DaveM's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/160657/comments http://seekingalpha.com/article/53716-ethanol-and-biodiesel-two-very-different-biofuels?source=feed#comment-176206 176206
This has two impacts: First, don't count Glycerine sales as a potential revenue stream... they'll need to use it. Second, don't assume their business has significant barriers to entry. Their patents don't support this and several others are locking up their 'low cost' feedstock because they've read the 60 year old documents and more recent research from NREL and figured out how to duplicate Nova's process (without the cost of patent attorneys, OVHD, etc.).

I like NOVA and their short term opportunity definitely represents an opportunity for a market cap in the range they're trading in... but 4 years from now they're going to be one of many - especially given the new developments in supercritical, solid state catalysts and biological based biodiesel creation (not to mention renewable diesel).]]> Thu, 29 May 2008 14:57:48 -0400
This has two impacts: First, don't count Glycerine sales as a potential revenue stream... they'll need to use it. Second, don't assume their business has significant barriers to entry. Their patents don't support this and several others are locking up their 'low cost' feedstock because they've read the 60 year old documents and more recent research from NREL and figured out how to duplicate Nova's process (without the cost of patent attorneys, OVHD, etc.).

I like NOVA and their short term opportunity definitely represents an opportunity for a market cap in the range they're trading in... but 4 years from now they're going to be one of many - especially given the new developments in supercritical, solid state catalysts and biological based biodiesel creation (not to mention renewable diesel).]]> http://seekingalpha.com/article/59905-jatropha-being-developed-as-a-new-biodiesel-source?source=feed#comment-122685 122685
This is a huge opportunity for US biodiesel production, though. If we can solve these issues, it'll have a huge impact on our quest for a fuel that is not a food. Of course, there is inherent value in having uncultivated land in the Southwest, which means we should proceed with caution.]]> Wed, 05 Mar 2008 20:26:36 -0500
This is a huge opportunity for US biodiesel production, though. If we can solve these issues, it'll have a huge impact on our quest for a fuel that is not a food. Of course, there is inherent value in having uncultivated land in the Southwest, which means we should proceed with caution.]]>