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Good Captain

Good Captain
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  • A $2 Turnaround Story That Deserves A Hard Look [View article]
    From your company description, I am not quite clear whether MTSN's main contribution of equipment and support of semiconductor wafer production is intended for computers and/or for other commercial products such as cellphones and/or other entertainment devices. If they fundamentally rely on the basic computing industry, they may find themselves w/ stagnant or even declining future opportunities. If they are upstream of cellphones, tablets and/or other entertainment devices, that's a different story altogether.
    Jul 14, 2012. 11:44 AM | Likes Like |Link to Comment
  • Is Europe's Decline Ready For A Fall? [View article]
    FWIW, I take the author's statement at face value and agree that "money printing...is the only option left to fund the various bailout schemes...". Directionally, however, I think SU is correct in that the prescribed treatment will not cure the patient although it almost certainly keep the terminal patient alive longer than it would otherwise.
    Jul 14, 2012. 11:20 AM | 3 Likes Like |Link to Comment
  • Start-Up Growth Engine: Heckmann, Where's The Love? [View article]
    Given the US lead in fracking, I am curious if those in the know harbor an opinion on the potential ability of HEK to take a leading global position for fracking opportunities abroad?
    Jul 13, 2012. 11:25 PM | Likes Like |Link to Comment
  • Start-Up Growth Engine: Heckmann, Where's The Love? [View article]
    For outsiders' benefit, what happened in Pleasanton that you are referring to?
    Jul 13, 2012. 11:18 PM | Likes Like |Link to Comment
  • 2 Beaten Down Stocks Under $5 That Have Attracted Recent Insider Buying [View article]
    Your comment (Russ) may address my question but here goes. Beyond the recent relative malaise in the energy sector, are there other reasons for HEK's precipitous fall in share price? Unless there are capital and/or significant competitive pressures, a 50% reduction seems a bit steep.
    Jul 13, 2012. 11:05 PM | Likes Like |Link to Comment
  • Boeing Beats Airbus; Time To Buy The Stock [View article]
    Thanks for your thoughts Q! I have never been employed in an avaition related field but I have always had a keen interest in avaiation. Over the past year, Aviation Week, relying on industry sources, has intimated that the current backorder levels for both Airbus and Boeing may be at some significant risk during this sustained difficult period w/in the global airline industry.

    I am curious whether or not your analysis factors in this posssibiltity or not; otherwise I think you make a nice summarized case for Boeing, particularly inasmuch as Boeing finally appears to have addressed the 787 manufacturing issues.
    Jul 13, 2012. 01:45 PM | Likes Like |Link to Comment
  • Tesla's Gift Box: Inefficiency Wrapped In Hype [View article]
    Thanks for the link SMaturin! From your post, the concept envisioned does not appear suited to personal transportation.
    Jun 4, 2012. 01:31 PM | 1 Like Like |Link to Comment
  • Tesla's Gift Box: Inefficiency Wrapped In Hype [View article]
    Thanks John!
    Jun 4, 2012. 12:03 PM | Likes Like |Link to Comment
  • Tesla's Gift Box: Inefficiency Wrapped In Hype [View article]
    Good morning John! My question and link is off topic although relevant I think to the thrust of the debate. Forgive me if you have previously discussed and debated the "Liquid battery" concept, but if you are familiar w/ it (a link follows), how does this effect, if at all, your take on the potential sustainability of increasing EV? The link is to an old Technology Review Article (Mar/April '09):

    http://bit.ly/NzNYWW
    Jun 4, 2012. 11:29 AM | Likes Like |Link to Comment
  • Grid-Scale Energy Storage: Lux Predicts $113.5B Global Demand By 2017 [View article]
    Fair point Realist. I offer a data point, not an answer. I do agree greater context would be preferred, but the data (again, if accurate) carries some noteworthiness in my view even w/out the side by side comparison as the data informs, at least two some degree, on current hybrid owners general satisfaction w/ their decision of hybrid technology cars versus non-hybrid technology cars. It's up to the manufacturers of hybrid technology automobiles to determine the reasons and to act accordingly.
    Apr 14, 2012. 11:55 AM | Likes Like |Link to Comment
  • Grid-Scale Energy Storage: Lux Predicts $113.5B Global Demand By 2017 [View article]
    Completely OT but I believe of potential interest to many readers of John. I copied the following from a daily agricultural futures newsletter musing on a variety of news bits, as he often does. To my knowledge, the author has not publicly taken sides on Hybrids. Nevertheless, the study, if accurate, is interesting.

    "Saw a new study done by industry researcher R.L. Polk & Co. that says only about a third of hybrid owners are saying they will in fact buy another hybrid. Yes, hybrid purchases have doubled since 2007, however just 35% of hybrid owners bought another when returning to the market in 2011."
    Apr 12, 2012. 12:23 PM | 1 Like Like |Link to Comment
  • Geneva Motor Show Highlights - The Revenge of the Internal Combustion Engine [View article]
    Interesting point User! I am unfamiliar w/ the space so I am unaware who the potential suitors might be. Thoughts?
    Mar 17, 2012. 03:17 PM | Likes Like |Link to Comment
  • The French Wildcard: Francois Hollande [View article]
    Interestingly enough Credit, a recent article on Zero Hedge followed up Hollande's "millionaire tax pledge" noting an interesting turn of events. Hollande already has substantially backtracked on this tax pledge after the French citizenry became aware that many of their favorite soccer players would likely be adversely effected. Apparently success in the World Cup trumps budgetary and so-called social justice issues.
    Mar 8, 2012. 02:15 PM | 5 Likes Like |Link to Comment
  • The French Wildcard: Francois Hollande [View article]
    I agree that the election of Hollande would add further instability to an increasingly unstable situation. My cynicism to the political process in general and to politicians specifically lead me to suspect that Hollande's rhetoric should not be viewed as anything other than a possible initial bargaining position which will almost certainly moderate from his current position. As w/ any politician, his goal is winning an election, first and simple.
    Mar 5, 2012. 12:09 PM | 3 Likes Like |Link to Comment
  • Greece may need a 3rd bailout of €50B as soon as 2015 according to a draft of the recent Troika report on the country, reports Der Spiegel. This unpleasantry was left out of the final report under pressure from the German government.  [View news story]
    I pose this as a serious question bbro but outside of hope itself, is there anything that you see pertaining to the Greek situation leading you to expect that this latest proposed bailout will be the last Greece needs? I see this exercise as nothing more than a delaying action at best.
    Mar 4, 2012. 01:41 PM | 2 Likes Like |Link to Comment
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