[pack10]

There is breaking news that will change truckers opinion on which fuel is best. If you haven't read it
just take a few moments.
Why NatGas / RNG/ CNG is so inexpensive is still a mystery, but if Diesel / gas remains at these high levels
NatGas will become more popular.

[marvin01]

The performance of this stock is dreadful! Littlefield has been performing at a level of mediocrity for decades and he still has his job? Shareholders and the board should be demanding change! There has never been a profitable quarter without government welfare. Littlefield has been just that LITTLE! When do shareholders start to demand results?

[pack10]

You want money flushed down the toilet. How about Proterra. Tax payer funded to the tune over over 8 billion. NOW BANKRUPT!! What did we all get. ZERO.

Maybe one of these days we'll all realize NatGas / RNG is the true bridge fuel. Need I mention cleanest fuel!!

BTW, total recall announced on Nikola trucks.

[spec machine]

Renewables fueled by taxpayer subsidies are getting lip service from politicians today …

… but the house has the purse strings and the rug is going to get pulled out from under those that aren’t viable (profitable as independent enterprises) within the next several quarters

Biogas and biofuels will limp along for years

Management will get paid lavishly and the limousine lobster luncheons will get paid from the expense accounts

Use more dreamy words in the PRs to prop up hope of a tiny net profit ….. someday in the distant future

I can hear someone beating a drum already “revenue up, revenue up”

LOL

Nothing for the peons

Let them eat cake

spec

[pack10]

Get ready its coming.

Clean Energy Fuels (NASDAQ:CLNE) +3.7% in Thursday's trading as Stifel initiates coverage with a Buy rating and $6 price target, saying the company is well positioned to benefit from an improving macro environment for dairy renewable natural gas and its industry-leading distribution network, including a 54% market share in California.

Stifel analysts led by Derrick Whitfield said they expect California's Low Carbon Fuel Standard and the Inflation Reduction Act will serve as a growth catalyst for the dairy renewable natural gas sector, "as ultra-low carbon intensity fuels such as dRNG are inherently more valuable in markets that compensate operators for the carbon intensity of their fuels."

The final Renewable Fuel Standard policy and the introduction of Cummins' 15-liter natural gas engine also are material tailwinds for the stock, Stifel said.

[pack10]

Its time

Clean Energy Fuels a new Buy at Stifel as top pick in dairy renewable natgas

[spec machine]

Yay! Another $70M

Yippee

Unfortunately, it’s on the spending side of the books

Well, I suppose that CLNE only being on the hook for half is a $35M smaller hit on the “profitability” illusion

Some will see today’s news as bullish for the SP

The chart will reveal the truth ….

…. after all, it is the relevant metric above all else in trading, the ultimate ground truth

CLNE pushes their break even point to the right like a mirage for the “believers”

Always “just ahead”

A dream never fulfilled…. sadly

More dilution coming, expensive dilution

Don’t shoot the messenger of truth

spec

[Jack_Bolander]

spec - Correct ! And back to the $2.00's before too long.

[spec machine]

”CLNE will fall below $5 before it spends any real time over $6 again

Low $4’s within 5 months”

I was wrong, it was 5 weeks from that prediction

spec

[spec machine]

CLNE in the low $4 zone

Who’d a thunk it?

Now the question is-

Where’s the bottom and will it ever hit $5 again?

With NG in the mid $2’s it makes the RNG premium pretty formidable

In a larger picture, renewables for transportation fuels is coming into focus

Blurry propaganda and sales pitches now face a higher test in becoming affordable for the end consumers and profitable for suppliers

CLNE isn’t there yet

Not by a longshot

Taxpayer subsidies?

RNG might become Ethanol Boondoggle 2.0

Maybe I can coin the term “EB2.0” to properly project the expected parabolic cycle

The window for the upside (in subsidies) is closing soon

RNG might be past the peak

Fade to black?

spec

[spec machine]

CLNE - exactly as I predicted

Currently $4.36 and headed lower

spec

[Jack_Bolander]

RED [/b]for the year so far .

There are so many better investments in the world. This is a lifestyle stock for Andy's life style.

