Clean Energy (CLNE)

[pack10]

I'm confused? I'm the one who is up over 35% in three weeks, need I remind you?

You've made nothing!! ZERO!! It's totally obvious to me you know very little about this industry. I on the other hand spent over 25 years as a logisitic manager running our companies fleet of trucks. This is why I'm convinced RNG is the best thing for the entire trucking industry.

You have your opinion and I have mine, let it go at that. Thousands of investors and more analyst are realizing the benefits and cost savings of running this fuel. Maybe why so many are making the switch.

[spec machine]

You’re confused

it stands to reason they'll spending more than they're bringing in. That's how business works!!

Nope! That’s how government works

The difference is

Public spending just spends beyond their income by creating money or taxing more

Private sector companies like CLNE that run continued losses don’t have those options

CLNE can only borrow more or dilute

Probably will do both

Tradable, but only the nimble and aware will be likely to be profitable in an unprofitable general trend

CLNE is still in the dream stage (dreaming of profits)

It’s a “feel good” dream, so they got that going on

GLTY

spec

[pack10]

I believe your chart is up-side down. With all the continued expansions that they are involved with it stands to reason they'll spending more than they're bringing in. That's how business works!!
turn that chart around and you'll see an $8 not a $4.

Good luck

BTW the market look forward not backwards. The GOV't is going to help with 369 billion. Truckers will and are taking advantage, watch and listen to Littlefair on the conference call.

[spec machine]

Zoom out on your chart a bit and include the continuing net losses every quarter

Then maybe you’ll see ..

CLNE is headed below $4

It can be traded along the way

So I will stay

Watch ya dollahs

Have a great day

spec

[pack10]

Over 2600 hundred trades so far today. The pps is up over 5%.

And YOU REQUIRE MUCH BETTER THAN THAT!!!

Stay on the outside looking in. Move on! Do whatever seems right for you.

Three weeks ago you said much the same and I am up over $2.00 a shares as I write this post.

[spec machine]

Jefferies is completely accurate in their statements on RNG and Clne.
The phones are ringing off the hook at CLNE.

Those statements can both be 100% correct ….

But ….

Show me where the “ringing phone” thing generates value for a shareholder

Net loss and a promise won’t buy a cup of decent coffee

And I require much better than that

spec

[pack10]

Jefferies is completely accurate in their statements on RNG and Clne.
The phones are ringing off the hook at CLNE.

Sit back and relax and watch this stock go higher!!

[Jack_Bolander]

Maybe Jefferies is WRONG.... AGAIN.

[pack10]

Maybe some have missed the buy rating.

Jefferies analyst Lloyd Byrne initiates coverage on Clean Energy Fuels (NASDAQ:CLNE) with a Buy rating and announces Price Target of $9.

[spec machine]

Have they figured out how to increase shareholder value yet?

They have the spending on R&D, spending on infrastructure build, spending on “capturing” the input contracts, etc , ….

… all figured out …

… so far, the only yield of fruit is verbage about “decarbonizing” the transportation sector (yes, a laudable goal)

But ..

When does it start making money?

Asking for a friend

BTW, if I needed to deliver a sad sack of —— to a stakeholder of any sort, I would schedule it on the day they would most likely be distracted by higher priorities, hmmmmm, I see how CLNE management agrees

Yeah, I still see low $4 as a likely near term target (with losses expected coming up)

spec

[pack10]

Maybe those eyes are already open. Who is doing all this buying??

PPS is going higher for sure!!

[pack10]

Truckers, others who buy fuel like the stable price RNG brings to the market. I can say that with absolute certainty. It allows them to get pricing for a long period of time without fluctuation.

this coming quarters earnings could open many eyes!!!

[ORBAPU]

BP acquisition of LFG likely reason. Signal to the market that RNG is not just a passing fad. Or maybe a rubber cat as it was up today too, again on high volume.

[pack10]

Holy Moly up big yesterday and today, after hours still going higher!!

Sure glad I pulled the trigger under $5 a share.

[Jack_Bolander]

NOPE - A Dead Cat Bounce

https://www.hartenergy.com/exclusives/bp-acquires-rng-producer-archaea-energy-41-billion-202544?mkt_tok=NDMzLU9ESy04ODkAAAGHhV_jBNgZG-lIzZon906kVtd-S9WG9N_ZZQXsIbPxvvY9u3Xk59Rpdu_1xb1D2D6P-yBs8lhsSJCdoMNIky7bVPATN47oKN6vWB_uDejZMg

[pack10]

Clne up huge today!! Could be because of the LFG buyout news!!!

Go CLNE!!!

