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Bio coal opportunity
some are not aware of how central coal is to the world as a primary source of electricity generation
What is U.S. electricity generation by energy source?
In 2013, the United States generated about 4,058 billion kilowatthours of electricity. About 67% of the electricity generated was from fossil fuel (coal, natural gas, and petroleum), with 39% attributed from coal.
In 2013, energy sources and percent share of total electricity generation were
Coal 39%
Natural Gas 27%
Nuclear 19%
Hydropower 7%
Other Renewable 6%
Biomass 1.48%
Geothermal 0.41%
Solar 0.23%
Wind 4.13%
Petroleum 1%
Other Gases < 1%
The continued push for clear coal will undoubtedly offer up an opportunity for a coal mix to include in burn feed
In his CC Mr Gaspard directly addressed this as a key focus. It is also the end market for the announced order to Vega Bio Fuel
The issue isn't IF it could work...it is how fast to have a reliable source and production means for the massive amounts they could use.
no argument...
just difference between investment and trading....
depends on time frame....we can take any one week ..or one month...and find little or no support for any number of securities...doesnt mean scam...doesnt mean no value...lots of factors....
If we chart a time frame of 1 or 6 months we will see different pictures...what pops out is the activity in the jan sell...for me pops out as an event rather than a trend - this is penny stock trading in a thin security....
My guess is we will see a continuous slow move up into mid .01-.02 over the next 1-3 mo.
This all depends on execution...if the co completes the up-listing....reports out 2 or more significant accounts....the fundamental case will bring support
Given the news, the communication from mgt...i have a high level of confidence we will see progress..
Volume - dont see the 20mm
The company has moved up steadily since fall...touched .01 and over for about a week as part of the same climb in Jan. ...then short term profit takers bailed...
There was a flurry of new $ and the same exited....didnt see 20mm shares selling...
To my eye it was short term traders looking for a quick turn.
This is all fine...it is not a great trading vehicle at this point...it is an investment for those who are looking out a little further
Posted over at the other co....
bio coal asia
http://www.suncoal.de/uploads/downloads/Biocoal_Game_Changer_in_Asia.pdf
a wise man once said recently
If you want to make some serious cash my opinion is to have at the very least 1M-2M in shares at these cheap levels. Im at 2M and will load more. Anything below .01 is a gift right now with uplisting to QB volume will come in and this will fly. I think .10 min and possibly .25 if some large groups come in.
I have almost 2M shares in hopes this is the unicorn of 2015 that I think it is. Does everyone else? ;)
No one is going to sell anything substantial at 6 or 7. 8 is the new base and soon the bids will have to move up if they want. MM's dont sell at a loss as retail is holding.
Think this was VMan
this will be illiquid until it is not...
the gap has nothing to do with the shares...but the level of attention and patience on the part of underlying investors.
When they up-list, when they report a q or two that shows the reality of the growing rev that shows the path of where this is going the interest will transform,
right here it remains a speculation....and the voices mostly unicorn hunters who change minds week to week...
Review the news....know that if you look at the trading over the last 90 days...a steady growth....bid support higher each sell off....
i see them building a real co here....not trading it day to dsy
I agree
my feeling is there is LOTS of back of house work being done.
The upgrade of listing is most important - so we get out of the sub penny world...most serious firms wont tough anything down here.
The company is not pumping empty prs...but seems to be building a real foundation.
I would hope they open enough light into the plan so it goes beyond looking for the next 'news' and falls into a broader vision of where we are going, scale of market and how we are going to make it happen.
The potential is for a 50+ cap co...but we wil never touch this until the trnparency and financial foundations are in place.
I think they are working this as fast as they can....the ups and downs in the meantime, while tough on current holders, is not the focus
No
I dont think the 'market spoke'. I dont consider what we have now as the market in any maturity.
Strictly speaking yes, of course - the tiny market...the few traders looking at this now spoke...but for me there is no market as yet.
This is an investment...not a mature trading vehicle.
Tracking the buys and sells over the last months...we have a handful of players....relatively small $$...if someone comes in Tuesday with 1mm in buys we will see this back were it was...
But importantly if there was no support we would see this back to nothing....a look at the trend shows us still moving up...just open the time horizon.
but depends on objectives...good luck hunting the unicorn...
I see your concern...
and would share if not for other considerations noted.
There is very small market for shares...and very small awareness... the company has not yet even engaged this side of the biz.
