Orion Energy Systems (OESX)
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- 5 Alternative Energy Stocks Worth Researching [view article]
- Orion Energy Systems, Inc. F1Q09 (Qtr End 06/30/08) Earnings Call Transcript [view article]
- Sustainable Energy Indices Mixed as Commodities Retreat (Week Ending 7/18) [view article]
- 4 Reasons Why Orion Energy is a Good Short Candidate [view article]
- Orion Energy Systems, Inc. F4Q08 (Qtr End 03/31/08) Earnings Call Transcript [view article]
- Five Oil and Alternative Energy Developments to Watch [view article]
loading ...Recent OESX Articles
- 5 Alternative Energy Stocks Worth Researching
- Sustainable Energy Indices Mixed as Commodities Retreat (Week Ending 7/18)
- 4 Reasons Why Orion Energy is a Good Short Candidate
- Biofuel Up 6.6%, Other Indices Mixed (Wk Ending 5/23)
- Russell Reshuffles 1Q IPOs Into Indexes
- Post-IPO Check: NetSuite, Gushan, Xinyuan and Orion Energy
- Five Oil and Alternative Energy Developments to Watch
- Clean Energy IPO: Orion Energy Systems Competes With Johnson Controls, Honeywell
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taylor
5 Alternative Energy Stocks Worth Researching [view article]
And I would like to know his opinion on BCON. I also own SATC.I have visited BCON and seen firsthand what they do and it's potential. Reply5 Alternative Energy Stocks Worth Researching [view article]
SATC, would love to know the author's opinion of this micro-cap Alternative Energy play ??? ReplyUpsomgrubb
5 Alternative Energy Stocks Worth Researching [view article]
Well, I would start here and see how cheap land is selling in rural Texas.www.glo.state.tx.us/ Reply
5 Alternative Energy Stocks Worth Researching [view article]
>>Currently, the stock is trading at a multiple too high compared to their earnings and at almost 20 times book value. <<20X book value does sound high, until you discover that their book value is based on land values from pre-1900 days, and were not viewed to be of significance for a determination. Accordingly, book value on this company has absolutely no significance. Russell, please correct me if you think otherwise. Reply
Upsomgrubb
5 Alternative Energy Stocks Worth Researching [view article]
The majority of TPL's remaining land is in Hudspeth and Culberson counties, nowhere near the the majority of the windiest places in Texas, as shown on this map:www.infinitepower.org/...
TPL's oil and gas royalties are a depleting asset and most of their land in urban areas has already been sold. They get revenue from grazing leases. They must, however, according to their original charter, continue to buy back shares of the trust each and every quarter and retire them. It will take a long time for all the shares to be bought. Currently, the stock is trading at a multiple too high compared to their earnings and at almost 20 times book value. Reply
Orion Energy Systems, Inc. F1Q09 (Qtr End 06/30/08) Earnings Call Transcript [view article]
It's curious theres no mention of the class action lawsuit that has been filed against Orion concerning the dumping of stock after the IPO. I would think that the lawyer fees alone are a huge expense item. ReplySustainable Energy Indices Mixed as Commodities Retreat (Week Ending 7/18) [view article]
The only way corn-based ethanol survives is with government subsidies which is a sop to the corn growers lobby, ADM, corn state senators and the rest. Our entire food economy is corn-based and if you think food prices are high now...you "ain't seen nothin yet".Same thing with bio-diesel, using edible oils and animal fats. Our taxes pay the U.S. bio-diesel producers a $1/gallon subsidy so they can acutally afford to make & sell the stuff - - which they then promptly ship 40% of it to Europe! So much for U.S. energy independence!!
The bill passed by those wise and thoughtful "leaders" in Washington also pays a "splash and dash" subsidy to the bio-diesel makers. They "import" bio-diesel made in Malaysia with palm oil, off load it in the US, drip in a little regular crude oil diesel and then "ship" the blended product to Europe....and get paid a taxpayer subsidy! They don't produce anything of value - - just slurp at our taxpayer funded government trough.
Milton Friedman was spot on: "Subsidize anything and you will get more of it". In this case more silly corn-based ethanol (corn is a very poor ingredient to use to make ethanol), biodiesel for Europeans, and much higher food prices.
