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froggey77

froggey77
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  • Ripping The Shorts' Faces Off! [View article]
    Paulo
    This is something that has bewildered me about AMZN and TSLA for years.
    I believe you may have it right.
    Do you or anyone else have figures (good estimates) on how much the bankers are making off of selling the junk bonds? It would have to be a lot to justify the kind of commitment/expenditure were talking about here. (I'm afraid this is beyond my ability to make even a WAG here.
    Feb 22, 2015. 03:52 PM | 1 Like Like |Link to Comment
  • The Long Case For Schlumberger [View article]
    Buffet expects the slump in oil prices to be low, for longer than many expect. Therefore he expects the companies recovery to be a long time off.
    Or at least long enough that he will make more money elsewhere.
    Feb 19, 2015. 04:22 PM | Likes Like |Link to Comment
  • Labor Trends And How To Invest In Them [View article]
    Cintas has boosted their stock buyback program.
    With the stock at a ten year high and a div at 1% I suspected the insiders are getting out.

    According to Yahoo there have been almost 10 mil sold by insiders since mid Dec.
    Not to mention the millions sold since the buyback began.
    http://yhoo.it/1Ms6K1Z

    http://seekingalpha.co...
    Cintas (NASDAQ:CTAS) adds a 2nd buyback authorization of $500M to the existing program which has $237.5M remaining.
    Since that original buyback was announced in July 2013, the company has repurchased 4.3M shares at an average price of $60.87 each. Today's close was $77.51.

    Another 5 Mil sold by institutions in the previous Q.

    Thanks but I'll pass on this one.
    Feb 16, 2015. 06:27 PM | Likes Like |Link to Comment
  • After Hours Gainers / Losers [View news story]
    CAG was down 4.3% not up.
    Feb 14, 2015. 09:02 PM | Likes Like |Link to Comment
  • Is The Tesla Bubble Bursting? [View article]
    Transcripts on SA are often revised. In the beginning, it's more like a first draft.
    They may not get all the errors. in the past somebody put up a list of errors and they were all fixed in a day.
    Feb 12, 2015. 01:34 PM | Likes Like |Link to Comment
  • How The Tesla Investment Case Had To Suddenly Change [View article]
    Yutz
    GM can start by selling the car at a loss; as other large car makers can and are doing.
    Fiat (They are the only ones talking about it) says they are losing $10,000 per EV.
    GM can afford a loss on an individual car for a few years.
    Feb 9, 2015. 03:34 PM | 2 Likes Like |Link to Comment
  • Zacks' Bear Of The Day: Schlumberger [View article]
    Leonardo
    You are correct.

    Many diverse people and groups author articles.
    In this case Zacks.

    SA is a host website. Anything they have written will say SA is the author.
    For instance:
    http://seekingalpha.co...
    Feb 8, 2015. 06:14 PM | Likes Like |Link to Comment
  • SolarCity: Failure To Close The Electricity Loop Looms Large [View article]
    1303
    So your going too hypothesize a point that's 100th of what was real and argue semantics? In addition you feel a 10% increase is immaterial?
    I wonder if mountain climbers feel if the highest 10% of the mountain is immaterial? After all it's much less material than the base.

    "This indeed was tangentially related."
    Yes you had to go of on a tangent to find any relationship to the conversation. Pretty much everything is somehow tangentially related. even if it has no part in the ongoing discussion.

    I see that you go on and on in any direction once you've started. Irregardless of how wrong you were to begin with.
    I see no point in continuing with you.

    Oh it's real nice that in some other article you agreed with something I wrote. :)
    Jan 28, 2015. 02:52 PM | Likes Like |Link to Comment
  • Axion Power Concentrator 387: Jan. 25, 2015 [View instapost]
    WIO
    PbC would be good for smoothing the variability of wind. From what I understand of the workings of the grid, 15 min of PbC storage max.
    It's not a good pick for hours of storage.
    Possibly pumped hydro for storing energy overnight.
    Jan 28, 2015. 02:34 PM | 3 Likes Like |Link to Comment
  • SolarCity: Failure To Close The Electricity Loop Looms Large [View article]
    1303
    "I'm going to have to side with Zmorg on this one. This seems partially to be a debate on semantics. "

    I didn't see a semantics problem until I read your post.
    To quote Zmorg
    "RE: The peak power usage is in the morning and evening You can't seriously believe that? That is only for Residential!" and
    "Overall Peak Power usage is right smack in the middle of the day"

    This information is false, that's not a semantics problem.

