(stock #'s in %)
Market down 253/65/30. Volume heavy. WTI $86 and a half and the station across the street went up 20 cents a gallon. For the holiday? What a dam screw. If the President cared he could at least jawbone it some.
DLYT up 95. Gotta love the froth. Or stealth. Actually pulled in >$1M revs last Q. And had news: received a patent and has energy storage capabilities. Near the top of their recent price range. Nano/polymer tech. Somebody to keep an eye on. AQNM up 73. No revs. Looks scammy. PSRU up 66. A possibility. CPWY up 37. No news. Biodiesel coming. AMLM up 21. EVSI up 20. CCTC, EVCA, PTOS up 16. No news. Nor revenue. Go figure. WBRE up 14. I think the same as PTOS. PEIX up 9. Watch it. Or buy it. Hay, we can't stop corn ethanol now. Good story, tho, they are moving to cellulosic. GPRE another story to watch. And BIOF. QTWW up 8. Worthy of an eye. LSCG up 3. NENE up 1. Came back 10%.
CYBL down 50. Last I saw they have business in LEDs. CRGE down 29. BSRC down 22 after their reverse split. BWEN down 18. I think that was a buy at the end of the day. No news. NGBF down 15. SOPW down 13. VRNM down 11. AEBF, CLNO, ENER down 10. Can ENER rise from their ashes? POWR down 9. Hit a new low. A sleeper. Their revs coming back. And they come up with profits. CDXS down 9. New low. HSOL down 8. New low. Seems pretty dang cheap to me. But they are Chinese. JASO down 4. They may be even cheaper. SZYM down 8. New low. UBRG down 7. Going through the bottom I think. If you can catch them anywhere around 4 cents, punch the buy button.
And that was the come and the go, pards. Happy Labor Day Saturday.
Saturday, September 3, 2011
Friday, September 2, 2011
STUFF
Obama halted EPA regs for smog. I think I said that a month (?) ago. Let's slow the train down. The economy has enough problems right now. FTEK may be affected. Other pollution equipment makers. But a lot of coal plant closings have already been announced. A lot might be reversed. We shall see. EPA also considering mandating upgrades of cooling water intake systems to spare fish and organisms. O that darn EPA.
Our government is finally going to sue the big banks over the mortgage fiasco that created the financial brinkmanship of '08. Went right up to the filing deadline. So this will last 7 years? and cost how much? Ut oh, and Warren the Buffet just bought into Bank of America. Will he cancel the fundraiser for Obama?
FLSR got a $456M loan guarantee from the US Export-Import Bank for 2 projects in Canada. 90MW total.
World Wind Energy Assoc: In 1H11 all nations added 18.4GW of wind power. 43.9GW expected to be added by yearend. World total installed wind mid-year 215GW. 37GW was added in '10. China installed 8GW thru June '11. US 2.25. India 1.48. China has 52.8 installed (grid connects still a question). US has 42.4. Germany 28. Spain 21. India 14.5.
Britain has had coolest summer since '93. 126% more rain, tho, than normal.
Russia's oil output hit post-soviet high of 10.28mb/d in Aug. Up from 10.26 in July. Sauds increased to 9.9, up 50k.
Russia wants to partake in the Turkmenistan-Afgahanistan-Pakistan-India gas pipe project. Who was Stan?
Russia likely to increase crude exports via Baltic in '12 by 40% to ~100M tons. 100M tons of oil is.... I got ~300k bls.
EU did agree to ban Syrian oil imports.
World supports the new Libyan leaders. Yea.
An international tribunal ordered Ecuador to pay Chevron $96M. Case goes back to early '90's. Maybe that fed suit against the big banks will go longer than 7 years.
China put brakes on oil/gas investments in Iran. What do you know. Way to go China. Has to be a reason other than going along with the US, tho. And China's not out of money. What, $3T now sovereign wealth fund? And they don't have enough oil or NG. Maybe the deals aren't good enough.
Green E use in Germany passed 20% of total energy mix.
DOE unveiled "Sunshot" PV program winners. We will bring solar energy down to $1/W installed before this decade is out. A little more practical than going to the moon? $145M spread out across 24 states. Wo. Not another $145M?!
Who says holiday Fridays carry no news.
Happy laboring honoring, pards.
Our government is finally going to sue the big banks over the mortgage fiasco that created the financial brinkmanship of '08. Went right up to the filing deadline. So this will last 7 years? and cost how much? Ut oh, and Warren the Buffet just bought into Bank of America. Will he cancel the fundraiser for Obama?
FLSR got a $456M loan guarantee from the US Export-Import Bank for 2 projects in Canada. 90MW total.
World Wind Energy Assoc: In 1H11 all nations added 18.4GW of wind power. 43.9GW expected to be added by yearend. World total installed wind mid-year 215GW. 37GW was added in '10. China installed 8GW thru June '11. US 2.25. India 1.48. China has 52.8 installed (grid connects still a question). US has 42.4. Germany 28. Spain 21. India 14.5.
