FuelCell Energy (FCEL +4.3%) gains after announcing a project utilizing a stationary fuel cell power plant to support Microsoft's (MSFT +0.7%) latest data center research project. The power plant will utilize renewable biogas generated by a wastewater treatment facility to generate ultra-clean and carbon-neutral electricity to power MSFT's Data Plant project in Cheyenne, Wyoming. The project could be groundbreaking for FCEL to demonstrate the effectiveness of using it's biogas technology as an efficient source of sustainable power. [View news story]
FCE has already proved the process works over the past several years by stacks set up to make electricity and heat from onion processing off-gassing, as well as paint off gassing, and most specifically, stacks at water treatment plants, previously announced. Read about FCE's projects with the coal industry to clean up coal burning, as well as an amazing number of other projects.
FWIW, and my bets are placed here; focus on companies that can clean up what we currently use to make energy, companies that develop distributed energy solutions, and the companies that will solve the problems some of these solutions bring.
FCE doesn't bring any problems; study this company's history. But, solar, sea, and windmill based electricity has to be regulated and stored. There are new companies out there that can regulate and store the distributed energy; one is AXION. There are others.
With the size of the POSCO order ($181,000,000.00) and now MS, FCEL, the stock may get some respect. The company is getting a lot of respect and the stock is a 10 bagger plus.
How big is the market? For instance, there are water treatment plants in every sizable city in the world.
Axion Power Concentrator 175: Nov. 15, Axion SAE Truck APU Application Presentation; Rosewater & Queens Univ. Partner On Distributed Energy Study; Q3 '12 Earnings & CC & Webcast; 13th ELBC: Axion's "Operatio [View instapost]
My wife listened in on the call. Her response was that "TG sounds like a good leader who believes in his product"..." sounding confident while answering every question with a believeable, legitimate answer". As she added, "whereas I go into my meetings at work and get a lot of fluff".
"Obamacare will start to bite throughout the economy as new taxes are imposed and as companies with less than 50 workers figure out how to avoid the $2,000 penalty per employee that kicks in at the end of the year. This applies to workers who work 30 hours or more and are not provided employer based insurance with certain criteria. This will lead to reduced job growth as expansion of part time workers (under 30 hours/week) to avoid penalties. Given the significant increases in part time employees during the last couple of monthly jobs reports, I think this is already happening."
Let's see, I own a company with 45 workers and I'm worried about $90,000.00??? Not much of a company. I simply do not get this type of thinking.
Employees are people who allow you to run the business and live the life you want. And, you are concerned with making sure they have healthcare, because you need more money...right?
I am not particularly liberal. I run a business and understand my employees are what make me successful.
Do any of you who are against this actually run a business?
If you do, you seem to be saying you wouldn't expand the business because you may have to pay some additional costs. If you have a business that is so marginally profitable that paying employee insurance, you don't really have a going business.
I treat my employees well and do not consider it a burden to pay for healthcare. I can't do all the work myself.
IMHO Obama made only 1 major mistake in all this; he allowed the name Obamacare to stick. The Democrats are useless when it comes to managing communications.
The minor mistake was allowing any business other than health care providers to make a profit on healthcare. My business provides healthcare. Our biggest headache is are insurance companies. The insurance companies manipulate situations and cases in order to increase their profits. People really get hurt. This goes on every day.
One does not really get it till the insurance company does it to you or your family.
Axion Power Concentrator 171: Nov. 04, 2012: Mr. Investor Prods Viridity Energy, NS-999 Lives, 13th ELBC: Axion's "Operational Stability Of PbC Batteries And Battery Systems" [View instapost]
Rick- I believe this blog is about education, not prevailing.Your approach and words are about prevailing. For instance, with a statement like "Fuel cell promoters claiming there is something special about fuel cells is just hokum," what are you trying to instigate? I'm not biting.
Certainly, the Korean government thinks that fuel cells are not hokum or a niche and that fuel cells are one future of distributed energy. POSCO just gave FCE a contract for $181,000,000.00 to begin to build out a fuel cell based distributed energy system in Korea.
