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CAEI webcast
was not able to see the slides
http://www.wsw.com/webcast/clst/caei/
CAEI will get exposure from this summer's Olympics from their landmark project National Grand Theater in Beijing.
It has a titanium roof and glass curtain wall done by CAEI. It is the largest and most well known theater in the world.
National Grand Theater, Beijing China
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
CAEI webcast
was not able to see the slides
http://www.wsw.com/webcast/clst/caei/
CAEI will get exposure from this summer's Olympics from their landmark project National Grand Theater in Beijing.
It has a titanium roof and glass curtain wall done by CAEI. It is the largest and most well known theater in the world.
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
GIGM pinch on hourly in last week's shortened session looking
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
JNPR looking good
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
ACCL nice setup except some don't care for 52wk low reversals
crossing ema8 here eod
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
CZZ got stopped out for reasonable gain.
still think this one is long term winner
check out this report which further substantiates the need to source biofuels from non-food biomass, of which sugarcane certainly qualifies.
July 7, 2008 7:16 AM PDT
World Bank: Biofuels lift food prices 75 percent
Posted by Martin LaMonica
http://news.cnet.com/8301-11128_3-9984444-54.html
CDS add
SDTH conf call transcript: 1Q2008
http://seekingalpha.com/article/79054-shengdatech-inc-q1-2008-earnings-call-transcript
"we added 11 new customers, during the first quarter of 2008, including two PVC manufacturers, three tire manufacturers, two latex manufactures and four adhesive manufactures.
"
we added three new international customers in the first quarter of 2008. These customers are located in Vietnam, Malaysia and Thailand, and have purchased NPCC for use in PVC, polyethylene, and latex respectively
we are still in the very early stages of penetrating the enormous market opportunity for high-quality NPCC, used as a functional filler, in a variety of high-end applications.
Chem biz:
we experienced strong growth in our coal-based chemical business due to increasing demand for fertilizer products in China. Revenue from ammonia bicarbonate, a key raw material used in producing nitrogenous fertilizers, saw the largest increase due to stronger market demand and an increase in market prices
NPCC for use in surface coating of high-grade color inkjet printer: increases the paper's whiteness, brightness, opacity, smoothness, rate of ink absorption and also bolsters the paper's tensile strength.
NPCC in PE products significantly improves the quality of the end products and reduces the amount of polyethylene needed, thereby reducing the overall cost of raw materials.
a new NPCC product for use in asphalt. Our research team began this project in the fourth quarter of 2007 in collaboration with Tongji University, one of China's leading research institutions. As a functional filler in asphalt pavement, NPCC helps prevent water damage and ultraviolet oxidation, which are two of the primary causes of highway damage...decrease the frequency of costly road repairs. NPCC can also lower production cost for asphalt manufacturers as it reduces the amount of raw materials needed to produce their finished products.
NPCC application in development is for use in epoxy resin:
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
CAEI link to last earnings call transcript
http://seekingalpha.com/article/79459-china-architectural-engineering-inc-q1-2008-earnings-call-transcript
fle tomorrow in NYC
Collins Stewart Fourth Annual Growth Conference to be held July 8-10, 2008 at the Mandarin Oriental Hotel in New York City.
John Anderson, Chief Operating Officer of China Architectural Engineering, and Haris Tajyar, Managing Partner of Investor Relations International, are scheduled to present at 10:30 a.m. Eastern Time on Tuesday, July 8, 2008.
Interested parties can access a live audio webcast and accompanying slide presentation via the Internet by visiting the investor relations section of the Company's Web site at www.caebuilding.com. An archived presentation will be available on the Web site for 30 days.
NOEC: positive news re. reduction in VATs for their alt. energy fuel in china
New Oriental Energy & Chemical Says Government Decision to Reduce the Value-Added Tax (VAT) on Dimethyl Ether (DME) Reflects Its Strong Interest in Boosting Utilization of Coal-Based Alternative Energy
Monday July 7, 8:30 am ET
The Company Also Sees Favorable Impact on Its FY '09 Bottom Line
http://biz.yahoo.com/iw/080707/0413266.html
added this a.m.
