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  • Solazyme Reports Third Quarter 2015 Results [View article]
    Two facilities close but the bigger two are opened up and operational.

    Solazyme cannot compete in the main marketplace with even food oils. They can market a specialist product.

    The weakness in this company is the weakness in orders. Another quarter or two and liftoff will have occurred or the flight will have crash landed.
    Oct 30, 2015. 08:24 AM | Likes Like |Link to Comment
  • TransAlta agrees to $56M settlement for manipulating power markets [View news story]
    I don't know this adds any solace but the media is a funny animal in choosing facts. Transalta as much as said in a full page add in the Calgary Herald that they did shut down the plants but with full approval and that others had done the same.

    Alberta is a deregulated electricity market. The regulator is playing some dirty poker if you ask me, Transalta should have known better.
    Oct 1, 2015. 09:39 PM | Likes Like |Link to Comment
  • SunOpta: Healthy Food, Unhealthy Profits? [View article]
    This not a glib comment.. with this company it is very very hard to see where they are going. Since 2007 when they hit a billion in sales it has been baffling to watch the direction after the frozen berry debacle, great gains in packaging, some brilliant acquisitions.

    But they are always at the bottom end of the industry in performance.... really hard to say.
    Sep 25, 2015. 09:11 PM | 1 Like Like |Link to Comment
  • Clean Energy Fuels Remains A Buy Despite Stock Price Stagnation [View article]
    One of North America's great energy advantages is the cost of NG. Shipping it offshore.. is that really a great idea if there's any substance to it? That drives up prices at home and down prices offshore for manufacturing.
    May 25, 2015. 10:51 PM | Likes Like |Link to Comment
  • Westport Looks A Decent Buy Given Its New Focus On Profitability And Cheap Valuation [View article]
    Mass generation of power from NG reaches levels of efficiency that vehicles can't touch. Not practical for trucks with current battery technology
    May 25, 2015. 10:33 PM | 1 Like Like |Link to Comment
  • Clean Energy Fuels Remains A Buy Despite Stock Price Stagnation [View article]
    It was my take from the quarterly report that the revenue was down principally to selling less equipment
    May 18, 2015. 09:00 PM | 1 Like Like |Link to Comment
  • Left-leaning party sweeps to power in Canada‚Äôs oil-rich Alberta [View news story]
    The NDP could not have won a majority if the Conservatives had not really really messed up.

    The article doesn't mention that the voters elected 21 seats to the far right Wild Rose Party, a resurrection to be sure and now the official opposition. This party has the requisite number of bible thumpers etc. just like the Tea Party.

    The NDP of today isn't necessarily about government largesse as it is about wealth distribution. It may give the Koch brothers indigestion but it has its upsides in economy stability. Don't expect anything too too wild.

    As for their environmental position, shame on corp for saying they care and then not living up to it. Again, expect some change but not too wild.

    Congrats to the NDP for supporting a vibrant leader, they have seized a political moment. And it is most refreshing to see the voters of Alberta have a pulse. The Conservatives in Ontario would be wise to watch what happened if they ever expect to end the travesty that is the current government.
    May 6, 2015. 08:31 AM | 9 Likes Like |Link to Comment
  • Clean Energy Fuels: The Dirty Truth [View article]
    I noted this article headline immediately as the stock is playing at the highest level in a long time...

    Like a skunk in a rose bush I smell a short squeeze in play.

    A few reasons why the "go long" types may have a different opinion that the Streetsweeper:

    o the price of diesel came down and so did the price of NG. Net profit is down everywhere in the energy sector

    o CLNE pumps more fuel everyday, CNG, LNG, whatever. More fuel everyday

    o Westport's HDMI 2.0 is misunderstood. Even less understood is the effect it had on sales last fall. Sort of like coitus interruptus.

    o CLNE is far ahead of the competition, facilitates its own purpose with technology assistance to users

    o WPRT rose 10% and just less than that yesterday. I believe it's a longer play as there are big players in North America, Asia and India but the technology is solid.

    o diesel prices are not determined by costs in the US. They are a global play and a global demand. Truckers are conservative by nature in a low tech slim margin business that's slow to change. But low margin is due to competitiveness, they will succumb as the technology has improved.

    o NG in the US is a 1% use in transportation, the lowest in the world. While the US has a big portion of the world's NG. Truckers

    o there's a lot of politics in oil. As there is in natural gas. Tax credit expiries are not the end of the world.
    May 5, 2015. 05:57 PM | 9 Likes Like |Link to Comment
  • Clean Energy Fuels: The Dirty Truth [View article]
    tax or tax credit? Be clear!
    May 5, 2015. 05:45 PM | 1 Like Like |Link to Comment
  • Husky Energy to raise $750M in debt for U.S. refining operations [View news story]
    It's hard to decipher what this funding is for. The Dec. 31, 2014 quarter show no short term debt on the balance sheet.

    The market price/volumes today are surely taking it as a dilution play.
    Mar 11, 2015. 01:28 PM | Likes Like |Link to Comment
  • Has Westport Innovations Peaked? [View article]
    I don't think there is a good correlation to the reaction... natural gas has fallen nearly equivalently.
    Feb 19, 2015. 09:15 PM | Likes Like |Link to Comment
  • Westport Innovations flies higher [View news story]
    well ,that was brief.
    Feb 10, 2015. 06:13 PM | 1 Like Like |Link to Comment
  • Solazyme Gains Momentum In Food Ingredients [View article]
    I like the ideas and direction to specialty oils

    Don't like the lack of real sales and contract information. This is the single biggest frustration. Investing always has hidden risks, this company's lack of information is higher than normal.

    Don't trust senior management at all after so many deceptions and the either stupidity/hidden agenda at Moema.

    Keven, thanks for describing WAP, even at $2, I see more 'honest' opportunities.

    Despite the Board and Sr. management, could this company still succeed, it's really really hard to say.
    Jan 24, 2015. 02:56 PM | 2 Likes Like |Link to Comment
  • Solazyme Gains Momentum In Food Ingredients [View article]
    The Fool sure did change their position.
    Jan 24, 2015. 02:51 PM | 2 Likes Like |Link to Comment
  • Solazyme Gains Momentum In Food Ingredients [View article]
    The Angry Mob has held the equity longer and has read and read the statements and then heard incredulous reasons why the timeframes didn't happen by more than a year, why a plant designed to use electricity doesn't have electricity, why Solazyme implied they has customers fighting over specialty oils use and when oil drops,m they reveal it's a sampler customer market compared to full production volumes.
    Jan 24, 2015. 02:51 PM | 3 Likes Like |Link to Comment