Seeking Alpha

Robert Rhodes'  Instablog

Robert Rhodes
Send Message
I have watched, listened, learned and played the markets for about 25 years. At first my interest reflected a natural curiosity about business, but after legal training I graduated into a more educated and holistic view of the market as a reflection of litigation, law, news, market share,... More
  • Thoughts From A Local Florida Trucking Company 0 comments
    May 1, 2013 1:25 PM | about stocks: WPRT, CLNE, GTLS

    This is likely opinion of many in the industry as 2014 gives them access to full production of the 12L engine. The adoption should be relatively quick once the larger transport companies get used to, and incorporate the cost of CNG fueling stations. In some ways you can see why adoption takes time: there really isn't the ability to partially commit to this direction as they must commit to enough trucks to justify the trucks and fueling system simultaneously, or, happen to be positioned close to a pre-existing fueling station. By building and using their own CNG station, they can maximize the long term savings of this fuel switch and perhaps make money selling CNG on the side (new revenue?). It really depends whether fueling stations are put where they are useful or these trucking companies will build their own infrastructure. It is interesting.

    www.bizjournals.com/jacksonville/blog/20...?page=all

    Disclosure: I am long CLNE, WPRT, GTLS.

    Themes: energy, trucking, natural gas, CNG, LNG Stocks: WPRT, CLNE, GTLS
Back To Robert Rhodes' Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (0)
Track new comments
Be the first to comment
Full index of posts »
Latest Followers

StockTalks

More »

Latest Comments


Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.