Britain has had coolest summer since '93. 126% more rain, tho, than normal.
Russia's oil output hit post-soviet high of 10.28mb/d in Aug. Up from 10.26 in July. Sauds increased to 9.9, up 50k.
Russia wants to partake in the Turkmenistan-Afgahanistan-Pakistan-India gas pipe project. Who was Stan?
Russia likely to increase crude exports via Baltic in '12 by 40% to ~100M tons. 100M tons of oil is.... I got ~300k bls.
EU did agree to ban Syrian oil imports.
World supports the new Libyan leaders. Yea.
An international tribunal ordered Ecuador to pay Chevron $96M. Case goes back to early '90's. Maybe that fed suit against the big banks will go longer than 7 years.
China put brakes on oil/gas investments in Iran. What do you know. Way to go China. Has to be a reason other than going along with the US, tho. And China's not out of money. What, $3T now sovereign wealth fund? And they don't have enough oil or NG. Maybe the deals aren't good enough.
Green E use in Germany passed 20% of total energy mix.
DOE unveiled "Sunshot" PV program winners. We will bring solar energy down to $1/W installed before this decade is out. A little more practical than going to the moon? $145M spread out across 24 states. Wo. Not another $145M?!
Who says holiday Fridays carry no news.
Happy laboring honoring, pards.
OPEN
(stock #'s in %)
Market down 229/49/26. Volume normal. Jobs report - no net gain. So, once again, ADP comes out with 91k new jobs a couple days ago and on Friday we get something else, almost always bad. Why.
WTI oil down over $2 to north of $86. In all these weeks since oil has fallen off, the pump prices across the street haven't budged. Now the long weekend, so who's going to buy anything?
Well, surprise. WTWO up 28. CCTC up 16. PEIX, EVCA up 11. PEIX actually on news. Faster paydown of their debt. UBRG up 2. KNDI up another 1.
NGBF down 16. SOPW down 13. BWEN down 10 more, another new low. NENE down 7. HSOL down 4, hit a new low. ASYS, LSCG down 1.
Market down 229/49/26. Volume normal. Jobs report - no net gain. So, once again, ADP comes out with 91k new jobs a couple days ago and on Friday we get something else, almost always bad. Why.
WTI oil down over $2 to north of $86. In all these weeks since oil has fallen off, the pump prices across the street haven't budged. Now the long weekend, so who's going to buy anything?
Well, surprise. WTWO up 28. CCTC up 16. PEIX, EVCA up 11. PEIX actually on news. Faster paydown of their debt. UBRG up 2. KNDI up another 1.
NGBF down 16. SOPW down 13. BWEN down 10 more, another new low. NENE down 7. HSOL down 4, hit a new low. ASYS, LSCG down 1.
Thursday, September 1, 2011
STUFF
More on Solyndra bankruptcy. Chinese solar panels are 10-20% less expensive than US-made. But, some estimates that Solyndra panels were 100% more expensive. One bad bet was that silicon would stay expensive. It didn't. And won't be expensive. Solyndra didn't use the most expensive silicon. Then WEST beat them on their presumed flat-rooftop price advantage. The DOE loan agreement was initiated during Bush admin. So talk radio nazis can only get so far on that. China has been providing tens of billions in loans and subsidies to clean E/solar too. So. Solyndra made too many bad assumptions, it looks. But then, they sure dragged financiers into it bigtime. All that glitter may not be gold I guess.
Vycon Energy working on flywheel/regen braking tech to capture kinetic E from subways/light rail. NYC subway train requires ~3-4MW for 30 seconds to get back up to speed. Vycon says they could recover up to 90% of that in braking energy converted to a station flywheel thru 3rd rail and back to a departing train. They already sell flywheels for seaport cranes, using gravity. Running price ~$1/W for equipment. Obviously competitive with coal/NG/wind elgen. And the train commutes are at peak power demand.
Australia's grid-connected market grew from 73MW to 379 in '10. Driven by Solar Homes/Communities program, solar credits, feed-in tariffs, PV price drops and favorable currency exchange rates. 1st utility-scale PV project underway to offset energy need at seawater desalinization plant. 10MW. Using FSLR product. Online mid-'12. GE unit will own half. A 150MW PV plant also to be built. BP Solar in on that. And a 250MW solar-thermal/NG plant to be built by Areva.
UK announced $7.5B of smart grid contracts. Smart meters mandated to be in by '20 (~47M devices). UK govt has established a central data/com corp to oversee the security instead of leaving it to utilities.
EU close to boycotting Syria's 130kb/d oil exports (~1/3 of their income).
World's motor vehicle count now over 1B.
