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    • Mon Jun 16th 11:58 AM | Rating: 0 0
      Commented on:
      Raser Technologies: A Short Squeeze in the Making
      Great article, Alexandra. The only thing I would add is that Raser has a Transportation and Industrial Technology Unit which could eventually surpass geothermal in importance.

      Here's a key quote from Raser's 2007 Annual Report:

      "Our Transportation and Industrial Technology business has not let grass grow under its feet either. We expect to realize some very important milestones in this business segment in 2008 as well. We plan to complete the full-size demonstration SUV that we are developing. The extended-range PHEV is designed to drive 40 miles in all-electric, emission-free mode with a gas fuel economy of over 100 miles per gallon in typical local daily driving. We believe this will create QUITE A STIR (emphasis mine) in the automotive world that should bring strong recognition and validation to our Symetron technologies."

      So if on-line geothemal doesn't cause a short squeeze, this event may.

      And it's clear from the video of the 2008 Stockholders Meeting that its Symetron integration partner, FEV, could not be more excited about Symetron and prospects of working with Raser in the future. They say that Symetron is the future of PHEV's!

      Finally, 2008 could be the year that Raser's connections with Hyundai Heavy Industries and Wilson Auto Electric begin to pay off.
      View article »
    • Mon Jun 16th 11:37 AM | Rating: 0 0
      Commented on:
      Raser Technologies: A Short Squeeze in the Making
      Great article Alexandra. The only thing I would add is that Raser also has a Transportation and Industrial Technology Unit which ultimately could surpass geothermal in importance.

      Here's a key quote from Raser's 2007 Annual Report:

      "Our Transportation and Industrial Technology business has not let grass grow under its feet either. We expect to realize some very important milestones in this business segment in 2008 as well. We plan to complete the full-size demonstration SUV that we are developing. The extended-range PHEV is designed to drive 40 miles in all-electric emissions-free mode with a gas fuel economy of over 100 miles per gallon in typical local daily driving. We believe this will create QUITE A STIR (emphasis mine) in the automotive world that should bring strong recognition and validation to our Symetron technologies."

      So if online geothermal doesn't spark a short squeeze, this event may.

      Also, as demonstrated in the 2008 Stockholders Meeting Video ...

      www.rasertech.com/medi...

      ... it's clear that its Symetron integration partner FEV could not be more excited about Symetron and prospects with working with Raser in the future. They say that Symetron is the future of PHEV's!

      Raser's Hyundai Heavy Industries and Wilson Auto Electric connections could kick in in 2008 as well.
      View article »
    • Fri May 2nd 20:13 PM | Rating: 0 0
      Commented on:
      Chesapeake Energy Corp. Q1 2008 Earnings Call Transcript
      My (very non-expert) comment/question regards a comment Mr. McClendon made on pg. 4:

      "Yeah, Michael its -- you may not have noticed this yet, but on the bottom of the page 19 in our outlook -- and on top of page 20. We did highlight that we plan to sell additional properties in 2009 and 2010 and we included in there, the word undeveloped leasehold. So, we think its very reasonable to consider that not only do we like to sell proved reserves or lets call it, $6 an mcfe and $6.50 and make them -- make new ones at $2 to $2.50. I think it's also reasonable to be early to some of this plays and buy acreage to the extent that turnaround and sell some of it at 5,10, 15 times X and so I think we'll continue to do that."

      My question -- Are we to understand that ALL OF CHK's proved reserves of 11.5 tcfe currently sell for an average of about $6.25 an mcfe? If so, this equals $72B! If we conservatively assume that the proved reserves represent half of CHK's total value, then CHK is conservatively worth $144B, or $280/share. I know CHK's outlooks and presentations have historically been very conservative, and I know that the value of its 14M acres has been skyrocketing, but this >80% undervaluation seems a bit much. Or maybe I'm missing something obvious ... any comments would be welcome!
      View article »
    • Sun Jan 20th 22:10 PM | Rating: 0 0
      Commented on:
      Raser Technologies: A Stock for All Environments
      Here's a corrected version of my previous post:

      Good summary of Raser's geothermal prospects. I would only add the following:

      Geothermal-Negative -- There's a small chance that Congress will reduce the tax incentives after 2008, though they would still be substantial.

      Geothermal-Positive -- In the 1/17/08 conference call, management reiterated that the cost of energy is increasing, and therefore future monetizations (including the remaining 90 MW - 145 MW of this deal I believe) might be even more favorable.

      Transportation & Industrial Motor-Positive -- Raser is also in the Transportation & Industrial Motor business, a business which could ultimately dwarf its multi-billion dollar geothermal business. Within the last few months, Raser has announced that its multiple-award-winning Symetron technology will be ...

      o licensed to Wilson Auto Electric (North America's largest independent re-manufacturer of alternators)

      o used by FEV to design a 100 M.P.G. plug-in electric hybrid SUV prototype with a major car manufacturer (details to be announced later by this major car manufacturer)

      o used by Hyundai Heavy Industries in its $500M/year motor business. (I believe the CC forecast "significant"... revenues to Raser in late 2008.) In addition, the CC indicated that this also opens many doors to HHI's sister companies, including electric automotive!

      I encourage all interested parties to listen to the CC. I'm extremely excited by the prospects of this very undervalued company!

      View article »
    • Sun Jan 20th 21:52 PM | Rating: 0 0
      Commented on:
      Raser Technologies: A Stock for All Environments
      Good summary of Raser's geothermal prospects. I would only add the following:

      Geothermal-Negative -- There's a small chance that Congress will reduce the tax incentives after 2008, though they would still be substantial.

      Geothermal-Positive -- In the 1/17/08 conference call, management reiterated that the cost of energy is increasing, and therefore future monetizations (including the remaining 90 MW - 145 MW of this deal I believe) might be even more favorable.

      Power Generation-Positive -- Raser is also in the Power Generation business, a business which could ultimately dwarf its multi-billion dollar geothermal business. Within the last few months, Raser has announced that its multiple-award-winning Symetron technology will be ...

      o licensed to Wilson Auto Electirc (North America's largest independent re-manufacturer of alternators)

      o used by FEV to design a 100 M.P.G. plug-in electric hybrid SUV prototype with a major car manufacturer (details to be announced later by this major car manufacturer)

      o used by Hyundai Heavy Industries in its $500M/year motor business. (I believe the CC forecast "significant"... revenues to Raser in late 2008.) In addition, the CC indicated that this also opens many doors to HHI's sister companies, including electric automotive!

      I encourage all interested parties to listen to the CC. I'm extremely excited by the prospects of this very undervalued company!

      View article »
    • Mon Jan 7th 12:19 PM | Rating: 0 0
      Commented on:
      Red Flags at Transmeridian Exploration
      Thank you for your writeup. However, I think giving a 10% probability to Lorrie Olivier's $3 bid going through, and a 0% probability to an outside bid of over $3 is very pessimistic.

      Also, TMY's recoverable proved and probable reserves are 350,000,000 barrels -- not 210,000,000. (See the 5/31/07 8-K.)

      Also, Lorrie Olivier will have to borrow less than $925M due to his current stock holdings and other wealth.

      Lastly, a P/E of 7 seems low in light of an acquirer's natural desire and ability to grow the company fast.

      View article »
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