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Gassy

Gassy
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  • Buy Intuitive Surgical Amid Negative Sentiment Around The Company [View article]
    Key bet in ISRG is (1) growth in use of the machine in general surgery such as hernia etc, (2) international growth. (3) Pace at which prostate and GYN decline. It does appear the decline may be coming to an end as GS and Intnl pick-up. Any views?
    Jul 28 05:26 PM | Likes Like |Link to Comment
  • This Fashion Giant Has Enormous Growth Potential [View article]
    Short term problems for long term gains?
    Jun 29 11:15 AM | Likes Like |Link to Comment
  • We Would Sell Range Resources [View article]
    You own this company only if you believe gas at $3 is not sustainable beyond couple of years. Economcis is at work to arbitrage $14-16 paid by rest of the world. You have to value this company for its unproven reserves which are >60Tcf vs proven of <5.
    Oct 24 12:16 PM | Likes Like |Link to Comment
  • Trimble: A Rare Chance To Invest In A Wide Open Road [View article]
    Thanks for a detailed article. The only negative I think about is the risk of maturity in US Ag and construction markets. Also as they mentioned in the call - muni/federal funding is suffering that has a significant impact.
    Jul 1 10:40 AM | Likes Like |Link to Comment
  • LKQ's Acquisition Of Sator Beheer: Timing Is Everything [View article]
    This is beginning of major growth stream - replicating US model in continental Europe. It is a great opportunity after the success in UK.
    Jul 1 03:36 AM | Likes Like |Link to Comment
  • Platinum Hits The Sweet Spot [View article]
    Short term - Rand depreciation has impacted the price. also investors have little faith that S.Africa will be able to cut production despite high cost. Supply increase from low cost recycling has been a negative in the past and even bigger negative in the future ad autocat consumption went up 10 years ago. But I agree downside is limited and on upside you have S.Africa blowup.
    Jun 28 01:51 AM | Likes Like |Link to Comment
  • Top 2 Water Stocks And ETFs [View article]
    XYL is under priced becos of a large muni biz. Nobody knows when muni will recover. It appears to have bottomed in the US but hard to figure when muni s will increase spend. hopefully with some lag after they start making more money from housing growth. So short term there is limited upside but a lot of long term joy.
    Mar 20 05:54 PM | 1 Like Like |Link to Comment
  • Cree Makes Edison Proud [View article]
    It does seem CREE other Tier 1 producers Nichia, Philips have better product and technology than the Asians at this time. My key concern is that in another couple of years they will become a niche player or at least not be able to sustain 40% GM with Chinese, Taiwanese, Korean flood the lighting market. Also Philips and Osram become more aggressive.
    Mar 7 04:06 PM | Likes Like |Link to Comment
  • Siemens: Long-Term Growth In Infrastructure And Energy Makes This Stock A Great Value [View article]
    Check how much asset writedown this company has made over last few years - sign of poor decision making and acquisitions. Every division was suffering in Q2. Around 50% of earnings in Europe is a big drag. Stock is propped up because of 20% of daily volume being bought back - that shd stop in early November. But they can announce a big restructuring that will be positive. I think it is a value trap with a few attractive businesses.
    Oct 10 06:23 PM | Likes Like |Link to Comment
  • Why Tesla Might Make It [View article]
    Some valid points you make, especially nat gas price driven electricity price versus gasoline price. Execution is the biggest challenge right now - to produce the quality to offset the range anxiety question - in volume 60/day. The problem is you cannot justify on economics/pay back etc. at the moment.
    Sep 12 09:33 AM | 1 Like Like |Link to Comment
  • Tesla Model S: The Mother Of All Product Launches [View article]
    Ranjan, good to hear your views. My concerns and the reason for a big short position is (1) There is hype (next Apple) - which can give free publicity and brand awareness but also get into the stock price, (2) It is an early electric car. Likely to be tried by early adopters and not really BMW5/Merc-E customers - who would always be scared of range issues and will remain with tried and tested Germans. (3) I still worry about why every other car maker goes for large format battery and not Tesla's model. (4) One disappointment on bookings or problem with the car and the whole thing can come crashing down. This risk is significant. This is what makes me to wait for a disppointment to get involved. But Elon is very impressive.
    Jun 12 07:05 AM | 2 Likes Like |Link to Comment
  • Altai Capital Has Doubled Its Stake In MEMC Electronic Materials, Should You Too? [View article]
    Only reason not to own are irrational competitors like GCL and OCI, who will continue investing irrespective of the overcapacity. So you can forget about sustainable returns. Yes there can be one good year but five bad will follow. It is a sheer commodity and hence only price and cost works and returns do not exist. Don't depend upon internal use or projects becos it is not going to last. Investors have finally realised that in FSLR.
    Jun 11 02:57 PM | Likes Like |Link to Comment
  • Sell Into The Range Resources Rally [View article]
    Thanks David for your insights. CHK's assets are probably much more valuable than the company, if they are put up for sale. The company as an operator does not have the best track record.
    May 17 03:30 PM | Likes Like |Link to Comment
  • Sell Into The Range Resources Rally [View article]
    In the short term you may well be right. The reson why RRC has been so robust is the assets it owns. Its acreage in Marcellus Shale is an absolute gem. Both South West which is is wet gas and North East which is dry gas. Ask Southwestern which region is most economic even at $2/mcf - it is Marcellus. SWN will shut its Fayetteville wells and keep adding to Narcellus. Yes in the short term becos of huge gas inventory becos of warm winter there is a gas price overhang, but oil companies should be paid on their reserves and not current earnings. RRC has 50-60Tcf of derisked reserves for more than 15-20 years which you are getting extremely cheap because the current prices are so depressed. Checkout how rigs are being taken out of service from gas fields and how demand has started rising in electricity generation. I think once rigs are gone to work on oil of just cold stacked they would wait for sustainably higher prices to come back. I think RRC is the most attractive M&A target because of its Marcellus position. We have seen in the past too that rumours start and RRC is always mentioned.
    May 16 05:22 PM | Likes Like |Link to Comment
  • Westport Innovations Discussion On Cummins Conference Call [View article]
    Thanks tony. I am not sure i understand why you say hpdi is a joke. On efficiency the Chinese say it will be 20pct more efficient than their spark ignited 12L. Also the torque curve I have seen it looks the best - most similar to the diesel trucks. My impression is wprt did not want it to be in CMI becos of contracts they have got from Chinese, Volvo, a mystery oe and some more OEs expected in next few months. So will very much appreciate more details on your view. I REALLY WANT TO UNDERSTAND THIS ASPECT before I can put my hard earned money behind this.

    On cng or LNG storage size - I think we are getting a 300 miles range with same size. That seems to be acceptable when you can get a 2-3 years pay back. Worth remembering we are replacing oil which is the root cause of troubles for many decades. Besides carbon foot print and particulate emission regs which will make life hell for diesel engines.

    I am looking to exploit this cheap gas reseves US has found/created from nowhere. I think trucks look good followed by gas turbine companies waiting for order pickup in 12 months. Probably chemical ethylene crackers get into the act after that in a bigger way.
    May 4 06:03 PM | Likes Like |Link to Comment
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