Tuesday, January 4, 2011

STUFF

DC Circuit Court ordered EPA to wait on taking over Texas GHG permitting. Fed regs on CO2 took effect Monday.

Chicago Climate Exchange closed US's first cap/trade GHG system Dec 31. Euro Climate Exchange, Chicago Climate Futures Exchange continuing on. Calif's recent move toward mandatory emissions trading should help the mart.

DOE-supported (8 years) coal cleaning tech succeeding in AL commercial demo. Air pressure and centrifuge. Not that high of tech right? Successfully reduced moisture in coal slurry. Can reuse the coal waste. Est. 2B tons coal waste in US (per year?). This is good news, A?

The gov opened up deepwater drilling to 13 companies on Monday. Those 13 are small independents and majors that had billions tied up in idled projects. Brock's not an idiot.

2nd year in a row no new coal plants built in US. Cough cough less less. Tho, you know what pards? I'll now take coal plants powering EVs to keep oil price falling. Yes, even with the pollution. Because cleaner coal is a coming. Who has the oil. Who controls the oil price. And that's pumped gas. And that's money out of our pockets.

And that's the veritable that as I see the that. Happy trails pards.

CLOSE

(stock #'s in %)

Market ended mixed. The Dow catching up. Volume strong. Do dah.

PSPW up 100. Back to where I bought it. PSRU up 71. Let's have a look see. 100k shares @ .001. OOGI up 38. A-OOGI. SLTZ up 32 on that news thing. PBEC up 28 on 8k shares. Come on. Jeeze Leweeze. AFPW up 25. Back to a penny. Well, heck, has FDEI got back to a penny? PLUG got plugged in for 17. Them and FCEL. Go figure. SLPO up 15. 190k shares at .003. Just saying. CCTC up 12. 1.5M shares at .03. NENE up 9 on their news. FDEI, NCEN up 8. EFOI up 6. Back over a buck. Eye out and on. LSCG's CEO/Chairman has passed on. Check that. O, back up. PEIX up 32 on high volume. Restarted Stockton plant. O wow. Gas over $3. Go figure. But pooey on corn eth. Sorry corn growers. It's bad. Yea like it's kept gas prices down. And food prices up. And makes more environmental damage. Fund a mental.

BYDDF up 5. A comeback coming? SATC, ZAAP up 4.PWER up 3. ENOC up 1.

ECOS down 23. NPWZ down 17. SSOL down 11. 15M shares. SOPV down 10. Valued at $144M. $14k revs reported in March. And Yahoo still has SOLR high at $8.65. What the F. How bout a site where we can get real numbers. For real. Insted of sitetryingtofarkus. com? And BYDDF P/B .43, P/S .17 and $1.3B val. But a PINK?! That's Buffet I guess. Not Jimmy tho. Tho he may be an honorary son.

SPWRA up 4. .89 P/B, .7 P/S, 9 PE.

OPEN

(stock #'s in %)

Mixed mart. Dow up. Volume getting stronger. Good manufacturing report.

SLPO up 53. OOGI up 40. SLTZ up 19 on news. PLUG up 11 on report of year shipments. Going through 50-day lines. NENE up 8 on tech progress. FDEI up 8. PWER up 5. A jump off 50-day lines. BYDDF up 4. ZOLT, SATC up 2 for new highs.

PSPW down 20. NPWZ down 16.

Monday, January 3, 2011

CLOSE

(stock #'s in %)

CBWP up 140 on 21k shares. Okeydokey. OOGI up 66. OK. SESI up 25 on 8k shares. Uh huh. LMCO up 23. SOPW, SOPV, ECNG up 17. And so much conviction. FTEK, NPWZ up 11. ECTY up 7. EVCA up 6. BWEN, SATC, VLNC up 5. There's the enchilada. ACPW up 4. APWR too. AONE, FDEI, AMSC up 3.

AFPW down 36. CYBL down 33. PSRU down 30. As if they have business. PWAZ down 22. Ditto. AEGY down 21. IAUS down 14. SLTZ down 13. FCEL down 8.

STUFF

Construction is over 60% of China GDP. Exports 5%.

NG $12 in Japan, just over $4 here.

Last 110 workers laid off from closed Suzlon wind turbine blade maker in Pipestone, PA. Employment up 100 since Obama's April visit to Siemens' wind equip plant in Iowa. MFG builds for GE wind, needs 40 more workers in SD plant. GE outsold Suzlon 2-1 in US in '10. Siemens got 3 projects in Iowa, over 500MW total. Suzlon had '09 loss of over $200M and $276M more 1st 3 Q's of '10. Their blades have developed cracks. They're "developing new blade tech."

It would take an estimated 68k sq km of algae production to replace the 80B gallons of avfuel the US uses every year. (6% of total world use of 1.3T gallons). Camelina and Jatropha also being considered as fuel stocks.

India and Iran trying to keep $11B in oil and gas trade intact. India's central bank declared that a clearinghouse could no longer be used to settle such transactions.

