Comments on Brendan Coffey's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/brendan-coffey/articles http://seekingalpha.com/article/174787-fuel-systems-solutions-a-winner-in-the-alternative-fuels-industry?source=feed#comment-781562 781562 Sun, 29 Nov 2009 11:30:23 -0500 Perfect full cycle for the CO2. Europe has seen the logic of this solution and many countries are injecting organically made Biomethane into the natural gas grid and hey presto you now have a percentage of your CNG vehicles running on home made naturally made natural gas.. Now if we have to keep explaining the logic of this ONE!!
CNG conversions in America seem a wee tad overpriced as we can do them here for 2000 Euro in Europe and the fuel is up to 50% cheaper to run on. The size of the tank as was mentioned in US was too big. !!!! We here in Europe have smaller cars and we can put them discretely in the car without having to see the. That chap seemed to suggest they need to be towed behind you in another trailer they were that big. Good god man if we can fit them nicely in our little cars i think its a bit rich to suggest you can't fit them in your massive cars in the USA. Moving from diesel and petrol is not going to be a breeze as everyone suggest but i think as oil prices rockets it will focus a lot of minds to thinking of alternatives. I am not a tree hugger but i find people who suggest that 10 million vehicle sales world wide as a flash in the pan or mere folly a vested oil supporter from Texas who was disappointed when BUSh left the white house. Roll on Obama well done he is a star and well liked in Europe. Top man for the times and not a narrow thinker unlike a couple of commenters here ..
]]> http://seekingalpha.com/article/174787-fuel-systems-solutions-a-winner-in-the-alternative-fuels-industry?source=feed#comment-776467 776467 Wed, 25 Nov 2009 02:17:47 -0500 http://seekingalpha.com/article/174787-fuel-systems-solutions-a-winner-in-the-alternative-fuels-industry?source=feed#comment-775540 775540 Tue, 24 Nov 2009 14:01:15 -0500 http://seekingalpha.com/article/174787-fuel-systems-solutions-a-winner-in-the-alternative-fuels-industry?source=feed#comment-775097 775097 Tue, 24 Nov 2009 10:16:02 -0500 http://seekingalpha.com/article/174787-fuel-systems-solutions-a-winner-in-the-alternative-fuels-industry?source=feed#comment-774809 774809 Tue, 24 Nov 2009 07:00:29 -0500
Tell that to the politicians, who have pursued a variant of (2), which is: subsidize and mandate hopelessly expensive and non-scalable biofuels, thus lulling drivers into a false hope that the Government has found a solution that will keep blended gasoline and diesel fuels available at the pump at constant or even declining prices. If anybody thinks that the United States has abandoned its policies to support first-generation biofuels, they should have another think coming. For example, there are now bills before the House and Senate to extend the $1/gallon subsidy for biodiesel for another five years:

www.dtnethanolcenter.c...

Why? Biodiesel is NEVER going to be competitive with petroleum diesel. Even the industry admits that its very existence is dependent on the continuation of this subsidy.]]> http://seekingalpha.com/article/174321-which-sector-will-be-the-next-decade-s-home-run?source=feed#comment-773985 773985 "Puleeeze look up what "begging the question" really means." > > Thanks for saying that. The correct phrase is "raising the question" > > ========== > > I think we're in a new normal and that there won't be any home runs. > It's best to be defensive and, as Bill Gross suggests, invest in > something like utilities. Or, as Jim Rogers suggests, in agricultural > commodities. I think you'd be mad not to have at least 10% in gold--preferably > in gold miners (as Julian Robertson suggests). The only home run > sector I can imagine would be in some far-out tech breakthrough that > hasn't yet been widely appreciated, like cold fusion. > > I think the real home runs will be hit on the short side, like Paulson's > short on the housing sector.]]> Mon, 23 Nov 2009 16:47:49 -0500
I could not remise an opportunity to remind you your Saturday recommendation:
I wrote, "Following your theory, where would you invest your money now?"

Your replied: How about the short side? Or a special situation stock like Rambus (RMBS) with enormous potential? Here's a link to the Investor's Village site on the stock
--------
RMBS was down 6.08%, and S&P went up over 1%. This is typical to Perma-Bear mentality - be negative no meter how good news there is. How would you describe your investor's theory now?



