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gilgit

gilgit
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  • Triangle's 3 Pillars Of Success [View article]
    Rokke,

    Appreciate your highlighting TPLM's vertical integration -- a feature that certainly makes them somewhat unique among small E&P companies.

    I seem to recall reading a WSJ item a few months ago focusing on the volatility of shale oil and the problems/hazards of shipping it by rail. If memory serves, purpose-built facilities are needed to 'scrub' shale oil for safe/safer shipment. Apparently, this capability is a routine feature of E&P operations in the Eagle Ford and elsewhere. The WSJ item noted that TPLM was very near the completion of the only such facility in the Bakken.

    Again, if my recollection is correct, with this facility TPLM will be in an especially advantageous position when state and federal agencies firm up new and more rigid standards for shale oil shipment by rail.

    Depending on the capacity of this facility, any idle surplus could be made available to third parties.


    Also, one would think TPLM's 'scrubbed' product would qualify for lower insurance rates.


    This flexibility to be able to farm-out any excess capacity -- uneeded at the moment -- strikes me as a calculated and requisite feature that is factored into every decision made by management to expand their in-house capabilites .


    Regards,

    Gilgit
    Nov 21, 2014. 12:08 PM | 2 Likes Like |Link to Comment
  • Triangle Petroleum spikes on speculation of potential unit sale [View news story]
    PK,

    Thanks for taking the time to reply to my query. Appreciate it.

    Regards,

    Gilgit
    Aug 5, 2014. 03:17 PM | Likes Like |Link to Comment
  • Triangle Petroleum spikes on speculation of potential unit sale [View news story]
    As this is the first instance of a spin-off from a stock I own, I would appreciate any comment on what usually occurs for existing shareholders.

    Clearly, others jumped in today but it is unclear to me what there expectations are -- other than appreciation.

    Thx
    Aug 4, 2014. 05:30 PM | 1 Like Like |Link to Comment
  • What A Successful Moema Launch Means For Solazyme [View article]
    Snake,

    You missed the implication of my statement above. Negative arguments are more productively answered in other fora -- not directly with every outfit that comes out of the woodwork. Basically, to do so would be an unnecessary distraction and a waste of SZYM's time.

    Please read Cabeza Howe's comment posted above today. It begins:
    "I beg to defer."

    When dealing with alarmist zealots who distort logic and science to try to make their case, one never responds with specifics. Bland, anodyne statements -- as Howe suggests -- are the way to go.

    SZYM is doing it right by systematically following FDA/EPA guidelines and approval processes for each new product. The simple rejoinder to the doomsayers by them is to ask where government approval procedures and safeguards are flawed and what -- specifically -- are they [the doomsayers] doing to improve the process.

    Were SZYM to publish two lists -- non GMO and GMO -- as you suggest, the alarmists will forever preface any statement with something like:

    "SZYM has already admitted it produces GMO products and now they want to say..."

    Or some variant of the above.

    It will lead to endless nattering and accomplish nothing.

    Long SZYM.

    Regards
    Jun 5, 2014. 11:40 AM | 4 Likes Like |Link to Comment
  • What A Successful Moema Launch Means For Solazyme [View article]
    Why even bother?
    Jun 4, 2014. 07:30 PM | 1 Like Like |Link to Comment
  • Solazyme Advances Its Agenda On Multiple Fronts [View article]
    As you point out, inexpensive, sustainable feedstock is important for SZYM's future.

    However, rather than look at the problem from the perspective of increased future costs for sugar, one could look at future demand for sugar and whether it can sustain its present market position.

    Given the increased awareness of health concerns over sugar as well as dwindling sales, the entire soft drink industry is seeking a natural, no calorie sweetener. If/when successful, the price of sugar can be expected to go down.

    Should stevia grass, for instance, ever prove to be a successful substitute, SZYM will be very well positioned in Brazil.

    Regards
    Apr 27, 2014. 09:48 AM | 4 Likes Like |Link to Comment
  • Solazyme Advances Its Agenda On Multiple Fronts [View article]
    Toast,

    I think "pust" actually means "post" in Urdu, yes, Urdu.

    Regards
    Apr 21, 2014. 08:13 PM | 2 Likes Like |Link to Comment
  • Solazyme Advances Its Agenda On Multiple Fronts [View article]


    OUCH!
    Apr 21, 2014. 08:06 PM | 4 Likes Like |Link to Comment
  • Lightstream: Drilling For Value And A 9% Dividend [View article]
    Thanks.

