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Steve K. S.

Steve K. S.
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  • 3 Reasons Why Clean Energy Fuels' Pullback Is A Buying Opportunity [View article]
    p.s.

    Potentially a big win for natural gas transportation fuel and American consumers instead of the special interests , i.e., domestic refiners of foreign oil, (Koch bros. et.al.,) favored by our elected policy makers.
    May 23 07:52 PM | 1 Like Like |Link to Comment
  • 3 Reasons Why Clean Energy Fuels' Pullback Is A Buying Opportunity [View article]
    Henry,

    The China-Russia deal is a great point.....it should indeed make it difficult to profitably export LNG, which will, of course, leave America's enormous natural gas surplus for domestic consumption at low price.

    Potentially a big win for natural gas transportation fuel IF our policy makers will finally get out of the pocket of domestic refiners of foreign oil.
    May 23 03:10 PM | 1 Like Like |Link to Comment
  • 3 Reasons Why Clean Energy Fuels' Pullback Is A Buying Opportunity [View article]
    3 reasons Americans will use Natural Gas transportation fuel:

    1) Natural gas is 35% CHEAPER than diesel or gasoline on an energy equivalent basis.

    2) Natural gas is 23% CLEANER than diesel or gasoline, (fewer atmospheric and toxic pollutants.)

    3) Natural gas is 100% DOMESTICALLY DERIVED, (US Dollars will remain here in America to create jobs and prosperity for Americans instead of funding hostile OPEC regimes.)

    sks
    May 22 02:48 PM | 5 Likes Like |Link to Comment
  • Westport's Surge After Its Q1 Report Is The Beginning Of A Solid Run [View article]
    Stewisma,

    I certainly agree, investors appear to be growing impatient.....but what else is new. Westport/Cummins held up release of the ISX 12 G to be sure all the bugs were eliminated. This followed the somewhat costly failed release of the less than optimum HPDI 15 Liter.

    introducing a new product that will completely change OTR transportation is a monumental undertaking, the consequences can be an enormous positive for America's economy.

    If, I repeat,IF all goes well. Truckers will be burning fuel that is up to 25% cleaner than diesel, a fuel that is 35% cheaper than diesel.......and a fuel that is 100% domestic. That's a tall order in anyone's book, it's sure not going to happen overnight.
    May 16 10:51 AM | Likes Like |Link to Comment
  • Chevron's Lousy Q1: Why The Market Didn't Punish The Stock [View article]
    Hello Michael,

    This is a little bit off topic.....but, what's your opinion on PACCAR's recent developments on the CLEAN DIESEL SUPERTRUCK; specifically what impact will it have for natural gas (LNG and CNG) Class 8 trucks?

    After all a diesel supertruck getting 10 -12 MPG, more than offsets the fuel cost advantage of a NG class 8 truck getting 6 MPG.
    May 15 11:49 AM | Likes Like |Link to Comment
  • Clean Energy Fuels' (CLNE) CEO Andrew Littlefair on Q1 2014 Results - Earnings Call Transcript [View article]
    joseph,

    Where did you get the figure .89/gal charged to customer.......I'm sure it's more like $2.80/gal. I guess I just don't follow your calculation.

    Also how does Littlefair's anticipated CAPEX reduction from $135,000,000 to $85,000,000 fit in your view?

    Please explain,
    May 14 09:36 PM | Likes Like |Link to Comment
  • Westport's Surge After Its Q1 Report Is The Beginning Of A Solid Run [View article]
    whassup44,

    Littlefaire answered your question very directly.....reread the last quarterly press statement. Essentislly, once an engine is ordered 1) there's some delay for production to begin, 2) actual production takes some time, 3) the completed engine gets shipped to the truck manufacturer, obviously backlogs can exist there with diesel trucks being manufactured simultaneously 4) then there's the tank and other component selection, assembly and installation (no dispute this is cutting edge stuff,) 5) the finished truck goes to dealer road test, then to customer, 6) customer takes possession of truck, it's still not in service, 7) finally the truck hits the road, and starts fueling up with LNG.

    It's not an overnight process from placing an order for a new WPRT LNG engine, and to the time the completed truck goes into service.......we're only 5 or 6 months from the first oppurtunity to place an order for the new WPRT engine. Littlefaire also clearly stated that he was somewhat early in his initial expectation of !SX 12G availability........but, the adoption rate is proceeding nicely.

