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blueice

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  • Market Manipulation 101 [View article]
    Nice thread, Mr Hui! It was noted on the Dennis Prager show, that in a European poll 72% favorite BOCO, while only 8% think M.R. is going to win...

    Talk about bias, the Socialist way...
    Oct 31 10:28 AM | 4 Likes Like |Link to Comment
  • Revisiting Gasfrac: 40% Revenue Growth, 75% Off All-Time High [View article]
    Thank you dear poster!

    Journeyer said...
    """""""The LPG technology certainly wins for best performing frack fluid and not using water, but loses for effective application. They are suffering for their aggressive growth - the technology has been built-out before the application issues were solved.

    Within the developed LPG technology, the method used to add sand severely limits the application range and scope. The ‘big’ 250,000 lb capacity sand pressure tanks are used to add sand and only one tank is used at a time. These tanks are as big as is legal to move on most roadways so a larger sand tank is not likely. Unfortunately, in a world of 1,000,000+ lb fracks, 250,000 lb is small and limits their market. Yes, they can refill the sand tank, but it takes hours and extends the time to finish the frack, one in the morning and one in the afternoon. Two 250,000 lb fracks a day pumping 125,000 lb for 20 stages take 5 days to pump. This is too much time. IF they can find a way to string tanks together they get bigger and faster jobs, but more sand pressure tanks means more needed capital. A better way to add sand is a MUST - smaller fracks that take more time limits their market.

    The LPG recovery issue is an operational, economic and environmental barrier and mobile recovery units will not solve the problem. Consider two days to pump a frack followed by five days to recover the LPG. The equipment then completes one and a half more fracks while LPG from the first well is being recovered. They need at least two and maybe three LPG recovery units for each fracking set. This requires more capital outlay and presumes the mobile LPG recovery method is efficient and cost effective. Status and/or capability of these units seems to be closely held by the company. For recovery where LPG can be captured by a facility, the facility’s capacity needs to be sufficiently large. Two days fracking with 500,000 gal of LPG to recover needs a big facility with at least 1,000 bbl/day LPG capacity for recovery in a reasonable time. Without a means of recovery the alternative is to flare the LPG – a poor economic and environmental choice. The LPG recovery issue again narrows their market considerably.

    Raising capital and building out the 10 equipment sets based on a great frack fluid and not using water is about half right. Doing that while not addressing the frack size issue or solving the LPG recovery problem is all wrong. The company has attempted to aggressively grow with, one would suspect, knowledge of these deficiencies and is now bumping into the hard realities of their choices. Another management change is not going to change the Gasfrac reality – an undersized and incomplete technology."""""""""""
    September 26, 2012 6:58 PM
    Oct 31 03:15 AM | Likes Like |Link to Comment
  • The Market Has More To Worry About Than Just The 'Fiscal Cliff' [View article]
    MWin, what is the point ? The market even rallied 50% during the Great Depression...
    Oct 31 12:37 AM | 1 Like Like |Link to Comment
  • The Market Has More To Worry About Than Just The 'Fiscal Cliff' [View article]
    I was doing my daily morning QE....
    Oct 30 05:22 PM | 1 Like Like |Link to Comment
  • Does Austerity Work? [View article]
    Brilliantly stated, Mr Kramer, as always...If I may add, the real problem for EuroLand is on a Macro level...It is political in nature...

    They have accepted a less desirable social and political system, which will bear them enormous costs...They have delegated economic efficiencies to the last rank, in order to promote culture diversity, social justice; speech justice and government deity...

    As the world turns, it will leave Europe behind...
    Oct 30 03:09 PM | Likes Like |Link to Comment
  • Does Austerity Work? [View article]
    Labutes, so does the general population stock investopedia on their bookshelves or computers ? Is this where most people go to look up a word?

    So frugality is now - Austerity ? Reduced spending is now - Austerity?
    My employer told me that we shall have Austerity pay!

    This word long existed before the dawning of the Economist Industry and Financial Writers...You wish to commandeer an ordinary noun and incorporate it into the Financial Lexicon...

