Thursday, March 3, 2011

OPEN

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Market up 169/43/17. Volume slightly above normal. Oil steady around $101. Up big on employment numbers to come out tomorrow and some news about Chavez may mediate in Libya while Kadaffy bombs the rebels. So they say. Crazy. What's making sense anymore?

Well, I guessed wrong on ZAAP. Down another 10. Between 200-day lines. AEGY down 29. AWNE down 26. FDEI down another 21. Who knows what's happening there. AMEL down 14. Peaked at the open. EVCA back 8. NENE down another 8. Below last 200-day. FSYS down 8 on annual report. New 12-month low. JASO under 7 bucks. On the 200's.

LEOM up 38. Between 50- and 200-days. XSNX up 28 on news. Up to 200-days. HYPF, CYBL up 25. HYPF broke out of its downline. CLNO up 16. GWSC up 14. SNRY up 13. Up to 50's. CBWP up 12. UBRG, ENSL up 11. BYDDF up another 4.

Wednesday, March 2, 2011

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Market up 8/10/2. What the hell. Early Doctor Pepper? Had to be there. Way back there. Volume a little heavy. Oil about $102 now?

EVCA was the play of the day. Was down to 2 cents long enough. Ended at 3.3, up 38. Prices changing almost too fast to think about, let alone analyze. And they weren't the only ones, of course. RNNM up 63. SNRY up 60. AWNE up 39. GWSC up 37. Fracking nuts. IAUS up 26. SYNM up 22. LEOM up 21. AMEL up another 17. KNDI up 14 on an analysis from Motley or someone. BYDDF, NACF up 11.

CLNO down 28. VNDB down 21 after being up 70 or something. CYBL down 20. CBWP down 19. ZAAP down 18. Villified in that KNDI report. So I bought some at the close. A look see on the morrow. Wish me lux. FDEI down another 17. Very glad I sold them when I discovered website off the air and phone disconnected. Unbelievable. Supposedly a billion in solar contracts. What the frack. NPWZ down 14. What's new. NENE down 13. Eye on them. UBRG down 12. PSPW down 10. ASTI down 9 on a downgrade or an upgrade. Very confusing day.

Happier trails pards.

STUFF

Nigeria says it will increase crude exports 9.3% in April over this month. Meanwhile, Saudi "Day of Rage" called for March 11 and 20. So I guess it's 2 days of rage. Apparently that $34B or so doled out didn't placate everybody. And Oman pumped out 885kbpd in Jan. And it's reported the rebels held off Kadaffy's attack on the Eastern oilfield area. You think any Delta force was in there? Sh. Quiet.

$5B pulled out of emerging markets in 2nd week of Feb for US, Euro, JP, global equity funds. $47B so far in '11. $29B to US.

Interior Dept has likely cost taxpayers tens of billions in lost royalties: govt oversight officials. Poor job of tracking production of oil/NG from public lands/waters. Tsk tsk.

1366 Tech got $28M more from GE, others. Their process can convert molten Si into wafers. Present tech can waste up to half the Si (@$50/kg) by cutting. Goal is 25 cents/watt for wafers. Now 72 cents. US produces ~40% of wafers. $1.7B biz. Could be $7B biz with new process, 150k jobs.

$45M more for Genomatica. Waste Management an investor. Genetically-modified microbes to replace petro/energy-intensive chemical production. Can turn landfill materials into industrial chemicals. Hope for pilot plant this year.

SunRun report to DOE: solar install costs can be reduced 50 cents/watt by standardizing permit processes town to town. Could save $1B next 5 yrs. Germany the model. Installs 40% lower. 1M installs there last 2 yrs. Total in US 120k. Why do we have to be so damn stupid.

OPEN

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Market up 54/26/7. Volume pretty normal. Oil still under $100. Prelim employment report says over 200k new hires in Feb while US manufacturing index grew to 61.4 in Feb, fastest rate since May '04. And Kadaffy attacking the rebels in the East.

IAUS up 17. Up to 200-day lines. Double out of late Jan. SATC bounce up 16 after last 2 days' dump off. Back above bottom 200. AWNE up 16. Whatever. Rebound from yesterday. SNRY up 16. SYNM up 14. Off the bottom jump up to 200's. QTMM up 13. 2-day jump off bottom lines. BYDDF up 11. May be rally start. Large volume yesterday too. AMEL up another 10. Dealing with 200's.

EVCA down 18. Just above bottom line. HYPF down 15. NPWZ down 14. NENE down 11. Close to bottom 200. CYBL, NACF down 10. BSRC has backed off 8. PSPW down 7 more. ZAAP down 6. Under a buck.

Tuesday, March 1, 2011

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Market down 168/44/2. Volume heavy. Oil back up to $100. Mercy.

NNFC up 166. CBWP up 52. GBRC up 38. NACF up 26. BSRC up 21. ENSL, RNNM up 20. IAUS up 17. AMEL up 15. PSRU up 14. EVSO up 11. BDCO up 10.

AXTG down 50. FRBE down 44. TMSH down 26. AWNE, EVCA down 25. MGLT down 24. BCOND down 20. AFPW, HYPF down 13. TMEN down 12. CCTC down 11. AONE, SATC down 10.

STUFF

Iran protests growing. Iran exports ~2.5mbpd of crude/NGL. Revolution spreading to Senegal, Mauritania, Gabon, Cameroon, Zimbabwe, even China and N. Korea. I guess everybody's pist.

JASO to invest $2B over next 3 yrs into 3GW capacity expansion to more than double current capac.

DOE selected IL site for C sequester for Future Gen project. 32 miles from seldom-used oil-fired plant that will be converted to coal w/ O2 fuel plant yielding almost pure CO2 exhaust. Goal to inject 1.3M tons CO2/year for 30 yrs. Eventually so much pressure in reservoir it will turn to liquid. IL will have ultimate financial responsibility. Another sequest demo already started in WV on Ohio River.

MO, IN, IA legislatures encouraging more nuke power.

Radium showing up in Marcellus Shale fracking wastewater. Question if getting into tap water. NY Times Sunday article on it. Most of fracking wastewater reused, aiming for 100% reuse.

Spain boosting biofuels blending to 7% for '11 from 4.8% in '10. Roughly to be E10, B8 nationwide. More food off the tables and higher prices for the food for the tables. Partly why the world is revolting. How do we stop this insanity?

OPEN

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Market down 28/16/5. Volume pretty normal. Oil creaping back up. Bernanke speaking today.

CBWP up 115. Back to 200-day lines. AMEL up another 25. Also up to 200's. BSRC up 20 on yesterday's late news that they got UL cert. Bust through 200's. GSPI up 16. RNNM up 12 on news. NACF up 11.

AXTG down 50. EVCA down 15. NENE down 9. AONE down 4 on annual report. Doubled their net loss, flat revs.