A reason...painful in the moment ...for weak bid support is as you say there is no market....there is a plus and minus to this
I communicated with them some time ago about plans...and IR / PR / share visibility is very much on the agenda...but they want to put the meat on the bones first...need some there there first. I agree it is wise.
All too often these are about shares first and fast trading situations....i dont suspect that here.
They are not pumping - rather being very methodical...value will come
IMHO
Ouch....a little tough
1mm for value? Perhaps if shuttering the doors...the empty bathrobe co traded for more.
As you may remember - i commented on the posts that were looking for .10 and .25 in short term....and noted that the caps would be 100mm and more...unrealistic
My view is this has .02 in it on potential assuming they continue with the pace and steps we se,,,,,and a break out above only as fundamentals will tell the story.
The key as i see it is grabbng and creating scale asap. The market is there. There are a number of small players ...ripe to consolidate.
My 'dream' is they become the #1 player in USA - secure contracts with supply (large timber and waste co's) , acquire or contract production capacity as fast as they can,,,,secure stable multie year long term contracts....bring in the Char biz and other ,and become the first mover of scale in the us.
If on this path and clear - we can see .05 and up
Vapor,
good luck to you -
my point is mostly time horizon - we moved to .0135 on very little volume as you well know and commented. The share float is very tight as you also well know...so this plays to downside as well.
You are right ..for now it is illiquid. But i am guessing that the backers...and there are backers...are looking beyond this....and dont care a hoot about day to day swings...but will gladly be there to take in shares form those who want to bail. Even 3mm was only about 25k. Not many people getting rich in that.
As you say..beer money.
My guess is we will again see this creep back up. If you want to make $ here (at least for me ) is to look past the uplist, look past 2 or 3 Q's.
I think Molin and Gaspard are serious. The market is real. The potential is real. (potenital still..lots to do and demonstrate) It is my sense the $ folks who grabbed the shell have more plans in mind then a few pennies.
I think the share structure will again play to positive and big bid support will come in the coming 3-6 mo.
Imagine 4 more contracts - imagine a pilot with a Major coal co (did you remember that tidbit from the CC)...imagine an acquisition and yet again doubling of capacity.
Imagine an PR co actually promoting and and IR team for investors
This is still in its infancy...jury is out...but for me im giving this quite a bit longer...they are doing what they have said, seem to be moving pretty fast....and that in itself is rare in the pinks.
All IMHO
So...i am here and not there....be well
all ps issues have players with
nano second patience. Those saying share structure was amazing,,,,now say no support.
Over the last 12 weeks we saw a big move. We will see pumpers and dumpers all along the way.
Trading is terrific....but this is a real fundamental play....will go up and down,...but will move ahead.
My guess is we will see .025 by year end. Those that look for triples in weeks with major $ to pay them to dump will be disappointed,
We saw about 3.5 mm shares dumped into news....the same most prolific posters announced days later they are out...because the bid did not support. I would be patient and let it drop as well.
Each their own..i think holders will be well rewarded.
appreciate all the positive energy
not a wet blanket...but i am interested in real foundation and bid support that sustains over time....so many ps issues spike to the levels referred to...but then drop back down and struggle....the charts wont mean much without fundamentals showing the path forward...
to sustain moves to .o2....o5....10 etc...we need to think of a company with cap of 20mm....50mm or 100mm.
i think we can get to .02 on prospect....and spikes above,,,but we will need DD that all can see to sustain much higher...some understanding of ongoing cash flow generation...and ability to grow up fast and grab and create market...bottom line char/pellet commodity pricing...
So right now it is a speculation....but one that has all the real signs of being able to execute...
Bonafide ceo
Capital launch support
one contract of scale (vgpr)
others alluded to
commitment to next level of reporting
foundation share price in the current range...no one will look to exit down here
real market / disorganized competition (for now)
BUT...it is SO doable....the market appears to be there to be taken....coal substitutes and related are massive...JG spoke of pilot tests in the CC...
So for my part think we will creep up to tease .02...then with real news...and/or re-listing...a whole new flow of interest will flow in to higher pennies
We are the spec foundation....and for me a really good bet...
Yes indeed Zag
a looong time....now positioned well...it seems a good team...product....structure....
a refreshing review of the releases to date on the web site shows a very methodical approach....suspect we will need to work our way through various levels....but first goal to hold solidly above .01 so we can get going with new OTC status...
like to see a upgrade in IR....MM and JG are doing well but feels a little stretched thin...we need t move fast and traction to gain orbit to 'silver'
happy NY all
Legalize...perhaps
you consume too much of your own product?