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
CHDX gapped on news long way down from recent still
Chindex International, Inc. Announces Receipt of Key Regulatory ApprovalsChina SFDA Certificates Received Include Intuitive Surgical daVinci S
Wednesday July 2, 7:43 pm ET
http://biz.yahoo.com/prnews/080702/cnw027.html?.v=25
Shaking Up China's Medical System
Bethesda Firm Breaks Into New Market With Western-Style Hospitals Catering to Wealthy
By Kendra Marr and Ariana Eunjung Cha
Washington Post Staff Writers
Monday, June 23, 2008; D01
http://www.washingtonpost.com/wp-dyn/content/article/2008/06/22/AR2008062201742_pf.html
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
CHDX gapped on news long way down from recent still
Solar: looming cut in Spanish solar incentives is casting pall on the sector
Solar Stks Feel The Heat: Report Spain Plans Subdidy Cut
Posted by Eric Savitz
http://blogs.barrons.com/techtraderdaily/2008/07/01/solar-stks-feel-the-heat-report-spain-plans-subdidy-cut/
PBW is feeling the pain as well as the new etf TAN
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
DBC more highs
"Green" 2008 Pick(s) of the Year contest entries: quick view
obviously not a great month
annualized gains of more than 100%
PDS stuffit
RNIN mcmike, rilo787
GSI huh
annualized gains 50-99%
MOS frogfan
PAL flatsixer
annualized gains 0-49%
ABAT skaka
SATC tommycockles
DGLY lizzybell & mikes97707
GLD icono
6 tickers were up 10% or more in June
2 tickers were up
MO and PM now comprise the former MO
CHK PXP deal adds some color to value of Haynesville Shale players
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=30415117
HK a direct beneficiary
Natural Gas: Playing the Haynesville Shale
http://seekingalpha.com/article/77406-natural-gas-playing-the-haynesville-shale
Follow Up on Chesapeake, Petrohawk's New Finds
http://seekingalpha.com/article/70048-follow-up-on-chesapeake-petrohawk-s-new-finds
Chesapeake Energy's Eight New Shale Plays
http://seekingalpha.com/article/69831-chesapeake-energy-s-eight-new-shale-plays
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
more on volume spikes
a ton of etfs rebalance on a quarterly basis; you notice my quarterly updates on the Halter China and PBW Clean Energy indicies
this can also lead to some increased volumes at the end of June in the etfs that are pegged to indicies that other fund managers use for various accounts
Russell rebalancing: the best explanation?!
http://www.nasdaq.net/PublicPages/Russell_Rebalance.aspx
Opening and Closing Crosses explained
http://www.nasdaqtrader.com/Trader.aspx?id=OpenClose
here is a 26pg study of the effect of additions and deletions to Russell indicies:
http://www.russell.com/indexes/documents/RussellResearch_Price_Pressure_Russell_Index_Recon.pdf
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
GLNG 1 day Finerman rally or.........
Monday, 30 Jun 2008
Your Gameplan For Second Half of ’08
http://www.cnbc.com/id/25458926/?__source=yahoo|headline|quote|text|&par=yahoo
The Group‘s principal activities are to acquire, own, operate and charter LNG carriers through its subsidiaries. The Group is focused on the chartering of LNG carriers and the development of LNG supply chain projects and potential investments, in particular offshore regasification terminals. The customers of the Group are among others: BG Group and its subsidiaries, Pertamina, the state-owned oil and gas company of Indonesia and Shell Charters.
