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Re: iyengars post# 5377

Thursday, 01/15/2015 12:36:03 AM

Thursday, January 15, 2015 12:36:03 AM

Post# of 21159
HYSR hand and fist over utility corporations

Utilities have oil exposure and thus the bad balance sheet

And now people are shorting them like crazy

I believe in GEs pivot at the 1 year low they hit today - the rest of the market is on a short selling spree

The utilities have more leverage than anyone to convert to thes new technologies

And they have access to capital and equity etc...

Meaning they have, can, and do experiment every day with these different technogies.

XCEL is doing lots of Wind.

ABGB is a whole case study but just appears to get more awesome... Big rebound on Yield find ABY

HYSR is going to take long to establish earnings because well... You have to make revenues fair.

University of California wants fair. DoE wants fair and everyone thinks more % is more fair.

The industry will be distributed amongst energy players and you better believe as the market turns red, that cash is going into property and real estate before.

Consolidation happening more frequently in American markets.

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