On Nov 22 02:55 AM Roger Knights wrote:

> "Puleeeze look up what "begging the question" really means."
>
> Thanks for saying that. The correct phrase is "raising the question"
>
> ==========
>
> I think we're in a new normal and that there won't be any home runs.
> It's best to be defensive and, as Bill Gross suggests, invest in
> something like utilities. Or, as Jim Rogers suggests, in agricultural
> commodities. I think you'd be mad not to have at least 10% in gold--preferably
> in gold miners (as Julian Robertson suggests). The only home run
> sector I can imagine would be in some far-out tech breakthrough that
> hasn't yet been widely appreciated, like cold fusion.
>
> I think the real home runs will be hit on the short side, like Paulson's
> short on the housing sector.]]> http://seekingalpha.com/article/174787-fuel-systems-solutions-a-winner-in-the-alternative-fuels-industry?source=feed#comment-773758 773758 LNG seems to have worked in Italy for many years. > > If not gas from shale plays, methane was mentioned - I don't think > we're running out of garbage or waste. Also with shale I believe > output drops in the 50% range after the 1st year but can sustain > at the lower level for many years. At the very least we should convert > trucking and public transit (also FSYS plays). Why do we have to > have a walkoff homerun solution? Can't we solve it with a couple > of big hits? > > For the conspiracy theorists I believe Honda had a promising car > and home refueling solution which died a seemingly unnatural death.]]> Mon, 23 Nov 2009 14:23:26 -0500
On Nov 23 01:08 PM CGP wrote:

> LNG seems to have worked in Italy for many years.
>
> If not gas from shale plays, methane was mentioned - I don't think
> we're running out of garbage or waste. Also with shale I believe
> output drops in the 50% range after the 1st year but can sustain
> at the lower level for many years. At the very least we should convert
> trucking and public transit (also FSYS plays). Why do we have to
> have a walkoff homerun solution? Can't we solve it with a couple
> of big hits?
>
> For the conspiracy theorists I believe Honda had a promising car
> and home refueling solution which died a seemingly unnatural death.]]> http://seekingalpha.com/article/174787-fuel-systems-solutions-a-winner-in-the-alternative-fuels-industry?source=feed#comment-773625 773625 Mon, 23 Nov 2009 13:08:37 -0500
If not gas from shale plays, methane was mentioned - I don't think we're running out of garbage or waste. Also with shale I believe output drops in the 50% range after the 1st year but can sustain at the lower level for many years. At the very least we should convert trucking and public transit (also FSYS plays). Why do we have to have a walkoff homerun solution? Can't we solve it with a couple of big hits?

For the conspiracy theorists I believe Honda had a promising car and home refueling solution which died a seemingly unnatural death.]]> http://seekingalpha.com/article/174787-fuel-systems-solutions-a-winner-in-the-alternative-fuels-industry?source=feed#comment-773580 773580 Check your facts: the US does not have the largest gas reserves; > it is number 6. See en.wikipedia.org/wiki/.... > > > Many professionals think we may have reached peak gas, and that remaining > US supplies may only last a decade. The shale wells currently flooding > the market have very short lives, and the pollution effects of contaminated > water may soon make them politically unviable. > > We (the US) do have very serious political problems, such as the > $10,000 fee per engine type per conversion shop that strongly discourages > CNG conversions. ( As mentioned by previous posters). > > CNG has another serious problem, especially for autos: a very low > energy density. To get the same range, the fuel tank for CNG needs > to be about four times larger than the comparable gasoline. It also > needs to be cylindrical for strength, so cannot be form-fitted, like > most gasoline fuel tanks are. > > There are definitely niche applications for CNG, but it is not a > panacea. In my opinion, NH3 (anhydrous ammonia) has much better characteristics > for most transportation fuels uses. See www.ammoniafuelnetwork... > for more info.]]> Mon, 23 Nov 2009 12:38:06 -0500

On Nov 23 10:53 AM ricardoRI wrote:

> Check your facts: the US does not have the largest gas reserves;
> it is number 6. See en.wikipedia.org/wiki/...
>
>
> Many professionals think we may have reached peak gas, and that remaining
> US supplies may only last a decade. The shale wells currently flooding
> the market have very short lives, and the pollution effects of contaminated
> water may soon make them politically unviable.
>
> We (the US) do have very serious political problems, such as the
> $10,000 fee per engine type per conversion shop that strongly discourages
> CNG conversions. ( As mentioned by previous posters).
>
> CNG has another serious problem, especially for autos: a very low
> energy density. To get the same range, the fuel tank for CNG needs
> to be about four times larger than the comparable gasoline. It also
> needs to be cylindrical for strength, so cannot be form-fitted, like
> most gasoline fuel tanks are.
>
> There are definitely niche applications for CNG, but it is not a
> panacea. In my opinion, NH3 (anhydrous ammonia) has much better characteristics
> for most transportation fuels uses. See ammoniafuelnetwork...
> for more info.]]> http://seekingalpha.com/article/174787-fuel-systems-solutions-a-winner-in-the-alternative-fuels-industry?source=feed#comment-773503 773503 Mon, 23 Nov 2009 11:57:25 -0500 www.odac-info.org/site...

