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bob the invester

bob the invester
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  • Clean Energy Fuels (CLNE) Andrew J. Littlefair on Q4 2014 Results - Earnings Call Transcript [View article]
    two things you did not bring up
    Ng vehicles do not get the same mpg as new diesel trucks
    about a 10 % difference at least
    They are a very long way from being profitable
    They added good will to make it look good
    Where did he say that
    He did not but read the report
    Feb 28, 2015. 06:54 PM | Likes Like |Link to Comment
  • Clean Energy Fuels (CLNE) Andrew J. Littlefair on Q4 2014 Results - Earnings Call Transcript [View article]
    how questionable is this?
    You must buy their gas for so long
    Well if you pay a high price we will give you x for the tanks
    They done this before
    Little results
    When you buy a car for zero interest rate
    Do you think its zero
    Its built into the price of the car
    The same would be for this
    You would pay more for the gas
    Feb 28, 2015. 06:44 PM | Likes Like |Link to Comment
  • Clean Energy Fuels (CLNE) Andrew J. Littlefair on Q4 2014 Results - Earnings Call Transcript [View article]
    you will go on and on how well they are doing and the stock is up
    When does a president report honestly
    Never at clne
    He talks about the price difference between ng and diesel
    Does he ever mention that diesel engines get about 10% better mpg when comparing
    He just announced how things where so good
    all this increase
    Does he mention that large volumes will mean much lees per gallon in mark up
    So it not the same in gallons
    Oh we kust beat this and that
    We where better than every one said we would be
    Well how did they
    They added 10 million goodwill last year
    What can you get for good will?
    zero
    Can any company become as profitable as they want?
    yes
    Just add good will to their books
    You notice I talk about the company
    You?
    name call and such
    Is it because you are stupid or their was nothing good you could find to say.
    Or was their nothing to find?
    Feb 28, 2015. 06:38 PM | 1 Like Like |Link to Comment
  • Clean Energy Fuels (CLNE) Andrew J. Littlefair on Q4 2014 Results - Earnings Call Transcript [View article]
    who in the Us charges the most for cng?
    most likely clne
    Thats because most of it is delivered by truck
    As ng gets bigger there will be enough volume to pipe
    When it is piped those clne stations will be out of business
    Did they make a profit this quarter?
    Yes if you include they made up number
    They have over 90 million in good will on their books and increased over 10 million last year
    Any company in the US can show profit when they add good will to their books
    Feb 27, 2015. 09:03 AM | 1 Like Like |Link to Comment
  • 2 Natural Gas Stocks To Buy [View article]
    1st
    if some one has not converted a same year and model the government wants $10,000 to add to the list of approved ng vehicles
    Second
    You have not included the price of the tank
    Feb 15, 2015. 02:15 PM | Likes Like |Link to Comment
  • Cummins's Stock Falls By 4.2% [View article]
    welcome your views
    I believe if you check
    Weichai is increasing sales while the rest are loosing
    I do appreciate your comments about the company
    They are the leader in ng vehicles and China will increase ng vehicles a lot in 2016 because of up graded pollution standards
    IF westports new hpdi system is successful in quality and price.Weichai gets in cheaper than any one in the world because of volume and partnership. I do not think it will be a hit China wants cheap ,period
    There is not enough difference in fuel price to spend a lot on ng vehicles
    They are also have a push on exporting vehicles
    But there are many getting into ng vehicles
    Yes Cummings has great engines world wide and as you have said China has problems and vehicle production is a great one
    There is going to be a huge over capacity
    As far as cranes.I believe that has changed
    China is doing is best to cut down on over building
    Your call on Cummings stock may be right
    Feb 14, 2015. 10:18 PM | Likes Like |Link to Comment
  • Cummins's Stock Falls By 4.2% [View article]
    They are hurt in their two biggest market
    I do not see US trucks going up much
    But do not see any new big competition
    In China
    A few years ago large truck sales in all of China down 40%
    End of China build out ,state paid for or financed ,end of large export growth Trucks sales went up a little,say20%
    For the last 6 months down ,say 5%
    Yes they have a new line up world wide of better engines
    But in China there are many getting into the business or growing like Weichai
    Volvo and Mercedes partnering with smaller players
    All plan to grow
    So the competition is huge
    Feb 12, 2015. 09:05 AM | 1 Like Like |Link to Comment
  • 2 Natural Gas Stocks To Buy [View article]
    what the heck are you talking about?