Madness! Reply
Sustainable Energy Indices Mixed as Commodities Retreat (Week Ending 7/18) [view article]
The only way ethanol could use 30% of the corn crop would be if 100% of the corn crop were used for ethanol. The ethanol plants remove the starch, about 30% of the corn's volume, and return the rest into the food supply. ReplySustainable Energy Indices Mixed as Commodities Retreat (Week Ending 7/18) [view article]
In reality the corn crush margin is of little use to determine the profitability of ethanol producers. They do not sell their ethanol at the spot rate! The majority of ethanol contracts are with gasoline blenders and the price paid for the ethanol is linked to the cost of gasoline to insure the purchase is profitable for both ends. High gas prices continue to be good news for ethanol producers. ReplySustainable Energy Indices Mixed as Commodities Retreat (Week Ending 7/18) [view article]
If the EPA reduces the 2008 9 billion gal mandate by 50%, ethanol price will go down a large %. If blenders have to pay the 51 cents to the ethanol suppliers there is no benefit to blend & no mandate. ReplySustainable Energy Indices Mixed as Commodities Retreat (Week Ending 7/18) [view article]
Our mistake is taking the one unassailable fact, of diminishing oil supplies with increasing demand, driving up all time energy profits, and thinking that will guarantee profits all around, in any scheme dreamed up by a collusion of Politicians and Farmers.The fundamentals of Political leverage joined with constituent contributions has yielded plunder for all, too often in the past, and tempts both parties to engage in the proven pay trough, rather than consult 3rd parties expert in the industry.
Before the first ear of corn was snatched from under the snout of the first "Bacon on the Hoof". Before exclusionary tariffs were enacted to keep competing sugar ethanol out of the ring. Someone should have asked Captain Morgan -(with some experience in the field)-how to make cheap hooch. He would have told us that ever since the first barrel of Rum sailed east out of the Caribbean, it's been, "Sugar Baby sugar!". Corn belongs in a bottle wearing a "wooden" barrel label on the second shelf behind the Bar.
But if you can't substitute "Parasitic Politics" for tried and true Science, then that Pig ain't flying in 21st Century America!, especially with an empty trough!. Reply
Eyes!
4 Reasons Why Orion Energy is a Good Short Candidate [view article]
Ladies and Gentlemen, Orion is a LIGHT FIXTURE manufacturer nothing more. NOTHING MORE! This is a quote from their own prospectus "Orion Energy Systems, Inc. designs, manufactures, and implements energy management systems, which consists primarily of energy efficient lighting systems, controls, and related services."All the hype in the world does not change that. "Energy Play" my backside.....they build a commodity item that is carried, distributed and sold MUCH more effectively by literally scores of other companies.
Sure, the light saves money. So does every other Fluoroescent HIghBay on the market. Google the term "Fluorescent High Bay" and see for yourselves. But, does that deserve a P/E of 50 plus? No, look at the others in the market that are large, entrenched, established and much more diversified; such as Acuity brands AYI, cooper CBE, and many others and see where they are PE wise.
AYI and CBE, $2 billion and $7 billion in revenue with stronger earnings have an average PE of 12... and bothe have much better operating margins.
So, this is a $3 to $4 stock TOPS! And, that is where it is headed folks...sooner rather than later.
Also, I own none of the stock, never have and never will...for those that watch that sort of thing. You want an industrial play try UTX. Reply
4 Reasons Why Orion Energy is a Good Short Candidate [view article]
Everything you say is probably true. However, what you say is no secret. I say this because the stock is down already. I would think this is the place where shorts will cover.I love the bear side, but I don't want to be the last one to short. Perhaps you want to cover, is that why you wrote this piece? Reply
4 Reasons Why Orion Energy is a Good Short Candidate [view article]
You have correctly focused on 3 items that a lot of investors fail to sufficiently appreciate: back end loaded guidance, supply/demand for the stock, and vague comments about product ramps Reply4 Reasons Why Orion Energy is a Good Short Candidate [view article]
Peter: What? Ivanka is 100% ethical - - she disclosed her position! Areyou perhaps new to this investing thing ?
Ivanka: Thanks for doing the hard work. My username suggests what I may do with your info.... Reply