lntwo's Comments lntwo's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/159252/comments Burgeoning Bioplastics: Metabolix's Breakthrough http://seekingalpha.com/article/140599-burgeoning-bioplastics-metabolix-s-breakthrough?source=feed#comment-564580 564580
Long MBLX


On Jun 07 02:49 PM frflyer wrote:

> solar jim is right.
>
> MBLX, with their PHA, is on the cutting edge of bioplastics. Their
> process has far fewer steps than those for producing PLA, which requires
> several fermentation steps and needs to be heated to about 150 F
> to be compostable. Metabolix uses genetically engineered bacteria
> to digest plant sugars and starch, producing PHA plastic that is
> simply harvested.
> They have another technology that infuses the bacteria into the germinal
> stage of switchgrass plants, which then grow with the plastic already
> in the leaves and stems.
> Their new plant in Iowa will use corn as the feedstock, but they
> expect to use swithgrass in the future.]]>
Sat, 27 Jun 2009 02:14:39 -0400
Long MBLX


On Jun 07 02:49 PM frflyer wrote:

> solar jim is right.
>
> MBLX, with their PHA, is on the cutting edge of bioplastics. Their
> process has far fewer steps than those for producing PLA, which requires
> several fermentation steps and needs to be heated to about 150 F
> to be compostable. Metabolix uses genetically engineered bacteria
> to digest plant sugars and starch, producing PHA plastic that is
> simply harvested.
> They have another technology that infuses the bacteria into the germinal
> stage of switchgrass plants, which then grow with the plastic already
> in the leaves and stems.
> Their new plant in Iowa will use corn as the feedstock, but they
> expect to use swithgrass in the future.]]>
Solar Stocks Down on Spanish Subsidy Concerns http://seekingalpha.com/article/83598-solar-stocks-down-on-spanish-subsidy-concerns?source=feed#comment-197605 197605 Wed, 02 Jul 2008 20:40:03 -0400 Solar Stocks Down on Spanish Subsidy Concerns http://seekingalpha.com/article/83598-solar-stocks-down-on-spanish-subsidy-concerns?source=feed#comment-197604 197604
I agree with wayfarer - long term (heck, even short term) will NG and coal get cheaper - my uninformed opinion thinks HAH! The enviro consequences alone make this a blip.
Long alt E and long Oil and NG.
]]>
Wed, 02 Jul 2008 20:38:39 -0400
I agree with wayfarer - long term (heck, even short term) will NG and coal get cheaper - my uninformed opinion thinks HAH! The enviro consequences alone make this a blip.
Long alt E and long Oil and NG.
]]>
Too Late to the Oil Party? Consider the Alternative http://seekingalpha.com/article/82350-too-late-to-the-oil-party-consider-the-alternative?source=feed#comment-191529 191529 Cheers all.

Long on Alt. Long on oil since 02 (Bush - Cheney one more time suckers) muhahahaha.]]>
Tue, 24 Jun 2008 01:52:43 -0400 Cheers all.

