How many times do we have to tell you politics impact share value?
- Think tax cuts that has allowed companies to bring back their cash tax free which the majority of the companies used to buy back shares increasing their share value. That was politics.
- Think decision today to increase ethanol to 15% year round just to get Iowa voters out. That strictly political decision will negatively impact oil industry and oil stocks and give corn futures more than a little nudge.
- How about the tax on steel that resulted in the largest american nail manufacturer laying off 1/3 of its workers and has warned it will likely go out of business solely as a result of a political decision.
With respect to WARM, there are at least three political decisions that hurt us:
(1) renegotiating NAFTA to be a barely different agreement than it already was and giving it a new name. Given the description in the last 10Q we are justified in concluding that decision tanked this companies one and only multi-million dollar sale. That deal was crated by politics. We investors of WARM should be unhappy with the cheetos inane decision to mess with NAFTA.
(2) The cheeto claiming he would invest 1 trillion tax dollars into infrastructure then bait and switching it with maybe 200 million tax dollars (the rest falling from trees..not sure..), then never following through resulted in this company making a bad decision to give some used-car salesman a bunch of shares and almost $100k a year to convince potential customers they could use WARM's technology during all that work the infrastructure investment would generate.
(3) loosened clean air requirements. A big selling point of WARM's mobile generation was an economical way of meeting expected improvements to clean air requirements. Integrating the needed technology into tow-behind generates significantly increased their cost. WARM's MG would not have that increase because it leverages the clean technology already in the vehicles. Thus, it would be an easier sell because companies would be in a position of having to buy replacement generators to meet the new standards and MG would be a much cheaper way to do that. Now they are 'the same price' and companies who need mobile generators already have them as tow-behinds and have no motivation to replace this perfectly working units. The only market remaining is the niche market of where mobile generation is needed across rough terrain.
So kindly keep your request of keeping politics out of a stock message board to yourself. Let me try to phrase it in a way you can understand, politics have had HUGE, TREMENDOUS, and BIGLY impacts on stock values. As such politics are a valid topic on stock message board, especially this one.
