Clean Energy Fuels Steadily Heading For Profitability [View article]
Is not just their back office expenses higher than their gross profit owe i guess if you leave out all cost but the fuel it looks good What economic school did you go to? Does this work well? Hell management could easily pay this with the money they made ni stock bonuses
Clean Energy Turns Profits Into Stock Losses [View article]
a simple answer to you If you look at the number of shares when it went public it has added 75% of that every year on average since went public management and Boone got a lot with free warrants and to grow and pay bills thats why they have needed to The stock sells for less than when it went public yet management and Boone have made 100s of million of dollars They have and continue to make huge amounts of money with free warrants what have they done with these free warrants a steady buying of the stock at $3 and selling at the market price and have many more to do the same
Has Natural Gas Finally Hit Bottom? [View article]
I got a call about investing in line months ago from a company pushing its stock i usually do not invest in stocks when a boiler room pushing I do like GE and Shell
Has Natural Gas Finally Hit Bottom? [View article]
And to my point,these would require capital to do more yes all of clne should do much better this year.And most of these others clne owns which is good but they can not do more Indrd48 has it right and the author has also pointed out others. As it gets bigger capital and owning is what my theme was For this year Which companies will be proving the equipment and parts for the infrastructure could be a theme as these will be the ones that have the highest growth this year and profits this year and show up this year I invite others with much mote knowledge than me to recommend I have not looked at these because a lot have already been recognized in wall street I believe
Clean Energy Turns Profits Into Stock Losses [View article]
There main bet on new lng facility is the 2 plants that Ge is to build The president has just about said they will be out of money this year and is planing to raise more They do not have a lot of assets vrs debt their cost of raising money going up Lets lok at the last cost to borrow GE 8% plus 5% of the company for free to Ge,where they also need to come up next year with 60 million dollars To build Ge required and already got 5% of clne.8% interest rate and plus 20 million cash Their latest is 12% So now they are going to have to borrow to come up with the 60 million down payment So ng is getting bigger Clne borrowing cost is just so much higher than its competition it will not be able to compete So yes their sales are going to go up a lot They own 2 stations ,the rest are management contracts W hen they expire and volume up they will get much less per gallon.They have such huge borrowing cost they will not be able to compete in new work that requires capital Investments are what make money They have the highest borrowing cost They will soon be left out of the growth
Has Natural Gas Finally Hit Bottom? [View article]
I have most of my money in real estate I have had for a long time.I try not to comment on what I am not sure on. So I do not follow the whole picture. I just follow stations and vehicles. I gave examples to show why clne will not make it. when Ng gets big you need either money or teck or a well run company with low overhead Clne has none. Right now wprt Has teck Has volume as they are the biggest which reduces cost to make Management does not over reward them self like clne. But here is the problem for wprt The 3 companies they deal with. Volvo,Weichai and Cummings All are much bigger than them Well which one or all have rights in USA ,Asia and the rest of the world to make Its still to be determined. It was in all benefit wprt to get bigger for volume now I will use Cummings as an example They use wprt teck in US only They are a world company and produce in many markets can they use wprt product in Asia? What is the split in profits Cummings has and will even in the US make ng vehicles with out wprt Wprt is a small company ans so it has to guess which is the best teck and just make that ,They can not make a lot of different products.They could get it wrong or some users might find their product not the best for them So I am just also trying to say wprt does not have access to large volume of cheap money. but is in better shape than clne You have given examples of companies that compete with wprt.Well that was my point.Ng is getting bigger and who will be the winner is still to be determined. The author of this article picked clne as a winner I believe any one looking at the facts would see there is no chance
Has Natural Gas Finally Hit Bottom? [View article]
