Abtech, A 3-Tiered Growth Story That Will Scale Like Zagg Did [View article]
Great Article. I too discovered ABHD and saw the massive potential of its water waste system. Plus its the only EPA approved system of its kind. That's an economic moat. Additionally municipalities are out of money, and ABHD's system is cheap!
Synergy Resources - Up 10% Today And Not Stopping [View article]
To User 303163. My analysis is founded on fundamental valuations. It is widely known that Technical Analysis should be used to augment the timing of your trades. You seem to be using Technical Analysis to be trying to find highs and lows in a stock. I personally hold that stock prices are determined by the digestion rate of information by investors. Yesterday SYRG popped for 10% because they reported great mid-year reserve rates. Technical Analysis will never help you predict that kind of movement. Small cap stocks are all about when and if a catalyst will occur to move the stock. SYRG was trading in a rip-saw pattern or as you say (horizontal zone) because there was little to no news about the stock. The only way to figure out that it was undervalued was to research into its fundamental numbers. Based upon those I think the stock could move to 5 by the end of the year. Good luck with your Technical Analysis. I hope you are smarter than all the people who have gone broke using it.
Synergy Resources - Up 10% Today And Not Stopping [View article]
Thanks for the prompt comment! I agree that the downside risk is limited. We can see this from the signals given by the experienced management and the proven reserves.
Clean Energy Fuels Is Set To Corner The Natural Gas Fueling Market [View article]
Thanks for all the comments guys! Im glad other people feel this topic is as important as I do.
EDIT - LNG is currently only 2.4 times as compressed as CNG, however I have heard about technologies which could increase this ratio. Sorry for the mix up and thanks for the close read.
Natural Gas: Impacting Electricity Costs And Business Growth [View article]
Sir,
Since your bio says your an energy expert, you should know how the heat rate is calculated. For those that do not know, it is the average efficiency of all power plants which are running at the current moment.
Natural gas is used to power many of the plants which are not baseload plants (I.E.) those which are not nuclear, clean coal, or green tech. Natural Gas is used as fuel for the "peaker" plants, in other words the plants which come online to help reduce the strain of the baseload plants. These plants are triggered when the electrical grid is close to capacity.
The market adder is the rate which consumers are charged for transferring the energy from plants to your homes/factories. It is set by utility companies.
As you can see and likely guess, Natural Gas prices have a large impact on how expensive it is for suppliers to produce energy and the heat rate shows how efficient the suppliers will be (on average) in producing that energy. It is the combination of these two factors and the constant costs of transferring energy which lead to the general market formula of
NG * Heat rate + market adder = electricity price
So yes. The market does come up with the final selling price based upon supply and demand, but it is these factors which the suppliers draw upon to make their estimates for the future.
My article is supposed to inform and stimulate thought on how the impacts of electricity markets. The investment suggestions are examples of companies which large electricity costs, and therefore are more exposed to rising electricity costs. My theory upon rising costs hinges upon the NY judgement. I believe if the legislature in NY moves to limit the extraction of NG in their state, other states may follow suit. I am not alone in this conjecture, and as we all know, much of what drives the market is sentiment. If reduced supply is the future sentiment, then it is not a stretch to see that prices may be driven up.
Natural Gas: Impacting Electricity Costs And Business Growth [View article]
Look. Im not a "dirty coal guy" I am in the energy procurement business as a consultant. My job is to inform and guide people towards the best possible energy decision.
The problem with the proposed NYC bill is not about the distribution of Natural Gas, it is about the potential for limiting the overall supply of Natural Gas. There are large shale deposits in the NY state area and if NY starts to limit drilling then why won't PA. S-D economics states that if supply goes down, then price goes up. Investors and speculators know this and if supply regulated in NY and limited the investors and speculators will get scared. They will raise the prices and businesses will be slowed by increased operating costs.
MBIA Court Case Outcome Looks Favorable [View article]
I have been extremely busy recently and have not had too much time to dig deeply into the next stage of MBI's ongoing litigation. However, the victories in court against Bank of America are very likely to be examined for precedent in the next round of cases. If the victories are used as precedent, then the upcoming cases are looking favorable for MBI.
I will update when I have more time on my hands, and can really dig into the details of these cases. So take my positive outlook with a grain of salt.
The World's Currency: The U.S. Dollar And Its Future Struggle For Supremacy [View article]
I like the "energy basket" idea. I have heard the idea bounced around a few times and have a few questions on how it would work if implemented.
Questions: 1) Would the basket of energy goods have to be linked to a major currency in order for it to be accurately valued when delivered into the forwards market. (or would it be exchanged on FOREX? and instead be delivered in cash settlement?)
2) what is the advantage of the energy currency over buying a diversified energy basket on the commodities exchanges?