    Gilgit
    Apr 4, 2014. 08:18 PM | 1 Like Like |Link to Comment
  • Lightstream: Drilling For Value And A 9% Dividend [View article]
    Appreciate your article. I have been following the company for a few years.

    I linked to the article you recommended: Swan Hills: "The Sleeping Giant". A dozen or so companies were mentioned in the report but not Lightstream. Is that because they have released so little data to date?

    Do you know why there is no mention of Lightstream?

    Regards
    Apr 4, 2014. 03:31 PM | Likes Like |Link to Comment
  • Solazyme Looks To Strengthen Its Balance Sheet And Finds A Solution For Big Oil And Gas [View article]
    Lacking Geosteam’s engineering background, I could not fully appreciate the remarkable technical sophistication of Encapso and its potential impact on upstream energy E&P.

    However, even a Luddite can take away a few items from this latest development:

    -- internally developed, it is being marketed internally, that is, without a partner that is a leading name in the industry.

    -- this tells me SZYM management knows they have a winner and do not need a Bunge or ADM to help finance production and market their radically new product.

    -- without a big-name industry partner to help finance Encapso, they [reluctantly?] sell more shares. Maybe, they see overall share value dilution as a near-term negative that will be corrected in future by blockbuster profits. Profits they do not have to share with a partner. As Kevin points out above, they need capital to expand.

    ****** ******

    It appears to me that SZYM only seeks out established and respected market leaders to promote a product so new that it will take time to establish itself with consumers and they need the credibility of the partner to accelerate product acceptance. Partners who, for the most part, help finance production as well.

    But as was the case with their skin care product, they go solo and get a prestigious award from the industry they want to penetrate. Again, management must have decided they had a sure winner -- a product with benefits so self-evident they did not need to piggy-back on a name brand to accomplish the initial breakthrough into the marketplace.

    Like Geosteam, I continue to be impressed with the diversity of products and patented applications coming out of their labs. While he has Encapso, I look at the dielectric fluid for power transformers that Dow Chemical wants. Somehow, they found this small, niche market that had a problem and solved it.

    I agree with Geosteam, SZYM management has a grip on things.

    Regards
    Mar 31, 2014. 03:39 AM | 2 Likes Like |Link to Comment
  • Solazyme Looks To Strengthen Its Balance Sheet And Finds A Solution For Big Oil And Gas [View article]
    Tuanweh,

    Like Doewap, I rarely, if ever, have anything to do with The Street.

    That said, in regard to yesterday’s item on SZYM, the first sentence, to my mind, discredited whatever ‘analysis’ followed with the characterization of SZYM as a “biodiesel producer.”

    Later, the first item in the ‘Highlights’ section by ‘The Street Ratings Team’, compared the company’s net income with the “Oil, Gas & Consumable Fuels” industry.

    If their sole criterion is based on the belief that SZYM is just an energy company, their ‘analysis’ might possibly have some validity.

    However for many of us who are long on SZYM, The Street’s categorization of SZYM is inaccurately narrow and the very last reason we are invested.

    Lastly, “The Street Ratings Team” while noting that “SZYM’s share price has jumped by 69.38%” in the past year, did not seem to be curious enough to look more deeply into why this happened.

    Regards,

    Gilgit
    Mar 27, 2014. 11:58 AM | 4 Likes Like |Link to Comment
  • Solazyme Looks To Strengthen Its Balance Sheet And Finds A Solution For Big Oil And Gas [View article]
    A thought for folk in for the long haul with SZYM:

    If your circumstances permit, use this temporary dip to convert shares to a
    Roth IRA.

    Regards
    Mar 27, 2014. 09:26 AM | 1 Like Like |Link to Comment
  • JGWPT: Dominant Franchise In A Lucrative Niche Has 75% Upside [View article]
    Thank you.
    Feb 25, 2014. 09:30 AM | Likes Like |Link to Comment
  • JGWPT: Dominant Franchise In A Lucrative Niche Has 75% Upside [View article]
    Given its particular tax structure, is JGW suitable for a Roth IRA?

    Thx.
    Feb 25, 2014. 02:37 AM | Likes Like |Link to Comment
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