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bob the invester

bob the invester
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  • Clean Energy Fuels - Can The Momentum Continue? [View article]
    the1st
    They are moving into very large delivers of ng,many trucks a day to the same place
    They are not supplying the ng or own the facility that its delivered to
    Well what does it take
    A couple of trucks used every day ,steady work
    You are not going to get high margins on this
    Ad far as most of their others
    The contract is already wriiten
    Its tied to the price of ng
    Ng price is down
    Yes it will go back up and help margins
    New work
    They are no longer investing where they put up much money
    Supplying little in euuipment where they own the equipment
    Of coarse if you are supplying less you are going to get less per gallon
    Next
    Little of their new opened stations or older stations are growing much
    A guess 10% for older
    So they are npt pumping a lot and so not making a lot
    As soon as they reach a profit at pilot the contract calls for them to get much less
    I assume the profit is in just the cost there
    Not covering their huge back office expenses
    So if pilot ever does well they they will get much less in the 10 year contract
    And than in 5 years contract over and they must win again
    As far as airports and such
    Have you Evered looked at what is charged there
    If you did you would be looking for another place to fill up before getting there or when leaving wait till you get some where else
    Have you Evered looked at what they charge
    Some of the highest in the nation on average
    Tou what them to raise prices
    Besides most
    They are not the owner
    They get whats in the contract
    May 17, 2015. 08:28 AM | Likes Like |Link to Comment
  • Clean Energy Fuels - Can The Momentum Continue? [View article]
    thi is a perfect example of not understanding or providing facts that are worth less
    These numbers 32ill be for understanding purpose to show how worth less this presentation is of enff
    Yes in round numbers for understanding
    Yes ng produces 1/2 the amount of co2 per molecule of diesel burned
    But diesel needs 1/2 the amounttof molecules of diesel to get the same energy
    So who would be that? to bring up the co2 per molecule
    after you get or have the energy
    Its how good the engine uses the energy and the bad products exhausted
    Well diesel has improved miles per gallon by a lot over ng by modernizing its engine
    When you sell 100.000s you can do it cheaper per engine
    So both Weichai and Cummings have invested in new better diesl engines
    Both have not invested in hpdi 2.0 which would modernize a ng engine
    Giving general ng .oil etc. is worth less
    Its very simple
    how much bad stuff is produced per mile used
    Diesel has gone ahead of ng
    Better after use treatment better mpg
    They are building 100,000s of diesel
    So they have invested in diesel
    They are just not selling enough ng to put much money in it
    Yes ng can have a good product
    No remover being tested
    But that another costly some thing for ng product
    Its out because California will not accept in the future the amount of ng produced by a ng engine
    What should some one care about
    amount per molecule or ng or diesel in general
    Its whats being sold today or next year or so
    Not molecule .average out their now or what is being produced by old product
    None of these give you what a new diesel or ng product does and are worthless
    May 17, 2015. 06:10 AM | Likes Like |Link to Comment
  • Clean Energy Fuels - Can The Momentum Continue? [View article]
    a bus is not a large vehicle
    it uses a medium engine
    convertible are saved for special people like Boone,not offered to the rest of share holders Where do you get that an ng is 25% less than a diesel
    provide proof, you can not. Comparing the best mostly costly ng vehicle to the worst diesel is not proof. ng in a lot of the US is not cheaper than deseil
    To compare you must include that many of the new diesel trucks get 20%
    better mpg
    Its cost per mile that counts
    As for them borrowing
    With out a convertible they would pay over 10%
    Oh they can really compete with that
    They have averaged over 20% dilution per year since the start
    Their net asset per share is down every year that I now of
    I think even if you include over 90 million in good will
    So lets see they have a cooked books with over 90 million in good will and the books still look bad
    May 15, 2015. 03:55 PM | 1 Like Like |Link to Comment
  • Clean Energy Remains A Margin Story That Isn't Improving [View article]
    the author did a very good job of posting the facts and pointing out that clne does not give facts.only ones that create their spin
    till some positive post some real numbers and how clne could do well beside all these none numbers by pushers of the stock you might want to listen to the author
    May 14, 2015. 05:55 PM | 3 Likes Like |Link to Comment
  • Clean Energy Fuels: The Dirty Truth [View article]
    how manuclne positivre investor posted any facts?
    How many talked about margins
    how many showed how or when it will be profitable by showing the projections for this?
    none
    What does that tell you?
