. They are building approx 1 coal fired power plant per day!! In the next 3 years they will have added the coal fired capacity that exists today in the US -in 5 years time.

      The demand for power generation is so great, that peak load producers like wind and solar are out of the question.

      Alternative Energy's only hope is that politicians will do anything for a vote -and current popular belief in global warming will keep these in play.
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    • Sun Aug 3rd 09:50 AM | Rating: 0 0
      Commented on:
      Bear Market Bounce Check-Up; Focus on Solar and Gold
      Will, Isn't there a reality show for people like you these days.... how about The Biggest Loser!?!?

      Quit whining and crying!!
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    • Sat Aug 2nd 12:38 PM | Rating: 0 0
      Commented on:
      Solar and Cash: The Big Boys Have an Answer - Do You?
      WRONG. You cannot transfer electricity from Australia to California.

      Even if they were connected by a magical land bridge, the distances are too far and all of the energy is lost in the transport.
      View article »
    • Sat Aug 2nd 04:39 AM | Rating: 0 0
      Commented on:
      Solar and Cash: The Big Boys Have an Answer - Do You?
      It would take a field of solar panels or wind turbines the size of a city, to power a city of the same size.

      What happens at night? Or when the wind isn't blowing? You're telling me that you can store the extra energy accumulated during the day to keep our city powered at night?? You're delusional.

      Who wants to live in a city that has power outages 50% of the time and is neighbored by a city of solar panels or wind turbines?? Not me, and not your local politician.

      These energy sources are used for peak periods. They are not sufficient for base load electricity. Not to mention they make no economic sense as an investment. Just keep that in mind while you play this fad.
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    • Sat Aug 2nd 04:25 AM | Rating: 0 0
      Commented on:
      Crude Reality: Big Oil's Purposely Restricting Supply
      Everyone keeps yelling "the answer to our oil problem is alternative/renewable energies!!"

      Someone tell me how a wind turbine spinning in the fields will make my Land Cruiser go? Or, how thousands of solar panels in the desert will provide the energy for me to fly home from Australia in a month?? It won't.

      People are confusing the argument. YOU CANNOT REPLACE OIL WITH ALTERNATIVE/RENEWABLE ENERGY (at least not today).

      Electric energy is not the same as energy used for transportation. They may both be big issues, but they are unrelated. Please keep this in mind.
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    • Sat Aug 2nd 04:12 AM | Rating: 0 0
      Commented on:
      3 Investment Ideas for the Rest of 2008 and 2009
      Hey slugger. You talk about oil in your alternative energy strategy, but they aren't really related.

      You cannot replace oil with wind turbines.
      You cannot replace oil with solar panels.

      Electric energy is not associated with transportation energy (i.e. planes trains and automobiles).
      View article »
    • Sat Aug 2nd 04:05 AM | Rating: 0 0
      Commented on:
      Massey Energy Posts Big Number But Big Charge Too
      Trader Mark is right about coal, it is a 2009 story. Everyone who comments here speaks about oil. I don't see the connection b/w oil and coal. - You cannot replace one with the other (unless you're running a steam locomotive!)

      Once oil bottoms, go long coal, and bet the house. What a lot of people are missing however, is that US coal is rarely related to coal demand in China -which is THE story.

      If you want to play in the coal sector, pick companies with diverse asset bases in Australia and Indonesia -thats where China will be getting the extra coal.

      Once the fundamentals begin to matter again, and hedge funds incorporate a less sporadic strategy, coal will be a big winner.
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    • Sun Jul 27th 04:52 AM | Rating: 0 0
      Commented on:
      Profiting from the Pickens Plan: FAN, Clean Fuels, Fuel Systems
      You guys keep talking about two different things: energy for electrical consumption and energy for transportation. To date, they are unrelated. You cannot replace crude oil with coal -see the difference??

      1) If everyone plugged in their electric cars, we would have to build A LOT more coal or nuclear powered plants. Since nuclear doesn't seem likely (dumb politicians), and coal is our most abundant resource, we will be burning a lot more coal to fuel those green electric cars.

      2) Wind energy is hopeless. Do some research. It would take a wind farm the size of a city to power a city of the same size. Additionally, that city would have lots of power outages when the wind isn't blowing -like 50% of the time.

      3) Natural Gas for electricity consumption has been proven to be a bad idea. Once you build the nat gas power plants, you end up jacking up the price of the natural gas you're using b/c of the demand YOU created. A lot of these plants that were built in the 90's are losing money today.

      4) Nat gas for transportation will have the same affect. Once you increase the demand for the nat gas, the price will skyrocket and no one will use it.

      All of these ideas SOUND good, but they simply wont work. Build a lot of nuclear plants, and increase spending on clean coal technologies b/c COAL is what we will be increasingly using in the near future.
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    • Sun Jul 20th 03:50 AM | Rating: 0 0
      Commented on:
      Two Water Transport Plays - Besides DryShips
      If you're going to make a move in shipping I believe it would be more beneficial to stick with the dry bulk companies as opposed to container.

      The dry bulk market will stay strong due to increased iron ore and coal production/demand. The container ind is more prone to the global slowdown.

      I recommend listening to some of these conference calls prior to investing in this industry. It is more complicated than most.

      There will be a big increase in world wide dry bulk vessels in the coming years. Depending on how many of the shipyards stay in business (due to higher steel costs), and how many of the older vessels need to be retired, the dry bulk indexes could come down dramatically.

      There is also potential for a lot of consolidation in this sector. Once the dry bulk stocks begin to move, I say go with DRYS. Their earnings are impressive compared to their peers. DRYS is better known, and has a higher beta. Therefore, I think it will have more momentum and will work better as a trade.

      Lots of research necessary here. Good luck.
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    • Wed Jul 16th 05:29 AM | Rating: 0 0
      Commented on:
      Bucyrus International: A Mixed Bag
      How could oil prices be cutting into BUCY's margins?? Anyway, with higher and higher coal prices, new mines around the world will be popping up. However, my bet is that they will not be utilizing draglines. These machines are too capital intensive, and aren't suitable to the types of deposits that these small mines have.

      Also, the oil sands are making so much money these days that they arent utilizing draglines -but truck and shovel instead.

      I don't know the % of profit from draglines that BUCY gets (and I will do some research) but I believe draglines are what they're known for. I believe that % will come down in the future.
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    • Tue Jun 17th 15:41 PM | Rating: 0 0
      Commented on:
      Something's Brewing at Oilsands Quest Inc.
      Yeah, I failed to mention that I am a consulting geologist in the mining industry, and I soundly ditto 'lurking turkey's' comment.

      I will look into Connacher O&G, I have never heard of them. I just have my doubts in the in-situ recovery method. I have never seen production data that indicates it to be economical.

      Additionally, investors should ALWAYS be suspicious of junior mining/mineral companies not listed on the Toronto Stock Exchange -due to the additional resource/reserve reporting requirements.
      View article »
    • Tue Jun 17th 12:54 PM | Rating: 0 0
      Commented on:
      Something's Brewing at Oilsands Quest Inc.
      Without doing much research on the issue, I believe the bitumen recovery for the in-situ mehtod is approximately 20-25%.

      I know that the in-situ recovery method is in use today, but I don't think it is a major precentage of any oil sands operation. Instead, it is viewed as a new technology that will eventually be needed, but not for some time. Therefore, it is in use only for research and development purposes.

      If anyone has some numbers and links to an oil sands operation that is actually using this method -for profit, please provide. If any productivity data is available, that would be great too.

      View article »
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