    Littlefaire comes across as sincere, and he is probably accurate in his expectation about LNG becoming the fuel of choice for a significant portion of the class 8 truck fleet.

    Again, reread the report.

    sks
    May 11 11:31 AM | Likes Like |Link to Comment
  • Clean Energy Fuels' (CLNE) CEO Andrew Littlefair on Q1 2014 Results - Earnings Call Transcript [View article]
    Yes indeed, 23% cleaner than diesel, 35% cheaper than diesel, and 100% domestically derived. Natural gas transportation fuel is the definitive "no brainer" for America's future prosperity.
    May 9 01:34 PM | 2 Likes Like |Link to Comment
  • Natural Gas Is Pushing Energy Stocks Higher [View article]
    Michael,

    Are you implying future NG exports can be likened to an emaciated 100 lb gorilla?
    May 8 12:28 PM | Likes Like |Link to Comment
  • Westport Innovations' CEO Discusses Q1 2014 Results - Earnings Call Transcript [View article]
    It's interesting to note, CMI insiders have been selling heavily into the present highs. It wouldn't surprise me if those investment dollars are fueling the big moves in WPRT and CLNE.

    After all, selling at highs and buying at lows is a whole lot smarter than the other way around. Also with these beaten down NG application equities, we could be witnessing a very well orchestrated short squeeze......time will tell.
    May 2 05:54 PM | Likes Like |Link to Comment
  • Cummins' CEO Discusses Q1 2014 Results - Earnings Call Transcript [View article]
    whassup44,

    Where in the SEC filing did you find that WPRT contributed only $1 million in JV profits?
    Apr 30 04:22 PM | Likes Like |Link to Comment
  • Cummins' CEO Discusses Q1 2014 Results - Earnings Call Transcript [View article]
    yank,

    Yep, we'll just have to wait and see. In my view WPRT's patent protected technology is real, but it's still quite possible that it's mostly hype.

    I do find it curious that neither Cummins nor Paccar made any reference to WPRT's part in this quarterly report. Linebarger did talk about the Chinese market for CMI engines which is confused by the fact that WPRT's alliance with Weichi (sp) gives WPRT a pretty strong presence in the country's truck engine market.

    Time will tell.
    Apr 29 11:59 PM | Likes Like |Link to Comment
  • Cummins' CEO Discusses Q1 2014 Results - Earnings Call Transcript [View article]
    I find report and the Q and A session following the report more than a little bit mysterious in that the words "natural gas" or "Cummins/Westport" were not mentioned by any of the Cummins people or analysts.

    Was it prearranged that natural gas was a taboo subject. Could it be that Cummins/Westport engine sales far exceeded expectations and to avoid stepping on Westport's upcoming report the mix of engine sales was intentionally omitted? Or was it that NG engine sales were so dismal that they had no significant impact on CMI's overall performance this quarter?

    Opinions?
    Apr 29 06:04 PM | Likes Like |Link to Comment
  • Clean Energy Fuels: Down But Not Out [View article]
    pie in the sky.

    You make excellent points. Yes, solar, wind, and nuclear will increasingly satisfy world energy needs

    If Americans don't set policy to make use of America's enormous natural gas reserves as transportation fuel we truly will be seen as the most ignorant generation in American history.
    Apr 27 11:19 PM | 2 Likes Like |Link to Comment
  • Clean Energy Fuels: Down But Not Out [View article]
    Tondog,

    The answer to your question is: YES. But, as with any breakthrough technology patience can be richly rewarded if the underlying business model is correct.

    With imported oil based fuel destined to rise, and does anyone question the likelihood of that happening; combined with the fact that America has enormous NG reserves at the lowest recovery cost on the planet..... Large scale adoption of NG as transportation fuel is good bet.

    A fuel that's hard to handle? America has a network of natural gas pipelines the envy of the world.......I'm not banking on it, but it's certainly possible that once NG trucking gains critical mass, the family passenger car will be fueling at commercial fueling stations like CLNE provides.

    Poor energy density? The only function of fuel energy density is range. Most recent developments place the range of a NG truck equal to that of diesel counterparts, and many applications range is not an issue.

    You seem dubious of my assertion that our political system can be negatively influenced by outside money. I'm surprised anyone with your investment savvy hasn't recognized that lobby groups play an increasingly influential role in policy making, often much to the detriment of the American people.

    later.....sks
    Apr 25 11:21 AM | Likes Like |Link to Comment
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