Tom in Texas

Tom in Texas
Send Message
View as an RSS Feed
  • Why Solazyme Will Impact The Food Industry  [View article]
    10 days to CC. Plan B for food?
    Anyone heard from Ivan? He's usually the 1st to comment.

    Thanks Kevin for your article, and look forward to part 2.
    Jul 28, 2013. 11:12 PM | 1 Like Like |Link to Comment
  • Charlie Munger: Energy Independence Is Dumb  [View article]
    Thanks Michael. Interesting thought-provoking article and comments.
    Jul 25, 2013. 10:46 PM | Likes Like |Link to Comment
  • Climbing The Ethanol Blend Wall With Biodiesel  [View article]
    "...even commercial vehicles can run on batteries now."

    And what will be used to charge those batteries?

    " fuel but from the sun..."

    And what will be used to manufacture those solar panels?

    Answers to both: Fossil fuels.
    Jul 25, 2013. 01:18 PM | 4 Likes Like |Link to Comment
  • New Hyperloop Transportation System Could Lead To Economic Boom 10 Times Bigger Than .COM  [View instapost]
    Mach 5+
    Supersonic vacuum tubes.
    Jul 18, 2013. 11:17 PM | 1 Like Like |Link to Comment
  • How To Increase Current Yields With Master Limited Partnerships  [View article]
    You may be write.
    Jul 16, 2013. 10:03 PM | 17 Likes Like |Link to Comment
  • How To Increase Current Yields With Master Limited Partnerships  [View article]
    I don't understand the strategy here.

    You sold EPD with a distribution of 6.5% (assuming you bought at 42 "low 40's"), and bought KMI, KMR, and OKS with distributions of 3.9%, 5.9%, and 5.6% (average = 5.1%) because of possible / potential higher future distribution growth?

    You lowered your real current income by 21.5% (and increased your real tax burden) for (hopefully) additional future income. Did you calculate how long it will take to get the 21.5% loss of income back, assuming past growth rates of the 4 MLPs continue into the future?

    I wouldn't buy more EPD here at 63.60, but I'd sure like to buy more at my original price of 42.63 (6.4% distribution).
    Jul 16, 2013. 05:33 PM | 3 Likes Like |Link to Comment
  • Why The Shorts Are Wrong About Linn Energy  [View article]
    Long LINE, VNR, and QRE. I found your article (and comments) to be both informative and useful. Had I owned only VNR and QRE, I would have still read this article, and had the same response.
    Jul 15, 2013. 03:44 PM | Likes Like |Link to Comment
  • How To Spot A Pump-N-Dump: Part 1  [View article]
    I noted that this is your 1st article & you have 32 followers.
    I will add 1 to the list. I found this article to be interesting and informative and will encourage you to continue.
    Jul 10, 2013. 10:54 PM | Likes Like |Link to Comment
  • MLPs: Remove The Yield Blinders And Understand The Business Model  [View article]
    Assuming LINE stopped growing today, that would mean they could not continue to grow the distribution (which is approx. 11.5% at today's close).
    Eventually they would deplete their reserves I guess, but wouldn't LINE then be like a high distribution trust if they stopped growing?

    Long LINE and EPD (and VNR), and CHKR (a 20-year trust).
    Jul 8, 2013. 10:59 PM | 2 Likes Like |Link to Comment
  • Vanguard Natural Resources And Enhanced Oil Recovery  [View article]
    " How is the CO2 produced?"
    I think for EOR it is mined.
    Jul 3, 2013. 11:03 PM | Likes Like |Link to Comment
  • Have The Short Sellers Taken Down Linn Energy?  [View article]
    Added. Thanks shorts.
    Jul 2, 2013. 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, 2013. 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, 2013. 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

    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, 2013. 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, 2013. 07:51 PM | 1 Like Like |Link to Comment