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  • Evergreen Solar: Why This Overlooked Company Is a Good Investment [View article]
    You excluded one important risk consideration: In order to meet manufacturing targets for 2010 - 2013, however, Evergreen will need to improve operating efficiencies, expand capacity at the Devens facility, and build a planned new factory — which will require additional working capital.

    industry.bnet.com/ener.../
    Oct 22 10:23 PM | Likes Like |Link to Comment
  • Oil Industry: Farewell, Good Old Days [View article]
    Tough times ahead!

    industry.bnet.com/ener.../

    Oct 12 09:20 AM | Likes Like |Link to Comment
  • A Few Banks We Like: NTRS, USB, WFSL, SCHW, BOH [View article]
    "The Company believes that higher non-performing assets and charge-offs may continue going forward until the housing market begins to recover."

    blogs.bnet.com/secdocu...
    Oct 3 01:29 PM | Likes Like |Link to Comment
  • Analysts See Value In CPST [View article]
    Will Financing Engine Seize-Up at Capstone Turbine?After years of hype, can Capstone microturbines finally offer economic advantages over other emerging distributed generation technologies, such as fuel cells, solar power, and wind-power systems?industry.bnet.com/ener.../

    Sep 29 12:40 PM | Likes Like |Link to Comment
  • Raw Data Report: Lululemon, Kirkland's, Coldwater Creek [View article]
    Is Spa Concept a mistake at Coldwater?

    10qdetective.blogspot....
    Sep 19 10:48 AM | Likes Like |Link to Comment
  • Eight Insurers Which Stand to Gain from AIG's Pain [View article]
    Good call on ACE, for it has managed to sidestep the financial meltdown befallen competitor AIG.

    blogs.bnet.com/secdocu...
    Sep 18 02:40 PM | Likes Like |Link to Comment
  • Ike vs. Refining Capacity and Oil Price [View article]
    industry.bnet.com/ener.../
    Sep 15 02:12 PM | Likes Like |Link to Comment
  • Ike vs. Refining Capacity and Oil Price [View article]
    Unimpressed makes a great point--for the last seven years we have been conditioned by big oil that rising gas prices are not their fault: crude goes up, gas price goes up. Now crude drops more than $7.00 in the last three trading days -- yet gas price goes up! Oh, I know, w. refineries down, less available gas. BUT, refineries down represent 20% of total production, what about the other refineries running at less than full capacity?

    Exxon did not exit retail gas business because of alleged slim margins -- me thinks left business because of PR associated w. $4.00 gas sign next to ExxonMobil name at pump!
    Sep 15 12:56 PM | Likes Like |Link to Comment
  • T. Boone Pickens' Stocks Struggle [View article]
    I guess when you're worth $3 - $4 billion, owning just 60% of "little" CLNE, worth about $480 million to Pickens, is a small holding.
    Sep 11 10:34 PM | Likes Like |Link to Comment
  • Energy Storage Stocks: Performance, Cost and Bell Shaped Curves [View article]
    Well said about HEV!

    industry.bnet.com/ener.../

    Ener1 Chief Executive Charles Gassenheimer says that each dollar of capital expended at its automotive battery subsidiary EnerDel would return between $4.00 and $6.00 in annual revenues. A significant claim- - as Ener1 has generated minimal revenue to date, for its battery technology is still in development.

    Sep 11 12:27 PM | Likes Like |Link to Comment
  • Cashing In on the Electric Transport Boom [View article]
    Ener1 Chief Executive Charles Gassenheimer claims that each dollar of capital expended at its automotive battery subsidiary EnerDel would return between $4.00 and $6.00 in annual revenues. A significant claim- - as Ener1 has generated minimal revenue to date, for its battery technology is still in development.

    industry.bnet.com/ener.../
    Sep 11 12:25 PM | Likes Like |Link to Comment
  • Will Quicksilver Continue to Benefit from High Energy Prices? [View article]
    Management tacitly acknowledged on the earnings call that it has identified potentially attractive other resource plays, but had no additional comment. The company is discreetly acquiring large contiguous leases on other unconventional onshore locations.

    Delaware Basin (West Texas), Green River (Wyoming), Antrim Shale (Northern Michigan) — where oh where is the next Barnett Shale play to be found?

    industry.bnet.com/ener.../
    Aug 13 02:43 PM | Likes Like |Link to Comment
  • Pennsylvania's Marcellus Shale: Welcome to America's Next Great Energy Boom [View article]
    EXCO Management tacitly acknowledged on the earnings call that it has identified potentially attractive other resource plays, but had no additional comment. The company is discreetly acquiring large contiguous leases on other unconventional onshore locations.

    Delaware Basin (West Texas), Green River (Wyoming), Antrim Shale (Northern Michigan) — where oh where is the next Barnett Shale play to be found?

    industry.bnet.com/ener.../
    Aug 13 02:43 PM | Likes Like |Link to Comment
  • Ensco Q2 2008 Earnings Update [View article]
    One problem:

    Complicating the supply equation, however, is finding a shipyard with idle capacity to build new deepwater rigs, according to Ensco Chairman and Chief Executive Dan Rabun.

    industry.bnet.com/ener.../
    Aug 5 03:24 PM | Likes Like |Link to Comment
  • Exxon's Record Taxes, Capital and Exploration Spending in Perspective [View article]
    the 7.8% decline in production reflects — in large part — state expropriation of company assets in Venezuela, labor strike and civil unrest in Nigeria, lower entitlement contracts (which require the company to concede more production to certain foreign partners in step with higher crude prices), and mature-field output declines. Given growing global restrictions on access to productive reserves, is $8.8 billion stock buyback the most prudent expenditure?

    industry.bnet.com/ener.../
    Aug 3 10:31 PM | Likes Like |Link to Comment
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