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
PXP CHK partnership for Haynesville Shale
watch for more upside in PQ GDP HK QBIK as news continues to be extremely bullish for this new nat. gas field
Chesapeake enters into Haynesville Shale venture
Tuesday July 1, 5:22 pm ET
Chesapeake Energy enters into joint venture with Plains Exploration for Haynesville Shale
http://biz.yahoo.com/ap/080701/chesapeake_energy_joint_venture.html?.v=1
doubt that this is CHK laying off risk
they need capital access to fully exploit the acreage
ZIXI hot
TAN exploration of new etf
Melvin & Company Introduces the First Global Solar Energy Index
MAC Global Solar Energy Index to Track 25 Global Solar Companies
with Combined Market Cap near $100 Billion
http://www.reuters.com/article/pressRelease/idUS204786+09-Apr-2008+BW20080409
The MAC Global Solar Energy Index has been licensed to Claymore
Advisors, LLC, which anticipates launching the first solar power
exchange-traded fund (ETF) on the NYSE-Arca under the symbol "TAN" in
April (www.claymore.com/tan).
Claymore/MAC Global Solar Energy Index ETF (TAN)
http://www.etfconnect.com/select/fundpages/etf_funds.asp?MFID=185513#Fund%20Basics
As of 03/31/2008
Holding Dollar Value % of Total Portfolio
FIRST SOLAR INC N/A 8.68
RENEWABLE ENERGY CORP AS N/A 7.81
Q-CELLS AG N/A 6.84
SUNTECH POWER HOLDINGS ADR N/A 5.92
SOLARWORLD AG N/A 5.27
LDK SOLAR CO LTD-ADR N/A 5.17
JA SOLAR HOLDINGS CO LTD N/A 4.79
YINGLI GREEN ENERGY - ADR N/A 4.70
SUNPOWER CORP-A N/A 4.62
MEMC ELECTRONIC MATERIALS INC N/A 4.14
57.94
China 29.9%
Germany 29%
U.S. 26.3%
Norway 7.3%
other 7.4%
http://www.macsolarindex.com/stock_constituents.php
MAC Solar Power Bloomberg Primary Stock Stock Exposure Weight
Constituent List Ticker Exchange Listing Currency Factor 16-Apr
Country 2008
First Solar Inc. FSLR:US NASDAQ GM US USD 1 9.10%
Renewable Energy Corp. ASA REC:NO Oslo NO NOK 1 7.40%
Q-Cells AG QCE:GR Xetra DE EUR 1 6.20%
MEMC Electronic Materi WFR:US New York US USD 0.5 6.00%
Suntech Power Holdings STP:US New York US USD 1 5.70%
SolarWorld AG SWV:GR Xetra DE EUR 1 5.10%
LDK Solar Co. Ltd. ADS LDK:US New York US USD 1 4.90%
Energy Conversion Devi ENER:US NASDAQ GS US USD 1 4.70%
SunPower Corp. Cl A SPWR:US NASDAQ GM US USD 1 4.50%
JA Solar Holdings Co. JASO:US NASDAQ GM US USD 1 4.30%
Yingli Green Energy Holding YGE:US New York US USD 1 3.90%
Evergreen Solar Inc. ESLR:US NASDAQ GM US USD 1 3.50%
centrotherm photovoltaics AG CTN:GR Xetra DE EUR 1 3.40%
Canadian Solar Inc. CSIQ:US NASDAQ GM US USD 1 3.30%
ErSol Solar Energy AG ES6:GR Xetra DE EUR 1 3.20%
Solarfun Power SOLF:US NASDAQ GM US USD 1 3.00%
Solaria Energia y Medio SLR:SM NASDAQ GM ES EUR 1 3.00%
Solon AG fuer Solartechnik SOO1:GR Xetra DE EUR 1 3.00%
Meyer Burger Technology AG MBTN:SW SWX Elec CH CHF 1 2.60%
Trina Solar Ltd. ADS TSL:US New York US USD 1 2.60%
Conergy AG CGY:GR Xetra DE EUR 1 2.50%
Roth & Rau AG R8R:GR Xetra DE EUR 1 2.40%
Manz Automation AG M5Z:GR Xetra DE EUR 0.5 2.00%
China Sunergy Co. Ltd. ADS CSUN:US NASDAQ GM US USD 1 2.00%
Emcore Corp. EMKR:US NASDAQ GM US USD 0.5 1.70%
ANAD re rebuy
perfect retrace to the 23.6% fib on the October high to March low
next target 10.92
ref post shows the hourly pinch, longer term charts on that post's ref. post
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
PFCB basing/ pinch/ on watch