This report is a critical read in other respects too, as it sees oil peaking by 2016 ( I would put it earlier) with oil prices peaking at $175/barrel, followed by very instable conditions as the economy switches from oil.]]> http://seekingalpha.com/article/174787-fuel-systems-solutions-a-winner-in-the-alternative-fuels-industry?source=feed#comment-773333 773333 Mon, 23 Nov 2009 10:53:58 -0500 en.wikipedia.org/wiki/....

Many professionals think we may have reached peak gas, and that remaining US supplies may only last a decade. The shale wells currently flooding the market have very short lives, and the pollution effects of contaminated water may soon make them politically unviable.

We (the US) do have very serious political problems, such as the $10,000 fee per engine type per conversion shop that strongly discourages CNG conversions. ( As mentioned by previous posters).

CNG has another serious problem, especially for autos: a very low energy density. To get the same range, the fuel tank for CNG needs to be about four times larger than the comparable gasoline. It also needs to be cylindrical for strength, so cannot be form-fitted, like most gasoline fuel tanks are.

There are definitely niche applications for CNG, but it is not a panacea. In my opinion, NH3 (anhydrous ammonia) has much better characteristics for most transportation fuels uses. See www.ammoniafuelnetwork... for more info. ]]> http://seekingalpha.com/article/174787-fuel-systems-solutions-a-winner-in-the-alternative-fuels-industry?source=feed#comment-773273 773273 Mon, 23 Nov 2009 10:19:50 -0500 http://seekingalpha.com/article/174787-fuel-systems-solutions-a-winner-in-the-alternative-fuels-industry?source=feed#comment-773145 773145 Mon, 23 Nov 2009 09:09:12 -0500 Brendan Coffey Said: "For one, Italians love natural gas powered vehicles. One recent report estimated that 25% of the vehicles sold in Italy last quarter run on compressed natural gas (or methane).

That’s an astonishing amount. And that doesn’t include the large number of after-market CNG conversions that are done to cars in Italy, too. As the largest automaker in Italy, Fiat is sending CNG-powered cars into the market. This spring, it announced six models for the Italian market that are able to run on either gasoline or natural gas."

Brendan Coffey is absolutely correct:
20 years ago I sold Hyster forklifts. We were converting the gas fired models to dual fuel at that time. No big deal. I think the cost to the customer at that time was less than $750 per unit. I'm betting that all of the forklift dealers are doing it still. FSYS owns Impco, which makes the conversion kit. (They're selling these kits all over the world today for over the road use. Except USA.) As I understand it big oil lobbying at that time made it impossible to convert automobiles in the USA to LPG or LNG.
Currently a shop or auto dealer can convert gas to LNG, but the license per car model and engine type is $10,000 per.
That means that no aftermarket shop or dealer is going to shell out over $100,000 for licenses to convert 10 different car models.]]> http://seekingalpha.com/article/174787-fuel-systems-solutions-a-winner-in-the-alternative-fuels-industry?source=feed#comment-773121 773121 Mon, 23 Nov 2009 08:52:24 -0500
dual fuel capable autos[CNG + diesel or gasoline]

fuel station infrastructure support[at the station as well generally available pipeline[e.g. new england]

fleet turnover rate vs OEM owner modification habits. OEM retail support
for auto owner confidence

proposed legislation will enhance truck based applications[vans to sixteen wheel]. but autos in USA may have bigger impediments

WHAT SAY YOU?]]> http://seekingalpha.com/article/174787-fuel-systems-solutions-a-winner-in-the-alternative-fuels-industry?source=feed#comment-773060 773060 Mon, 23 Nov 2009 08:05:29 -0500
thefitzman.blogspot.co...

if such a policy were adopted, FSYS would go to the moon. that said, don't hold your breath. US policymakers seem intent on destroying the country by ignoring its biggest problem: an economic foundation built upon and dependent on foreign oil.]]> http://seekingalpha.com/article/174787-fuel-systems-solutions-a-winner-in-the-alternative-fuels-industry?source=feed#comment-772920 772920 Mon, 23 Nov 2009 06:54:30 -0500 Check out oil prices now, in the midst of a very severe recession.
BRIC demand will continue to rise, when even the overf-optimistic estimates of the IEA show that output cannot possibly rise much with current levels of investment.
If you put in more realistic rates of exploitation, and don't make the heroic assumption that the IEA does that rates will suddenly leap far above historic norms, then things are even worse.
Electric vehicles are a lot more difficult to take much of the burden in the US than in Europe and the Far East, with much lower petrol prices and higher commute distances.
The only remarkable thing is how few NG cars there are on the road in the US.
That should change if there is the slightest hint of recovery - oil prices will rocket.]]> http://seekingalpha.com/article/174321-which-sector-will-be-the-next-decade-s-home-run?source=feed#comment-772103 772103 Sun, 22 Nov 2009 15:20:51 -0500 http://seekingalpha.com/article/174321-which-sector-will-be-the-next-decade-s-home-run?source=feed#comment-771447 771447 Sun, 22 Nov 2009 02:55:16 -0500
Thanks for saying that. The correct phrase is "raising the question"
==========