[spec machine]

So a 65% increase in revenue YoY and still not profitable

Shareholders continue to get soaked as their invested capital is being squandered to fund the lifestyle of the company’s executives

Cash flow is increasing but shareholder value is not

GIANT RED FLAG

And their entire business model is totally dependent on government subsidies and legislative “gifts”

The gravy train is fading, the house has flipped and they hold the purse strings

NG is at record lows which only highlights the extreme premium cost of RNG

RNG is the new ethanol boondoggle, the costliest misguided waste of taxpayer dollars ever enacted outside of war

Currently way overpriced, headed for low 4’s

spec

[pack10]

CLNE just moved back over $5.00 a share. I believe there's good reason for it.

Clean Energy Fuels reported quarterly earnings of 1 cent per share which met the analyst consensus estimate.

The company also reported quarterly sales of $113.76 million which missed the analyst consensus estimate of $123.41 million by 7.8%. This is a 23.7% increase over sales of $91.93 million in the same period last year.

Clean Energy Fuels sees FY23 adjusted EBITDA as low as $50 million or as high as $60 million.

The company's revenue for the year ended December 31, 2022 was $420.2 million, a marked increase of $164.6 million compared to $255.6 million in the year ended December 31, 2021.

What Else?

In a statement Andrew J. Littlefair, Clean Energy's President and CEO, stated: "We finished the year with another strong quarter of RNG deliveries with a 21% increase from the fourth quarter of 2021. We continue to execute on our growth plans around RNG supply and the build out of new stations to accommodate Amazon and other fleets."

According to data from Benzinga Pro, CLNE has a 52-week high of $8.65 and a 52-week low of $4.02.

© 2023 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

[Jack_Bolander]

My guess is that Andy has the compromising photos and the negatives.

[marvin01]

How has the CEO kept his job? This company has been burning money since I've been following it 2005! At what point does it become profitable? Where is the board of directors there should be an uproar over the YEARS of unprofitability!! They change the CFO but Littlefield remains! At what point do we get new leadership? Oil and gas companies are reaping huge profits and this dog continues to invest in infrastructure at investor expense! There needs to be a campaign to get rid of Littlefield after years of unprofitability!

[Jack_Bolander]

When the AMAZON Deal was announced I warned that CLNE had no clue what impact this derivative would have on the balance sheet.

I told you so.

[Jack_Bolander]

Today's earnings are mixed, but the important numbers are misses.

[pack10]

Another upgrade. UBS now Piper, might be good Q4

Piper Sandler Initiates Coverage On Clean Energy Fuels with Overweight Rating, Announces Price Target of $8

[I-Man]

I am beginning to think many or most of all these green energy related stocks are same thing as late 90's dot.coms... a scam/racket... We got to get this Country fixed real bad and fast, or there won't be any Country to invest in...

[spec machine]

Think the pps will stay in this price range for long?

If you mean CLNE < $6

Then, YES

None of the earmarks are going to CLNE and they’re still not delivering RNG at a profit

If you increase your production and you’re still operating at a loss, how does that increase shareholder value?

With Natural Gas in the $2’s (holy cow!!) the price premium for RNG will toast their growth

BTW - do you know why they speak in “gallons”?

What does a gallon of RNG retail for?

And what is the energy equivalent converted to diesel?

Dazzle us with data please

CLNE will fall below $5 before it spends any real time over $6 again

Low $4’s within 5 months

spec

[pack10]

Think the pps will stay in this price range for long? NOT!!!

Check this out
Clean Energy to Provide 86 Million Gallons of RNG to One of Nation’s Largest Transit Systems, San Diego MTS

And also check the lastest news on this administrations plan to help with 369 billion in gov't
help

[spec machine]

CLNE - $7.33 is the mark today

You say it goes up, I see no driver to get it there and I see a fall, likely back to $4’s

Shall we see who’s correct?

30 days, 6 months, 1year??

30 days from now, my call - uncertain
6 months -under $6
It’ll hit the low $4 zone within the next 12 months

i don’t think you’ve accepted the reality that this stock isn’t being led toward maximizing shareholder value

Relax, one day it will sweep over you and your eyes will be truly opened

That was exactly 2 months ago

Today’s close $5.88

yep, any excitement at this point is unfounded

spec

[pack10]

As I stated in my 12/28 post, this opportunity was only going to last a short time.