    May 6, 2015. 10:14 PM | Likes Like |Link to Comment
  • Westport Innovations: How Good Is Getting In The Way Of Great [View article]
    this is just a pr presentation
    I own the stock and its worth the gamble to me
    a quick look at what is represented here
    it acts like they are a partner ,a sellor of engines systems and such
    Yes they are still a partner in installing their ng components with weichai
    Cummings ,they are moving to just a parts supplier
    The point is
    Manufacturers no longer want help installing ,engine design and such
    They just want to pay for parts
    west port makes no parts,or little
    They buy parts and re sell
    Yoou post prices of diesl and ng

    Its the price at the station that matters
    There is a huge difference in ng at the station and its whole sale price listed
    by 100s of %
    So your posting on this is almost worth less
    ng cost a lot to transport
    The US just has not piped it to stations in a large %
    Yes westport has a great system
    Hpdi 2.0
    No manufacturers have been whiling to make it
    The current system is hpdi1.0
    It can not give good mpg,not good enough for large vehicles where huge millage,mpg is important
    I could talk more
    But this is enough to show that this is not a good
    fair look at the facts
    What is said is true but it does not represent the reality,like wprt is just a parts supplier and does not make parts and their is a big shift to this from earlier partnerships
    In the future
    Most will be done on the makers of engines on their ine with wprt jusy supplying the parts
    Even if done on a joint line such as weichai,weichai supplies the engine at full price including a good mark uo to the joint venture
    May 6, 2015. 07:50 AM | Likes Like |Link to Comment
  • Clean Energy Fuels: The Dirty Truth [View article]
    what was missed
    This new large delivery to a paper mill
    Almost all paper mills get delivery by train
    So if its long term ,not piped ,they will put in delivery by train
    May 5, 2015. 05:21 PM | Likes Like |Link to Comment
  • Clean Energy Fuels: The Dirty Truth [View article]
    I agree on most written here
    But I do not understand the margin call
    I guess their new business is less of a % than I think
    Their gross margin on bulk got to be a lot less than others
    Maybe its high because or near because its a long distance
    May 5, 2015. 04:22 PM | 2 Likes Like |Link to Comment
  • Why Clean Energy Fuels Can Continue Beating The Market Despite Certain Challenges [View article]
    I have been negative for clne for 8 years
    And still would not buy their stock
    They have at most stations delivered natural gas
    I believe in piped
    But they have a huge number of stations
    and little debt compared to that number
    Gotten from dilution of their stock,huge increase in number of shares
    But if you think oil going back to the $80 to $100 and staying there
    Its a good gamble
    Apr 15, 2015. 08:20 AM | Likes Like |Link to Comment
  • The Link Between Hong Kong And Shanghai Stocks [View article]
    I was lucky to own snp and ptr
    Bought about a month ago
    I had bids in on several other companies such as Weichai aND CAM E IN WITH IN A FEW % of getting
    Weichai is a wonderful company
    Borrows and grows by a huge %
    But it is not cheap by any means
    Snp and ptr are
    Yes they are not going to grow a huge %
    For me,I am trying to keep a lot in safer investments
    Buying cheap is where I am looking
    Good luck to all
    Apr 11, 2015. 09:23 AM | Likes Like |Link to Comment
  • Chinese Retail Investors Move Stock Bubble To Hong Kong [View article]
    Whether the Chines investor is smart or not is important
    But
    Where did Chinese real estate go when the average investor and the Chinese government was supporting in its laws?
    Up and buy a lot
    Why was one exchange up and not the other?
    The Chinese government allowed with regulation to support one over the other
    Now they are opening the HK to more investors
    Its prices are not near the price of other exchange
    The hk will have ups and downs
    But on average its going up and I am invested there
    Us mutual funds and new investors that can invest there now,are going to invest there,period
    What the government does is the most important thing in China.period
    Apr 10, 2015. 11:10 AM | Likes Like |Link to Comment
  • Why Clean Energy Fuels Can Continue Beating The Market Despite Certain Challenges [View article]
    it would be nice if you now some thing about the stock if you are going to post1 clne at most locations trucks their gas in and in form of lng
    They do offer cng at some of those locations made from lng
    Yes you have given margins are lower for cng
    Well you pipe to the station
    From than on its a gold mine
    you do not need to pay to change into lng or truck
    Your selling price about a dollar cheaper
    The only problem any one can do
    Their are many companies that will install and service
    Clne is doing badly
    Because its sells the highest price ng in the country
    Few other invest in it
    Because any piped station puts you out of business
    You have to look no farther than UPS
    They are going cng
    Yes a lot is delivered
    But they know the future is pipe
    Apr 7, 2015. 02:59 PM | 1 Like Like |Link to Comment
  • Why Clean Energy Fuels Can Continue Beating The Market Despite Certain Challenges [View article]
    there is accepted ways of reporting,normal
    gap etc.
    They did not use what most use
    They did not use normal
    And the second like good will did not reflect what was happening,poor results
    and increased good will
    Yes when you buy a business it is common practice to increase good willl
    Its their old good will that I question
    Wprt for example reduced its good will to reflect the poor results
    Clne also had poor results and did not adjust
    Abnormal gap reporting and good will none adjust
    Its just examples of what I am calling cooking their books,not illegal from what I see but it is cooking the books to make the books look better
    Their problems
    They can invest in almost zero that takes capital
    Yes they have capital but they have loans and they may need that capital for that
    They can not borrow but at very high interest rates
    So there is nothing they can invest in that takes capital
    Second
    They just have huge over head
    In my opinion
    They would need 3 times increase in revenue and little more in over head
    Thats the point
    Yes it could happen
    But ng vehicles is not happening but in a small % of the US
    Where is that happening?
    Where ng is cheap at stations
    Is clne invested in those areas ?
    No
    They are invested in lng and delivery by truck for the most part
    The most costly way
    So if oil goes back up to $100
    Yes,they will be successful
    $80
    better .but not great
    Under $80
    More losses
    Yes they have the money to stay in business
    As far as ng vehicles and stations
    There are a huge number of companies besides clne and clne not doing well will not hurt the use of ng
    Apr 3, 2015. 10:20 AM | 1 Like Like |Link to Comment
  • Why Clean Energy Fuels Can Continue Beating The Market Despite Certain Challenges [View article]
    what national trucking companies have switched to ng.
    Few
    Its a very long way before there is enough ng stations unless you are using the same route to get ng vehicles and clne has said as of right now new stations are not good investments
    Why?
    There are no saving or little at most places in the US and ng vehicles are more costly
    Apr 1, 2015. 08:57 AM | 1 Like Like |Link to Comment
  • Why Clean Energy Fuels Can Continue Beating The Market Despite Certain Challenges [View article]
    next hat we do not now
    Clne contract with pilot
    Clne gets extra % till they recover their cost
    Well how for are they along in that
    If they recover their cost who owns the pumps when contract is over
    When do they start getting less
    If ng gets big and contracts ends ,they may have nothing
    Pilot can do the selves or higher any contractor
    Mar 31, 2015. 11:14 PM | 1 Like Like |Link to Comment
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