[Jack_Bolander]

pack - RNG production is LESS THAN 1% of natural gas production, so any movement or stability is not reflected in the retail market price for natural gas.

[pack10]

here's another extremely important part of the RNG systems. Blackrock's Jacobs recognizes the consistency in having a stable fuel price. Unlike fossil fuels which fluctuate daily.

Let's not forget all these NatGas fuels can be combined, mixed, if you will with the others. This is one huge advantage for the carrier who wants to run a cleaner fleet of trucks.

BlackRock’s Jacobs’ points out one advantage that clean energy technologies – mainly wind and solar – have over traditional fossil fuels, which is the one-time nature of their build-in costs. A natural gas power plant is dependent, at least in part, on the price of natural gas to determine operating costs. Clean or renewable energy sources typically have that initial cost built in, as the cast of a wind turbine. “In an inflationary environment like we see today, that's really beneficial to those existing clean energy resources, where they've already paid the costs,” Jacobs opined.

And this gets us to Clean Energy Fuels, a firm involved in the production of biofuels, particularly renewable natural gas (RNG) for use as a transportation fuel derived from organic waste. There is no shortage of organic waste in our industrial society, and Clean Energy Fuels is working to turn a problem into a solution – and one that can replace diesel fuel for both a lower cost and a 300% reduction in carbon emissions. Clean Energy Fuels is already the largest provider of RNG to the US automotive industry, as a vehicle fuel. The company counts both UPS and the New York City Metro Transit Authority among its existing customers.

[pack10]

I'll stick with the analyst, they're the ones who have a reputation to uphold.

Mr Cheng and others all agree the company is growing and is improving their financial position.

Great entry point, as we speak, higher pps coming in the next couple of quarters.

[Jack_Bolander]

Hello $4.00's ! OUCH !

[spec machine]

I'll believe a 5 star analyst like Paul Cheng, who is impressed with what he sees with Clean Energy

I listen to music that I like

I listen to stock reviews that I like and reviews that I don’t like

Then I use my brain

My brain tells me to be wary of those who trumpet the virtues of companies that are chronically in the red ….

…. especially when phrases like “positioned for growth” and “leverage existing ….. to (do something positive that hasn’t happened yet)”

Falling down stairs doesn’t stop on it’s own until the bottom is reached

spec

[spec machine]

I listen to music that I like

I listen to stock reviews that I like and reviews that I don’t like

Then I use my brain

spec

[pack10]

I'll believe a 5 star analyst like Paul Cheng, who is impressed with what he sees with Clean Energy and management. Mr Cheng rates CLNE a buy with a price target at $13.00.


5-star analyst Paul Cheng, of Scotiabank, covers this renewable energy producer, and he’s impressed with what he sees.

“As the leading natural gas fuel distributor in North America, CLNE is in a prime position to fuel the transportation sector’s transition to renewable energy. We think the company’s expansion into upstream RNG production will leverage existing downstream capabilities to provide vertical integration opportunities. This will enhance economics and allow for optimization of gas flows across CLNE’s network to maximize environmental incentives," Cheng writes.

"The company’s long-standing relationships with feedstock owners and fleet operators established over its 20 years in the industry provides the basis for growth in key customer markets along with securing additional RNG supply,” the analyst added.

Following from his upbeat outlook on the company, Cheng rates CLNE shares as Outperform (i.e. Buy), and his price target, which he puts at $13, indicates room for some robust 137% growth in the year ahead. (To watch Cheng’s track record, click here)

Overall, four of the Street’s analysts have published their thoughts on Clean Energy Fuels, and their missives include 3 Buys and 1 Hold for a Strong Buy rating. The shares have an average target of $13.33, implying a 143% upside from the current trading price of $5.48. (See CLNE stock forecast on TipRanks)

[spec machine]

So the Amazon deal is probably a case of “name association”

“Borrowed credibility” is when a company puts a known name on the BOD or Founders List to lend credibility (Boone Pickens) to the stock for little or no cost

This is more like “Purchased Credibility” since it costs the shareholders an arm and a leg

Do shareholders need to provide documentation that they have learned from their mistake in order to deduct CLNE losses as “educational expenses” ?

spec

[Jack_Bolander]

You may recall when this Amazon deal was announced I cautioned everyone that CLNE may not have calculated how much this deal is actually worth and cost. But I am sure Amazon knows exactly how much this deal is worth to them.

First, this is a DILUTION event for shareholders, and will cost us 20+% before all of the option costs are recognized.

Second, the Warrants associated with this deal are essentially a legal kick-back scheme. Legal, yes, but it still stinks.

