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Tuesday, 04/17/2012 9:31:42 PM

Tuesday, April 17, 2012 9:31:42 PM

Post# of 29204
Good to note some positive action today, i.e. price moving up with announcement of new orders.

While doing some research on another company Cheniere (LNG) I ran across The Dumbest Guys in the Room which led to After The Gold Rush: A Perspective on Future U.S. Natural Gas Supply and Price

Made some nice change on LNG and I'm quite certain that liquefaction in Lake Charles will come to fruition. There will be another nice entry point soon, as dilution will be necessary to service that 5 to 6 billions dollars of debt to build the plant.

That being said the total active rig count in the US is down considerably as it makes no sense to drill expensive gas wells with the price of gas at 2 bucks. Nevertheless, many drillers and producers are shifting their drilling to heavies (oil, and condensate liquids) which are far more valuable in today's world market.

Despite the above speculation I think Capstone will continue to flourish, as gas will remain an issue to be dealt with (flaring is a no-no now) and remote locations whether they be gas wells or oil will require power. The penetration of other markets gives Capstone diversity which again is why I think this company will eventually make money. Today was the first "fun" day in quite sometime, as far as Capstone goes, and a much needed one at that.

No one has yet explained the necessity for an additional 100,000,000 million shares of common Stock, Common Stock Warrants, Preferred Stock and Debt Securities. Anyone?

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