Seeking Alpha

akapital » Comments » FAN

  • Congress & Alternative Energy: Investment Ideas [View article]
    FYI

    EPA recently rejected a petition to waive 50% of the requirement to purchase and blend corn ethanol for the period spanning September 2008 through August 2009.

    The EPA's reaffirmation of this standard sends a strong signal to the investment community: our government is serious about adhering to its commitment to enhance our nation's energy security

    The Energy Independence and Security Act of 2007 strengthened the RFS by increasing the mandated amount of renewable fuels used annually in the United States to 36 billion gallons by 2022, of which at least 16 billion must be cellulosic ethanol, which is derived from non-food feedstocks such as agricultural residues, canes, wood and grasses. This federal commitment to advanced biofuels provides a stable and predictable market framework for companies like Verenium (VRNM), which just began start-up and commissioning one of the nation's first demonstration-scale cellulosic ethanol facilities.
    Aug 07 21:30 pm |Rating: 0 0 |Link to Comment
  • Nobody Cares How the Energy Crisis Gets Solved [View article]
    Perhaps your contentiously and provacatively entitled article will be a proxy to determine indeed how many people care. I myself believe that a great many people do care how it gets solved and moreover that there are people, companies, cartels, collusions, conspiracies at work right now discussing and fighting out the solution.

    Much is at stake. A whole new lifestyle, a whole new way of life or more of the same...we shall see
    Aug 06 16:59 pm |Rating: 0 0 |Link to Comment
  • Profiting from the Pickens Plan: FAN, Clean Fuels, Fuel Systems [View article]
    Here are a few more which will benefit from alternative energy:

    SATC: Solar inverters, no matter what kind of solar panels are made, there going to need inverters and SATC is in on the big projects...still a whisper play

    BCON: A cleaner solution to grid back up and stability; again still a whisper play

    VRNM: biomass fuel, not from corn or sugar but by products that are normal trashed. Their technology is already being used overseas. Again, a whisper play

    So legitimate question to ask, if these are really such great ideas why are these stocks wallowing in the low digits? Answer is we are in a transition phase from old to new technology and it is not clear to many that this transition is going to happen. Similar past transitions in recent memory was the transition from the mainframe to the PC.

    So yes, there is no amount of speculation involved here. Do your own research. I would be interested to hear in others ideas on these or other cos.
    Jul 25 20:08 pm |Rating: 0 0 |Link to Comment
More on FAN by akapital
akapital's
Comments Stats
139 comments
Rating: 31 (139 - 108 )