jimrogersfan

Geothermal Is Getting Red Hot, Part II

To; jerrydd
I believe Rasor's business model is flawed. Even though their first plant was three times over the market capital cost ($/mw) it will be impossible for them to get down to an cost competitive economical cost. It is like saying that I will keep installing portable 1MW gas plants as opposed to building a larger 100MW gas plant. It has never worked and never will. No utility builds tiny plants for that reason
Anyway, I would appreciate your help. You mentioned that the analysis report of GeoDynamics report is finished. I went to their web site and could not find it. I would appreciate it if you would post the web link to the analysis report. Thanks


On Sep 09 05:43 AM jerrydd wrote:

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China Remains a Compelling Buy via PowerShares Golden Dragon ETF

Great responses by everyone.
I can see not wanting to buy and hold but is there any evidence that (1) the bubble is ready to burst within the next couple of months as opposed to 2 years from now? (2) the bubble will burst overnight as opposed to a slow leak as suggested by a reader

China Remains a Compelling Buy via PowerShares Golden Dragon ETF

Don
Please explain any advantages or disadavanges of investing in PGJ versus FXI. They appear to be tracking closely

Chinese Real Estate: Getting in on the Next Bubble

Good points you made. Unfortunately, the TAO appears to mirror the Chinese market (FXI). No Alpha compared to the Chinese Beta. Might as well stick with FXI especially when you consider FXI trades over 400x the volume of TAO, has the same yield and a lower P/E

4 Reasons to Like SBS

From the big picture fundamentals, it appears to be a good company. However, why invest in SBS as opposed to EWZ? Look how close they tract. - All beta and no alpha

4 Reasons to Like SBS

good company, but why purchase SBS as opposed to EWZ?
look how closely they track - All beta and no alpha

Ethanol and Burning Corn

Eric
Please provide the link to both studies so that I can study the assumptions each used