If you think a few hundred k shares are the company selling shares to survive then you must have some primo stuff
Track backwards the volume since October...clearly no shares being dumped...no big funds raised...
look at news...all clean...the CC...the CEO
Soo..as with one or two other bashers ..sorry you are on the wrong end of your short position...the pain will pass...be better to cover than to try to shake free with panic
From Vencor website now
PRODUCTION CAPACITY
Vencor International currently has the capacity to manufacture more than seven tons of torrefied wood pellets per hour. Due to the high demand for our product, our plan is to double our capacity during the first half of 2015. This commercial level manufacturing capacity will empower Vencor International to meet the rising demand for torrefied wood pellets, both nationally and internationally.
so...legalizeMJ....sell!
agree - the 5 year speaks volumes...how many ps are speaking about this long range planning...and coming from a seasoned vet like our CEO speaks volumes....
patience as all pieces put in place
My guess is we will see strategic market moves as the deeper aligned pockets shake out and work timing...why pay up. Not lots down here....
still would be nice to get back over a .01 :)
my thought - i think liquidity will come when some bigger boys step in....more shares will shake out if we can get above .01 on a regular basis ...right now think they are fine to see this wander...dont want lots of shares going off down here...be best to blast way high and set a new floor...
no
just check OTC...look at last Q report and calendar...assume all on schedule unless notified..i think on calendar year
Look at the back trading...
we still have not seen serious volume...there were methodical purchases from .004 to .01 level...never any real volume spikes...this from, as others have stated, a fully dormant security for over a year (actually much longer)...
Total $ for the last push was what,,,,maybe 6mm +/- traded at average .08 = maybe 50-60k?
Wait until we get that in a day.
This is investing - if you want news and action each and everyday then this is not for you. This is not a pump and dump where the only goal is to play minor tick moves.
Think about the CC call - we start the vega supply in the very near future - contracts in other being worked now - supply increase being planned - a credible CEO..cant understate this - he is a known player in the field...and commitment to upgrade listing standing...
This has been at work since September , all of 4 months- look at news...the cc..the share action...
Forget any negativity - look closely...mgt and common holders are right now aligned...certainly for the coming year...
my guess is...
....is that MM helped this co come forward and transition...was ceo as placeholder for a few weeks until the current mgt was set....he is on board....and certainly will be compensated...but is no longer active in mgt....
im sure he saw the opportunity for his company VGPR to develop another source of production faster...as well as channel our new CEO s ability and ties.
He is still involved with Bio Char - but smaller business with smaller margins - he said vencor was not in the char biz...but as a betting man (and you have to be here!)I would bet we see Bio char production by end of 2015 along with possible other use
I did ask about conflict - but understand there is none - but i would prefer to see it all under one roof
understand
and you are right - the genesis of the production (not from robes!), location of, and deals related were not covered.
But line up direct questions and send them and share - i was happy with his direct approach, his stake and commitment to shares and value...he seems a real operations guy and knows this biz- and that is what is needed.
On a sidebar - an answer i got from info was they have about 7-8 staff.
He did say they were in touch with and pitching to coal companies, said order with Vega likely in days, and more
so i think we wil see , as numbers are reported and in follow up ccs
But this is not a pump and dump that is for sure!
Not sure i understand your question
and one point - JG stated all questions open to ask - so follow with questions to info@
He said they are now producing 7 tons an hour - not sure what you mean about outsourcing
I was very impressed by the ceo
Great call!!
JG is the man ..
product pipelines in the works
actual 7 tons an hour now
sales now
VEGA a client - but that is all / one of many others(potential and realized)
Moving off pink sheets a commitment - asap
Funding - tied to move off and private placements
Announcements queued up
plans for growth expansion
stands alone - both selling and producing
and more
will be posted
It is posted and wrong on the IHUB Vencor page
dont know how to change - but again as of now the
number is 605-562-0020
ID 660-129-112
the page should be changed
I reached out and got a response
NEW CALL IN NUMBER -605-562-0020
MEETING ID - 660-129-112
and apparently that is it - no pin or other
RE Coal price etc...I did ask about the commodity prices, coal collapse and affect - as well as the implication of the new incoming congress likely deaf ear to bio-anything,
and understood that price pressure does exist on a unit basis, but does not take into account the incentive/benefit/motivation for green bio fuel shift. In Europe goals and mandates are set to lower emissions and in this country the pressure to clean up coal is real...what is cheaper...to add scrubbers and build new clean plants...or burn a % of a clean product in same channel.
