(stock #'s in %)
Market up 53/3/5. Odd. Odd day. Market fighting being up so far on year.
CBWP up 35 on 2500 shares. CPWY up 33. TRKP up 27. PTOS up 20. AEBF ended up 12. CSOL up 11. ADES, ENSL up 10. ENOC up 6. WEST up 4. UBRG up 3.
WTWO down 33. MDTL down 29. IFXY down 28. I don't know who has the guts to buy it. EVCA down 16. BWEN down 5. NENE down 3. ASYS down 2. LSCG down 1.
Not a clue of what to tell ya, pards, except happy trails.
Wednesday, August 31, 2011
STUFF
Mobile commerce estimated to grow to near $400B/y by '15. Internet commerce now ~$174B/y. Hm. Out of Peapod in '89. Text commerce also being developed. All untaxed?
GE applying MRI superconducting magnet tech to scale up to 10-15MW wind turbines. 2-yr $3M DOE project to dev next gen turbine generators. Aiming to dub torque density and reduce dependence on rare earth minerals. Oak Ridge a podner.
Standard and Poors rates subprime mortgages higher than the USA now. O yea, the devil.
Portugal cranked up their debt reduction efforts.
Solyndra. California solar. Rows of thin-film solar cells in aluminum cylinders tech they now want to sell? Bankrupt. Laid off >1K people. Were hoping for IPO. Said China and the global solar market beat them. Wah. O, the DOE loan guarantee. Now we are out $535M. To Obama backers. This is not going to sound well on the campaign trail for how long. What a difference a day can make, A?
Mikey Bloomberg went to GenOn Energy's coal-fired electricity plant in Alexandria VA last month - 1st I red about it - to announce a $50M grant from his foundation to Sierra Club's "Beyond Coal Campaign" to close such plants nationwide. Mike for Prez? He's as small as Putin. Or Napoleon? But way to go Mike.
GE applying MRI superconducting magnet tech to scale up to 10-15MW wind turbines. 2-yr $3M DOE project to dev next gen turbine generators. Aiming to dub torque density and reduce dependence on rare earth minerals. Oak Ridge a podner.
Standard and Poors rates subprime mortgages higher than the USA now. O yea, the devil.
Portugal cranked up their debt reduction efforts.
Solyndra. California solar. Rows of thin-film solar cells in aluminum cylinders tech they now want to sell? Bankrupt. Laid off >1K people. Were hoping for IPO. Said China and the global solar market beat them. Wah. O, the DOE loan guarantee. Now we are out $535M. To Obama backers. This is not going to sound well on the campaign trail for how long. What a difference a day can make, A?
Mikey Bloomberg went to GenOn Energy's coal-fired electricity plant in Alexandria VA last month - 1st I red about it - to announce a $50M grant from his foundation to Sierra Club's "Beyond Coal Campaign" to close such plants nationwide. Mike for Prez? He's as small as Putin. Or Napoleon? But way to go Mike.
2:24P
Dow up 52. Naz flat. S&P up 6. Very odd. So. Prepare for a fall back. Just a feeling. Very odd is UBRG down 5% after reporting $20M more revenues in the future. NENE also down 5%, backing off that 200-day line. BWEN too down 5%. Back to their bottom.
Solydra the big nuze. Despite the $535M DOE loan guarantee in late '09 (to an Obama backer). Over 1k jobs gone. More later.
O, UBRG now back up 3%. WEST up 5%. That after hours downer last night must have been an insider trade. Huh.
ASYS falling below $11 again. I don't get it.
I think that's all I got at 2:33P.
Solydra the big nuze. Despite the $535M DOE loan guarantee in late '09 (to an Obama backer). Over 1k jobs gone. More later.
O, UBRG now back up 3%. WEST up 5%. That after hours downer last night must have been an insider trade. Huh.
ASYS falling below $11 again. I don't get it.
I think that's all I got at 2:33P.
OPEN
(stock #'s in %)
Market up 110/29/14. Up for the year again. Normal volume. Oil $89. 91K jobs added in Aug: ADP.
TRKP up 16. ENOC up 13, back to their 50-day lines. BHWX up 11. ENSL up 10. UBRG up 9 on news of new find. Total $22M worth of oil/NG. ADES up 8 on news they paid $33M to settle a lawsuit. NENE up 2, across that 200-day line.
IFXY down 14 on product update. EVCA, WWPW down 11.
