The Natural Gas Bonanza and Westport Innovations: Will Profits Flare Up? [View article]
Yes, Wesport's earnings are from licensing of their technology. Reverse engg is possible but may not happen right away. The key driver of profitability is scale of production
On Dec 15 04:16 PM User 93717 wrote:
> Good article about nat gas for transportation. I have read thru Westport > SEC filings and cannot figure out how much they stand to really earn > from the sale of engines from their JV with Cummins. It seems that > Cummins is the real beneficiary for the replacement cycle of these > trucks. They supply the real hardware. Westport provides technical > assistance and earns a % as the engines are really made by Cummins > and sold to the JV. It would also make sense that others , Paccar, > Volvo & China Inc would be hot on their tails to reverse engineer > the technology and help bring down some of the price differential. > Just my thoughts. > > David
The Natural Gas Bonanza and Westport Innovations: Will Profits Flare Up? [View article]
Fleets have their own distribution network. Households can fill up at home
On Dec 13 08:56 AM toobad41 wrote:
> Until a distribution infrastructure is built this is just pie-in-the-sky > thinking. Nice try but you are years from reality. Years from reality > is too long for most people.
The Natural Gas Bonanza and Westport Innovations: Will Profits Flare Up? [View article]
Interesting comment
On Dec 13 08:33 PM essay wrote:
> as someone who lives on top of the haynesville and has a vested interest > in the outcome of this whole debate, i have watched well results > with keen interest. the people saying the gas isn't there need to > go figure out how to use sonris.com, some of the production numbers > are staggering... there are any number of wells that have done over > a bcf in a couple months... some have done far more than that.<br/> > > the gas is there. dry holes are unheard of. costs are dropping, and > results are getting better as the operators improve their techniques. > some wells are better than others, but the fact is shale gas is a > different animal from traditional production. > > last i saw the eia had revised their '10 estimated production decline > upwards, and honestly i expect it to go even higher, but that is > a guess from a layman. these wells produce a significant amount in > the first year, and nearly all drilling being done right now is to > hold leases.
Obama Wants a 'Better Plan'? Here's One: Bite the Bullet [View article]
I completely agree with your analysis that US should go the Nordic way. Since there is resistance to anymore bail-out packages with the complete failure of the present one, its very likely that the Obama administration will have no choice but to let insolvent banks go bankrupt. Some of them will survive with an upwardly sloping yield curve and relaxation of the mark-to-market accounting policies.
The Natural Gas Bonanza and Westport Innovations: Will Profits Flare Up? [View article]
The Natural Gas Bonanza and Westport Innovations: Will Profits Flare Up? [View article]
On Dec 15 04:16 PM User 93717 wrote:
> Good article about nat gas for transportation. I have read thru Westport
> SEC filings and cannot figure out how much they stand to really earn
> from the sale of engines from their JV with Cummins. It seems that
> Cummins is the real beneficiary for the replacement cycle of these
> trucks. They supply the real hardware. Westport provides technical
> assistance and earns a % as the engines are really made by Cummins
> and sold to the JV. It would also make sense that others , Paccar,
> Volvo & China Inc would be hot on their tails to reverse engineer
> the technology and help bring down some of the price differential.
> Just my thoughts.
>
> David
The Natural Gas Bonanza and Westport Innovations: Will Profits Flare Up? [View article]
On Dec 13 08:56 AM toobad41 wrote:
> Until a distribution infrastructure is built this is just pie-in-the-sky
> thinking. Nice try but you are years from reality. Years from reality
> is too long for most people.
The Natural Gas Bonanza and Westport Innovations: Will Profits Flare Up? [View article]
On Dec 13 08:33 PM essay wrote:
> as someone who lives on top of the haynesville and has a vested interest
> in the outcome of this whole debate, i have watched well results
> with keen interest. the people saying the gas isn't there need to
> go figure out how to use sonris.com, some of the production numbers
> are staggering... there are any number of wells that have done over
> a bcf in a couple months... some have done far more than that.<br/>
>
> the gas is there. dry holes are unheard of. costs are dropping, and
> results are getting better as the operators improve their techniques.
> some wells are better than others, but the fact is shale gas is a
> different animal from traditional production.
>
> last i saw the eia had revised their '10 estimated production decline
> upwards, and honestly i expect it to go even higher, but that is
> a guess from a layman. these wells produce a significant amount in
> the first year, and nearly all drilling being done right now is to
> hold leases.
The Natural Gas Bonanza and Westport Innovations: Will Profits Flare Up? [View article]
On Dec 14 08:01 AM captainccs wrote:
> Westport Innovations:
>
> Canadian company, no SEC filings, losing money...
>
> I think I'll pass...
Obama Wants a 'Better Plan'? Here's One: Bite the Bullet [View article]