Seeking Alpha

Robert Wagner

View as an RSS Feed
View Robert Wagner's Comments BY TICKER:
Latest  |  Highest rated
  • Bitcoin Is Sinking Fast, So Are Hopes Of Bitcoin-Related Investments [View article]
    Can you express in some tangible terms how the business has developed?
    It's been very busy month since the 'official launch' of CurrencyTransfer.com was announced live on CNBC Squawk Box. We executed the first £20,000 worth of business transfers inside two weeks of launching the platform and have more than 250 businesses worldwide register for 'early access'. Our sister comparison websites, MyTravelMoney and MyCurrencyTransfer have helped individual customers transact over $600,000,000 to date.

    http://bit.ly/1jJdCZU
    Apr 15 09:50 PM | Likes Like |Link to Comment
  • Bitcoin Is Sinking Fast, So Are Hopes Of Bitcoin-Related Investments [View article]
    "As an eBay seller I'll be glad to be free of their extravagant fee schedules and Visa and M/C charges. "

    Bitcoin has lost over over 50% since Dec. Paypal must charge one whole lot of fees to justify taking the risk on a Bitcoin. Taking the Bitcoin to avoid small fees by Paypal is penny wise and pound foolish.
    Apr 9 08:29 AM | 2 Likes Like |Link to Comment
  • Renewable Energy Group: A Classic 'Heads I Win Big, Tails I Still Win Something' [View article]
    Brian, IMHO the SYNM purchase is a game changer for REGI. SYNM has 2 technologies, 1) Biosynfining which hydrogenates fats into renewable drop in diesel and jet fuels and 2) Fischer Tropsch technology that allows them to pursue GTL, CTL and BTL. The BTL or biomass to liquid technology would allow them to go after cellulosic RINs. By buying SYNM and LS9 REGI went from a biodiesel firm to a diversified energy firm. SYNM usually has higher margins than REGI, and doesn't have to worry about the lower price of FAME vs ULSD. Also, there will always be a market for ULSD, the same can't be said about biodiesel.
    Apr 8 07:40 PM | 2 Likes Like |Link to Comment
  • Global Warming "Science"; What Investors Need To Know, Don't Just Trust The "Experts" [View instapost]
    Kertch, you can't be more correct there.
    Apr 8 07:35 PM | Likes Like |Link to Comment
  • Renewable Energy Group: A Classic 'Heads I Win Big, Tails I Still Win Something' [View article]
    Nice article, IMHO the SYNM purchase really expands their options to GTL, CTL and BTL, and more aggressively pursue cellulose. Also, SYNM isn't a direct competitor, they produce renewable diesel, REGI produced biodiesel. Using your EBITDA margins, that essentially equals the share of the BTC that REGI collects. Once again, good article, but I wouldn't rely on book value to value these companies, other than cash, without regulatory support the assets are scrap metal.
    Apr 8 09:06 AM | 1 Like Like |Link to Comment
  • Climate "Science" Bombshell May Be Getting Ready To Burst [View instapost]
    Mann vs. Steyn may be the trial of the century. It may determine, not merely whether the environmentalists can shut down industrial civilization, but whether they can shut down the independent thinking of skeptical dissidents.

    Read more: http://bit.ly/1mUt7BT
    Follow us: @RCP_Articles on Twitter
    Apr 7 01:51 PM | 1 Like Like |Link to Comment
  • Global Warming "Science"; What Investors Need To Know, Don't Just Trust The "Experts" [View instapost]
    The global warming hysteria is disastrous enough in its intended goal, which is to ban the use of our cheapest and most abundant fuels and force us to limp along on "alternative energy" sources that are insufficient to support an industrial civilization. But along the way, the global warming campaign is already wrecking our science and politics by seeking to establish a dogma that cannot legally be questioned.

    Read more: http://bit.ly/1hxCSOo
    Apr 7 01:40 PM | Likes Like |Link to Comment
  • Climate "Science" Bombshell May Be Getting Ready To Burst [View instapost]
    I sense a backlash brewing against the totalitarian left:

    The ongoing trial involving journalist Mark Steyn – accused of defaming climate change theorist Michael Mann – reflects an increasingly dangerous tendency among our intellectual classes to embrace homogeneity of viewpoint. Steyn, whose column has appeared for years on these pages, may be alternatingly entertaining or over-the-top obnoxious, but the slander lawsuit against him marks a milestone in what has become a dangerously authoritarian worldview being adopted in academia, the media and large sections of the government bureaucracy.

    Let’s call it “the debate is over” syndrome, referring to a term used most often in relationship with climate change but also by President Barack Obama last week in reference to what remains his contentious, and theoretically reformable, health care plan. Ironically, this shift to certainty now comes increasingly from what passes for the Left in America.

    These are the same people who historically have identified themselves with open-mindedness and the defense of free speech, while conservatives, with some justification, were associated more often with such traits as criminalizing unpopular views – as seen in the 1950s McCarthy era
    http://bit.ly/1mUs30P
    Apr 7 01:38 PM | Likes Like |Link to Comment
  • Balance Sheets Mean Little To Green Economy Stocks: Why I Hate Book Value Analysis [View article]
    The ongoing trial involving journalist Mark Steyn – accused of defaming climate change theorist Michael Mann – reflects an increasingly dangerous tendency among our intellectual classes to embrace homogeneity of viewpoint. Steyn, whose column has appeared for years on these pages, may be alternatingly entertaining or over-the-top obnoxious, but the slander lawsuit against him marks a milestone in what has become a dangerously authoritarian worldview being adopted in academia, the media and large sections of the government bureaucracy.