    1303 To use your description:
    "Nevertheless, according to the graph for New England, the power demand increased by close to 50% during the ramp-up from the overnight lull to 8 A.M., where it stayed more or less until a small approx 10% transient spike in demand for perhaps two hours in the early evening."

    Perhaps you don't understand that is what a peak is?
    It's a "transient spike in demand" (or did you just not want to say 'The peak in demand is in the evening not in the middle of the day?')

    A short term where power demand is higher than the rest of the day. As both of us said the peak occurs in the evening, not in the middle of the day. As Zmorg said and MtgBanker whom my original post was to. Not to mention about a dozen other commenters. I just noticed it is also stated falsely by Stone Fox in the article.

    Which as you just said it doesn't. It occurs " for perhaps two hours in the early evening." (In the case of New England)

    "So the answer to the pertinent question of whether solar installations are providing power at a useful time to the grid would seem to be yes,"

    That simply wasn't a question Zmorg or I were talking about. How exactly do you side with Zmorg an something he wasn't talking about?

    But to discus the question you made up:

    Whether solar installations are providing power at a useful time to the grid?"

    In some but not all ways yes. Clearly solar adds power to the grid.

    However The point of adding power at peak times is that the power company could build less power plants as they would not need them. This is not the case as solar does not produce power at the peak time.
    This is important in that while solar power adds energy to the grid it does not reduce the need for power generation facilities or other grid infrastructure.

    "The power demand shown in the ISO graph for CA is interesting from a number of perspectives. The case that solar installations are benefiting the grid is much less clear cut since the power demand spike is more (about 25% above mid day requirements),"
    Actually it looks that way only because of the graph by eye it's closer to 17% or so.

    " of much longer duration (nearly 6 hours), and going well beyond when the solar installations would be providing meaningful power to the grid. It would be interesting to see the power demands over the course of the year."

    http://bit.ly/Um9bMr
    Jan 24, 2015. 10:57 PM | Likes Like |Link to Comment
  • SolarCity: Failure To Close The Electricity Loop Looms Large [View article]
    Zmorg
    The eia (US Energy Information Agency) says peak for new England area is at 6:30 PM and drops below the afternoon usage at about 8:30 PM.
    http://1.usa.gov/Ri0EVI

    In... I think it's the south, where they kick on the AC in the morning they have a morning peak above the mid day hours.

    Here's one for CA which has a lot of solar. It has a peak between 7 and 8 AM and another at 7:30 PM.
    http://bit.ly/1Cn8cxH
    Note this includes Solar wind and all other renewable energy that is grid connected AFAICT. (Including roof top solar.)

    Yes I was surprised when I first found this out.
    Jan 23, 2015. 06:23 PM | Likes Like |Link to Comment
  • SolarCity: Failure To Close The Electricity Loop Looms Large [View article]
    MtgBanker
    The peak power usage is in the morning and evening. Not the middle of the day. During the peak times of the day your solar panels produce little to no power.
    Jan 21, 2015. 02:32 PM | 1 Like Like |Link to Comment
  • How Tesla Motors Conforms To A 'Low R-Squared' Investing Philosophy [View article]
    I need a bailout

    There is no future in history. You can forget about this article on that basis.

    ....and how do you come to that conclusion?
    Dec 8, 2014. 04:32 PM | Likes Like |Link to Comment
  • GASFRAC Energy Service's (GSFVF) CEO Mark Williamson on Q3 2014 Results - Earnings Call Transcript [View article]

    http://bit.ly/1q5pWuy

    "The rise in quakes in Kansas and other states has raised suspicions that the shaking might be connected to the oil and gas drilling method known as hydraulic fracturing, especially the wells in which the industry disposes of its wastewater. But a panel commissioned by Brownback said in a report earlier this fall that there wasn't enough evidence to link the Kansas quakes to oil and gas exploration."

    Not all bad for gasfrac.
    Nov 15, 2014. 07:40 PM | Likes Like |Link to Comment
  • Axion Power Concentrator 347 July 06 '14: Share Reverse Split And Authorized Share Reduction Approved; Definitive Reverse Split Consent Solicitation; Q1 '1 CC Transcript & MP3 Available; Q1 '14 Filing Released;Axion Receives 4 Powercubes Order [View instapost]
    NGS
    There was a bit more to that list.
    Product Type:
    electrochemical capacitors, energy solutions, lead acid batteries
    Jul 8, 2014. 09:23 PM | 2 Likes Like |Link to Comment
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