when ng gets big and it should your local gas company will run gas lines to stations the cost they will sell at todays price is about 60 cents a gallon for them and 85 cents to the station If they run a big enough line ,size and pressure than storage tanks not need So in about 4 years cng will be selling at about $1.25a gallon we will say that ng will rise about 25% in price to about $5 per kcuft3 and sell for cng to $1.50 a gallon Its coming Why so long Volume To make every part about the product,getting, engine ,fuel system,tanks all take time to get better and make cheaper As more is used there is more money to invest in these things and more companies willing to invest in these Clne has huge over head,high salaries and high debt Their current cost to borrow is 12% and rising When ng is big others like shell,Enn and others are borrowing at 2% for shell and 5% for enn Clne will not be able to borrow to grow bigger Others with lower borrowing cost will beat them out If they owned the stations they run they would make a lot more money with the much larger volume But they are just under contract When they renew the contracts they will get much less per gallon to run Westport is the leader in teck It has patents It would be a better play Of coarse when it gets big they do not have the money like Cummings ,Ge,GM,etc. So for them its how good their teck is and can they keep up having a better product than the rest They do not make the product They design the product and provide volume with selling to many made by others
Has Natural Gas Finally Hit Bottom? [View article]
clne is just mostly a management company it owns about two stations How much would you pay per station for a management contract Its about 3 million At 100 per share you would be paying about 21 million a station What is a management contract worth
Natural Gas Sets Tone For Retail Travel Centers [View article]
talk about getting the story wrong Wprt sighed an agreement with Enn Enn will be in competition with clne and is a 45 billion dollar company vrs. clne 1 billion Wprt is going help Enn to retrofit diesel trucks to ng clne has been doing ng for many years in the Us and has plans for say 350 stations Enn just started and 50 this year and 200 within a few years
Clean Energy Boosted By U.S. Natural Gas Refueling Station Plans [View article]
there is no one price.At $4 some will go back to coal at $5 more But not many will build new coal Many have the choose So the price and use of coal is determined by ng price Ng is going to$5 To $6 in the next few years
Natural Gas And Commercial Transportation: The Hatching Egg [View article]
Enn a 45 billion dollar company and growing 25% a year and profitable They just got a 5% loan with warrants at stock price Clne got a 8% loan and had to throw in 6% of the company for free
Natural Gas And Commercial Transportation: The Hatching Egg [View article]
They own only two As far as leases Most of their leases where done for the user of their product The user could have done the lease ,It was just in their contract to do it At the end of the lease they have almost nothing or little Clne has no more rights or at most if it bids the highest it gets Clne has premium locations? Are you dreaming/ Airports ,trash and such At the end of contract Air ports ,trash,etc will just put up to the lowest bidder We will now look at pilot.The locations are not in or at big cities mostly.This is a 10 year contract with almost no details The good locations have been saved by them and no indications in fact they are probably not going to use clne if for no other reason clne can not afford to do them By the time the 10 year contract is over there will be much better pumps out there and will need to be replaced Sir It a fact They are a contract company in 98% of what they do and their back office expenses are huge.Thats not good for just a contract company If it is as you say than why did wprt form a partnership with them They are going to do the same thing in Canada.Already hiring This is a 45billion dollar company Owning more stations than clne has contracts on or owns or both put togher Owning more lng plants than clne has Dreams about
Shanghai Composite Continues To Slide On Europe, New Banking Curbs [View article]
Its simple They created a bubble Local governments over spent and local banks over lent The pressure its putting on local companies is great They where borrowing at 5% Now borrowing at 8 to 20% And China has no system of checking the accuracy of company books.accounting in China is very bad if for no other reason than there is little punishment for false Chinas national companies that are owned mostly by the govenrment are in good shape as they have access to money But China has learned that government run companies do not always make good investments So whats happening Government mostly owned are doing well The government is letting nationals not owned by the government do well like Enn energy This is part of letting none government companies grow and they get capital on thw world market The local smaller companies books are not trusted and can not borrow from banks and when they try to borrow from none banks they have to pay a very high rate So tell China gets a trusted accounting system its not going to be good The start of that has to be punishment and for government to set an example in corruption China has said that it will We shale see
Clean Energy Fuels Steadily Heading For Profitability [View article]
owe i guess if you leave out all cost but the fuel it looks good
What economic school did you go to?
