Seeking Alpha

donmlp

donmlp
Send Message
View as an RSS Feed
View donmlp's Comments BY TICKER:
Latest  |  Highest rated
  • Philanthropist Yossie Hollander Talks Fuel Freedom [View article]
    To much talk build a company and make a deal with CLNE Clean Energy . The energy put into talking about it would fund it
    Jan 10 06:47 PM | Likes Like |Link to Comment
  • The True Genius Of Tesla [View article]
    I will wait until you drive your Tesla 300 miles and have to stay overnight while you recharge your battery so you can get home.
    Please post your experience
    Dec 26 01:18 PM | 1 Like Like |Link to Comment
  • Energy Transfer Partners (ETP) is named a top dividend stock by Dividend Channel, which cites recent insider buying and an 8.25% yield. Bolstering ETP's case is a strong history of quarterly dividends and favorable long-term multi-year growth rates in key fundamental data points. [View news story]
    That's what makes the market tick glad to have bids at 40.00 will make a good income stream for a long time. Do your homework
    Dec 19 11:04 PM | Likes Like |Link to Comment
  • What Is Wrong With Oneok Partners? [View article]
    My guess there is still a demand for pipeline capacity. EEP San Piper project to increase their capacity to 580 MBLs a day just beat them out
    Dec 19 11:15 AM | Likes Like |Link to Comment
  • Bakken Crude: The Refiners' Top Choice [View article]
    One of the main beneficiaries is HFC they have a number of refineries that receive oil from Bakken and western Canada. I feel refinery of the size proposed Hyperion refinery located in SD would provide a closer outlet for both Bakken and Canadian crude. HFC is very profitable already. It's proximity to both Midwest and West coast markets has already shown the value of additional refinery capacity as well as it would increase the profits for producers in Bakken and nearby areas of MT and CO. The problem is not the business plan but politicians and environmental groups who are more interested in their agenda then the security of USA.
    Dec 15 01:03 PM | 1 Like Like |Link to Comment
  • Lithium-Ion Batteries Were A Bust, But Advanced Lead-Acid Batteries Are Booming [View article]
    I think you have done a great job of summarizing the state of the battery industry. You will never convince the solar,windmill and electric people that they are wrong.
    There's another way to look at the industry, the growth of these industries has created a market for fixed energy storage systems to stabilize the electric output as any unstable output of electricity will not work.
    Dec 15 11:55 AM | 4 Likes Like |Link to Comment
  • Clean Energy Fuels Bears Don't Get It [View article]
    CLNE claims 70 stations by end of 20212. Dept energy say 40 nationally The industry needs a up to date map of public LNG stations. Nobody will buy 18 wheelers until they see places to fill up
    Dec 12 08:37 PM | Likes Like |Link to Comment
  • Bakken Crude: Buffett's Railroad Beats ONEOK's Pipeline [View article]
    I think they lost to EEP!! EEP just announced San Piper which will increase takeaway to 540000 BL's a day by 2016 it was oversubscribed. Pipelines will continue to compete until then. Rail will fill the shortages and for special requirements. Pipeline will win in the end much cheaper and safer.
    Dec 10 03:50 PM | Likes Like |Link to Comment
  • Bakken Crude: The Refiners' Top Choice [View article]
    I believe CLR and WLL show data as to the price differentials for their crude. At one point they were selling at a discount to to WTI. Since all this is a moving target and has been improving. The newest release on San piper by EEP indicates cost will continue to drop as more infrastructure is in place The latest I have seen is that takeaway capacity exceeds production of 700000 Bls/day
    Dec 7 07:11 PM | Likes Like |Link to Comment
  • Bakken Crude: The Refiners' Top Choice [View article]
    note Bakken oil sells at a premium from WTI even with higher transportation costs. If they ever go ahead with that Hyperion project there would be a 300000 Bl a day refinery in their back yard
    Dec 7 06:39 PM | Likes Like |Link to Comment
  • Bakken Crude: The Refiners' Top Choice [View article]
    My guess deep water drilling will produce from 6 wells what Eagle Ford can produce. If BP didn't screw up with Micado they might have found the best well in the Gulf of Mexico. Its all oil the more the better the sooner we get the Mideast monkey off our backs.
    Dec 7 06:36 PM | 2 Likes Like |Link to Comment
  • Bakken Crude: Buffett's Railroad Beats ONEOK's Pipeline [View article]
    They are still doing everything they can to stop the construction of Hyperion Energy refinery in SD which was to service both Bakken and Canadian sands oil
    Dec 6 12:38 PM | Likes Like |Link to Comment
  • Bakken Crude: Buffett's Railroad Beats ONEOK's Pipeline [View article]
    Everybody is looking to ship to Gulf when do say the new oil from the Gulf and elsewhere is reaching cap. What we need to realize better logistics is more refinery cap closer to Bakken and Canada where the growth is.
    In addition how many times do we have to have disruptions from tropical storms and possible terrorist activity to diversify our capacity
    Dec 6 12:21 PM | 1 Like Like |Link to Comment
  • NuStar Energy: How An Investment Turned Into A Speculation [View article]
    I am long and agree it is more speculative then other MLP;s. However he should have been pointed out if you have been long for a long time one must consider that distribution are not dividends and in many case the distributions contain return of capital. If you sell NS now you should consider your cost basis which will be what you paid minus the return of capital which might cause a capital gain larger then you think.
    Dec 5 06:26 PM | Likes Like |Link to Comment
  • The Fall Of The Electric Car... And The Rise Of The NGV [View article]
    This train has run off the track. The original discussion was on ways to reduce demand for foreign sources of hydrocarbons to fuel moving vehicle's. We currently have choices to make before the unstable countries in the Middle East do it for us. I am sure people will be very unhappy when they have wait in line for whatever fuel is available.
    The idea of this new windfall of natural gas is currently the best solution that is available seems positive to me. We are already taxing the supply of corn and other oil bearing plants as a solution. Electricity as a solution of moving cars and trucks is not practical with the technology available at this time. The current source of electric power is coal,nat gas and nuclear. Solar and wind power does not have the capacity to replace the former. We should spend money and effort to produce power safely from nuclear energy .
    In mean time we need to stop with agendas that are making progress slower then is necessary to solve our problems.
    Dec 1 12:07 PM | 1 Like Like |Link to Comment
COMMENTS STATS
260 Comments
308 Likes