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bob the invester

bob the invester
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  • Clean Energy Fuels: Down But Not Out [View article]
    these stations are out in the country
    So no large local
    There are not enough for national
    And not near pipe
    So cng is out of the question
    National lng is a LONG TIME AWAY
    And not much local as pilot saved big cities for their 100% running or a better deal
    If lng was successful and in demand
    Enn,blu got 1,000 times more money
    They are history
    Mar 27 10:02 PM | Likes Like |Link to Comment
  • Clean Energy Fuels: Down But Not Out [View article]
    Has Cummins announced an increase in production over 10,000 a year?
    I think your 10,000 this year is high
    I agree that they will be at 10,000 production rate but that will not add up to 10,000 this year
    What do you base it n?
    Hopefully not the president of clne
    He said some one gave it to him
    Whats that worth?
    As far as clne
    They are loosing market share by a huge %
    Huge in cng and now we have blu lngl
    What they have about 10 lng stations open out side of Texas and California
    Thats hardly a national coverage
    The main point is their over head is twice their gross margins
    And that gross margin will come down as more get into the business
    Enn energy (blu lng) will be opening about 6 lng stations with in the next 1.5 years.That will take some of the engines
    And a huge amount of other companies opening cng stations
    There is not going to be enough trucks for much growth for clne
    They are opening stations
    In the past we saw contracts with these
    They are not announcing contracts
    They would if big
    Clne never passes up promoting
    Mar 27 09:55 PM | Likes Like |Link to Comment
  • Clean Energy Fuels: Down But Not Out [View article]
    do you now if it was part f his divorce settlement?
    It was not on the open market
    Mar 27 06:07 AM | Likes Like |Link to Comment
  • Clean Energy Fuels: Down But Not Out [View article]
    they may own the pumps at stations
    MOST ARE JUST CONTRACTS
    Do you consider owning the pumps as owning the station?
    Mar 27 06:05 AM | Likes Like |Link to Comment
  • Clean Energy Fuels: Down But Not Out [View article]
    a basic look at clne ans its hard to give since they tell us little about their contracts
    Its a company that wns contracts to run and supply ng
    That means they must have low over head
    Well how have they grown
    Raising money by diluting their stock
    By how much?
    20% a year
    So they have gotten free money to do building stations etc.
    And they have still lost huge amounts of money
    What has covered this?
    Dilution of their stock not only to build but to pay over head
    Well wall street and investors are not going to accept more huge dilution of their stock
    They have in the past borrowed against good investments like land fields and air ports
    They are doing this again
    So they have and are borrowing against any future profits
    They must now borrow for any future growth
    They where not successful when most was free though dilution
    They still have huge over head
    They can no longer do any big investments and that will only get worse with their debt rising as they now need to borrow to grow
    And when ng gets big and stations do well their contacts will come up for renewal ans so less margins on contracts
    Others with less over head will win them
    even if they win them it will not be enough to cover their over head
    We will say they had over 75% of the market a few years ago
    Now they are lucky if they are winning 20%
    Others with less over head are winning r at least they are winning with a less bid
    They simply are not winning or have enough to cover their over head with many more getting into the business
    They do not have the money to do large growth if ng got big
    Mar 25 11:16 AM | 1 Like Like |Link to Comment
  • Clean Energy Fuels Corp. misses by $0.05, misses on revenue [View news story]
    boone is protected
    He has made 100 million in clne through special deals
    Management can reward them self's and Boone with out share holder approval
    Its in their charter
    Mar 12 10:15 PM | Likes Like |Link to Comment
  • Clean Energy Fuels - Misinformation And Facts [View article]
    The 30% is old news
    As it was two years ago
    Typical clne investor and management using old news
    Feb 23 01:53 PM | Likes Like |Link to Comment
  • Clean Energy Fuels - Misinformation And Facts [View article]
    yes if lng is a part winner than their stations already built will be a plus
    But other players such as blu can put billions into it in a year
    Clne does not have the money to compete in plants
    Clne has said they can convert their lng stations to cng by using the lng delivered and station cost is cheaper that way
    Who cares if cost of doinf is cheaper when the nf will be 50 cents more a galon
    It will not sell
    Feb 22 09:44 AM | Likes Like |Link to Comment
  • Clean Energy Fuels - Misinformation And Facts [View article]
    clne has contracts on 100s of stations
    not
    And they do not release much information on those contracts
    Pilot would be an example
    We do now the length
    10 years
    Clne to supply equipment and install
    Split not given
    At the end of contract clne would get again if pilot fells clne can do and is the lowest bidder
    Feb 22 09:38 AM | Likes Like |Link to Comment
  • Clean Energy Fuels - Misinformation And Facts [View article]
    2 out of 85 was for public
    Yes clne is the leader in private
    But these are contracts and at the end of contract they must bid again
    They bid less than every one else and won
    They raised huge amounts of money from a 20% dilution of their stock
    So in other words their cost of capital was zero
    Even with this they have not made money
    Are they going to have to dilute to raise more?
    IF they borrow they can not compete
    Other players have much better credit rating and so can borrow cheaper
    So there are many more players and their capital cost less
    When its big capital cost is probably the most important thing
    Feb 22 09:28 AM | 1 Like Like |Link to Comment
  • Clean Energy Fuels - Misinformation And Facts [View article]
    they are in a partnership for lng plants for ships
    And you have no idea at all
    What % they will own or build
    One of the partner builds a hell of lot more than clne and got money
    Puts clne on the loosing side
    Hint
    Ge ,10% of the stock for free
    So clne will loose in most partnerships like this
    Feb 21 06:58 PM | Likes Like |Link to Comment
  • Clean Energy Fuels - Misinformation And Facts [View article]
    old clne news
    they now get much more out of the tank
    and almost all engines will have the same performance with lng or cng
    Yes thia may have been true
    But wprt new system 2.0 will have cng as a opition
    Yes you may loose 1/10 of 1% performance in raising the cng pressure
    Feb 21 06:39 PM | Likes Like |Link to Comment
  • Clean Energy Fuels - Misinformation And Facts [View article]
    i do not now but say you are right on increased orders
    I would not agree on clne customers choosing lng or increased orders for trucks
    Yes Ups is orders trucks but most will be at none clne locations
    The simple fact is a lot more cng stations are opening than lng
    Any one trying to decide will pick cng
    Price and ability to get
    Feb 21 06:30 PM | Likes Like |Link to Comment
  • Clean Energy Fuels - Misinformation And Facts [View article]
    the hit direct on the nail head.You would think clne would open all its station to try to get a early lead
    they will have lost with out being in the game the way they are going for national trucking
    Feb 20 06:14 PM | 1 Like Like |Link to Comment
  • Clean Energy Fuels' LNG Strategy Is Crumbling [View article]
    methane leaks from the lng boiling off,turning to gas at stations has been taken care of in new stations according to blu lng.
    Do not know the solution by them
    Buy a simple solution would be a ng generator
    Free electricity
    Feb 15 08:37 AM | Likes Like |Link to Comment
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