You don't have to be a marketing genius to see the value to coal companies cleaning up with this easy cost effective approach - and to this market even a tiny 1% entry would be massive.
That does not touch the various other applications for bio coal, char and related which may come in at higher price possibilities.
The issue for me is how fast these guys can go...how clever to grab and frame these opportunities..and to get contracts in the various area- show the reality (not future plans) and then the plans for scale up in all areas.
You may be right...
my point is the share structure of vega would not be great with more companies coming in unless they also were doing a reversal...just too much out and spent it seems....
We will understand better on Monday with CC - my guess is that vencor WAS a shell...but now is not...with its own biz (not bio char now - as yet anyway)....suspect we have orders (web site 7 tons an hour) , and that James G is his own man....our man....
Vega has a great contract - but so might others...tripling or more machines seems easy enough with biz coming in.
I dont quite get ATP...the process is not so unique (vencor met same specs)....why so hard to get that going....i suspect vcor has an opportunity to be THE supplier....to this and for much more....not sure what ATI brings in that cannot be done directy in vcor
we shall see!
Doesnt make sense to me,,,,
Vencor has the cleaner share structure, current and future biz right now, and will stand on its own. Bio Char now might find its way in here,,,and would be welcome as another line of biz....
Vega offers nothing except a sales arm...so might work the other way...but vencor will lead (IMHO)
They separated the public co from the robes and leisure wear biz some time ago.
They separated the public co from the robes and leisure wear biz some time ago.
they need that penny bid for the upgrade....good goal to have as base...the company needs this too
quiet day....
nice to see support...back to slow days...what to expect...
i see one or more contract announcements in the very near term... the approval of product is huge...means we are in business with the earlier referred to client....
Over at VGPR they seem to going nuts negative....may not know that Vencor is now in queue to likely deliver on the 50mm supply contract....and my guess is other contracts as well in the works...
Other business will be irresistible ...Bio Char ...doubtful this remains a separate sales effort in other co...makes all the sense that all other related products production efforts get folded in...
Imagine coal plants in usa knowing they can use a product with the same energy as coal...but clean....irrespective of price....if they can use at same time...claim that they now have 'cleaned up' by using a % if clean fuel? Good story and massive market.
just dreaming on slow day
whats the bet we still close at .01 ?
I think good that the revs are treated separately...
This release was clear and about product...
some top line revs seem clear on the horizon....if we produce the first half of the 50mm contract until ATI comes in...and then one or two others..my guess is we will see contracts of 20-40mm in the next 45 days, if not sooner.
what i would like to see if the biz beak out - what is margin in this commodity biz...our cost of ops...and pace of new contracts...are we going to sell ourselves..or lean on vgpr...will we expand into the other product areas- char, mixes, fillers and clean up
id like to have a home bio coal stove :)
While a moment of pain - good to get weak hands out...
and firms up the base...
dont let it cloud the news...the teas leaves read
vcor product approved...vgpr has a 50mm contract...
my guess is we are in real business...no debt...low cost...big market
Very good point
my confidence has do to with trading pattern ...base and the very short history...i do see this as a effort to build a co..not squeeze out share $...at least not down here....
But ill ad to my list to ask...good for CC
hope you are joining the party....like your posts on VGPR but a little too stormy over there right now...
Think about this like a 'normal' stock
we have about 1.1B out...so we are now at about a 10-12mm cap....if the business grabs some of the referenced deals for production (30-50+MM), with expansion into other markets we may the 'first-mover' of scale in the biocoaal/char arena...with huge potential.
Low cost to produce - so with $ relatively simple to get going- if we have mgrs with experience in supply chain, storage, delivery and sales we have very strong platform for survival. We all know that the pinks are a gamble on prospect- but rarely do they blossom to big leagues...this may be one.
My thought - we will see a cap between 20-30mm (,02-.03) in the near term - with spurts up and down,..we will stay above .01 with some buffer for re-listing....,,but see this going to .03-05 by Mar-June,,,with solid base....This is my base feeling
i think this is conservative,,,,then building to a 50 mm cap ...and then all based on results and contracts trading 2-3 times opportunity - possible 2015-16 to 150mm or .15)
On the way we will start having traders who are coming in now begin to work this...but as this level you are coming in near bottom
all speculation - IMHO