Axion Power Concentrator 171: Nov. 04, 2012: Mr. Investor Prods Viridity Energy, NS-999 Lives, 13th ELBC: Axion's "Operational Stability Of PbC Batteries And Battery Systems" [View instapost]
I've seen fuel cells referred to as a battery in technical papers. Certainly whoever wrote that could be wrong. But read George Wand. "Fuel Cells History, part 1". Johnson Matthey plc. Retrieved 2012-09-23
OTOH, you seem to have many ideas that are inconsistent with other facts. For instance, fuel cells do not always require hydrogen in expensive tanks. They make energy from paint over spray, onion off gasses, methane off gasses, coal off gasses, etc. Let's not even get into using water, etc. I think you should keep up with the field.
Further, when you combine the electricity along with the heat produced by the process energy production is typically between 85-90% efficient. see "Types of Fuel Cells". Department of Energy EERE website, accessed August 4, 2011
Axion Power Concentrator 171: Nov. 04, 2012: Mr. Investor Prods Viridity Energy, NS-999 Lives, 13th ELBC: Axion's "Operational Stability Of PbC Batteries And Battery Systems" [View instapost]
OT: FCEL, AXPW and the Valley of Death.
FCEL has followed and is following JP's 'Valley of Death' model, and is now emerging with the series of orders from Korea and Germany that are allowing it to become profitable.
FCELs stock price projection over the past year also suggests that AXPW will not simply sky-rocket, even if the do everything correctly. For instance, in the past year or so, FCE developed back log of over $120MM, stopped relying on the sale of stock to the public for financing and sold stock to a strategic partner for $1.50/ share. The stock promptly fell to 86 cents in the next month or so, IIRC.
I post it here because you can follow the company and its stock as it mirrors the JP's model, and fuel cells are considered batteries; that definition may be new to some. I'm sure that most or all are aware of the company, but may not follow it.
If I understand the nature of their production of electricity, they are an alternative/competitor to batteries, as has been seen in the replacement of batteries by fuel cells in pallet lifts. But, it seems that fuel cells in combination with AXPWs batteries are a winning combination.
I trust someone can fill out what I don't understand if this post sparks interest.
FuelCell (FCEL) surges 12.1% after receiving its largest ever order, a $181M booking from South Korean partner Posco Energy (PKX) for 121.8 megawatts of fuel cell kits and services. Posco also signs a licensing agreement to manufacture Direct FuelCell power plants in South Korea and sell throughout Asia. Posco will pay FuelCell $26M for the manufacturing rights and then royalties. [View news story]
Fcel is emerging from the 'valley of death'. Now is the time to invest.
The iPhone 5 is still supply-constrained at U.S. Apple Stores, says Piper's Gene Munster after polling 70 of them. He also found ongoing shortages at AT&T and Verizon, though Sprint's situation is said to be improving. Those comments are probably contributing to today's Apple (AAPL -2.7%) selloff, especially since Munster's Oct. 4 report on shortages proved accurate. On a more positive note, Munster's poll of 730 U.S. consumers found 55% of those planning to buy a smartphone indicating they want an iPhone 5. [View news story]
OK. I love this logic: The company is selling so many products that they can't make enough of them. And that means sell the company's shares. WTF?
Buffett Agrees - Doing Nothing Is The Path To Investment Success [View article]
What you see is based on your brain's set in processing information. There are two extremes. There are those who believe the truth is: 1) In the cracks between the bark on the individual tree; while at the other extreme, 2) In the interaction of the forest with its environment.
The ideal situation in investing is to be able to vary your view by processing all the information available ('the crack' to 'the environment') and determining which part of the truth matches the current analysis. This current comment is mostly about the forest and the environment it interacts with. That is, investing by looking at the decade timeline. I've come to the same conclusion in the past 50 years of investing: Pick companies whose products you personally use. Understand their corporate culture by dealing with customer service, etc. And buy when they are at their current lowest. Every corporation's stock varies a lot during the year. Then hold, until you do not want to use their products.
Considering the above: What is most important for you, is to understand your perceptual and analytic biases and limitations. That, and then recognizing when your biases lead you to faceplant...make an unwise decision with an outcome you didn't want will help you make the Alpha you are seeking.
Apple Vs. Microsoft: The Tide Is Turning [View article]
I want to add something else: What you see is based on your brain's set in processing information. There are two extremes. There are those who believe the truth is: 1) In the cracks between the bark on the individual tree; while at the other extreme, 2) In the interaction of the forest with its environment.