recent investor presentation:
http://www.pfcb.com/docs/InvestorDay2008.pdf
Q12008
http://phx.corporate-ir.net/phoenix.zhtml?c=62237&p=irol-newsArticle&ID=1133747&highlight=
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
COIN news and CNBC mention
high cost of petrochemical-based fertilizers is going to make organic fertilizers increasingly attractive
COIN has had 2 recent PRs:
Converted Organics Receives Permits From State of N.J. for Woodbridge Facility
Monday June 30, 7:00 am ET
http://biz.yahoo.com/bw/080630/20080630005467.html?.v=1
Converted Organics Receives First Delivery of Liquid Food Waste at New Woodbridge, N.J. Manufacturing Facility
Tuesday July 1, 7:00 am ET
http://biz.yahoo.com/bw/080701/20080701005051.html?.v=1
here is the CNBC clip:
http://www.cnbc.com/id/15840232?video=781905767
demand for video might be hanging it ... havent been able to rewatch the segment yet
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
GLNG
CDS added to Russell 3000 and Microcap Indicies
stock acting poorly
looking for bottom/support for add
Final Russell Index Reconstitutions:
http://www.russell.com/Indexes/membership/Reconstitution/default.asp
CAEI added to Russell 3000 & Microcap indicies
in retrospect, the bump from Business Week mention happened on first distribution in first week of June, not on the publishing date mid-month
NOEC + added to Russell Microcap - file 10K-NT
not able to get earnings out on time
CAEI added to Russell 3000 and Russell Microcap
Gapper = JADE oversold bounce
a close above the gap opening low would be nice
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
Halter China Index changes
Ticker Company Name Old Shares New Shares
ACH Aluminum Corp of China Ltd 540979400 540979520
ACTS Actions Semiconductor Co Ltd 84965000 84620000
ADY American Dairy Inc 16952000 16952000
ASIA AsiaInfo Holdings Inc 45154000 45388000
ATV Acorn International Inc 30253000 30253000
BIDU Baidu.com 34133000 34133000
CAAS China Automotive Systems Inc 23960000 25130000
CAST ChinaCast Education Corp Addition 27298000
CBAK China BAK Battery Inc 53224000 53227000
CEA China Eastern Airlines Corp Ltd 48669500 48669500
CEDU ChinaEdu Corp 19478000 19478000
CEO CNOOC Ltd 446681000 446681000
CHA China Telecom Corp Ltd 809323670 809323670
CHDX Chindex International Inc 12451500 13197000
CHINA CDC Corp 106401000 106401000
CHL China Mobile Ltd 4006948000 4008755000
CHU China Unicom Ltd 1365304000 1366208000
CISG CNinsure Inc Addition 43861000
CMED China Medical Technologies Inc 27400000 27400000
CN China Netcom Group Hong Kong Ltd 334202000 334960000
CNTF China Techfaith Wireless Comm 43324000 43328000
COGO Cogo Group Inc 38499000 38499000
CSIQ Canadian Solar Inc 27270000 27270000
CSR China Security & Surveillance 42882000 42859000
CSUN China Sunergy Co Ltd 39555000 39555000
CTRP Ctrip.com International Ltd 65134000 66442000
CYD China Yuchai International Ltd 37268000 37268000
DSWL Deswell Industries Inc 15791000 15791000
EDU New Oriental Education 35278000 35278000
EJ E-House China Holdings Ltd 82474000 82474000
FFHL Fuwei Films Holdings Co Ltd 13063000 Deletion
FMCN Focus Media Holding Ltd 128629000 128727000
FSIN Fushi Copperweld Inc 27454000 27048000
FUQI Fuqi International Inc 20925000 20925000
GA Giant Interactive Group Inc 257242000 239757000
GRO Agria Corp 63200000 63200000