    Let’s call it “the debate is over” syndrome, referring to a term used most often in relationship with climate change but also by President Barack Obama last week in reference to what remains his contentious, and theoretically reformable, health care plan. Ironically, this shift to certainty now comes increasingly from what passes for the Left in America.

    These are the same people who historically have identified themselves with open-mindedness and the defense of free speech, while conservatives, with some justification, were associated more often with such traits as criminalizing unpopular views – as seen in the 1950s McCarthy era
    http://bit.ly/1mUs30P
    Apr 7 01:36 PM | 1 Like Like |Link to Comment
  • The EU, China Offer Case Study Warnings For Green Economy Stocks [View article]
    Please refute anything written. I welcome it.
    Apr 7 12:08 PM | Likes Like |Link to Comment
  • Don't Judge Berkshire Hathaway By Its Book Value Cover [View article]
    Looks like the NYTs has picked up on this theme.
    Has Warren Buffett lost his edge?
    http://yhoo.it/1kjrEot

    The Oracle of Omaha, Lately Looking a Bit Ordinary
    http://nyti.ms/1kjrEow
    Apr 7 12:03 PM | Likes Like |Link to Comment
  • Balance Sheets Mean Little To Green Economy Stocks: Why I Hate Book Value Analysis [View article]
    "Europe is unhappy with Australia’s decision to drop climate change from the G20 agenda and is lobbying the Abbott government to reconsider. Tony Abbott doesn’t want the G20 agenda “cluttered” by topics that would take the focus from his top priority of economic growth."

    If this trend continues, the "Green Agenda" is in real trouble. Killing jobs typically isn't a winning campaign issue.
    http://bit.ly/1e2iB9d
    Apr 6 10:01 AM | Likes Like |Link to Comment
  • Balance Sheets Mean Little To Green Economy Stocks: Why I Hate Book Value Analysis [View article]
    Temps used to be much much much warmer:
    816 127810 -421.7 2.58
    1817 127860 -422.1 2.49
    1818 127910 -424.0 2.16
    1819 127961 -424.5 2.06
    1820 128012 -423.2 2.26
    1821 128062 -421.7 2.49
    1822 128112 -420.2 2.72
    1823 128161 -420.2 2.70
    1824 128210 -420.2 2.68
    1825 128259 -421.2 2.50
    1826 128309 -419.4 2.78
    1827 128357 -416.6 3.23
    1828 128405 -416.9 3.16
    1829 128453 -417.2 3.08
    1830 128501 -417.2 3.06

    3107 321783 -423.2 2.18
    3108 322000 -420.2 2.65
    3109 322214 -418.8 2.85
    3110 322426 -418.7 2.82
    3111 322638 -416.2 3.19
    3112 322847 -415.9 3.18
    3113 323057 -416.2 3.08
    3114 323269 -415.8 3.08
    3115 323482 -414.9 3.14
    3116 323695 -415.2 2.99
    3117 323911 -415.5 2.84
    3118 324129 -414.8 2.86

    3285 408992 -432.3 1.12
    3286 409496 -431.4 1.28
    3287 409995 -429.3 1.64
    3288 410483 -426.4 2.13
    3289 410979 -431.6 1.27
    3290 411492 -431.2 1.34
    3291 412009 -431.9 1.23
    3292 412533 -432.4 1.15
    3293 413062 -432.8 1.08
    Apr 6 04:04 AM | Likes Like |Link to Comment
  • Balance Sheets Mean Little To Green Economy Stocks: Why I Hate Book Value Analysis [View article]
    BTW, we can cut through all the nonsense and simply go to the source. "Scientists" like Michael Mann claim that the little ice age was Medieval warming periods were N Hemi events, and therefore his nonsensical Hockeystick is a accurate measure of global temps. That garbage data is what is used in the highly inaccurate IPCC climate models. Funny they can't figure out what is wrong with their models, GIGO. One only needs to go check the Vostok Ice Core Date to see the truth. There were periods in the past with much warmer periods than today, much. Michael Mann must not have looked at Al Gore's chart. BTW, just look at the charts/data, there are plenty of times when you get brief bouts of inexplicable warming lasting more than 100 years. We should be thankful we have warm temperatures considering our history.
    http://1.usa.gov/1jk4LOi
    Little Ice Age:
    12 234 -449.1 -1.84
    13 258 -444.6 -1.09
    14 281 -442.5 -0.75
    15 304 -439.3 -0.22
    16 327 -440.9 -0.48
    17 351 -442.5 -0.75
    Late Medieval Warming:
    18 375 -436.6 0.23
    19 397 -430.0 1.33
    20 420 -435.9 0.35
    21 444 -436.9 0.18
    Roman Warming:
    65 1931 -437.1 0.15
    73 2253 -437.3 0.12
    74 2291 -431.0 1.16

    Early Man Warming:
    140 5259 -436.3 0.28
    141 5305 -437.4 0.10
    142 5351 -437.5 0.08
    143 5397 -435.0 0.50
    144 5442 -435.0 0.50
    145 5488 -436.8 0.20
    146 5534 -437.9 0.02
    147 5581 -437.5 0.08
    148 5627 -437.8 0.03
    Apr 6 03:45 AM | Likes Like |Link to Comment
  • Someone's Betting Big On Coming Volatility; How And Why They Might Be Doing That [View article]
    "You could see the level of complacency on Friday"

    I would imagine that is a perfect opportunity for a vol spike. Catch the market while it is sleeping.
    Apr 6 03:20 AM | 1 Like Like |Link to Comment
COMMENTS STATS
2,025 Comments
1,594 Likes