Does this work well?
Hell management could easily pay this with the money they made ni stock bonuses
Clean Energy Turns Profits Into Stock Losses [View article]
If you look at the number of shares when it went public
it has added 75% of that every year on average since went public
management and Boone got a lot with free warrants and to grow and pay bills thats why they have needed to
The stock sells for less than when it went public
yet management and Boone have made 100s of million of dollars
They have and continue to make huge amounts of money with free warrants
what have they done with these free warrants
a steady buying of the stock at $3 and selling at the market price and have many more to do the same
Has Natural Gas Finally Hit Bottom? [View article]
i usually do not invest in stocks when a boiler room pushing
I do like GE and Shell
Has Natural Gas Finally Hit Bottom? [View article]
yes all of clne should do much better this year.And most of these others clne owns which is good but they can not do more
Indrd48 has it right and the author has also pointed out others.
As it gets bigger capital and owning is what my theme was
For this year
Which companies will be proving the equipment and parts for
the infrastructure could be a theme as these will be the ones that have the highest growth this year and profits this year and show up this year
I invite others with much mote knowledge than me to recommend
I have not looked at these because a lot have already been recognized in wall street I believe
Clean Energy Turns Profits Into Stock Losses [View article]
get 60 million dollars cash instead of 20
Clean Energy Turns Profits Into Stock Losses [View article]
The president has just about said they will be out of money this year and is planing to raise more
They do not have a lot of assets vrs debt
their cost of raising money going up
Lets lok at the last cost to borrow
GE 8% plus 5% of the company for free to Ge,where they also need to come up next year with 60 million dollars
To build Ge required and already got 5% of clne.8% interest rate and plus 20 million cash
Their latest is 12%
So now they are going to have to borrow to come up with the
60 million down payment
So ng is getting bigger
Clne borrowing cost is just so much higher than its competition it will not be able to compete
So yes their sales are going to go up a lot
They own 2 stations ,the rest are management contracts
W hen they expire and volume up they will get much less per gallon.They have such huge borrowing cost they will not be able to compete in new work that requires capital
Investments are what make money
They have the highest borrowing cost
They will soon be left out of the growth
Has Natural Gas Finally Hit Bottom? [View article]
I am not invested in it
Price too high
Too high for its growth?
I do not know and its Chinese
Has Natural Gas Finally Hit Bottom? [View article]
So I do not follow the whole picture.
I just follow stations and vehicles.
I gave examples to show why clne will not make it.
when Ng gets big you need either money or teck or a well run company with low overhead
Clne has none.
Right now wprt
Has teck
Has volume as they are the biggest which reduces cost to make
Management does not over reward them self like clne.
But here is the problem for wprt
The 3 companies they deal with.
Volvo,Weichai and Cummings
All are much bigger than them
Well which one or all have rights in USA ,Asia and the rest of the world to make
Its still to be determined.
It was in all benefit wprt to get bigger for volume
now I will use Cummings as an example
They use wprt teck in US only
They are a world company and produce in many markets
can they use wprt product in Asia?
What is the split in profits
Cummings has and will even in the US make ng vehicles with out wprt
Wprt is a small company ans so it has to guess which is the best teck and just make that ,They can not make a lot of different products.They could get it wrong or some users might find their product not the best for them
So I am just also trying to say wprt does not have access to large volume of cheap money. but is in better shape than clne
You have given examples of companies that compete with wprt.Well that was my point.Ng is getting bigger and who will be the winner is still to be determined.