GSH Guangshen Railway Co Ltd 141670740 141670740
GSOL Global Sources Ltd 46572000 46572000
GU Gushan Environmental Energy Ltd 83416000 83416000
HMIN Home Inns & Hotels Management I 34812000 35513000
HNP Huaneng Power International Inc 301383550 301383550
HRAY Hurray! Holding Co Ltd 22298000 21865000
HSWI HSW International Inc 53575000 53608000
JASO JA Solar Holdings Co Ltd 157260000 154355000
JOBS 51job Inc 28497000 28266000
JRJC China Finance Online Co Ltd 20877000 20877000
KONG KongZhong Corp 35580000 35579000
KUN China Shenghuo Pharmaceutical 19679000 19679000
LDK LDK Solar Co Ltd 104588000 106045000
LFC China Life Insurance Co Ltd 1884313667 1884313533
LFT Longtop Financial Technologies 49278000 50274000
LONG eLong Inc 25122000 25122000
LTON Linktone Ltd 23922000 24029000
MR Mindray Medical International L 103728000 103728000
NCTY The9 Ltd 28763000 28763000
NED Noah Education Holdings Ltd 36721000 36721000
NINE Ninetowns Internet Technology 34992000 34992000
NPD China Nepstar Chain Drugstore 103125000 106539000
NTE NAM TAI Electronics Inc 44804000 44804000
NTES Netease.com 127555000 127555000
PTR PetroChina Co Ltd 1830209840 1830209690
PWRD Perfect World Co Ltd 11171400 11359600
QXM Qiao Xing Mobile Communication 52500000 52500000
SCR Simcere Pharmaceutical Group 62500000 62500000
SDTH ShengdaTech Inc 54202000 54202000
SEED Origin Agritech Ltd 22974000 22974000
SHI Sinopec Shanghai Petrochemical 72000000 72000000
SINA Sina Corp/China 54668000 54668000
SMI Semiconductor Mfg Intl Corp 371616000 371768000
SNDA Shanda Interactive Entt Ltd 71604000 71604000
SNP China Petroleum & Chemical Corp 867024380 867024380
SOHU Sohu.com Inc 37744000 37744000
SOLF Solarfun Power Holdings Co Ltd 57411000 57411000
SORL SORL Auto Parts Inc 18279000 18279000
SPRD Spreadtrum Communications Inc 41443000 42200000
SSRX 3SBio Inc 21728000 21728000
STP Suntech Power Holdings Co Ltd 150461000 153124000
STV China Digital TV Holding Co Ltd 55497000 57297000
SUTR Sutor Technology Group Ltd 37956000 37956000
SVA Sinovac Biotech Ltd 40268000 42813000
TBV Tiens Biotech Group USA Inc 71334000 71334000
TCM Tongjitang Chinese Medicines Co 33423000 33423000
TSL Trina Solar Ltd 24934000 24973000
TSTC Telestone Technologies Corp 10405000 Deletion
UTSI Utstarcom Inc 123468000 125099000
VISN VisionChina Media Inc 68350000 68350000
WATG Wonder Auto Technology Inc 23960000 26960000
WH WSP Holdings Ltd 100000000 100000000
WX WuXi PharmaTech Cayman Inc 61528000 62450000
WZEN Webzen Inc 43247000 43247000
XFML Xinhua Finance Media Ltd 69036000 70058000
XIN Xinyuan Real Estate Co Ltd 71975000 71975000
XING Qiao Xing Universal Telephone I 29649000 29649000
YGE Yingli Green Energy Holding Ltd 126924000 126924000
YTEC Yucheng Technologies Ltd 16600000 16610000
YZC Yanzhou Coal Mining Co Ltd 98368000 98368000
ZNH China Southern Airlines Co Ltd 87483560 87483560
PBW quarterly rebalance
first blush: paring of solars and upping or adding the fuel cell/ flywheel-storage / battery technologies
Additions
ABAT Advanced Battery Technologies
BCON Beacon Power
CPL CPFL Energia SA
HEV Ener1
HTM Geothermal
QTWW Quantum Fuel Systems
SQM Sociedad Quimica y Minera de Chile SA
VLNC Valence Technology
Deletions
ACPW Active Power
Ticker Component Name Old Share Weight New Share Weights
ABAT Advanced Battery Technologies Inc Addition 1835018