3)How would people exchange and use the currency day to day?
Jockum, I am interested to hear more about the your energy currency proposal.
The World's Currency: The U.S. Dollar And Its Future Struggle For Supremacy [View article]
I write these articles in order to share with the SeekingAlpha community something I have learned from my own personal reading an research. It is my hope that a more clear idea of the major theme can be brought to light through thoughtful debate. Please do not read or post if you simply wish to argue about topics which are unimportant to the major theme.
If you disagree with my major points and have evidence to support your claim, I would be happy to hear your view. Until then, feel free to miss the point of the article.
Clean Energy Fuels Is Set To Corner The Natural Gas Fueling Market [View article]
Natural Gas: July Is Dangerous, But Fall Is A Rally [View article]
Are you trying to say that plants will never switch to Natural Gas?
Or are you trying to say that plants shutting down will raise the price of NG?
Can Natural Gas Avoid The Third-Quarter Slump? [View article]
http://bit.ly/MgO6dw
Natural Gas: Impacting Electricity Costs And Business Growth [View article]
http://bit.ly/KOSuxP
Abtech, A 3-Tiered Growth Story That Will Scale Like Zagg Did [View article]
Synergy Resources - Up 10% Today And Not Stopping [View article]
Synergy Resources - Up 10% Today And Not Stopping [View article]
Clean Energy Fuels Is Set To Corner The Natural Gas Fueling Market [View article]
EDIT - LNG is currently only 2.4 times as compressed as CNG, however I have heard about technologies which could increase this ratio. Sorry for the mix up and thanks for the close read.
Natural Gas: Impacting Electricity Costs And Business Growth [View article]
NG * Heat Rate + Market Adder = Electricity Costs.
Sorry for the confusion. Especially you Michael Griswold
Natural Gas: Impacting Electricity Costs And Business Growth [View article]
Since your bio says your an energy expert, you should know how the heat rate is calculated. For those that do not know, it is the average efficiency of all power plants which are running at the current moment.
Natural gas is used to power many of the plants which are not baseload plants (I.E.) those which are not nuclear, clean coal, or green tech. Natural Gas is used as fuel for the "peaker" plants, in other words the plants which come online to help reduce the strain of the baseload plants. These plants are triggered when the electrical grid is close to capacity.
The market adder is the rate which consumers are charged for transferring the energy from plants to your homes/factories. It is set by utility companies.
As you can see and likely guess, Natural Gas prices have a large impact on how expensive it is for suppliers to produce energy and the heat rate shows how efficient the suppliers will be (on average) in producing that energy.
It is the combination of these two factors and the constant costs of transferring energy which lead to the general market formula of
NG * Heat rate + market adder = electricity price
So yes. The market does come up with the final selling price based upon supply and demand, but it is these factors which the suppliers draw upon to make their estimates for the future.
My article is supposed to inform and stimulate thought on how the impacts of electricity markets. The investment suggestions are examples of companies which large electricity costs, and therefore are more exposed to rising electricity costs. My theory upon rising costs hinges upon the NY judgement. I believe if the legislature in NY moves to limit the extraction of NG in their state, other states may follow suit. I am not alone in this conjecture, and as we all know, much of what drives the market is sentiment. If reduced supply is the future sentiment, then it is not a stretch to see that prices may be driven up.
Natural Gas: Impacting Electricity Costs And Business Growth [View article]
The problem with the proposed NYC bill is not about the distribution of Natural Gas, it is about the potential for limiting the overall supply of Natural Gas. There are large shale deposits in the NY state area and if NY starts to limit drilling then why won't PA. S-D economics states that if supply goes down, then price goes up. Investors and speculators know this and if supply regulated in NY and limited the investors and speculators will get scared. They will raise the prices and businesses will be slowed by increased operating costs.
MBIA Court Case Outcome Looks Favorable [View article]
I will update when I have more time on my hands, and can really dig into the details of these cases. So take my positive outlook with a grain of salt.
The World's Currency: The U.S. Dollar And Its Future Struggle For Supremacy [View article]
Questions:
1) Would the basket of energy goods have to be linked to a major currency in order for it to be accurately valued when delivered into the forwards market. (or would it be exchanged on FOREX? and instead be delivered in cash settlement?)
2) what is the advantage of the energy currency over buying a diversified energy basket on the commodities exchanges?
3)How would people exchange and use the currency day to day?
Jockum, I am interested to hear more about the your energy currency proposal.
The World's Currency: The U.S. Dollar And Its Future Struggle For Supremacy [View article]
If you disagree with my major points and have evidence to support your claim, I would be happy to hear your view. Until then, feel free to miss the point of the article.
The World's Currency: The U.S. Dollar And Its Future Struggle For Supremacy [View article]