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H. T. Love  

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  • Quick Chat 282 July 28 2015 [View instapost]
    "but is likely to unleash yet another global recession"

    I don't recall who first predicted it, but I was in aggreement with a partiipant here months back that suggested the back half of '15 would be difficult. I recently posted somewhere about that and ended with "... recessionary tendencies".

    Not that I'm all that smart, but listening to folks that have the knowledge, factoring in what I read of Mises and others, I truly believed, and still do, that once a credit bubble begins to collapse it can't be stopped - it has to go through the correction cycle.

    I think that's what we're seeing.

    And if the you-know-whos are out of ammo, they won't even be able to defer the coming pain this time like they did from '09 onward.

    But I *am* a rank amateur at this stuff and so could be all wrong.

    What I fear most is the common wisdom that the longer the correction is deferred, the worse the pain will be.

    *Lots* of inocents will get badly burned, if so, while those that caused the problem initially and/or delayed the needed correction will not suffer the consequences.

    Sans reward *and* punishment, folks tend not to do things differently next time around. So TPTB off scot-free while pain visits thee and me!

    MHO,
    HardToLove
    Aug 23, 2015. 04:44 PM | 4 Likes Like |Link to Comment
  • Quick Chat 282 July 28 2015 [View instapost]
    OOPS: Forgot the link to Google results.

    http://bit.ly/1ENupUp

    HardToLove
    Aug 23, 2015. 04:49 AM | 2 Likes Like |Link to Comment
  • Quick Chat 282 July 28 2015 [View instapost]
    "... as U.S. begins exporting LNG, imho"

    Mark, keep in mind Australia's increasing role in the LNG economies. Proximity to Asia, which has been/would be a large target for U.S. exports in the past and future, gives them a big edge there, reducing opportunity for U.S. based companies.

    Lots of stuff about it in these Google results and a recent article I read about a JV down there has a big export terminal coming on-line in the next 12-18 mos. IIRC.

    From the second page of that Google result,
    http://cnb.cx/1MLy2lS

    There's tons more.

    Anyway, it's likely that our LNG exports will not be able to take as much advantage as many were thinking. I suspect we'll export predominantly to geographically proximate customers, much less volume than anticipated a couple years back.

    And Golar has their thing going on which could make every country that has NG an exporter.

    In aggregate this will continue to keep prices suppressed and the U.S. local consumers and economy will get the benefits of the low prices.

    The time for ROI on the huge investments being made will be much longer than anticipated I think.

    I also wonder how much more NG will get produced as the fraccing technology starts getting applied in more places around the world. Will more places have more "local" supply and therefore reduce demand for LNG exports?

    MHO,
    HardToLove
    Aug 23, 2015. 04:15 AM | 4 Likes Like |Link to Comment
  • A Speculative Play On UQM Beginning 2/7/2015 [View instapost]
    More speculation, this time re Audi ...

    "4. Audi uses two electric motors in the rear of the car, instead of Tesla's one. It remains to be seen if this has any advantages or disadvantages."

    Well, since they've supposedly tested UQM motors in other models for a long (and still-ongoing? We don't know.) time, part of the extra range could be from the better UQM motor efficiency, part from less weight (doesn't seat as many as Tesla).

    "Audi Details Its First Proper Tesla Competitor, The 310-Mile Range SUV"

    http://tinyurl.com/owz...

    Always hoping that one of those long-term initiatives will finally pay off!

    HardToLove
    Aug 20, 2015. 01:13 PM | 2 Likes Like |Link to Comment
  • Quick Chat 282 July 28 2015 [View instapost]
    For those following oil price/production, here's an informative and unconventional look: "Crude Oil: The Divergence Of Rig Count, Oil Price And Production Explained".

    http://tinyurl.com/o4r...

    In summary, author looks for a "sweet spot" for considering entry between Sep.-Dec.

    HardToLove
    Aug 18, 2015. 01:00 PM | 3 Likes Like |Link to Comment
  • A Speculative Play On UQM Beginning 2/7/2015 [View instapost]
    "UQM Technologies Receives Follow-On Fuel Cell Compressor System Orders from Ballard Power Systems"

    http://tinyurl.com/obt...