The ideal situation in investing is to be able to vary your view by processing all the information available ('the crack' to 'the environment') and determining which part of the truth matches the current situation. This current comment is mostly about the cracks in the bark. I don't put too much store in this analysis. But, that's only me.
Considering the above: What is most important for you, is to understand your perceptual and analytic biases and limitations. That, and then recognizing when your biases lead you to faceplant...make an unwise decision with an outcome you didn't want will help you make the Alpha you are seeking.
FuelCell Energy (FCEL +4.3%) gains after announcing a project utilizing a stationary fuel cell power plant to support Microsoft's (MSFT +0.7%) latest data center research project. The power plant will utilize renewable biogas generated by a wastewater treatment facility to generate ultra-clean and carbon-neutral electricity to power MSFT's Data Plant project in Cheyenne, Wyoming. The project could be groundbreaking for FCEL to demonstrate the effectiveness of using it's biogas technology as an efficient source of sustainable power. [View news story]
FWIW, and my bets are placed here; focus on companies that can clean up what we currently use to make energy, companies that develop distributed energy solutions, and the companies that will solve the problems some of these solutions bring.
FCE doesn't bring any problems; study this company's history. But, solar, sea, and windmill based electricity has to be regulated and stored. There are new companies out there that can regulate and store the distributed energy; one is AXION. There are others.
With the size of the POSCO order ($181,000,000.00) and now MS, FCEL, the stock may get some respect. The company is getting a lot of respect and the stock is a 10 bagger plus.
How big is the market? For instance, there are water treatment plants in every sizable city in the world.
Axion Power Concentrator 175: Nov. 15, Axion SAE Truck APU Application Presentation; Rosewater & Queens Univ. Partner On Distributed Energy Study; Q3 '12 Earnings & CC & Webcast; 13th ELBC: Axion's "Operatio [View instapost]
Schiff: This Is The Calm Before The Storm [View article]
Here Comes The Pain [View article]
Let's see, I own a company with 45 workers and I'm worried about $90,000.00??? Not much of a company. I simply do not get this type of thinking.
Employees are people who allow you to run the business and live the life you want. And, you are concerned with making sure they have healthcare, because you need more money...right?
I am not particularly liberal. I run a business and understand my employees are what make me successful.
Axion Power Concentrator 174: Nov. 13, Rosewater & Queens Univ. Partner On Distributed Energy Study; Q3 '12 Earnings & CC & Webcast: Mr. Investor Prods Viridity Energy, 13th ELBC: Axion's "Operational Stability Of PbC Batteries And Battery Systems" [View instapost]
Effects Of Obamacare On Employment [View article]
If you do, you seem to be saying you wouldn't expand the business because you may have to pay some additional costs. If you have a business that is so marginally profitable that paying employee insurance, you don't really have a going business.
I treat my employees well and do not consider it a burden to pay for healthcare. I can't do all the work myself.
IMHO Obama made only 1 major mistake in all this; he allowed the name Obamacare to stick. The Democrats are useless when it comes to managing communications.
The minor mistake was allowing any business other than health care providers to make a profit on healthcare. My business provides healthcare. Our biggest headache is are insurance companies. The insurance companies manipulate situations and cases in order to increase their profits. People really get hurt. This goes on every day.
One does not really get it till the insurance company does it to you or your family.
Axion Power Concentrator 171: Nov. 04, 2012: Mr. Investor Prods Viridity Energy, NS-999 Lives, 13th ELBC: Axion's "Operational Stability Of PbC Batteries And Battery Systems" [View instapost]
I believe this blog is about education, not prevailing.Your approach and words are about prevailing. For instance, with a statement like "Fuel cell promoters claiming there is something special about fuel cells is just hokum," what are you trying to instigate? I'm not biting.
Certainly, the Korean government thinks that fuel cells are not hokum or a niche and that fuel cells are one future of distributed energy. POSCO just gave FCE a contract for $181,000,000.00 to begin to build out a fuel cell based distributed energy system in Korea.
Have a good evening.
Axion Power Concentrator 171: Nov. 04, 2012: Mr. Investor Prods Viridity Energy, NS-999 Lives, 13th ELBC: Axion's "Operational Stability Of PbC Batteries And Battery Systems" [View instapost]
OTOH, you seem to have many ideas that are inconsistent with other facts. For instance, fuel cells do not always require hydrogen in expensive tanks. They make energy from paint over spray, onion off gasses, methane off gasses, coal off gasses, etc. Let's not even get into using water, etc. I think you should keep up with the field.
