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  • Pacific Drilling: Strong Growth Potential And Undervalued Relative To Peers [View article]
    In light of the increased oil supply from land-based production in the US and Canada and the ongoing conversion of transportation fuel from diesel to natural gas, do you still believe that the demand for ultra-deep water rigs will still be there beyond 2015?
    Jun 14 03:47 PM | Likes Like |Link to Comment
  • Velti (VELT -15.4%) can't catch a break; shares are now down 34% since the mobile ad agency badly missed Q4 estimates and issued light guidance. Jefferies' Peter Misek, who cut shares to Hold in response, notes Velti has violated its debt covenants and thinks "going concern" issues now exist. Janney's Richard Fetyko considers it hard to determine how much of Velti's revenue comes from paying customers in light of its collection issues, and observes the company had $56M in cash and $47M in debt as of early Q1. [View news story]
    Take-out candidate? What's your opinion?
    Mar 14 03:38 PM | Likes Like |Link to Comment
  • Asking The Important Questions About Clean Energy Fuels [View article]
    Consider this: From time-to-time CLNE has gone to the equity market to raise capital, in order to execute their business plan. As they progress over the next three years, the need for capital increases dramatically. How much of an impact will the dilution of shareholder value, over the next two to three years, have on your common stock price calculation?
    Mar 7 10:53 AM | 3 Likes Like |Link to Comment
  • Emeritus Management Discusses Q4 2012 Results - Earnings Call Transcript [View article]
    Stock at 52 week high. They must be doing something right.
    Mar 1 02:00 PM | Likes Like |Link to Comment
  • Apache's Problems Are Discouraging-But The Value Is Too Great To Ignore Now [View article]
    Thanks for the reply. It makes good sense (cents).
    Feb 18 02:04 PM | 1 Like Like |Link to Comment
  • Apache's Problems Are Discouraging-But The Value Is Too Great To Ignore Now [View article]
    Please explain how I protect my APA investment by "in unison selling the January 2015 $75 puts for $10.50. This will give you 100% of the upside or downside associated with owning the stock." What would be the worst case scenario? Best case?
    Feb 18 11:07 AM | 1 Like Like |Link to Comment
  • Velti's Q3: Why The Doomsday Scenario? [View article]
    Who keeps selling?
    Nov 30 02:10 PM | Likes Like |Link to Comment
  • Velti's Q3: Why The Doomsday Scenario? [View article]
    So, if it is "a very clean separation" I see nothing but improvement in the company's successful cash flow going forward, which allows them to reduce costs by no longer "factoring" accounts receivable. The company looks more valuable financially than it did before the 3rd quarter earnings release. It's not all about earnings per share, but significant growth in future earnings. Do you see it the same way?
    Nov 19 03:50 PM | Likes Like |Link to Comment
  • Velti's Q3: Why The Doomsday Scenario? [View article]
    What are the risks associated with the sale of assets? The sale is to former Velti management personnel, if I read correctly. What are the terms of the sale? What if the assets don't perform? Is Velti, ultimately on the hook? It's this uncertainty that would make me sell my stock, although I haven't. In fact I have added to my position. Your reply please.
    Nov 19 02:59 PM | Likes Like |Link to Comment
  • It looks to be 'much ado about nothing' for Westport Innovations (WPRT +9%) this morning as the stock abruptly reverses course to trade markedly higher following its Q3 earnings miss and trading halt yesterday. The stock initially opened down nearly 5% in after it resumed trading during the post-session yesterday, but quickly executed an about-face during the pre-open session and hasn't looked back since. [View news story]
    "Critical Mass" is about to be reached. It's about time. In spite of the US government dragging its feet.
    Nov 9 11:38 AM | 1 Like Like |Link to Comment
  • Geneva Motor Show Highlights - The Revenge of the Internal Combustion Engine [View article]
    Is this a PbC competitor? EnerSys news release:

    EnerSys Enters into Nickel-Zinc Battery License & Technology Development Agreement

    READING, Pa., March 22, 2012 /PRNewswire/ -- EnerSys (NYSE: ENS), the global leader in stored energy solutions for industrial applications, today announced that it has completed a license and technology development agreement with PowerGenix Systems, Inc. to provide nickel-zinc batteries to EnerSys' industrial battery customers worldwide.

    "We continue to develop and provide energy storage solutions and systems to meet our customers' ever changing needs," said John D. Craig, chairman, president and chief executive officer of EnerSys. "To achieve this we are investing to provide advanced lead-based, lithium-based and now, an additional nickel-based solution to match the diverse and challenging applications and markets we serve."

    Dr. Rhodri Evans, EnerSys vice president of research and development noted, "We have significant experience in the major energy storage platforms based around lead, lithium and nickel based solutions and concluded that nickel-zinc can fill an important market segment for harsh and high integrity back-up power platforms for uninterruptible power supplies, rail and other applications fitting between the unique performance attributes of lead based and lithium based products. We will work closely with our customers to validate the performance and cost attributes of the nickel-zinc batteries and believe the technology of our PowerGenix partner combined with our own nickel-based product application and production experience provides a unique platform for our customers to benefit from this technology."

    Mar 22 09:25 PM | 2 Likes Like |Link to Comment
  • Methanex: On Track to Expand Production and Ramp Up Earnings [View article]
    "The problem has been that some of its plants have been idled due to natural gas supply problems." Please elaborate. Why would the company locate a plant where a reliable source of natural gas isn't present?
    Jun 27 07:16 PM | Likes Like |Link to Comment