Market up 110/29/14. Up for the year again. Normal volume. Oil $89. 91K jobs added in Aug: ADP.
TRKP up 16. ENOC up 13, back to their 50-day lines. BHWX up 11. ENSL up 10. UBRG up 9 on news of new find. Total $22M worth of oil/NG. ADES up 8 on news they paid $33M to settle a lawsuit. NENE up 2, across that 200-day line.
IFXY down 14 on product update. EVCA, WWPW down 11.
Tuesday, August 30, 2011
CLOSE
(stock #'s in %)
Market up 20/14/2. Volume heavy. Oil up to almost $89.
VNDB up 66. Gotta love these guys. WTWO up 20. MKTY up 17. AMEL up 15 while AMLM down 21. Hard to figure. SATC up 13. Up 30% from bottom. Still not back to 50-day lines. SNRY up 12. CCTC up 10. PTOS up 9. HYGS up 8. Above all their lines again. LSCG up 5. PEIX up 3. BSRC back out from reverse split at $4. I expect it to go down. UBRG ended up flat. Buyable territory.
TRKP down 25. LMCO down 21. GSPI down 18. Mentioned yesterday that they were starting down. Though we can't short it and probably none of us owned it. But. At least one more stock behaving as I expected. 50-days are at ~13 cents. BHWX down 16. VSPC down 14. WEST down 13 after hours. Ow. Glad I sold near 90 cents. IFXY down 12. Came back 12 from the low. Maybe they really are in biz. ZNNMF down 12. New low. AEBF, NPWZ down 11. AEBF back under 50-day lines. I don't think it's the bottom of this fallback. NPWZ I don't know if they're still in biz. QTMM, ENSL down 10. CSKH down 9, new low. VLNC down 2. NENE down 1.
That's it. Bone jour.
Market up 20/14/2. Volume heavy. Oil up to almost $89.
VNDB up 66. Gotta love these guys. WTWO up 20. MKTY up 17. AMEL up 15 while AMLM down 21. Hard to figure. SATC up 13. Up 30% from bottom. Still not back to 50-day lines. SNRY up 12. CCTC up 10. PTOS up 9. HYGS up 8. Above all their lines again. LSCG up 5. PEIX up 3. BSRC back out from reverse split at $4. I expect it to go down. UBRG ended up flat. Buyable territory.
TRKP down 25. LMCO down 21. GSPI down 18. Mentioned yesterday that they were starting down. Though we can't short it and probably none of us owned it. But. At least one more stock behaving as I expected. 50-days are at ~13 cents. BHWX down 16. VSPC down 14. WEST down 13 after hours. Ow. Glad I sold near 90 cents. IFXY down 12. Came back 12 from the low. Maybe they really are in biz. ZNNMF down 12. New low. AEBF, NPWZ down 11. AEBF back under 50-day lines. I don't think it's the bottom of this fallback. NPWZ I don't know if they're still in biz. QTMM, ENSL down 10. CSKH down 9, new low. VLNC down 2. NENE down 1.
That's it. Bone jour.
STUFF
Next Era Energy subsid Genesis Solar closed on $700M bonds, $150M loan and $83M letter of credit to build 250MW concentrating solar thermal plant using parabolic troughs in S. Cal. DOE loan guarantee of 80%. That makes almost $6B for CST of total $40B in DOE guarantees. Which costs DOE nothing if all the projects are righteous. Carrying the money at these interest rates also is nominal. Energy policy you say? It's happening. Chu is maybe the best energy secretary we've ever had.
GTAT bought Confluence Solar for $60M plus. Equipment to make monocrystalline silicon ingots (for solar) @ lower costs. They will be the only supplier in the market for some time. They expect it to generate $3-400M/y in revs. GTAT already sells equip to make multicrystalline ingots. GTAT $1+ above their 200-day lines, up another 1% today.
In '10, Egypt's debt was 80% of GDP. Mexico's was 37%. Russia's was 9%. Why this is called "stuff". When I get "stuff" I let you know.
VLNC got $7.2M order from EVI's deal with UPS for 100 EV vehicles. VLNC down 1% today.
Exxon got agreement with Rosneft to explore for oil in Russian sector of Arctic Ocean that could grow to a $500B deal over time. Pretty much the BP deal that went south. Initial investment of $3.2B in Kara Sea. Also included Black Sea exploration. Exxon offloaded downstream assets in Malaysia (refining, retail, industrial and av fuel).