Third, the Warrants are a free option and a derivative and require special costing maths and accounting valuations and disclosures , and these costs can be substantial and variable as we are finding out.

I am not an expert in the accounting side, but I am very familiar with the maths. To begin, most derivatives are complex options and these are usually measured and evaluated using a Black-Scholes model/equation. This complex equation (These guys won the Nobel Prize for this) takes into account, the cost of the shares, the time , interest rates, inflation, and volatility . These variables are in constant change, so unfortunately we are not finished with these calculations.

So just because these costs have been "relatively small in subsequent quarters", this is no guarantee that they will be so small in the future.

Bottom line: This was a BAD DEAL for CLNE and as usual, even worse for the shareholders.

[spec machine]

20+ years without a positive ROI. Shareholders paying for Management's lifestyles.

Yep, she’s way too pumped up on delusions of grandeur

Great “feelings” don’t come from a couple decades of losses in my world

I scalped a couple good swings on CLNE but I see it headed to low $4 range despite all the hoopla, Amazon gig included

Recession will separate the winners from the wannabes

CLNE is a “feel good” stock, not a profitable, sustainable business

ESG blowback is here and couldn’t come at a worse timing for CLNE

No free cash flow is no bueno when the market get antsy

Smart traders know where to be and when to buy

This isn’t the time or place to buy CLNE

Sustainability, in reality, can’t rely on taxpayer subsidies to break even and CLNE hasn’t even reached that

Like the guy on his 50’ sailboat who says “My boat harnesses the energy of the wind and it’s FREE! “

I guarantee his annual yard bill would make a lot of people gasp, easily topping $100K for a nice 50’ sailing yacht

He knows the price of harnessing that “free” energy but it makes him “feel good” to delude himself

Same here

spec

PS

I love sailing, get paid to do it, Bahamas, FL Keys, trans-Atlantic, etc …

But when there’s real work to be done, give me a fast aluminum vessel with several thousand HP of Cat power, and stand clear

I’ll get ‘er done!

[Jack_Bolander]

This is recent information on CLNE:

DOWN 36+ % in a year.

[pack10]

This is recent information on CLNE. Reading this along with the 20 stations that will be opened in junction with Amazon and you start to see some huge gains in the future months. Let's not also forget UPS and their commitment to making 40% of their fleet NatGas.

CLNE's very impressive revenue growth greatly exceeded the sub-sector average of 54.4%. Since the same quarter one year prior, revenues leaped by 20155.0%. Growth in the company's revenue appears to have helped boost the earnings per share.
CLNE's debt-to-equity ratio is very low at 0.11 and is currently below that of the sub-sector average, implying that there has been very successful management of debt levels. To add to this, CLNE has a quick ratio of 2.21, which demonstrates the ability of the company to cover short-term liquidity needs.
CLEAN ENERGY FUELS CORP reported significant earnings per share improvement in the most recent quarter compared to the same quarter a year ago.

[pack10]

This is very good news from CLNE. Just in the last two days Clean has put out an announcement about opening 19 new stations. TAKE A LOOK

"Large fleets fueling with RNG have the ability to realize immediate and significant carbon reduction, especially in the heavy-duty truck sector which could be many years away from meaningful electrification," said Andrew J. Littlefair, president and CEO, Clean Energy. "The opening of our station in Ohio is exciting because it’s the first of many more to come throughout the U.S. and will help efforts to reduce greenhouse gas emissions and reduce climate change."

The Groveport station is the first construction project completed in an agreement between Clean Energy and Amazon. Many of the 19 new stations will follow Groveport and should be operational by the end of the year, supplementing Clean Energy’s fueling network of 550 stations in North America.

By dispensing 700,000 gallons of RNG annually instead of diesel, the Groveport station will reduce carbon emissions by 6,848 metric tons—the equivalent of growing 114,133 trees for ten years, removing 1,489

[pack10]

Blackrock, says this sector is one to invest in

Wed, September 28, 2022, 10:31 AM
In this article:

CLNE

Jacobs points out that the key driver right now is a shift in the primary market catalyst. Where in recent years, the tech sector has been firmly in the operator’s seat, the main factor now is policy decisions. Changes in governmental priorities, brought on by high inflation and the looming possibility of recession in the near-term, are guiding investment choices. Jacobs identifies three sectors as particularly relevant: agricultural technology, clean energy, and infrastructure.

We can find some interesting insights by following Jacobs’ lead, and looking under the hood at stocks in these sectors. Using the TipRanks database, we’ve looked up three that are showing a combination of solid upside potential and Strong Buy ratings from the analysts. Here they are, along with comments from Jacobs and some of the Street’s 5-star stock pros.

