Seeking Alpha


Send Message
View as an RSS Feed
View mac1943's Comments BY TICKER:
Latest  |  Highest rated
  • Sobering News For Clean Energy Fuels [View article]
    well said ! I also believe that the difference between LNG and CNG, and their applications, advantages, disadvantages, and is not well understood by many.
    Sep 18 11:06 AM | Likes Like |Link to Comment
  • Pioneer Natural Resources Will Benefit From Production Growth [View article]
    perhaps you should learn the difference between a thousand and a million.
    Sep 13 12:01 PM | Likes Like |Link to Comment
  • Long Run Exploration: Cheap Canadian E&P With Huge 8.4% Yield [View article]
    A comment regarding the directors/ senior management would be appropriate and appreciated.
    Sep 11 11:48 AM | Likes Like |Link to Comment
  • Sobering News For Clean Energy Fuels [View article]
    ss. The investment required and the power required to produce LNG is large. That is why LNG is inherently more expensive than 'regular' CNG, produced by compression. CNG produced by liquefaction followed by gasification is inherently more expensive (read not competitive ) than 'regular' CNG.
    Sep 9 02:14 PM | Likes Like |Link to Comment
  • Is Transocean A Strong Value Play? [View article]
    interesting analysis; but why not use SDRL as a comparable ? ESV-yes, RDC-ok, DO ? Regarding fleet size and mix and age.
    Sep 7 01:00 PM | 1 Like Like |Link to Comment
  • Sobering News For Clean Energy Fuels [View article]
    Thanks, Movingman. Your numbers really put it into context. Yes I am aware of the 'venting' or boil off concern, both from the emissions aspect, the cost point of view, and the parking inside problem. While aware of the -268°, it hadn't registered as a safety issue, though presumably with proper training, that can be minimised. My feeling is that CNG is going to prevail in the trucking market place, largely because of cost considerations. LNG will continue to have a position, but smaller and specialised.
    Sep 7 11:41 AM | Likes Like |Link to Comment
  • Sobering News For Clean Energy Fuels [View article]
    I have read several articles on CLNE. What is usually not discussed, but I would like to know, is the pricing differences between CNG and LNG. As I understand it, CLNE has and is equipped to handle LNG, which involves a significantly larger investment than CNG. Basically anyone with a gas line and 110 volts can refuel CNG trucks albeit slowly. Users are still split between the economics of CNG and LNG. Is the cost of CNG to the truck user less than LNG ? It should be. CLNE's target market has to be the LNG user, but its rate of growth is less obvious because of the CNG / LNG split. Does anyone have some real light to shed on this ?
    Aug 29 01:15 PM | Likes Like |Link to Comment
  • Cree - Interesting Entry Opportunity In A Long-Term Growth Play [View article]
    I agree that today's price is more important than a historical price when evaluating a possible purchase, but would suggest that it's the potential for profitable growth that is the real nugget. And I don't feel confident in that with Cree.
    Aug 20 11:28 AM | Likes Like |Link to Comment
  • Buy U.S. Silica Holdings Now For Explosive Potential Returns [View article]
    I have a concern when I see price/sales and price/ book value ratios of ±6 as an entry point for a sand producer, ok good sand~~ too rich for me. Others are coming into the market.
    Aug 19 02:43 PM | Likes Like |Link to Comment
  • Why Valero Is The Refiner Of The Future [View article]
    I noted with interest the chart showing the crack spreads for the various crude grades, and the enhanced crack spread for Maya crude. The Alberta oil sands crude is somewhat comparable with the Mayan and Venezuelan crudes, hence the interest by refiners (including Valero) in sourcing the Alberta bitumen. Of course, this is what the XL pipeline is all about.
    Aug 18 12:40 PM | 1 Like Like |Link to Comment
  • Cree - Interesting Entry Opportunity In A Long-Term Growth Play [View article]
    I bough some Cree a few years ago because I thought they would be able to take advantage of growth in LED lighting. I sold at a loss a year or two later. The moral of this and many other stories is that having a good product in a growth market is not enough. You have to translate the growth into real profits. Cree's metrics do not inspire, whether you look at profit margin, return on assets, or return on equity. Despite continuing to follow the stock, and using their products, I don't envisage trying to win back my previous loss by reinvesting in CREE anytime soon.
    Aug 17 04:42 PM | 1 Like Like |Link to Comment
  • Investors Should Be Aware Of Cameco's Dispute With The Taxman [View article]
    A rather thin article. As mentioned above ~~old news. Even if the tax hit is $1.2 billion, that's about $3 per share. The 52 week share price range is over $10. And Cameco had $800+ million in cash and short term as of June 30. I believe the share price already reflects most of the possible tax downside. My assessment is that market forces far exceed the tax implications.
    I'm sure that Cameco did their due diligence before setting up this arrangement, and that would include an opinion on the tax implications.
    Aug 17 02:02 PM | 2 Likes Like |Link to Comment
  • Caterpillar: An Excellent Bet On Restructuring Effort [View article]
    Komatsu is a real competitor; in my area, Western Canada, Komatsu is very active and successful in mines for oil sands, coal, and copper
    Jul 5 11:07 PM | 1 Like Like |Link to Comment
  • Tourmaline: Defined As A Semi-Precious Stone In The Dictionary - But Also A 'Gem' Of A Canadian Oil And Gas Company [View article]
    good report but as john001 mentions, how could you not expand on the management team, one of the best, if not the best, and with long term proven successful execution.?
    Jun 15 12:26 PM | 2 Likes Like |Link to Comment
  • Canada's Oliver says new energy markets crucial for economy [View news story]
    If you go to, and the oil, and then pipeline map, it shows the pipelines in Alberta as well as the rest of the continent.
    Jun 10 11:41 AM | 1 Like Like |Link to Comment