Long on Alt. Long on oil since 02 (Bush - Cheney one more time suckers) muhahahaha.]]>
Gazprom Neft Aims to Become Russia’s Leading Oil Producer http://seekingalpha.com/article/81328-gazprom-neft-aims-to-become-russias-leading-oil-producer?source=feed#comment-185999 185999 Sun, 15 Jun 2008 15:44:49 -0400 Gazprom Neft Aims to Become Russia’s Leading Oil Producer http://seekingalpha.com/article/81328-gazprom-neft-aims-to-become-russias-leading-oil-producer?source=feed#comment-185995 185995 Also read the PNAS article by the russians on geogenic oil - they make no claim to this being source on oil supplies and freely admit in the discussion section of the paper that no geogenic source of methane is hypothesized. Sheesh]]> Sun, 15 Jun 2008 15:36:55 -0400 Also read the PNAS article by the russians on geogenic oil - they make no claim to this being source on oil supplies and freely admit in the discussion section of the paper that no geogenic source of methane is hypothesized. Sheesh]]> Investing Into the End of the Hydrocarbon Age http://seekingalpha.com/article/80261-investing-into-the-end-of-the-hydrocarbon-age?source=feed#comment-180084 180084
jcrash - still in w/ my FSESX - started buying like a surgeon's wife when Bush was given first term (fun to profit at others foolishness) cost basis is laughable, hanging on for one more year for grins. ]]>
Fri, 06 Jun 2008 00:36:22 -0400
jcrash - still in w/ my FSESX - started buying like a surgeon's wife when Bush was given first term (fun to profit at others foolishness) cost basis is laughable, hanging on for one more year for grins. ]]>
Understanding Crude Oil Prices http://seekingalpha.com/article/78715-understanding-crude-oil-prices?source=feed#comment-173864 173864 Mon, 26 May 2008 02:02:47 -0400 Oil Bubble? Nope http://seekingalpha.com/article/77707-oil-bubble-nope?source=feed#comment-173688 173688 What is the hypothesized per barrel breakeven cost on these enterprises?
From your links it seems that the refilling is deemed rare, and while exploitable at some small scale doesn't offer a meaningful alternative. Are the early wells in Pennsylvania and California full, or refilling?
Also long term 20+yrs isn't CO2 is the dominant isssue?
thnks for any info you have on this. ]]>
Sun, 25 May 2008 16:30:38 -0400 What is the hypothesized per barrel breakeven cost on these enterprises?
From your links it seems that the refilling is deemed rare, and while exploitable at some small scale doesn't offer a meaningful alternative. Are the early wells in Pennsylvania and California full, or refilling?
Also long term 20+yrs isn't CO2 is the dominant isssue?
thnks for any info you have on this. ]]>
Peak Oil Stocks for the Future http://seekingalpha.com/article/78362-peak-oil-stocks-for-the-future?source=feed#comment-173238 173238 Sat, 24 May 2008 14:16:53 -0400 America's Energy Policy: Coming to Terms with Reality http://seekingalpha.com/article/78606-america-s-energy-policy-coming-to-terms-with-reality?source=feed#comment-173071 173071 As for the left-right, good v. evil, vegetarian v. doritos thread -- i cant resist. I'm a bleeding heart liberal who learned a long time ago to vote my heart and invest with my brain. This country, people, politicians wanted the easy answers and voted accordingly - Carter was mocked when he drew the clear line in energy policy, morality and our trajectory as a nation. I own a Prius AND XOM, and when this current idiot was elected went 35% in with my retirement in FSESX - so please drill in ANWR, make the goooberment lower gas prices - i insist. While my Bush voting co-workers complain complain complain I'm raking it in with every increase - thanks suckers. ]]> Sat, 24 May 2008 01:06:26 -0400 As for the left-right, good v. evil, vegetarian v. doritos thread -- i cant resist. I'm a bleeding heart liberal who learned a long time ago to vote my heart and invest with my brain. This country, people, politicians wanted the easy answers and voted accordingly - Carter was mocked when he drew the clear line in energy policy, morality and our trajectory as a nation. I own a Prius AND XOM, and when this current idiot was elected went 35% in with my retirement in FSESX - so please drill in ANWR, make the goooberment lower gas prices - i insist. While my Bush voting co-workers complain complain complain I'm raking it in with every increase - thanks suckers. ]]> Alt. Energy: More Technology Than Energy? http://seekingalpha.com/article/72577-alt-energy-more-technology-than-energy?source=feed#comment-152033 152033
However a point that is frequently ignored with wind and solar is the benefit to developing countries; aside from the obvious there is the water conservation aspect - coal and nuclear power generation are very water intensive, and water availability is an increasing pinch point in the developing world. Not to mention that coal and nuclear are localized, infrastructure intensive technologies.

Long on PBW, GEX, and a variety of oil companies,

Cheers all. ]]>
Thu, 17 Apr 2008 01:24:35 -0400
However a point that is frequently ignored with wind and solar is the benefit to developing countries; aside from the obvious there is the water conservation aspect - coal and nuclear power generation are very water intensive, and water availability is an increasing pinch point in the developing world. Not to mention that coal and nuclear are localized, infrastructure intensive technologies.

Long on PBW, GEX, and a variety of oil companies,

Cheers all. ]]>
Sprint Nextel's Internal Explosion http://seekingalpha.com/article/66743-sprint-nextel-s-internal-explosion?source=feed#comment-121942 121942 Tue, 04 Mar 2008 11:07:20 -0500 Sprint Nextel's Internal Explosion http://seekingalpha.com/article/66743-sprint-nextel-s-internal-explosion?source=feed#comment-121172 121172 I work in Sprint customer care and let me tell ya the cust. svc. integration with Nextel is far from over. We're using a new cust svc. software that is far from user friendly, and as the the third party provider that runs Sprint's cust. svc. continues to bottom line the service agent wages, there will continue to be employee churn, in turn driving service issues and cust. dissatisfaction. Observing the slow motion car wreck has been fascinating. ]]> Sun, 02 Mar 2008 15:01:50 -0500 I work in Sprint customer care and let me tell ya the cust. svc. integration with Nextel is far from over. We're using a new cust svc. software that is far from user friendly, and as the the third party provider that runs Sprint's cust. svc. continues to bottom line the service agent wages, there will continue to be employee churn, in turn driving service issues and cust. dissatisfaction. Observing the slow motion car wreck has been fascinating. ]]>