I think we're in a new normal and that there won't be any home runs. It's best to be defensive and, as Bill Gross suggests, invest in something like utilities. Or, as Jim Rogers suggests, in agricultural commodities. I think you'd be mad not to have at least 10% in gold--preferably in gold miners (as Julian Robertson suggests). The only home run sector I can imagine would be in some far-out tech breakthrough that hasn't yet been widely appreciated, like cold fusion.

I think the real home runs will be hit on the short side, like Paulson's short on the housing sector.]]> http://seekingalpha.com/article/174321-which-sector-will-be-the-next-decade-s-home-run?source=feed#comment-771190 771190 Sat, 21 Nov 2009 21:15:20 -0500 http://seekingalpha.com/article/174321-which-sector-will-be-the-next-decade-s-home-run?source=feed#comment-769847 769847 >> SOLD.. On Nov 20 10:29 AM jerrydd wrote: > > But John Galt, wasn't Carter right about energy? > > Didn't Clinton increase CAFE standards, balance the budget? Just > what did repubs do? > > Hasn't oil caused 3 recessions since him he warned about? If we > had listened to him and become energy independent, we wouldn't be > in this mess, not in 2 oil wars, not losing $500B/yr in imported > oil costs and deeply in debt to pay oil subsidies to big oil, Iran, > Russia, oil dictators? > > Oil and energy is the next big thing though oil only for about 5-7 > yrs until the world switches to less expensive RE, flattening out > it's price, before dropping in constant $. > > I'd invest in Ford, Nissan as both are going to hit the market with > EV's, PHEV's just as oil hits $4-5/gal late next yr. > > FPL is deep in RE and down now because of the recession hitting it's > utility part. But it has a large upside in both utility and RE profits. > > > Investing in ETF's on RE is not good as too many will go down. Best > to pick good companies and ride them up.]]> Fri, 20 Nov 2009 19:09:35 -0500 >> SOLD..


On Nov 20 10:29 AM jerrydd wrote:

>
> But John Galt, wasn't Carter right about energy?
>
> Didn't Clinton increase CAFE standards, balance the budget? Just
> what did repubs do?
>
> Hasn't oil caused 3 recessions since him he warned about? If we
> had listened to him and become energy independent, we wouldn't be
> in this mess, not in 2 oil wars, not losing $500B/yr in imported
> oil costs and deeply in debt to pay oil subsidies to big oil, Iran,
> Russia, oil dictators?
>
> Oil and energy is the next big thing though oil only for about 5-7
> yrs until the world switches to less expensive RE, flattening out
> it's price, before dropping in constant $.
>
> I'd invest in Ford, Nissan as both are going to hit the market with
> EV's, PHEV's just as oil hits $4-5/gal late next yr.
>
> FPL is deep in RE and down now because of the recession hitting it's
> utility part. But it has a large upside in both utility and RE profits.
>
>
> Investing in ETF's on RE is not good as too many will go down. Best
> to pick good companies and ride them up.]]> http://seekingalpha.com/article/174321-which-sector-will-be-the-next-decade-s-home-run?source=feed#comment-769790 769790 Fri, 20 Nov 2009 18:51:18 -0500 Electric vehicles for short commutes - city cars .
]]> http://seekingalpha.com/article/174321-which-sector-will-be-the-next-decade-s-home-run?source=feed#comment-768937 768937 Fri, 20 Nov 2009 10:29:33 -0500 But John Galt, wasn't Carter right about energy?

Didn't Clinton increase CAFE standards, balance the budget? Just what did repubs do?

Hasn't oil caused 3 recessions since him he warned about? If we had listened to him and become energy independent, we wouldn't be in this mess, not in 2 oil wars, not losing $500B/yr in imported oil costs and deeply in debt to pay oil subsidies to big oil, Iran, Russia, oil dictators?

Oil and energy is the next big thing though oil only for about 5-7 yrs until the world switches to less expensive RE, flattening out it's price, before dropping in constant $.

