kewlhand

10 Upcoming Catalysts for ATP Oil and Gas

I've given up on trying to guess the short term movements in oil and natural gas, they are usually contrary to all logic, im focusing on the longer 2+ years horizon, and on that basis, ATP still looks very attractive to me. My main worry on ATP is any sustained drift below $5 and the implications that has for funds holding, and retailers holding on margin. They would be better off doing a reverse split than letting it drift below $5 IMHO.

10 Upcoming Catalysts for ATP Oil and Gas

Devon, do you still have the same conviction on ATPG given the slide in the stock price back to early April level?

H.R. 1835: Legislation for Natural Gas Transportation

NG for vehicles is a major plus, we have had this in over in Europe for several years now, and whilst initially the problem was not enough gas stations with the technology to fill up at, these days its not an issue, and Gasoline to LNG conversion shops are in every town. Way cheaper to run cars on LNG, and performance is just as good.

ADR Overview - Which Stocks Look Good, Which Don't

Pure junk putting out tables like this with no explanation or justification of your suggestions. Actually it smells of corrupt paid pumping and bashing!

10 Upcoming Catalysts for ATP Oil and Gas

I think the general disappointment over the dilution is somewhat illogical. Negotiation 101 says you dont negotiate from a position of weakness if you can avoid it. ATP plan on selling a lot of assets, far better to have a strong cash position so you can bide your time for the best price than be forced into an undervalued sale because you were short of cash!


On Jun 11 11:20 PM Devon Shire wrote:

>
> Thanks for the comment. Glad you avoided the dilution.
>
> Couple of points you make aren't accurate.
>
> Actual insiders (as in management or directors) have not been selling
> any shares. Centennial is an energy focused investment outfit who
> has sold pieces of their holdings in various companies over the past
> year. Likely redemption related. They have held the vast majority
> of their ATP stake.
>
> ATP CEO bought about $300k worth of shares on the open market in
> the spring of this year and the president bought over $100k last
> summer in the $20 per share region. Several directors bought a few
> shares in the fall, not big amounts but at least they spent some
> money.
>
> You are right about the dilution though. I did not think they would
> need to raise cash via an equity offering. I was hoping that they
> could sell pieces of assets at decent prices instead. The fact that
> they have to use 75% of any proceeds from asset sales to first pay
> down debt may have meant that they would have had to sell something
> very large to get the after tax and debt repayment cash that they
> desired.
>
> NAV per share still multiples of the current stock price with the
> dilution. I'd prefer not to have been diluted, but much prefer that
> to having them risk the company by stretching the balance sheet too
> far.

First Solar Vulnerable to a Big Selloff

And what happens if poly silicon prices have bottomed or heaven forbid start to rise??? First Solar regains it's competitive advantage and that would be reflected in it's stock price. So my assertion is that the future price of FSLR is directly linked to the price of poly silicon.

China's First Round of Solar Project Applications

What would you estimate the production capacity is for 2009 of the combined SOL/JC Solar? and how much overlap do you think there is in their bids? It strikes me that the best case scenario (ie no overlap) would show SOL still has a very low market cap for it's probably future earnings compared to its peers.

Renesola Breaks Out as Entire Solar Sector Shows Life

Well the answer is quite simple, it wont be a US firm, it will be Chinese firm. The only question is which one?

One thing is certain, with Poly Silicon prices falling as fast as they have, and the recently demonstrated ability of the chinese to dramatically drop their non poly silicon costs, the likes of First Solar are simply not going to be able to compete moving forward.

With Oil on the Rebound, Natural Gas Could Follow

Your logic is impecable, but oddly UNG is down 8% today as I speak!! Any guesses as to why?

10 Upcoming Catalysts for ATP Oil and Gas

Your logic is impecable, but oddly UNG is down 8% today as I speak!! Any guesses as to why?

Monsanto: Revised Guidance Peaked Options Activity

Not only was the reaction overblown, but the focus has been on chinese competition, when MON clearly stated the WEATHER was also another big factor (late planting in US because of wet fields). That just means later buying in my opinion, so should recover sales.

If you exclude the temporary effect of the weather, and include the fact that a) The dollar is falling fast, and b) People are discovering the chinese knockoff is ineffective! my guess is MON should rebound very nicely and continue it's long term growth pattern...

LDK Solar Seen Falling Short of Guidance

This doesnt 'enfeeble LDKs finances', it moves money in circles (Where do you think the JV will buy it's chips from?) whilst getting rid of the one thing that is holding up power station projects, namely suitably financed middle men! Sounds like a win/win to me.

Q-Cells and LDK Solar Announce Joint Venture

It means they have the confidence in their cost/megawatt to build pre-emptivly. I take that as a sign they believe their finances are strong enough to do this kind of speculative business.

Four Winning Stocks for 2009

Just another Madoff, pumping stocks he owns.

Alternative Energy Storage: It's All About Price vs. Performance

Uranium is NOT the only nuclear fuel, it happens to have been the historical prefered method so that weapons grade plutonium could be produced as a by product, but in fact Thorium is equally as viable with no weapons grade by products. Thats what Thorium Power is developing (THPW) and making headway in Asian states!


On Dec 26 08:52 AM Vienna wrote:

> User 267708 - Uranium for nuclear power is only around for the next
> 50 years or so what I heard, shorter than oil.
>
> The only solution is to use a wide variety of energy sources. Each
> one by itsself will play a part. Time has passed to think about having
> more energy to less costs.
>
> It is time to think using less energy for the same task more efficiently.
>
>
> The energy task is NOT a task about cost/earings - just compare it
> with the US military, just with the difference that the many different
> solutions implemented here will still be here in 20 years, opposed
> to the bombs and weapons you use to kill innocent people (600 bio
> USD for military, why the fuck are people even worried about the
> few billions spent for alternate energy?) US is just not about logic,
> it is always just about greed, and that is how you fuck about the
> world.