E85 pumps opened up in a "green" station in Stuart FL. Corn ethanol will never be green. Sorry corn lobby.
A 24MW hybrid solar PV/geothermal plant to be built in NV. Chinese solar supplier. Oo. With all the solar panels made in USA. Tsk tsk.
8 states got 100-year rains from Irene.
Electrical workers restored power to about 250k customers overnight in MA. Still 250k without power.
Austin expected to break under 100F Sept 1.
DOE put $41M into 16 carbon capture research projects, $141M into new facility. There are solvents, sorbents and membranes. Science rules.
LSCG/Dixon's $15 60W LED to cut price in half. Will 1st appear in India by year-end. Global next year. Consumes even less power than old $30 bulb. 8.5w. Cutting down amount of LED's in the bulb and better use of heat sinks. LSCG also developing bulb w/ Google to be controlled thru Android. LSCG stilll up 4% today.
Construction begun on $208M carbon capture/storage project @ ADM's ethanol plant in Decatur. DOE says it should capture 1M tons CO2/y. Online in '13. Partly funded by govt's $144M. Hm. I guess here we actually put up money. Not just a loan guarantee. Maybe ADM has a strong lobbyist.
Well, that's the stuff, pards. Happier trails.
GTAT bought Confluence Solar for $60M plus. Equipment to make monocrystalline silicon ingots (for solar) @ lower costs. They will be the only supplier in the market for some time. They expect it to generate $3-400M/y in revs. GTAT already sells equip to make multicrystalline ingots. GTAT $1+ above their 200-day lines, up another 1% today.
In '10, Egypt's debt was 80% of GDP. Mexico's was 37%. Russia's was 9%. Why this is called "stuff". When I get "stuff" I let you know.
VLNC got $7.2M order from EVI's deal with UPS for 100 EV vehicles. VLNC down 1% today.
Exxon got agreement with Rosneft to explore for oil in Russian sector of Arctic Ocean that could grow to a $500B deal over time. Pretty much the BP deal that went south. Initial investment of $3.2B in Kara Sea. Also included Black Sea exploration. Exxon offloaded downstream assets in Malaysia (refining, retail, industrial and av fuel).
E85 pumps opened up in a "green" station in Stuart FL. Corn ethanol will never be green. Sorry corn lobby.
A 24MW hybrid solar PV/geothermal plant to be built in NV. Chinese solar supplier. Oo. With all the solar panels made in USA. Tsk tsk.
8 states got 100-year rains from Irene.
Electrical workers restored power to about 250k customers overnight in MA. Still 250k without power.
Austin expected to break under 100F Sept 1.
DOE put $41M into 16 carbon capture research projects, $141M into new facility. There are solvents, sorbents and membranes. Science rules.
LSCG/Dixon's $15 60W LED to cut price in half. Will 1st appear in India by year-end. Global next year. Consumes even less power than old $30 bulb. 8.5w. Cutting down amount of LED's in the bulb and better use of heat sinks. LSCG also developing bulb w/ Google to be controlled thru Android. LSCG stilll up 4% today.
Construction begun on $208M carbon capture/storage project @ ADM's ethanol plant in Decatur. DOE says it should capture 1M tons CO2/y. Online in '13. Partly funded by govt's $144M. Hm. I guess here we actually put up money. Not just a loan guarantee. Maybe ADM has a strong lobbyist.
Well, that's the stuff, pards. Happier trails.
OPEN
(stock #'s in %)
Market down 72/12/10. Volume normal. Oil up over $88.
SNRY up 25. LTBR up 11. XSNX, NGLPF up 9. LSCG up 4. NENE still holding lower 200-day line.
IFXY down 25. Way too cheap to trade now. Then again, what's the downside. They have business with ITRI last I saw. EVCA down 11. VSPC down 7. WEST down 6. BWEN down 3. EFOI, ASYS down 2.
Market down 72/12/10. Volume normal. Oil up over $88.
SNRY up 25. LTBR up 11. XSNX, NGLPF up 9. LSCG up 4. NENE still holding lower 200-day line.
IFXY down 25. Way too cheap to trade now. Then again, what's the downside. They have business with ITRI last I saw. EVCA down 11. VSPC down 7. WEST down 6. BWEN down 3. EFOI, ASYS down 2.
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