Seeking Alpha

bob the invester

bob the invester
Send Message
View as an RSS Feed
View bob the invester's Comments BY TICKER:
Latest  |  Highest rated
  • 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 | Likes 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 | Likes 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 | Likes 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 | Likes Like |Link to Comment
  • Why Clean Energy Fuels Can Continue Beating The Market Despite Certain Challenges [View article]
    What every one misses
    Diesel trucks get 20% mpg
    Mar 31, 2015. 11:09 PM | Likes Like |Link to Comment
  • Why Clean Energy Fuels Can Continue Beating The Market Despite Certain Challenges [View article]
    you might want to go to clne sight
    I have posted for 7 years
    All problems that are being posted and are having I posted for 7 years ago and ever year since than
    When the stock was going up ,no body cared
    Yes they have a lot of problems and never where going to be great because of their over head and not owning just contracting
    But if ng vehicles had been a lot they would have made a lot of money and stock much higher
    And yes if oil goes back to $100 ,ng vehicles will be a lot more and clne will make a lot of money
    I do not own the stock because of business plan ,contracts and huge over head
    Mar 29, 2015. 09:30 AM | Likes Like |Link to Comment
  • Williams Companies: Playing The Gas Infrastructure Super-Cycle [View article]
    thanks for your knowledge
    It may be that this is where you would want it
    Thats why I brought it up
    Mar 29, 2015. 09:19 AM | 1 Like Like |Link to Comment
  • USA LNG Export Outlook, Impact On Cheniere Energy [View article]
    my opinion
    In small cities and none developed areas China is investing in growth there
    Labor is cheaper
    They need electricity and cheap,coal
    The big cites they will convert to ng
    China is working on every thing
    coal gas
    solar
    wind
    ng to diesel
    Mar 28, 2015. 11:15 AM | Likes Like |Link to Comment
  • Why Clean Energy Fuels Can Continue Beating The Market Despite Certain Challenges [View article]
    bob the investor ,me, is sherman
    Mar 28, 2015. 11:04 AM | Likes Like |Link to Comment
  • Why Clean Energy Fuels Can Continue Beating The Market Despite Certain Challenges [View article]
    I follow the stock and the industry
    I do not own
    Owned 7 years ago aprox and sold at 16 for a profit
    I am not short or ever have shorted any stock
    Mar 28, 2015. 11:02 AM | 1 Like Like |Link to Comment
  • U.S. LNG Export Outlook To China, Impact On Cheniere Energy [View article]
    sinopec buys oil from inside China and out side and may have production inside China
    Te problem is China set the price produced in China very low
    So little is produced
    They are gradually raise priced produced in China so they produce more
    Mar 28, 2015. 10:57 AM | Likes Like |Link to Comment
  • U.S. LNG Export Outlook To China, Impact On Cheniere Energy [View article]
    it is stored but as lng
    of cost to store you have to pay to make it into lng
    When there is a cold winter than it comes into play
    Companies that need extra none contract prices than pay a lot
    Mar 28, 2015. 10:52 AM | Likes Like |Link to Comment
COMMENTS STATS
334 Comments
110 Likes