Seeking Alpha
View as an RSS Feed

Robert Wagner  

View Robert Wagner's Comments BY TICKER:
Latest  |  Highest rated
  • BitChip The Bitcoin Killer - The Merchant's Solution To The Bitcoin Problem [View article]
    Looks like even Alababa is driving a steak in the heart of the Bitcom. I can see a Baba coin sometime in the future.

    Bitcoin tanks, is Alibaba to blame?
    http://yhoo.it/1mqKImu
    Sep 20, 2014. 12:28 PM | Likes Like |Link to Comment
  • Bitcoin Fails As A Currency And The Bubble Will Eventually Pop [View article]
    Yep, once credible sources issue currencies that are backed and rely on some sound monetary policy backing them, why use Bitcoin? Bitcoin is collapsing, it is only a matter of time. Here are the headlines today. I can see a Baba coin being developed. Point is, Bitcoin introduced the idea and created a very bad Beta version of a virtual currency. Others will simply do it better.

    Bitcoin tanks, is Alibaba to blame?
    http://yhoo.it/1mqKImu
    Sep 20, 2014. 12:26 PM | Likes Like |Link to Comment
  • Major Macro Investment Theme; Weakening Support For Climate Change Legislation [View article]
    These are reasonably standard conservative views on the Obama administration’s energy policy; and Republicans criticizing Democrats for not drilling for enough oil is not news, but the Governor’s spoken remarks were more notable. “The reality is right now we’ve got an administration in the Obama administration that are science deniers when it comes to harnessing America’s energy resources and potential to create good-paying jobs for our economy and for our future.” Mr. Jindal’s use of the phrase “science deniers” to describe administration policy is intriguing especially in the context of the current political environment. We have grown accustomed to Democrats and progressives accusing Republicans and conservatives of being anti-science, but the reverse is much more rare. It is all the more rare from a politician whose policies as governor reflect an ambiguity around such scientific concepts as evolution.

    Language is always very important in framing how the public thinks about issues. Energy, the environment and climate change are no different. The words used to describe climate change itself has changed over the years. A decade or so ago, the phrase “global warming” was more common, to describe the phenomenon we now refer to as “climate change.” Presumably this is because environmental advocates thought the latter was more formidable. Environmental advocates use the phrase “climate change deniers” to describe those with whom they disagree. Similarly many opponents of climate change refer to a “climate change debate” despite there being very little genuine scientific debate on the issue. By tagging the Democrats as the “science deniers” Gov. Jindal may be able to reframe debates about energy policy as well as possibly climate change more broadly in a way that damages Democrats.

    Read more at http://bit.ly/XOZ9oH
    Follow us: @newyorkobserver on Twitter | newyorkobserver on Facebook
    Sep 18, 2014. 08:59 PM | Likes Like |Link to Comment
  • Investors' Guide To El Nino, Climate Change And Summer Weather Forecast [View article]
    This is all you need to know about Global Warming. These issues always follow the same MO, only problem with fracking is that the geology departments aren't as corrupted by Federal Grant money to push a global warming agenda. Make up some hysterical fear-mongering arguments about the opposition and hope to get your agenda passed before the truth is known. Silicone Breast Implants come to mind. The trial lawyers made a fortune destroying a legitimate company and all its jobs over pure junk science. Facts are "science" never had anything to do with these movements, its all about pushing a job killing agenda.

    Cuomo’s Fracking Plan: Politics Trumps Science

    ALBANY, NY—Two months ago, Gov. Andrew Cuomo confidently promised a rapid roll out of his plan to introduce high-volume fracking to New York State in a few rural upstate counties.

    But his trial balloon for the initiative drew intense negative reactions, to which the governor has responded with dead silence. That has left both sides of the natural gas drilling debate wondering whether Cuomo will stick with the plan that all but flopped in its public test or go back to the drawing board.

    Assemblywoman Barbara Lifton

    “The political blowback on this has been immense,” said state Assemblywoman Barbara Lifton, a Democrat from Ithaca. “I’ve never seen anything like it in my 10 years in the state Assembly and 14 years as legislative chief of staff.”

    Gov. Andrew Cuomo

    To move forward as planned, Cuomo, a Democrat, will have to contend with opposition from a strong majority in the Democratically-controlled Assembly, a frustrated state medical community, disillusioned scientists and even a nascent civil disobedience movement.
    - See more at: http://bit.ly/ZsH9Sp
    Sep 18, 2014. 08:16 PM | Likes Like |Link to Comment
  • Investors' Guide To El Nino, Climate Change And Summer Weather Forecast [View article]
    "This past August was the warmest since records began in 1881"

    Do you really believe that? Record cold temps were being set all over the place. Here is what the most accurate temp measure says.

    BTW, that would make the current temp greater than the 1998/9 El Nino peak.