The window is closing fast!!

[spec machine]

Uh ohhh, CLNE going south again- $5.20 and headed lower

Erased all the gains today and only a couple hours into 2023 trading, she has slipped back into her toboggan run toward $4

If only they could turn a profit, it could be different

Profit for all the shareholders, not just for the pockets of insiders

Not there yet, not even a plan for getting there

Selling shares is easier than selling RNG at a profit

spec

[spec machine]

Haha

I haven’t lost a dime on CLNE

I traded some in 2021 for a very short time in June

Bought every share in June 2021

Just short of 20% NET GAIN, in and out

Every share that I sold was over $10

Never lost even on a single share of CLNE

Still a winner here

There should be popcorn somewhere, this is entertaining

Cheers

spec

Giving freely of my knowledge, insights, humor, and charm

[spec machine]

Ooooohhhh, CLNE goes zoom! $5.50

Reversal???

You gonna take the bait??

Not me, I still see $4 in January

spec

[spec machine]

You're short position is not going to come to fruition.

Your would be the correct way to use “your” words

Who said I was short CLNE? Not me

I’m not

Stumbling onto an opinion or decision without knowing the facts isn’t a good habit

The proof of that keeps popping up



spec

[pack10]

This opportunity is only going to last a short time. You're short position is not going to come to fruition.

The longs will win come 2023.

[spec machine]

Are you sure the chart you’re using isn’t upside down?

Can you explain how borrowing money makes you richer??

You're going to miss this opportunity again. STRIKE TWO

Clean Energy Fuels (NASDAQ:CLNE) entered into a four-year $150M sustainability-linked senior secured term loan with Riverstone Credit Partners, managed by Riverstone Holdings (OTC:REVSF).

Paying interest on that for 4 years (or more) sure pushes the expectations of profits back a long ways

Is this a new concept for you ?

There was only news of more expenses in that PR

And HOPE-ium

Thrilled, rapid development, big plans, great success, yada, yada, yada ….

No words that connect to financial sustainability….

…. or (gasp!) .. profits

Maybe those come later …..

YEARS LATER

A little bump up today, currently $5.13

It’s going to be <$4.50 long before it ever sees $6 again, IMO

You’re welcome

spec

[pack10]

You're going to miss this opportunity again. STRIKE TWO

Clean Energy Fuels (NASDAQ:CLNE) entered into a four-year $150M sustainability-linked senior secured term loan with Riverstone Credit Partners, managed by Riverstone Holdings (OTC:REVSF).
The financing provides Clean Energy with additional capital to execute its renewable natural gas growth strategy as demand for RNG fuel rapidly rises.
Proceeds from the term loan will be used, in part, to help fund the company's rapid expansion of RNG projects at dairies, which reduces carbon emissions by an average of 300% versus diesel.
Clean Energy obtained a second party opinion from Sustainable Fitch that considered the transaction to be aligned with the five pillars of the Loan Syndications and Trading Association's Sustainability-Linked Loan Principles.

[spec machine]

CLNE $5.10 and headed for the $4’s

Was it something that I said in that post? (Link back)

Where’s the real bottom? What is CLNE worth right now, in this market environment?

All depends on when CLNE starts to generate a profit

spec

[spec machine]

CLNE $5.30 but it isn’t your fault

Just a hard day in the market for everyone

spec

[spec machine]

CLNE -$5.67
When do they turn a profit? A couple years from now?

How much dilution will it take to fill the Amazon order?

Asking for a friend

I know, they mean well, bless their heart

spec

[spec machine]

CLNE - $5.60

Headed lower still on a bumpy slide

spec

[spec machine]

CLNE - $5.90 on the good news??

Hmmmmm

Looks like I …..

….

….

…..

NAILED IT !

I see it headed lower still,

low $4 ?

spec

[spec machine]

CLNE - $6.13 - “Nail-O-Rama but not gonna make any yo-mama jokes”

It’s headed for the floor ..

Might bounce at $4

If only they could attain break-even

I might could get bullish on CLNE

But for now, the market points me to companies with cash and good cash flow as a first cut determinant

spec

[spec machine]

CLNE - $6.50 - I need more nails

I’ve been nailing my calls left and right

I like being right

CLNE - headed to the low $4 range, IMO

spec

[Jack_Bolander]

Pack - I see what this stock has done for the past 20 YEARS !

