R D Olivaw

China Medicine Reports Positive Data on Animal Feed Additive

Ummmm - get it right please ...

"rADTZ is an innovative new product that has the potential to detoxify aflatoxin (AFT), a potential cancer causing agent, in food and feed when used as an additive."

I own some shares in CHME, BTW

$200 Oil Is Coming While We Waste a Perfectly Good Crisis (Part 3)

Disagree.

A) $200 oil - No. Aside from other alternatives, crops become convertible to oil at some point - my guess is $125. Any spikes above that will fall retatively quickly.

B) IMHO US independence from foreign oil equates to $10 gasoline, via taxation as the most likely alternative. Why?? To terminate urban sprawl and to finance affordable alternative lifestyles, as well as all the other options such as no oil wars. Also, to reduce US contribution to Climate Change.

Disclosure: long DGO, KDKN, WNWG

Automaker Bailout Fails: This Is Not Good

This affects more than just the USA. This time I think they got it right:

"The bill failed after talks broke down over the refusal of the United Auto Workers union to meet Republican demands for aggressive wage reductions."

Coming Soon: The $600 Trillion Derivatives Emergency Meeting

These are HeisenSwaps - you can only know their value by destroying them.
For this and one other reason there should be restrictions on the ownership of Credit Default Swaps. Once these appear on the balance sheet of a financial entity it is impossible to assess the entity's exposure to risk. Indeed, it could be said that that is their intended purpose. If the risk of loss from these swaps was limited, diffusion would not matter because the loss would be limited. It only takes one element of a swap to hold the risk of an unlimited loss and the entire system is put at risk.
Think of infinity/n. However large n is, the risk remains infinite no matter how many hands it passes through. Try to offset it and you have infinity/n -infinity/n. There is no sane answer.

Lessons from the Toyota Prius for Alt Energy Stocks

A few comments:
First, the media can lead the formation of attitude toward domestic energy efficiency. Whether
your local TV Station provides programmes on installing fibreglass or choosing new curtains does affect what gets done.
Second, Hybrids are only attractive if most people drive inefficient vehicles.
And how do you know that your neighbour isn't improving his energy use? Depending on where you live, solar water or solar pv may not be the best use of your money. Anything else, for example K Glass, is not easy to spot unless you local authority carries out an aerial
IR survey or a camera with themal imaging capability is to hand.
A final point - buying a hybrid is a one-off choice - improving the energy efficiency of an
exisiting dwelling is a long slow series of small decisions - it used to be called thrift.

Canadian Solar: Value Diamond in the Alt. Energy Rough

What would CSIQ's earings for 2009 be at a polysilicon price of $30/Kg and ASP of $2 per module?

Some Solar Stocks Becoming Oversold

Good call, and February's year end conference calls and updated FPE's should be interesting. Try
factoring in JASO's projected growth for 2008 and see what that does for its numbers.

Against this is the prospect of NanoSolar's entry to the market, and how quickly they can
produce reliable, highly efficient, solar modules at low cost....