Clean Energy Fuels (CLNE)

We’ll shift now to clean energy. BlackRock’s Jacobs’ points out one advantage that clean energy technologies – mainly wind and solar – have over traditional fossil fuels, which is the one-time nature of their build-in costs. A natural gas power plant is dependent, at least in part, on the price of natural gas to determine operating costs. Clean or renewable energy sources typically have that initial cost built in, as the cast of a wind turbine. “In an inflationary environment like we see today, that's really beneficial to those existing clean energy resources, where they've already paid the costs,” Jacobs opined.

And this gets us to Clean Energy Fuels, a firm involved in the production of biofuels, particularly renewable natural gas (RNG) for use as a transportation fuel derived from organic waste. There is no shortage of organic waste in our industrial society, and Clean Energy Fuels is working to turn a problem into a solution – and one that can replace diesel fuel for both a lower cost and a 300% reduction in carbon emissions. Clean Energy Fuels is already the largest provider of RNG to the US automotive industry, as a vehicle fuel. The company counts both UPS and the New York City Metro Transit Authority among its existing customers.

Clean Energy Fuels defines its delivered products, or gallons delivered, as the total of both compressed natural gas and liquified natural gas; both are deliverable forms of RNG. For the recent 2Q22, the company delivered a total of 50 million gallons, up from 42.9 million gallons in the year-ago quarter. Total revenue for the quarter came to $97.2 million, up from a mere half-million in the year-ago period; it’s fair to note that the company had to account for one-time charges in 2Q21 that negatively influenced results. Nevertheless, the Q2 revenue was strong; the highest in two years, and up 11% from 1Q22.

5-star analyst Paul Cheng, of Scotiabank, covers this renewable energy producer, and he’s impressed with what he sees.

“As the leading natural gas fuel distributor in North America, CLNE is in a prime position to fuel the transportation sector’s transition to renewable energy. We think the company’s expansion into upstream RNG production will leverage existing downstream capabilities to provide vertical integration opportunities. This will enhance economics and allow for optimization of gas flows across CLNE’s network to maximize environmental incentives," Cheng writes.

"The company’s long-standing relationships with feedstock owners and fleet operators established over its 20 years in the industry provides the basis for growth in key customer markets along with securing additional RNG supply,” the analyst added.

Following from his upbeat outlook on the company, Cheng rates CLNE shares as Outperform (i.e. Buy), and his price target, which he puts at $13, indicates room for some robust 137% growth in the year ahead. (To watch Cheng’s track record, click here)

Overall, four of the Street’s analysts have published their thoughts on Clean Energy Fuels, and their missives include 3 Buys and 1 Hold for a Strong Buy rating. The shares have an average target of $13.33, implying a 143% upside from the current trading price of $5.48. (See CLNE stock forecast on TipRanks)

[Jack_Bolander]

Link please

[pack10]

More interesting information on NatGas power

Never before have there been so many natural gas products and services available
There are more than 175,000 NGVs on U.S. roads today and more than 23 million worldwide.

There are more than 1,600 CNG and 140 LNG fueling stations in the U.S., and refueling appliances are available for home use.

In the U.S., about 50 different manufacturers produce 100 models of light, medium, and heavy-duty vehicles and engines.

[Jack_Bolander]

Link?

[pack10]

With all the recent news that has been coming out of this company recently, it doesn't surprise me to see a new analyst upgrade

Clean Energy Fuels Initiated at Sector Outperform by Scotiabank

[Jack_Bolander]

This sounds expensive and there are no metrics to measure the ROI.

This could be another BAD deal and we won't know for years.

RUN AWAY.

[pack10]

The latest from CLNE. LNG powered ships!!

50% increase in LNG

LNG-powered ships achieve 99.9 percent reduction in diesel particulate matter and sulfur oxide emissions, 90 percent less nitrogen oxides and a 25 percent reduction in carbon dioxide compared to ships running on traditional fuels.

The LNG that powers the Pasha Hawaii container ships is supplied by the Clean Energy plant in Boron, CA, the only one of its kind in the state. Because of the increase in demand for LNG by Pasha and others, Clean Energy is in the process of expanding its Boron LNG plant by adding a third production train, which will increase capacity by 50 percent when completed.

[spec machine]

Once again, more NatGas engines.