ACPW Active Power Inc 1203019 Deletion
AMAT Applied Materials Inc 497066 470707
AMSC American Superconductor Corp 421583 239775
APD Air Products & Chemicals Inc 94947 80857
ARGN Amerigon Inc 426736 262114
ASTI Ascent Solar Technologies Inc 168986 192677
BCON Beacon Power Cor Addition 1233998
BLDP Ballard Power Systems Inc 1676465 2709988
CBAK China BAK Battery Inc 2286045 2046444
COMV Comverge Inc 884882 722359
CPL CPFL Energia SA Addition 136134
CPN Calpine Corp 513987 386201
CREE Cree Inc 329379 397431
CZZ Cosan Ltd 720641 644014
ELON Echelon Corp 723879 821446
EMKR Emcore Corp 1914537 1435632
ENER Energy Conversion Devices Inc 329482 139656
ESLR Evergreen Solar Inc 1348106 946774
FCEL FuelCell Energy Inc 1090833 1358523
FSLR First Solar Inc 51777 37854
FSYS Fuel Systems Solutions Inc 168563 283903
GU Gushan Environmental Energy Ltd 888383 668583
HEV Ener1 Inc Addition 1382326
HTM US Geothermal Inc Addition 930727
IDA Idacorp Inc 289049 286191
IRF International Rectifier Corp 459126 468435
ITRI Itron Inc 106664 98932
JASO JA Solar Holdings Co Ltd 644680 572905
MDTL Medis Technologies Ltd 769118 684273
MXWL Maxwell Technologies Inc 822638 817156
NBF Nova Biosource Fuels Inc 1338458 3542769
OMG OM Group Inc 159253 245851
OPTT Ocean Power Technologies Inc 160021 241375
ORA Ormat Technologies Inc 276157 207846
PANL Universal Display Corp 695961 753205
PEIX Pacific Ethanol Inc 446153 1126419
PLUG Plug Power Inc 2259583 4497178
POR Portland General Electric Co 407768 373557
QTWW Quantum Fuel Systems Tech Addition934688
RBCN Rubicon Technology Inc 316485 426243
RZ Raser Technologies Inc 1356424 1197689
SOL Renesola Ltd 1017659 508720
SPIR Spire Corp 156067 162705
SPWR Sunpower Corp 158899 135587
SQM Sociedad Quimica y Minera de Chile SA Addition 197021
STP Suntech Power Holdings Co Ltd 309383 265408
TSL Trina Solar Ltd 371179 288332
ULBI Ultralife Corp 736152 195420
VLNC Valence Technology Inc Addition 2651730
VRNM Verenium Corp 2623219 1233998
VSE VeraSun Energy Corp 1144493 2004121
WFR MEMC Electronic Materials Inc 140584 146302
YGE Yingli Green Energy Holding Co Ltd 660376 587618
ZOLT Zoltek Cos Inc 433301 389730
CAEI webcast & slideshow
Piper Jaffray Industrial Growth Conference Presentation
Thursday, June 12, 2008 – 2:30 p.m. Eastern Time
Replay will be available until July 11, 2008
http://www.corporate-ir.net/ireye/conflobby.zhtml?ticker=RCH&item_id=1866820
margin expansion coming
revenue mix tilting from predominantly China to majority international:
2006 88:12
2007 90:10
2008e50:50
2009e35:65
company is expanding beyond envelope systems to include eco and energy-saving systme design and engineering
internal goals call for 45% and 60% annual growth in revs. and earnings
record backlog now over 200million
5yr CAGR rev growth >40%
5yr CAGR earnings growth >36%
insider ownership 73%
float 5.4mil shares
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
CPST Russell 3000, conversation with IR + wild card
CPST's recovery this year has put it back into the Russell 3000
I called IR to inquire about their inclusion in the new wind etf:FAN
They knew nothing about this, but we had a nice conversation re. some other areas:
I was pleased to hear that the Walmart demonstration in Colorado which first piqued my interest in CPST is not moribund, but still very much on the table.