Brazil lowered their ethanol blend to 20% from 25%. But it won't lower pump prices, they say. Eth prices up 27% since June. (On harvest estimates?)
No US troop deaths In Iraq in Aug. A 1st since it began. Shh.
Aug US auto sales better than expected.
New Orleans area expected to be inundated with heavy rain for the next 5 days.
And that's the trails, pards. Vaya con dios.
Vycon Energy working on flywheel/regen braking tech to capture kinetic E from subways/light rail. NYC subway train requires ~3-4MW for 30 seconds to get back up to speed. Vycon says they could recover up to 90% of that in braking energy converted to a station flywheel thru 3rd rail and back to a departing train. They already sell flywheels for seaport cranes, using gravity. Running price ~$1/W for equipment. Obviously competitive with coal/NG/wind elgen. And the train commutes are at peak power demand.
Australia's grid-connected market grew from 73MW to 379 in '10. Driven by Solar Homes/Communities program, solar credits, feed-in tariffs, PV price drops and favorable currency exchange rates. 1st utility-scale PV project underway to offset energy need at seawater desalinization plant. 10MW. Using FSLR product. Online mid-'12. GE unit will own half. A 150MW PV plant also to be built. BP Solar in on that. And a 250MW solar-thermal/NG plant to be built by Areva.
UK announced $7.5B of smart grid contracts. Smart meters mandated to be in by '20 (~47M devices). UK govt has established a central data/com corp to oversee the security instead of leaving it to utilities.
EU close to boycotting Syria's 130kb/d oil exports (~1/3 of their income).
World's motor vehicle count now over 1B.
Brazil lowered their ethanol blend to 20% from 25%. But it won't lower pump prices, they say. Eth prices up 27% since June. (On harvest estimates?)
No US troop deaths In Iraq in Aug. A 1st since it began. Shh.
Aug US auto sales better than expected.
New Orleans area expected to be inundated with heavy rain for the next 5 days.
And that's the trails, pards. Vaya con dios.
CLOSE
(stock #'s in %)
Market down 119/33/14. Volume heavy. WTI oil down a few cents. Brent oil ~$114. A figure harder and harder to find.
GNPG up 43. What the hell. I didn't see any news. Could be an actual stock being too oversold that jumps back over the first 200-day line. Nice jump. CRGE up 18. Coming back to 50-day lines. MKTY, WNEA up 16. 2 no volumers. CLNO up 11. Sort of ditto. UBRG up 7 after all. Bottoming, I believe. Buy any dips. KNDI up 4 on a kind of a breakout. Careful, tho. Chinese.
BHWX down 31. Typical move. MMMW down 18 on 500 shares. Give us a break. PTOS down 17. Back to the top of their lines. One to watch. CCTC, CSKH down 15. CSKH another new low. CCTC on their bottom. NENE down 14. Big surprise. Back near 50-day lines. WTWO down 12. PPRW, QTMM down 11, nominal volume. BFRE down 10. BWEN, new low, LSCG, ASYS down 3.
Market down 119/33/14. Volume heavy. WTI oil down a few cents. Brent oil ~$114. A figure harder and harder to find.
GNPG up 43. What the hell. I didn't see any news. Could be an actual stock being too oversold that jumps back over the first 200-day line. Nice jump. CRGE up 18. Coming back to 50-day lines. MKTY, WNEA up 16. 2 no volumers. CLNO up 11. Sort of ditto. UBRG up 7 after all. Bottoming, I believe. Buy any dips. KNDI up 4 on a kind of a breakout. Careful, tho. Chinese.
BHWX down 31. Typical move. MMMW down 18 on 500 shares. Give us a break. PTOS down 17. Back to the top of their lines. One to watch. CCTC, CSKH down 15. CSKH another new low. CCTC on their bottom. NENE down 14. Big surprise. Back near 50-day lines. WTWO down 12. PPRW, QTMM down 11, nominal volume. BFRE down 10. BWEN, new low, LSCG, ASYS down 3.
OPEN
(stock #'s in %)
Market up 17/2/0. Volume normal. Oil steady at $89. A manufacturing index fell much less in Aug than expected. The sector is still expansionary. Barely. But overall economy is more expansionary.
GSPI up 11. ASYS, WEST up 1.
MDTL down 18. NENE down 9. Backed way off that 200-day line. Keep an eye on. UBRG down 6. LSCG down 2. BWEN back on bottom. Most clean E stocks down a percent or 2. Not much movement.
Market up 17/2/0. Volume normal. Oil steady at $89. A manufacturing index fell much less in Aug than expected. The sector is still expansionary. Barely. But overall economy is more expansionary.
GSPI up 11. ASYS, WEST up 1.
MDTL down 18. NENE down 9. Backed way off that 200-day line. Keep an eye on. UBRG down 6. LSCG down 2. BWEN back on bottom. Most clean E stocks down a percent or 2. Not much movement.
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