Werner Enterprises (Nasdaq: WERN), a premier transportation and logistics provider, and Cummins Inc. (NYSE: CMI), a global power solutions provider, announced today Werner signed a letter of intent to purchase 500 Cummins’ 15-liter hydrogen internal combustion engines upon availability. The two companies announced earlier this year, Werner Enterprises plans to validate and integrate Cummins’15-liter natural gas and Cummins’ X15H hydrogen engines, both part of Cummins’ fuel agnostic platform, into their fleet.

No hard data in the paragraph you posted, none at all

just an illusion, smoke, fluff, whatever

Exhibit A-C
"letter of intent"
purchase "upon availability"
"plans to" validate and integrate

Their products are great and the market is still fairly strong even as Nat Gas prices soar, destroying their $/BTU advantage over other fuels

I'll add that pinning hopes (of profits and shareholder value increases) on tax subsidies and "green push" legislation is unsustainable, a point that many folks fail to understand

BTW- how much is a signature on a LOI worth these days?

spec

[Jack_Bolander]

Pack - It looks as if your UPS post has been removed.

Please repost.

[Jack_Bolander]

Pack - Cummins is NOT increasing their production of Natural Gas engines, so there is no increase in NG engine sales volumes.
RNG production will still be LESS THAN 1% (One Percent) of total methane production. RNG is expected to be LESS THAN 1% of total methane production for at least the next 5-10 years.

[pack10]

Once again, more NatGas engines.

Werner Enterprises (Nasdaq: WERN), a premier transportation and logistics provider, and Cummins Inc. (NYSE: CMI), a global power solutions provider, announced today Werner signed a letter of intent to purchase 500 Cummins’ 15-liter hydrogen internal combustion engines upon availability. The two companies announced earlier this year, Werner Enterprises plans to validate and integrate Cummins’15-liter natural gas and Cummins’ X15H hydrogen engines, both part of Cummins’ fuel agnostic platform, into their fleet.

[pack10]

The market looks forward. Companies look forward. According to CLNEs latest information we well see more RNG coming on line and being sold to new customers.
This time next year will be a doubling of sales.
Existing customers are renewing their contracts and adding more units.

According to Cummins more Class 8 sales were recorded in August of this year. That means more NatGas engines being sold.

I see nothing but upside ahead. 369billion in help from our gov't.

[Jack_Bolander]

Correction: A $2.00 stock.

20+ years without a positive ROI. Shareholders paying for Management's lifestyles.

[nicehit]

This should be $20 plus stock... what am I missing here?

[Jack_Bolander]

Pack - A Puff Piece, full of bad information.

[pack10]

This article is one of the best I've read on CLNE in some time.

Straight forward, and honest. great entry point,imo

https://seekingalpha.com/article/4538339-clean-energy-fuels-momentum-building-renewable-natural-gas-offering?mailingid=28911981&messageid=2800&serial=28911981.560&source=email_2800&utm_campaign=rta-stock-article&utm_medium=email&utm_source=seeking_alpha&utm_term=28911981.560

[pack10]

As I said no spin, just look at the facts. Somebody, Mr Molchanov, needs to rethink his position on this stock. Latest article on CLNE and RNG, new customers.

https://ih.advfn.com/stock-market/NASDAQ/clean-energy-fuels-CLNE/stock-news/88932036/clean-energy-continues-to-decarbonize-transportati

[pack10]

No spin whatsoever. I said from the start I was not in favor of this bill. I also said it would pass, and it did.
How many millions will CLNE get out of the 369 BILLION?

Never fight the feds!!! 13.06 average pps consensus.

[Jack_Bolander]

Nice spin. More government hand outs to keep this scam afloat.

[pack10]

I wasn't going to comment on the Raymond James downgrade of CLNE but I can't help but shake my head over their contradictory statement. Look closely how Pavel Molchanov makes reference to the Inflation Reduction Act and how clean could benefit from it. Da, ya think!!!

The general consciences of all the analyst is for a pps of just under $13, which further enforces all the other analyst that give it a buy. They screwed up and should have ungraded Clne to a straight buy.

(NASDAQ:CLNE) from “Outperform” to “Market Perform,” sending its shares down nearly four percent on Tuesday, August 16, 2022.

Clean Energy Fuels Corp. (NASDAQ:CLNE) shares have gained decent value on a year-to-date basis and Raymond James analyst Pavel Molchanov thinks that stock’s current valuation is close to fair value. Molchanov also referred to the recently approved Inflation Reduction Act and how clean tech companies like Clean Energy Fuels Corp. (NASDAQ:CLNE) could benefit from it.

The Inflation Reduction Act includes $369 billion in funds for climate change and clean energy measures. The legislation offers a range of incentives and tax credits for firms working in areas like clean energy.

[Jack_Bolander]

Raymond James DOWNGRADE !