DataMan's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/195015/comments http://seekingalpha.com/article/100205-china-s-shrewd-long-term-oil-plan-what-america-can-learn?source=feed#comment-284594 284594 China's involvement in the Alberta oil sands has been relatively small and tentative partially due to the political relationship between Canada and China. China Petrochemical Corp. owns a 40% stake in Canada’s Northern Lights oil sands project with Synenco Energy Inc. China National Offshore Oil Corp (CNOOC), holds a 17% stake in Canada’s MEG Energy Corp. These two investments are worth about $300 million combined. China has been buying up bits of Canadian oil sand land as well as investing in a variety of start-up producers. China National Petroleum Corp. acquired a majority stake in an exploration project in 259 square kilometers of oil sands territory in northern Alberta. Calgary-based Husky Oil, is majority-owned by billionaire Li Ka-shing of Hong Kong, rumored to be forming some sort of relationship with, one of the China state oil companies.]]> Fri, 17 Oct 2008 11:59:53 -0400 China's involvement in the Alberta oil sands has been relatively small and tentative partially due to the political relationship between Canada and China. China Petrochemical Corp. owns a 40% stake in Canada’s Northern Lights oil sands project with Synenco Energy Inc. China National Offshore Oil Corp (CNOOC), holds a 17% stake in Canada’s MEG Energy Corp. These two investments are worth about $300 million combined. China has been buying up bits of Canadian oil sand land as well as investing in a variety of start-up producers. China National Petroleum Corp. acquired a majority stake in an exploration project in 259 square kilometers of oil sands territory in northern Alberta. Calgary-based Husky Oil, is majority-owned by billionaire Li Ka-shing of Hong Kong, rumored to be forming some sort of relationship with, one of the China state oil companies.]]> http://seekingalpha.com/article/100205-china-s-shrewd-long-term-oil-plan-what-america-can-learn?source=feed#comment-283565 283565 As global peak oil is upon us, China is guaranteeing their supply of future oil while the west is facing shrinking capacity. Ten years and forward, China will be in a dominant position and there is not much we can do about it because we've been ignoring their tactics for the past few years.]]> Thu, 16 Oct 2008 09:16:17 -0400 As global peak oil is upon us, China is guaranteeing their supply of future oil while the west is facing shrinking capacity. Ten years and forward, China will be in a dominant position and there is not much we can do about it because we've been ignoring their tactics for the past few years.]]> http://seekingalpha.com/article/77524-amazon-s-kindle-what-s-mark-mahaney-smoking?source=feed#comment-169401 169401 On the subjective side, I recently bought one for my wife. Within a few weeks, she was responsible for at least 12 sales to friends who had never heard of or touched a Kindle. That doesn't count the one that I am now buying for myself and another two for my sons. It's a compelling product. If you like Peter Lynch's subjective approach to research in the marketplace you've got to love the Kindle.
Regarding the "1 book a month" projection, it feels absurdly low. The one click ease of purchase from the Kindle store and on-screen promotions make impulse and planned buying equally easy. Today's Kindle buyers are early adapters and probably avid readers (my wife bought over a dozen books within the first week). Currently, Amazon does not support gift giving or public wish lists for the Kindle. When they add this feature it will result in more book sales.
I can't support Blodget's math but I wouldn't bet against this product.]]> Sat, 17 May 2008 15:38:36 -0400 On the subjective side, I recently bought one for my wife. Within a few weeks, she was responsible for at least 12 sales to friends who had never heard of or touched a Kindle. That doesn't count the one that I am now buying for myself and another two for my sons. It's a compelling product. If you like Peter Lynch's subjective approach to research in the marketplace you've got to love the Kindle.
Regarding the "1 book a month" projection, it feels absurdly low. The one click ease of purchase from the Kindle store and on-screen promotions make impulse and planned buying equally easy. Today's Kindle buyers are early adapters and probably avid readers (my wife bought over a dozen books within the first week). Currently, Amazon does not support gift giving or public wish lists for the Kindle. When they add this feature it will result in more book sales.
I can't support Blodget's math but I wouldn't bet against this product.]]>