This is a lifestyle fund for insiders.

[spec machine]

CLNE - $7.33 is the mark today

You say it goes up, I see no driver to get it there and I see a fall, likely back to $4’s

Shall we see who’s correct?

30 days, 6 months, 1year??

30 days from now, my call - uncertain
6 months -under $6
It’ll hit the low $4 zone within the next 12 months

i don’t think you’ve accepted the reality that this stock isn’t being led toward maximizing shareholder value

Relax, one day it will sweep over you and your eyes will be truly opened

GLTY

spec

PS - bonus points for anyone who wants to articulate the operating priorities of CLNE management that are currently ranked as higher priority in the near term

[pack10]

You are not on the winning side. Cut the BS. We can all see what this stock has done in the last 30 days.

Face facts SPEC!!!

[spec machine]

More importantly, my ability to see the bigger picture is why I am on the winning side

And that explains why you're on the outside looking in.

You have avoided my original question - where and when does the shareholder value increase ?

Profitability is pretty important to sustainable growth in shareholder value, isn’t it?

When might that happen, and how much dilution to raise capital (and reward executives) will be expected along the way?

Beside that, all is groovy

Good karma, catchy feelgoodness, AMAZON

spec

[pack10]

And that explains why you're on the outside looking in.

[spec machine]

Oh boy, this is an easy one

Who do you think truckers and buyers of diesel fuel will turn to? Fuel expense for a trucker is 45 / 55% of total overall cost of operation.

uuhhhh, in a free market

the consumer who buys with their own money

will almost always pick

the product or supplier whose products deliver the best VALUE for the intended use

In the case of RNG/diesel/hydrogen/cowmethane/whalefarts …

whichever one pushes the truck/train/plane/ship the furthest for each $$$

Did I win?

Economic basics 101

Now, as for CLNE, when they start to generate value for shareholders, it will be a good stock to own

Not there yet, IMO

Peek at that 2 year chart before you respond too quickly

spec

[pack10]

Just wait for the cold weather to set in. Diesel prices are already spiking in many parts of the country. RNG prices a steady. Who do you think truckers and buyers of diesel fuel will turn to? Fuel expense for a trucker is 45 / 55% of total overall cost of operation.

RNG becomes a no brainer at that point.

[pack10]

I think this announcement needs revisiting. Diesel fuel is going through the roof. Up as much as 70% in a number of area's. Projected to go higher as spot shortages are accruing.
all this while RNG receives a credit to users. 369 billion, no wonder the phones are ringing off the hook at CLNE.

Clean Energy signs new fuel contracts, forges ahead with renewable natural gas development.
"As fleet operators of large vehicles look at the entire alternative fuel landscape, RNG continues to rise to the top as they consider carbon reduction, ease in fueling, reliability and cost," Chad Lindholm, Clean Energy's senior vice president for sales. "We continue to add new customers across all transportation sectors as they realize the benefits of RNG fueling."

California Transportation Dynamics in Commerce, CA, a leading trucking company for 25 years, has signed a fueling agreement with Clean Energy for an approximate 1.2 million gallons of RNG for the length of the contract. CTD is migrating 40 diesel trucks to units powered by RNG.

"In today’s legislative climate it gets harder and harder for transportation companies to stay in business," said Ed Rosas, CEO, California Transportation Dynamics. "We are thankful for Clean Energy’s assistance and advocacy to help us upgrade our fleet into compliant clean trucks."

National Ready Mixed Concrete in Encino, CA has signed a fueling agreement for an estimated 130,000 gallons of RNG to power 13 trucks.

The City of Claremont, CA has signed a multi-year fueling agreement to power 20 refuse trucks with an anticipated 400,000 gallons of RNG.

NGL Logistics in Gardena, CA has added six new natural gas trucks to its fleet that will replace diesel trucks, and will fuel with an expected 260,000 gallons of RNG.

[pack10]

You bet the dream is alive and well.

Rather similar to another investment I made years back in a fruit company.

No one blievd in Jobs either, now look at where their at!!!