Darling International Inc. (DAR)

All Comments on DAR

  • commenter
    DaveM
    May 29 02:57 PM
    Ethanol and Biodiesel: Two Very Different Biofuels [view article]
    The comment of turning Glycerine into Ethanol is interesting, but Nova's proprietary process, when you look at their patents, actually USES this glycerine to convert the high FFA feedstocks into low FFA feedstock. It is a process more commonly known as Glycerolysis - which was first identified in the 1940's in oil & soap magazine and has several dozen prior art references.... hence the challenges Nova has had recently with USPTO getting their patents past the pending stage.

    This has two impacts: First, don't count Glycerine sales as a potential revenue stream... they'll need to use it. Second, don't assume their business has significant barriers to entry. Their patents don't support this and several others are locking up their 'low cost' feedstock because they've read the 60 year old documents and more recent research from NREL and figured out how to duplicate Nova's process (without the cost of patent attorneys, OVHD, etc.).

    I like NOVA and their short term opportunity definitely represents an opportunity for a market cap in the range they're trading in... but 4 years from now they're going to be one of many - especially given the new developments in supercritical, solid state catalysts and biological based biodiesel creation (not to mention renewable diesel).     Reply
  • commenter
    girl
    Apr 17 12:01 PM
    Recycling for Higher Returns: Potential Conservation Investments [view article]
    EPG, CVA, and CLNE are the companies to keep you eye on Reply
  • commenter
    Alan
    Brochstein
    Apr 14 06:34 PM
    My Website
    Recycling for Higher Returns: Potential Conservation Investments [view article]
    WDC, I think it goes higher. The fact that it is taking so long to play out is probably a bit bullish longer-term (in terms of reducing the odds of a new low). The gaps from 3/31 to 4/1 have been filled Reply
  • commenter
    surfgrrl
    Apr 14 11:12 AM
    Recycling for Higher Returns: Potential Conservation Investments [view article]
    look at COIN- recycling food waste, ag & fish byproducts into organic fertilizer Reply
  • commenter
    wdc
    Apr 14 09:26 AM
    Recycling for Higher Returns: Potential Conservation Investments [view article]
    Hi, Alan: Do you think the last run you mentioned in previous article is finished and now it starts downturn, Or it can go higher?
    Thanks.     Reply
  • commenter
    User 125183
    Apr 14 08:53 AM
    Recycling for Higher Returns: Potential Conservation Investments [view article]
    mozel tov. How about buying 100 shrs. of clne and seeing what it will pay for as high school graduation approaches in 2013. Reply
  • commenter
    bsharvy
    Apr 14 05:54 AM
    My Website
    Recycling for Higher Returns: Potential Conservation Investments [view article]
    EPG recycles cow manure into natural gas. Reply
  • commenter
    pitchforkpau
    l
    Apr 08 12:31 PM
    100 Stocks to Offset Rising Food Prices [view article]
    I just read this on April 8th, i had somehow bought CALM @ re $20,and own BG, POT, & MON. They have all done well! This guy was right on the money! I am looking into some of his other suggestions... Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:18 AM
    My Website
    General Discussion on DAR
    Is this a buy or a sell? Reply
  • commenter
    Norman
    Lepoff, M.D.
    Mar 25 10:13 AM
    Jim Cramer's Mad Money Lightning Round: 3/24/08: A Darling CEO [view article]
    Cramer cares more about his "darling CEO" buddies than all the viewers who have lost money by listening to his foolish advice. Cramer should be off the air! I change the channel as soon as I hear Cramer's voice and advise anyone else who cares about their money to do the same. Reply
  • commenter
    Norman
    Lepoff, M.D.
    Mar 25 10:05 AM
    Jim Cramer's Mad Money Lightning Round: 3/24/08: A Darling CEO [view article]
    I feel sorry for all the people that lost so much money thanks to Cramer. Reply
  • commenter
    Sole
    Feb 13 08:25 AM
    100 Stocks to Offset Rising Food Prices [view article]
    Good information, now I can set up a defensive strategy for my portfolio in this inflation envionment. Reply
  • commenter
    johna
    Jan 13 01:14 PM
    Ethanol and Biodiesel: Two Very Different Biofuels [view article]
    What about the company USSE it produces biodiesel from soybean with a higher bushel yield then conventional methods, produces a 7-7-7 fertilizer with its waste, and without all the other negatives associated with these other fuels. Reply
  • commenter
    User 128504
    Dec 07 12:37 PM
    Darling International: Dirty Sexy Money [view article]
    Nice article Benjamin. I also think DAR has good potential. Posted about it here:
    www.tradeforgain.com/?...
    www.tradeforgain.com/?...

    regards - Sharp2be - TradeForGain.com     Reply
  • commenter
    biodieselmam
    a
    Nov 24 12:06 PM
    My Website
    Darling International: Dirty Sexy Money [view article]
    Darling has had no significant competition for business up to this point. In some areas it is a monopoly being the only option for companies to collect their waste oils. But this is changing on a national basis. For years darling has required companies to pay $50-$80 a barrel for collection. Now Darling is facing nationally new businesses that will collect for free or even pay for the oil. Their business model is based on the fact that waste oil had very little value, but now because of biodiesel and the desperate need for a cheap alternative to soy and other crops waste oils are now the hottest oil in the biodiesel feedstock competition. I have started a collection business in CA for these same reasons. CA doesnt grow a crop for biodiesel, the soy price increase has made it to expensive to rail here, and now palm is even getting to high to ship here. Waste oils are the prime feedstock in CA, and companies know that what they have is becoming increasingly wanted. I am taking for free from most and paying a very small amount to a company that has a foundation to green their business. What I pay will go to the foundation. I am selling the oil directly to local biodiesel producers. I am charging am amount that is within their margin to keep them in business. Businesses like mine are popping up all over the country. It's called sustainable biodiesel, local collection or cropping of oils, that go to local producers, that distribute to the local community. All the money is kept within a region and jobs are created locally.
    Small businesses are created to service them meaning more jobs. With local biodiesel the price of biodiesel blends stabalizes and decreases. To get the US out of the mess we are in financially and with global warming, we have to buy local and at least buy USA.     Reply

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