The installation was done in conjunction with UTX in what is now called a "PureComfort" system
http://www.purecomfort.com/fs/com/bin/fs_com_Page/0,5672,0127,00.html
[this link has pics of both the above & below systems]
I was also told that the recent 7th annual JMP Securities Reserarch investment conference at the Ritz-Carlton in San Francisco offered a kicker to interested participants who were invited to see the hotel's CCHP installation
http://www.chpcentermw.org/rac_profiles/pacific/RitzCarlton_v1_2.pdf
CCHP stands for combined cooling, heating and power
http://www.fuelcellsworks.com/Supppage3716.html
http://www.microturbine.com/_docs/CaseStudyRitzCarlton.pdf
The staff at the Ritz-Carlton who led the field trip to the Pure Comfort system said that the savings was substantial and that he would install them systemwide if he owned the hotel chain!
here is the powerpoint link for that webcast:
http://media.corporate-ir.net/media_files/irol/12/120708/presentations/JMP_Securities_Research_Conference-May2008.pdf
Wild Card
Peter Castellanos – Glacier Partners
Do you think we might see a deal for your air bearing technology in a parallel market or in another vertical going forward this year?
Darren Jamison
I would say the answer is yet but I’m not sure on the timing. We are in conversations with probably a half dozen companies. Unfortunately we are under NDA with all of them. But we see lots of opportunities for our air bearing. It is the only bearing that works in a hot section of a jet engine. So we are seeing large turbine applications, helicopter engine applications, airline APU applications, compressors, all the way down to the turbo chargers.
So we have a team within Capstone that is out there actively demonstrating our product and working on developments with other companies. We are very open to that. I think the company in the past was a little more restrictive on sharing our technology but I think the best way to keep somebody from stealing it is to sell it to them at a reasonable price. That will not be our core business though. That will be an ancillary product line for us.
http://seekingalpha.com/article/81155-capstone-turbine-corporation-f4q08-qtr-end-03-31-08-earnings-call-transcript
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
YTEC Roth initiation: target $19
Roth Capital initiates YTEC with a Buy (previously not rated) and price target of $19 saying that top tier banks in Beijing are sharply increasing their spending in systems infrastructures, including network systems, call centers, payment systems, hardware for new branches, and machine upgrades and installs, in order to optimize the banking services during the summer Olympics. As one of the leading systems integrators, YTEC is capturing the high growth opportunity under the current market circumstance, according to management. The firm expects YTEC will have robust revenue growth from the systems integration sector. They project the higher sales will lower total gross margin as systems integration services has only approximately 11% gross margin versus around 56% of IT-solution services
http://news.moneycentral.msn.com/provider/providerarticle.aspx?feed=BCOM&date=20080630&id=8841837
HK report on horizontal Haynesville drilling
Petrohawk says Haynesville Shale well starts production
Mon Jun 30, 2008 9:30am EDT
http://www.reuters.com/article/marketsNews/idINBNG30249620080630?rpc=44
GDP CHK also have interests in this play