BP Gulf spill cost likely to stay below $60B. That's one hell of a mistake. But well within company's ability to pay. O so happy they can get their lives back.

Oil at $92. Just saying. We need alternatives, folks. And it doesn't happen overnight. What's wrong with building out faster on electric cars and cleaner central power from nuke to solar and wind and Apollo Project on algae or fuel cell power? The budget. The budget's the problem. Oy.

OPEN

(stock #'s in %)

Market jump up. Volume about normal. Usually several days before volume picks up in new year. NAZ, S&P up more pct-wise.

EVSO up 33. SESI up 25. SOPW up 18. ECOS up 15. 3-day rally off double bottom, going back a year. EVCA, NPWZ up 12. NENE up 10. VLNC up 7 more. Another new high. Ditto ZOLT, up 5. ENOC, JASO up 2.

AFPW down 46. PSPW down 10.

Saturday, January 1, 2011

FRIDAY'S CLOSE

(stock #'s in %)

AFPW was up 50 and crossed over 50-day lines. AEGY was up 29. Recently got $8M financing. Solar thermal systems for commercial/industrial mart. ALTI up almost 40 last 3 days. Probably a buy on a comeback. Nano lith-titanate batts. Revs have been picking up last 2 Q's. AMLM up 12. Lithium mining startup. AWNE down 46.

BWEN up 8. Building momentum above the 50-days. If wind installs come back from a bad year in US the story. This one was even hawked early in '10 or was it '09 by what's his name the crazy guy with bells and whistles on his cable show. Guess he shorted it?

CSKH down 11. $3M revs in Q3, $3M loss. Solar installers don't do too well except for RSOL. But maybe rounding out on a bottom if they don't get bought up before going under. Pretty hard goings for decades for clean energy. Except for some. And CSUN I don't get. Sure it's Chinese. And we want to invest here at home. But P/B of .88 and P/S .41, P/E 4?! O, now I see it. Revs fell in '09 and we don't get Q's. And losing money for last 3 years. I wonder if those P/B etc. numbers are right. The stock's been dead for years. It's going to break one way or the other sooner or later. I think I remember correctly, though, seeing their Q's showing good growth lately.

Is DSTI going to get it going this year? EFOI? ENER? ENOC? ESLR? FCEL? FDEI? FDEI has got it going. Exporting solar from USA. $1B worth in the pipe. The Chinese factory built. Yes, we export jobs. Product going out the door. Yet it's valuation does not yet reflect that. In my umble opinion.

GSPI or BFRE. $1M val v. $13M respectively. 2G biofuels or 3G? Watch these guys. And OOIL.

HLXW. I love the concept of vertical axis wind power, though the newgen is direct drive turbines besides, O yea - AMSC ("too much one customer - Sinovel of China") - superconductivity.

IAUS up 29 Friday. Are they ever going to get it going? And they are valued more than FDEI. JASO. Yea. They should have a good year. LSCG I would think. MGLT on their low, $10M val. Again, about twice v. FDEI. Compare valuations v. fundamentals and add in the charts the biggest key, me pards. Avast the treasure of late-awakened investors. Or something like that.

NCEN down 8. They don't give room for it on Ameritrade charts to go down further. No revs. Trying to get a wind biz going in '10. But repaid an Iroquois convertible note the latest news.

NENE. We are waiting, NENE. We are waiting. NPWZ was down 15 Friday. And we wait and wait there too.

PLUG was down 5 more. In '05 I thought they were the future. Still valued at $48M. About book.

PSPW up 42 Friday. Back to 10 cents. Glad I sold it at 18 quickly after buying recently. Sorry I missed the real bottom. But still. Valuation more than FDEI. The market is low on common sense from time to time.

PSRU up 42 too. .001 cent. They have some kind of new fluorescent tech while the world is going to LEDs. They and AXTG.

PWAZ ended up at $3M val. RGUS was up 13 Friday. New cleaner burning engines.

SATC should keep going up. $2.50 to $4.50 since June. E converters for new installs.

SESI was down 11 Friday. 3Q revs 4x 2Q. With $1M profit. Watch this one. Rounding out a bottom like so many. A Swiss company. Probably runs like a watch.

SLPO was up 50 on the dot Friday. Superlattice Power. $1M val. SLTZ up 8. Well, possibly could end up higher by '12. Again, valued higher than FDEI. SOPW was down 14 Friday. Revs going up year on year but no profit. Installer.

SSOL down 2 Friday on big volume. TSPG up 25. Maybe a player this year.

VLNC should be a player this year. WEST too. Westinghouse brand solar installer.

WWEI up 17 Friday. Whatev. WWPW up 12. What, 7x WWEI valuation?

XDSL could have a break out year. XPGH was up 38. XSNX came back to 7 cents. If they get their solar windows to market before the others.... And ZOLT. Carbon composite maker.

Well, pards. GOOD NEW YEAR to ye! Bring on goodness, wonderment and smart investing.