    Anyway, the most accurate data says we didn't even have the hottest August since 1979.
    http://bit.ly/KOvLAJ
    Sep 17, 2014. 08:44 PM | Likes Like |Link to Comment
  • Investors' Guide To El Nino, Climate Change And Summer Weather Forecast [View article]
    "Bwa-hahaha! So convenient. You don't believe the established scientific community, but government, you suddenly believe?!"

    No, I believe that you measure the water table in feet below the surface and fracking happens thousands of feet below the surface that it is a pretty safe bet fracking isn't the cause. This water table is just another example of the fraudulent MO used by the anti-progress left. They just make stuff up to promote their job killing higher energy price lower competitiveness and lower standard of living agenda.
    Sep 17, 2014. 08:41 PM | 2 Likes Like |Link to Comment
  • Understanding Syntroleum's Lawsuit [View article]
    "Okay, your right about everything. DF would've profitable at 30% capacity"

    Care to point out where I ever claimed that? I'm pretty sure if you go back and read the articles you will see the margin was on full capacity. I don't believe I ever said it would be profitable at 30%, in fact my calculations show it won't, except for the most extreme cases of very high RINs and very low feedstock. But please, point out where I said it would be profitable at 30%.

    Wrong or misleading? Under what context did I make that comment? The problem wasn't the plant, it was a dysfunctional relationship with TSN. We will never know if SYNM could have gotten the plant to run, TSN kept voting them down. Anyway, that question will be answered soon enough. We will see if REGI can get the plant to run.

    You seem to want to read into my comments your own opinions and not what was written.
    Sep 17, 2014. 06:18 PM | Likes Like |Link to Comment
  • Investors' Guide To El Nino, Climate Change And Summer Weather Forecast [View article]
    Global warming's little brother the fracking pollutes the water fraud just went down in smoke. Just like global warming the data just doesn't support the "consensus" of alarmists.

    Landmark fracking study finds no water pollution
    http://yhoo.it/1piFow8;_ylt=AwrBJSA_5hhUdA8A...
    Sep 16, 2014. 09:41 PM | Likes Like |Link to Comment
  • Understanding Syntroleum's Lawsuit [View article]
    What did I post that was wrong? I mostly covered the margins. Almost all my articles were about IF they produced and what they would get IF they did. They ended up getting bought out by REGI, and once the Dynamic Fuels plant gets running we will see if my margin calculations were correct. If they were/are, shareholders of SYNM and now REGI should do just fine.
    Sep 16, 2014. 09:34 PM | Likes Like |Link to Comment
  • Higher Soybean Prices Are Helping Renewable Energy Group's Margins [View article]
    Things are really odd now. Soybean oil is actually one of the lower cost feedstocks right now, and the flex feedstock firms don't have much of an advantage, if at all. Yellow grease still has the best margin, but soybean oil isn't far behind.

    Est Margin Calculation
    9/13/2014 SYNM SYNM SYNM REGI REGI REGI REGI
    Fuel Blend Blend Blend MW SME MW FAME MW FAME MW FAME
    Fuel $ $3.32 $3.25 $3.32 $3.31 $3.36 $3.36 $3.36
    Feedstock YG Corn Oil SME SME CWG YG Corn Oil
    FS lbs/gal 7.6 7.6 7.5 7.5 8.0 8.5 8.2
    FS $/lb $0.26 $0.35 $0.33 $0.33 $0.33 $0.26 $0.35
    FS/gal $1.99 $2.62 $2.45 $2.45 $2.62 $2.23 $2.83
    Trans/lb $0.02 $0.02 $0.02 $0.02 $0.02 $0.02 $0.02
    Trans/gal $0.15 $0.15 $0.15 $0.15 $0.16 $0.17 $0.16
    Total FS $2.15 $2.77 $2.60 $2.60 $2.78 $2.40 $2.99

    Hydrogen
    Methanol
    Catalyst/Neutralizer/O...
    Other VC/gal $0.18 $0.18 $0.18 $0.46 $0.46 $0.46 $0.46

    Est Gross Margin $0.99 $0.29 $0.54 $0.25 $0.12 $0.50 $(0.09)

    Estimated Fixed Costs/OPEX at Full Production
    Fixed OPEX/gal $0.37 $0.37 $0.37 $0.12 $0.12 $0.12 $0.12
    Glyserine $0.03 $0.03 $0.03 $0.03
    Tax Credit Adj

    EBITDA Margin $0.62 $(0.07) $0.17 $0.16 $0.03 $0.41 $(0.18)
    Sep 16, 2014. 09:31 PM | 1 Like Like |Link to Comment
  • Investors' Guide To El Nino, Climate Change And Summer Weather Forecast [View article]
    This is no joke, it is an actual headline: I love the use of "could."

