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Tom in Texas

Tom in Texas
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  • Have The Short Sellers Taken Down Linn Energy? [View article]
    Added. Thanks shorts.
    Jul 2 11:36 AM | 3 Likes Like |Link to Comment
  • When To Hold And When To Fold: Atlantic Power Corp. And Just Energy Group [View article]
    Roger, thanks for this article and especially the chart of AT holdings.

    Your chart shows 27.3% wind, 7.4% hydro, and 5.0% biomass for a total of almost 40% alternative energy sources. With Obama's war on fossil fuels, these sources of energy production could prove to be valuable assets to a large utility looking to diversify out of coal sourced energy production.

    Since I bought quite a bit at 15.69 and now collecting a dividend of just 2.55%, I'll just hold and hope. Not much reward for the risk, but since I've lost (on paper) most of my original investment, I don't think I have any other choice.
    Jun 30 03:19 PM | 1 Like Like |Link to Comment
  • Mixed Emotions As Solazyme Roquette Nutritionals Breaks Up [View article]
    Roger, you didn't see that statement in the transcript because it wasn't there. It was my sarcastic reply to etienne79 in regards to Wolfson's "vague response". Of course he was vague at this point in time.
    Jun 25 01:36 PM | Likes Like |Link to Comment
  • Mixed Emotions As Solazyme Roquette Nutritionals Breaks Up [View article]
    Analyst: "Mr. Wolfson, how will dissolving the SRN partnership speed
    commercialization?"

    Wolfson: "Well, we spoke with both ADM & Bunge beforehand, and they stated that if we could dump Roquette, and give them access to non-GMO oil, they would speed up their expansion plans."

    I think vagueness was required, and I think Wolfson is Dr. (PhD), not Mr.

    And thanks Kevin for a well balanced analysis of this latest development.
    Jun 25 12:25 PM | 3 Likes Like |Link to Comment
  • Dissolving the partnership with Roquette Frères means Solazyme (SZYM -13.3%) loses a potential source of revenue, Pacific Crest analyst Weston Twigg says, but he largely agrees with SZYM's view that exiting the venture will speed commercialization of the technology for developing microalgae-based ingredients and oils to boost the nutritional content of food products and frees SZYM to pursue other relationships. [View news story]
    “Solazyme's manufacturing footprint includes a currently operating production facility in Peoria, Illinois and additional large-scale facilities, including the Solazyme Bunge Renewable Oils facility in Brazil and the ADM manufacturing partnership based at the ADM facility in Clinton, Iowa that are coming online in the coming quarters. Given the strong market response, Solazyme's laser focused on leveraging these facilities to accelerate commercialization of the algalin flour high-lipid and high-protein ingredients into food the markets, faster than would have been possible by the JV. “

    “And you can envision and as we announced, for instance, with respect to the ADM manufacturing partnership, there's an ability to expand that to 40,000 and ultimately, also to 100,000 metric tons. And ultimately, you could certainly also refit the required downstream to Moema as well. I'd also point out that we have kind of highlighted a path to 400,000 or close to 400,000 metric tons of capacity with capacity expansion with Bunge, whether in Brazil or in other markets. “
    Jun 24 07:51 PM | 1 Like Like |Link to Comment
  • Dissolving the partnership with Roquette Frères means Solazyme (SZYM -13.3%) loses a potential source of revenue, Pacific Crest analyst Weston Twigg says, but he largely agrees with SZYM's view that exiting the venture will speed commercialization of the technology for developing microalgae-based ingredients and oils to boost the nutritional content of food products and frees SZYM to pursue other relationships. [View news story]
    Should have added the link:
    http://seekingalpha.co...
    Jun 24 07:43 PM | Likes Like |Link to Comment
  • Dissolving the partnership with Roquette Frères means Solazyme (SZYM -13.3%) loses a potential source of revenue, Pacific Crest analyst Weston Twigg says, but he largely agrees with SZYM's view that exiting the venture will speed commercialization of the technology for developing microalgae-based ingredients and oils to boost the nutritional content of food products and frees SZYM to pursue other relationships. [View news story]
    "Would someone please explain what I'm missing?"

    Expansion of the ADM & Bunge plants.
    Jun 24 07:34 PM | 1 Like Like |Link to Comment
  • Solazyme: Primed To Succeed [View article]
    "...why are so many insiders selling?"

    To make SF mortgage payments? Insiders are on an automated sell program and are selling only a small % of their shares. Long SZYM.
    Jun 20 06:59 PM | 6 Likes Like |Link to Comment
  • Has Linn Energy Finally Bottomed? [View article]
    I got "buck fever" at 29.12 and failed to pull the trigger to buy more.
    Jun 18 04:07 PM | 3 Likes Like |Link to Comment
  • 3 Golf Lessons You Can Use For Your Portfolio [View article]
    Well done.
    Jun 6 12:35 PM | Likes Like |Link to Comment
  • Vanguard Natural Resources: This Upstream MLP's Contrarian Strategy Could Pay Off [View article]
    Excellent article. Thanks. Long VNR (& LINE).

    The IRA $1000 limit does not apply to the distribution. It applies to UBIT, and all mine were negative the past 2 years, except for CLMT, which was well under $1000.
    Jun 3 03:00 PM | 1 Like Like |Link to Comment
  • The Bloom Is Off (NPK-Produced) Algae Biofuel Development [View article]
    And another SZYM JV: AkzoNobel (Netherlands): largest paint & coating company in the world.

    Google the phrase: "renewable tailored oil"
    The first page is all SZYM (didn't bother to check beyond the 1st pg.).

    Recently awarded their 13th patent (86 pending), and turning out 2 per month. I'd call that a "competitive edge".
    Jun 3 02:04 PM | 4 Likes Like |Link to Comment
  • The Bloom Is Off (NPK-Produced) Algae Biofuel Development [View article]
    And I forgot DOW (transformer oil).

    "...competitive edge..."
    How about tailored oil?
    Jun 3 01:37 PM | 2 Likes Like |Link to Comment
  • The Bloom Is Off (NPK-Produced) Algae Biofuel Development [View article]
    Those companies I listed are not competitors to SZYM, they are SZYM's JV partners.
    Jun 3 01:33 PM | 4 Likes Like |Link to Comment
  • The Bloom Is Off (NPK-Produced) Algae Biofuel Development [View article]
    SZYM: "Several well established companies have partnered with them and they have effectively migrated into higher margin oils."

    ADM (US), Bunge (in Brazil), Roquette (France), Unilever (UK), Matsui (Japan), etc.
    Jun 3 11:29 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
352 Comments
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