    As for my meaning - Severe; Grave... Illustration would be the 30's in America; Weimar Republic; World War II...Nothing today compares.

    It is a wonder, why the general population takes little interest in economic matters, when confronted by a set of unknown diction...

    When twenty years past, few will know of QEs other than the Quisling at the Central Bank; Economists; and those boarding the Queen Elizabeth...

    Just my three cents....
    Oct 30 01:44 PM | 1 Like Like |Link to Comment
  • Does Austerity Work? [View article]
    There is a rush to embrace the word "austerity"...Every financial writer uses it to no end...From obscurity to a headliner in a matter of months...

    "Austerity is currently in the top 1% of lookups and is the 290th most popular word on Merriam-Webster."

    It is the latest cool word to bandy around, with the common man wondering if it is the capital of Austria or a physical ailment ? The author uses it no less than 11 times!

    Define Austerity, please...All to often the nexus is minor spending reductions and for the big government guys, just utter austerity and it will become the rallying cry for the JMKs crowd...

    No call for austerity as spending and debt went out of control ? The bathos has arrived! But, Blueice, it has a nice ring to it and people do not think twice; whether the word is bastardized or not it is going to be used a lot..

    My Mother knew Austerity and this is not it !
    Oct 30 12:03 PM | Likes Like |Link to Comment
  • Revisiting Gasfrac: 40% Revenue Growth, 75% Off All-Time High [View article]
    153972, if that is the case, they could reply in kind...

    My request for information and data was not earning related...I suspect the same for, stem...

    I personally believe the company is failing; and as such, their PR and information flow has becomes tenuous at best...

    BTW, the odds are very high, that next quarterly report will be less than stellar...
    Oct 30 01:16 AM | Likes Like |Link to Comment
  • Argentina's Stunning Pari Passu Loss [View article]
    KMI, I think it was called Bonds & Bails OR Debauchery Debenture..
    Oct 29 02:27 PM | Likes Like |Link to Comment
  • The Market Has More To Worry About Than Just The 'Fiscal Cliff' [View article]
    Nicely said, Mr Jensen!.
    Oct 29 01:56 PM | 2 Likes Like |Link to Comment
  • The Market Has More To Worry About Than Just The 'Fiscal Cliff' [View article]
    UK Guardian, the markets are bigger than the entire collection of the Fed...Mr Jensen' views are correct...

    Bank Bernank, is a vector of the worst kind...
    Oct 29 01:54 PM | 1 Like Like |Link to Comment
  • The Market Has More To Worry About Than Just The 'Fiscal Cliff' [View article]
    Romney wins - market will rally hard
    Oct 29 12:36 PM | Likes Like |Link to Comment
  • Revisiting Gasfrac: 40% Revenue Growth, 75% Off All-Time High [View article]
    Mr Stem, most excellent of you! I hope you have better luck then me..
    I gratefully await anymore communications from you...
    Oct 29 11:09 AM | Likes Like |Link to Comment
  • Argentina's Stunning Pari Passu Loss [View article]
    Defaultina ? Where are the class action banisters ? Why are they allowed into the capital markets ? Should not all their bonds trade on the pink sheet ?

    82 years and the defaults roll on, preying on the "new" crop of illiterate..

    Why is Economics not taught in school ? If they can not add, they can not figure...Our school boards and the NEA, should be sued for the Illegal Distributions of Disfigured and Defective Minds...

    Where is the SEC ? Where is CONgress ? Where is the Left ? Where are the Occupiers ? Should not all of its offering have a cover sheet with large font letters - Perpetual Defaulter - use walk-a-round money only!
    Oct 29 11:03 AM | Likes Like |Link to Comment
  • The Market Has More To Worry About Than Just The 'Fiscal Cliff' [View article]
    M.R., is going to destroy Team BOCO...Barrock Obomba Community Organizer...
    Oct 29 10:30 AM | 1 Like Like |Link to Comment
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