    Global Warming Could Cause More Cold Snaps
    http://bit.ly/1oROtN5
    Sep 15, 2014. 07:06 PM | Likes Like |Link to Comment
  • Major Macro Investment Theme; Weakening Support For Climate Change Legislation [View article]
    The raw political handling of this nonsense is providing the enemies of these policies plenty of ammo if they ever do take power. The climate change legislation is simply an abuse of power.

    The American Petroleum Institute and renewable energy groups are furious with the Environmental Protection Agency for “playing politics” with the nation’s ethanol mandate.

    http://bit.ly/1m9p2e7
    Sep 15, 2014. 06:43 PM | Likes Like |Link to Comment
  • Understanding Syntroleum's Lawsuit [View article]
    Looks like I was right on this one:

    III. CONCLUSION
    Patent Owner has not demonstrated by a preponderance of the
    evidence that proposed substitute claims 21–30
    are patentable
    .
    Therefore, we deny the Motion to Amend with
    respect to the substitution of claims 21–30. We grant the Motion to
    Amend solely with respect to Patent Owner’s non-contingent
    request to cancel claims 1–20.

    IV. ORDER
    In consideration of the foregoing, it is ORDERED that Patent Owner’s Motion to Amend is granted with respect to the cancellation of claims 1–20
    ;
    FURTHER ORDERED that Patent Owner’s Motion to Amend is
    otherwise denied ; and FURTHER ORDERED that because this is a final decision, parties to the proceeding seeking judicial review of the decision must comply with the
    notice and service requirements of 37 C.F.R. § 90.2
    .

    http://bit.ly/1oRFgEx
    Sep 15, 2014. 06:34 PM | Likes Like |Link to Comment
  • Investors' Guide To El Nino, Climate Change And Summer Weather Forecast [View article]
    Yep, more bad news for the climate alarmists.

    One-half of CO2 doubling achieved

    Detectable impacts on the climate are yet to be seen

    When the CO2 level in the atmosphere surpassed 400 ppm a short time ago, many alarmists would celebrate this symbolic achievement. Oh, the CO2 concentration is so high! It's a signal from the heaven, a shot from the Aurora telling us to start another world revolution because our previous one, that of 1917, has already faded away and it wasn't enough for us, anyway. The number is so round, and so on. Of course, nothing new happens when the CO2 level reaches 400 ppm – it's just another number that only looks special because of an arbitrary decadic numeral system we happen to use today. The Earth has seen concentrations around 6,000 ppm as well and 4,000 ppm would be just fine for all life forms we know today. By far the closest worrisome CO2 concentration is 150 ppm in which most existing plant species stop growing (ice ages have only forced them to easily withstand 180 ppm or so).
    http://bit.ly/1oREabO
    Sep 15, 2014. 06:28 PM | Likes Like |Link to Comment
  • Investors' Guide To El Nino, Climate Change And Summer Weather Forecast [View article]
    Oh my, another real scientist actually looked at the data. The bad news just keeps rolling in.

    Science is never settled, but the current state of “climate change” science is quite clear: There is essentially zero evidence that carbon dioxide from human activities is causing catastrophic climate change.

    Yes, the “executive summary” of reports from the UN’s International Panel on Climate Change continues to sound the alarm — but the summary is written by the politicians. The scientific bulk of the report, while still tinged with improper advocacy, has all but thrown in the towel.

    Oregon-based physicist Gordon Fulks sums it up well: “CO2 is said to be responsible for global warming that is not occurring, for accelerated sea-level rise that is not occurring, for net glacial and sea ice melt that is not occurring . . . and for increasing extreme weather that is not occurring.”

    Consider:

     According to NASA satellites and all ground-based temperature measurements, global warming ceased in the late 1990s. This when CO2 levels have risen almost 10 percent since 1997. The post-1997 CO2 emissions represent an astonishing 30 percent of all human-related emissions since the Industrial Revolution began. That we’ve seen no warming contradicts all CO2-based climate models upon which global-warming concerns are founded.
    Rates of sea-level rise remain small and are even slowing, over recent decades averaging about 1 millimeter per year as measured by tide gauges and 2 to 3 mm/year as inferred from “adjusted” satellite data. Again, this is far less than what the alarmists suggested.
     Satellites also show that a greater area of Antarctic sea ice exists now than any time since space-based measurements began in 1979. In other words, the ice caps aren’t melting.
     A 2012 IPCC report concluded that there has been no significant increase in either the frequency or intensity of extreme weather events in the modern era. The NIPCC 2013 report concluded the same. Yes, Hurricane Sandy was devastating — but it’s not part of any new trend.

    http://bit.ly/1oRDQd6
    Sep 15, 2014. 06:27 PM | Likes Like |Link to Comment
COMMENTS STATS
2,302 Comments
1,762 Likes