    "... with scheduled delivery in the next quarter."

    HardToLove
    Aug 18, 2015. 09:09 AM | 4 Likes Like |Link to Comment
  • A Speculative Play On UQM Beginning 2/7/2015 [View instapost]
    Letter to shareholders
    http://tinyurl.com/nw5...

    Notice of 9/24/2015 AGM with items to be voted upon.
    http://tinyurl.com/q54...

    HardToLove
    Aug 17, 2015. 03:26 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 402: August 1, 2015 [View instapost]
    "and HTL"

    You're thinking of someone else - we never discussed that.

    HardTolove
    Aug 17, 2015. 06:09 AM | 6 Likes Like |Link to Comment
  • Quick Chat 282 July 28 2015 [View instapost]
    Speaking of which, CPST followers might want to check their filings. Some small and larger buys by management and (former now?) BOD member Jaggers.

    http://bit.ly/1HQ3zLh

    HardToLove
    Aug 16, 2015. 05:01 PM | 3 Likes Like |Link to Comment
  • Quick Chat 282 July 28 2015 [View instapost]
    LT: KNow that you have left us in a better place because of your presence,

    And I know that those in your life are also better off for you having been in thier lives.

    Know that you will also be in a better place in the future.

    Know that I will miss your presence, as will all others here.

    Know that I can not put into words all my feelings for your contributions, freely sharing your thoughts and expertise, and what you have been and are going through.

    Know that I must now stop or risk becoming maudlin.

    hardToLove
    Aug 16, 2015. 04:54 PM | 6 Likes Like |Link to Comment
  • Stability Of The European Union June 1, 2015 To ??? [View instapost]
    ISTM FPA that at some point the people say the hell with the Troika, IMF, EZ, ... it's more important to eat, support your family, have opportunities to improve yourself and your kin, ...

    Then support for any current government must wane and alternatives will be sought, found and istituted.

    It's a matter of time and number of cycles I think.

    HardToLove
    Aug 16, 2015. 04:18 PM | 4 Likes Like |Link to Comment
  • A Speculative Play On UQM Beginning 2/7/2015 [View instapost]
    "the current currency climate likely makes it even harder for a US based company to do business in China"

    Only if you are selling into China stuff that was manufactured outside China, say in the U.S., and have to price and sell in dollars stuff that was made at, e.g. USD prices.

    If the stuff is manufactured in China, say final assembly, rare earth magnets, ... those are bought with strong dollars (maybe - could be bought in country with Yuan I guess) and a substatial part of the cost is China-local, so the USD effect is reduced, making price more attractive in China (and elsewhere too if transportation isn't too expensive).

    This would help in penetrtion of the China markets for buses, mining equipment, etc.

    Further, if capacity is sufficient and trnsport costs are reasonable, some product could be exported from China, with the lower cost-basis, and exported around the world, including into the U.S. And in the U.S. they would be cheaper, as long as the dollar remains strong, possibly helping sales here at home.

    The trick is to not get the IP stolen and not lose jobs here at home due to that.

    HardToLove
    Aug 12, 2015. 06:20 PM | 2 Likes Like |Link to Comment
  • A Speculative Play On UQM Beginning 2/7/2015 [View instapost]
    D lane: Yes!

    Should be a joint venture I would think.

    HardToLove
    Aug 12, 2015. 03:07 PM | Likes Like |Link to Comment
  • A Speculative Play On UQM Beginning 2/7/2015 [View instapost]
    CN: I was also busy and didn't find it until about 1 hour after release.

    What I really want to see is something out of their China initiatives, but I'm expecting nothing for at least six more months.

    Hope I'm wrong though.

    HardToLove
    Aug 12, 2015. 01:05 PM | Likes Like |Link to Comment
  • A Speculative Play On UQM Beginning 2/7/2015 [View instapost]
    " UQM Technologies Receives Increased Orders from Zenith Motors for PowerPhase Pro® 135 Electric Motor Systems for the Medium Duty Truck Delivery Market "

    http://tinyurl.com/ol2...

    HardToLove
    Aug 12, 2015. 09:38 AM | Likes Like |Link to Comment
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