The author of this article picked clne as a winner
I believe any one looking at the facts would see there is no chance
Has Natural Gas Finally Hit Bottom? [View article]
your local gas company will run gas lines to stations
the cost they will sell at todays price is about 60 cents a gallon for them and 85 cents to the station
If they run a big enough line ,size and pressure than storage tanks not need
So in about 4 years cng will be selling at about $1.25a gallon
we will say that ng will rise about 25% in price to about $5 per kcuft3 and sell for cng to $1.50 a gallon
Its coming
Why so long
Volume
To make every part about the product,getting, engine ,fuel system,tanks all take time to get better and make cheaper
As more is used there is more money to invest in these things and more companies willing to invest in these
Clne has huge over head,high salaries and high debt
Their current cost to borrow is 12% and rising
When ng is big others like shell,Enn and others are borrowing at 2% for shell and 5% for enn
Clne will not be able to borrow to grow bigger
Others with lower borrowing cost will beat them out
If they owned the stations they run they would make a lot more money with the much larger volume
But they are just under contract
When they renew the contracts they will get much less per gallon to run
Westport is the leader in teck
It has patents
It would be a better play
Of coarse when it gets big they do not have the money like Cummings ,Ge,GM,etc.
So for them its how good their teck is and can they keep up having a better product than the rest
They do not make the product
They design the product and provide volume with selling to many made by others
Has Natural Gas Finally Hit Bottom? [View article]
it owns about two stations
How much would you pay per station for a management contract
Its about 3 million
At 100 per share you would be paying about
21 million a station
What is a management contract worth
Natural Gas Sets Tone For Retail Travel Centers [View article]
Wprt sighed an agreement with Enn
Enn will be in competition with clne and is a 45 billion dollar company vrs. clne 1 billion
Wprt is going help Enn to retrofit diesel trucks to ng
clne has been doing ng for many years in the Us and has plans for say 350 stations
Enn just started and 50 this year and 200 within a few years
Clean Energy Boosted By U.S. Natural Gas Refueling Station Plans [View article]
at $5 more
But not many will build new coal
Many have the choose
So the price and use of coal is determined by ng price
Ng is going to$5 To $6 in the next few years
Natural Gas And Commercial Transportation: The Hatching Egg [View article]
a 45 billion dollar company and growing 25% a year and profitable
They just got a 5% loan with warrants at stock price
Clne got a 8% loan and had to throw in 6% of the company for free
Natural Gas And Commercial Transportation: The Hatching Egg [View article]
As far as leases
Most of their leases where done for the user of their product
The user could have done the lease ,It was just in their contract to do it
At the end of the lease they have almost nothing or little
Clne has no more rights or at most if it bids the highest it gets
Clne has premium locations?
Are you dreaming/
Airports ,trash and such
At the end of contract
Air ports ,trash,etc will just put up to the lowest bidder
We will now look at pilot.The locations are not in or at big cities mostly.This is a 10 year contract with almost no details
The good locations have been saved by them and no indications in fact they are probably not going to use clne if for no other reason clne can not afford to do them
By the time the 10 year contract is over there will be much better pumps out there and will need to be replaced
Sir
It a fact
They are a contract company in 98% of what they do and their back office expenses are huge.Thats not good for just a contract company
If it is as you say than why did wprt form a partnership with them
They are going to do the same thing in Canada.Already hiring
This is a 45billion dollar company
Owning more stations than clne has contracts on or owns or both put togher
Owning more lng plants than clne has Dreams about
Shanghai Composite Continues To Slide On Europe, New Banking Curbs [View article]
They created a bubble
Local governments over spent and local banks over lent
The pressure its putting on local companies is great
They where borrowing at 5%
Now borrowing at 8 to 20%
And China has no system of checking the accuracy of company books.accounting in China is very bad if for no other reason than there is little punishment for false Chinas national companies that are owned mostly by the govenrment are in good shape as they have access to money
But China has learned that government run companies do not always make good investments
So whats happening
Government mostly owned are doing well
The government is letting nationals not owned by the government do well like Enn energy
This is part of letting none government companies grow and they get capital on thw world market
The local smaller companies books are not trusted and can not borrow from banks and when they try to borrow from none banks they have to pay a very high rate
So tell China gets a trusted accounting system its not going to be good
The start of that has to be punishment and for government to set an example in corruption
China has said that it will
We shale see