Further, when you combine the electricity along with the heat produced by the process energy production is typically between 85-90% efficient. see "Types of Fuel Cells". Department of Energy EERE website, accessed August 4, 2011
Axion Power Concentrator 171: Nov. 04, 2012: Mr. Investor Prods Viridity Energy, NS-999 Lives, 13th ELBC: Axion's "Operational Stability Of PbC Batteries And Battery Systems" [View instapost]
FCEL has followed and is following JP's 'Valley of Death' model, and is now emerging with the series of orders from Korea and Germany that are allowing it to become profitable.
FCELs stock price projection over the past year also suggests that AXPW will not simply sky-rocket, even if the do everything correctly. For instance, in the past year or so, FCE developed back log of over $120MM, stopped relying on the sale of stock to the public for financing and sold stock to a strategic partner for $1.50/ share. The stock promptly fell to 86 cents in the next month or so, IIRC.
I post it here because you can follow the company and its stock as it mirrors the JP's model, and fuel cells are considered batteries; that definition may be new to some. I'm sure that most or all are aware of the company, but may not follow it.
If I understand the nature of their production of electricity, they are an alternative/competitor to batteries, as has been seen in the replacement of batteries by fuel cells in pallet lifts. But, it seems that fuel cells in combination with AXPWs batteries are a winning combination.
I trust someone can fill out what I don't understand if this post sparks interest.
FuelCell (FCEL) surges 12.1% after receiving its largest ever order, a $181M booking from South Korean partner Posco Energy (PKX) for 121.8 megawatts of fuel cell kits and services. Posco also signs a licensing agreement to manufacture Direct FuelCell power plants in South Korea and sell throughout Asia. Posco will pay FuelCell $26M for the manufacturing rights and then royalties. [View news story]
The iPhone 5 is still supply-constrained at U.S. Apple Stores, says Piper's Gene Munster after polling 70 of them. He also found ongoing shortages at AT&T and Verizon, though Sprint's situation is said to be improving. Those comments are probably contributing to today's Apple (AAPL -2.7%) selloff, especially since Munster's Oct. 4 report on shortages proved accurate. On a more positive note, Munster's poll of 730 U.S. consumers found 55% of those planning to buy a smartphone indicating they want an iPhone 5. [View news story]
Axion Power Concentrator 170: Nov. 01, 2012: Mr. Investor Prods Viridity Energy, NS-999 Lives, 13th ELBC: Axion's "Operational Stability Of PbC Batteries And Battery Systems" [View instapost]
Axion Power Concentrator 170: Nov. 01, 2012: Mr. Investor Prods Viridity Energy, NS-999 Lives, 13th ELBC: Axion's "Operational Stability Of PbC Batteries And Battery Systems" [View instapost]
Buffett Agrees - Doing Nothing Is The Path To Investment Success [View article]
The ideal situation in investing is to be able to vary your view by processing all the information available ('the crack' to 'the environment') and determining which part of the truth matches the current analysis. This current comment is mostly about the forest and the environment it interacts with. That is, investing by looking at the decade timeline. I've come to the same conclusion in the past 50 years of investing: Pick companies whose products you personally use. Understand their corporate culture by dealing with customer service, etc. And buy when they are at their current lowest. Every corporation's stock varies a lot during the year. Then hold, until you do not want to use their products.
Considering the above: What is most important for you, is to understand your perceptual and analytic biases and limitations. That, and then recognizing when your biases lead you to faceplant...make an unwise decision with an outcome you didn't want will help you make the Alpha you are seeking.
Apple Vs. Microsoft: The Tide Is Turning [View article]
The ideal situation in investing is to be able to vary your view by processing all the information available ('the crack' to 'the environment') and determining which part of the truth matches the current situation. This current comment is mostly about the cracks in the bark. I don't put too much store in this analysis. But, that's only me.
Considering the above: What is most important for you, is to understand your perceptual and analytic biases and limitations. That, and then recognizing when your biases lead you to faceplant...make an unwise decision with an outcome you didn't want will help you make the Alpha you are seeking.