I'd invest in Ford, Nissan as both are going to hit the market with EV's, PHEV's just as oil hits $4-5/gal late next yr.

FPL is deep in RE and down now because of the recession hitting it's utility part. But it has a large upside in both utility and RE profits.

Investing in ETF's on RE is not good as too many will go down. Best to pick good companies and ride them up.]]> http://seekingalpha.com/article/174321-which-sector-will-be-the-next-decade-s-home-run?source=feed#comment-768072 768072 I don't share your belief. The dollar has lost 97% of it's value since 1913. If they really wanted no inflation, they could have kept the printing presses turned off and let the markets dictate interest rates. You better be careful if you go green in your portfolio. Some stocks will work out, but a lot will dissapear. 70's = Carter economic mess, world ending, fear 80's = Japan bubble 90's = Internet/Tech, productivity shock... bubble speculation 00' = money printing/easy lending, leverage led RE higher So what's next? High unemployment? Inflation? Easy borrowing for the masses? Foreign speculation bubble in China ? A great productivity shock? If you are going to swing for the fences, make sure you don't invest more than you are willing to lose because you just might strike out.]]> Thu, 19 Nov 2009 16:47:52 -0500

I don't share your belief. The dollar has lost 97% of it's value since 1913. If they really wanted no inflation, they could have kept the printing presses turned off and let the markets dictate interest rates.

You better be careful if you go green in your portfolio. Some stocks will work out, but a lot will dissapear.

70's = Carter economic mess, world ending, fear
80's = Japan bubble
90's = Internet/Tech, productivity shock... bubble speculation
00' = money printing/easy lending, leverage led RE higher

So what's next? High unemployment? Inflation? Easy borrowing for the masses? Foreign speculation bubble in China ? A great productivity shock?

If you are going to swing for the fences, make sure you don't invest more than you are willing to lose because you just might strike out.]]> http://seekingalpha.com/article/174321-which-sector-will-be-the-next-decade-s-home-run?source=feed#comment-767935 767935 Thu, 19 Nov 2009 15:16:52 -0500
commodities. commodities. commodities.

base metal, gold, potash, met coal, and agriculture]]> http://seekingalpha.com/article/174321-which-sector-will-be-the-next-decade-s-home-run?source=feed#comment-767816 767816 Thu, 19 Nov 2009 14:34:58 -0500 Fed Reserve and the Central bankers are afraid of the total financial system crash and they will do anything to keep it alive. The next thing to worry about the is the death by deflation. To overcome both barriers they have no choice but to overshoot by creating massive reflation thru more stimulus to the banks for the banks by the banks. This scenario mean commodities and housing will go much higher in the next 5-10 years. Gold will be the leader and indicator of this direction.

The Negative Scenario:
We want the FED to succeed in creating new bubbles and massive dollar printing. It is too late to have it any other way. With a total world production output at 50 Trillions against over 600 Trillions of outstanding CDS we have no choice but to create bubbles just to maintain the stability. The central bankers failure will cause a major financial and political disasters for the world.]]> http://seekingalpha.com/article/174321-which-sector-will-be-the-next-decade-s-home-run?source=feed#comment-767653 767653 Thu, 19 Nov 2009 13:50:21 -0500
There are always undervlaued equities ,in the supposed lost decade my portfolio is up 300% going entirely long

Having said that large cap multinationals will do well if purchased at appropriate prices. ]]> http://seekingalpha.com/article/174321-which-sector-will-be-the-next-decade-s-home-run?source=feed#comment-767646 767646 Thu, 19 Nov 2009 13:47:38 -0500 http://seekingalpha.com/article/174321-which-sector-will-be-the-next-decade-s-home-run?source=feed#comment-767621 767621 Thu, 19 Nov 2009 13:34:45 -0500 http://seekingalpha.com/article/174321-which-sector-will-be-the-next-decade-s-home-run?source=feed#comment-767410 767410 Thu, 19 Nov 2009 11:41:52 -0500
Gold: Been done to death. You know there's a top when every other commercial (aside from drugs for old people) is an ad to buy or sell gold.

Green: Depends too much on subsidies which end at some point. Look up the Synfuels Corp. during the 1st term of Carter.

Don't time your purchases by the decade.

With all that money, you'd think they could snag a coach who could produce a national champion.

]]> http://seekingalpha.com/article/174321-which-sector-will-be-the-next-decade-s-home-run?source=feed#comment-767394 767394 Thu, 19 Nov 2009 11:31:51 -0500
What does China need to feed its economic growth that is in short supply?

Buy it.]]>