    Hi pressure injection
    Current ng delivered to an engine gives about 85 % hp of a diesel engine
    How do you fix that
    Deliver more ng to the engine<raise the pressure to do that
    Thats part of westport hpdi
    In any engine you can raise the hp by increasing the compression
    most diesel have high compression
    most gasoline do not
    as fuel millage goes up by the government you need to bring the weight down in engines
    a high compression engine weighs less per hp
    So in the future almost all engines will be high compression
    As far as Cummings
    They have 10000s of suppliers
    wprt is one of them .no more
    It buys from the best supplier or cheapest or mixture of both
    It does not need or want to tie its fate to one,become a supplier
    Is an engine maker
    And right now ng is a small part of engine production and Cummings it not betting on it beyond a small amout
    Feb 11, 2015. 07:19 PM | Likes Like |Link to Comment
  • Today In SA PRO: Monday, February 2 [View article]
    they give what an advice has given
    They need to also give the return by following every thing that author has given
    short and long term
    Feb 3, 2015. 01:34 PM | Likes Like |Link to Comment
  • 2 Natural Gas Stocks To Buy [View article]
    no
    You can not triple the pressure in a ng tank
    almost all tanks use havr the same max pressure
    You can have any pressure delivered to your stations
    A pump to raise the pressure needed to fill the tank is about 10 cents a gallon
    Wprt concept is hpdi
    For understanding
    They are injecting ng to the engine at about 2900 psig
    f as they do with hpdi they raise that pressure to 3400 psig
    This gives about 10 to 15% more hp and the same hp as diesel with the same engine
    Feb 1, 2015. 01:50 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Will The Data Landslide Reveal Economic Weakness? [View article]
    a question
    Do the US international companies have better earning because they have their over seas earnings over seas and have not paid taxes on them
    In other words is thy brought them back would their earnings go way down
    Feb 1, 2015. 11:24 AM | 2 Likes Like |Link to Comment
  • Cheniere Energy: A Scary Midstream Stock To Avoid [View article]
    you are correct ,i was thinking per gallon
    Jan 30, 2015. 10:18 PM | Likes Like |Link to Comment
  • Cheniere Energy: A Scary Midstream Stock To Avoid [View article]
    you say they get $3.50 per mmbtu
    thats $3.50 per k cu ft or$3.50 1,000 cu ft
    I thought the going rate is about $.35 per k cuft
    Jan 30, 2015. 10:09 PM | Likes Like |Link to Comment
  • 2 Natural Gas Stocks To Buy [View article]
    garbage trucks and taxis are running on cng
    With the price of oil there are very few places in the US where ng is cheap enough to go ng .So we have companies buying ng and no one knows what the price of oil will be and all over the world countries and companies are investing in ng vehicles to be diversified and countries are going ng because of pollution
    Jan 30, 2015. 10:00 AM | 1 Like Like |Link to Comment
  • 2 Natural Gas Stocks To Buy [View article]
    i believe this is right
    When you are taking about high pressure at station
    This is only how fast you are putting in the gas
    It has nothing to do with the amount the tank holds or the pressure at the end of the fill in the tank
    The second on pressure is wprt hpdi
    When you raise pressure to the engine you give it more ng
    More ng the higher the horse power and of coarse power
    Jan 29, 2015. 09:35 AM | Likes Like |Link to Comment
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