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Intuitions25

05/19/11 6:52 AM

#18499 RE: grajekk #18498

Grajekk, what questions haven't been answered?
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Buenijo

05/19/11 7:47 AM

#18500 RE: grajekk #18498

Grajekk, I think I may understand what you're feeling. If you're thinking of pulling out because of a financial hardship, then by all means do what you must. If not, then consider the following. My thinking on this company has been long term since day one (10 years out during 2007, so still 6 years to go). What I have argued in my posts is primarily that Cyclone is filling a huge void by developing modern steam engines. While I am no expert, I do know enough to be thoroughly convinced that Cyclone is doing it the right way. This explains why I have such a long term outlook... I understand better than most how difficult the problem is. A good metaphor here is imagining a group of people lost in a dense forest. They must hack through the brush with machetes. The machetes must be sharp, and they must be handled efficiently by the user. Most important, the group has to hack through the brush in the right direction! I'm convinced that the basic design of the Cyclone engines, and the markets that Cyclone is currently targeting, represent moves in the right direction. Unfortunately, there is a lot of brush to hack through.

Sorry for the cheesy metaphor, but it works. Many people tried to bring steam engines back over the last several decades only to crash and burn. Nobody is going to give Cyclone a break without seeing some serious results. This cannot be offered without thousands of hours of run time on the engines with incremental improvements along the way. It takes years.
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dotell

05/19/11 9:25 AM

#18502 RE: grajekk #18498

I'll miss you grajekk, come back and visit. I too see it the way Buenijo does - long term and it's the right tech at the right time. The so called "brush" is, IMO, everything from working out the bugs in the new tech of water lubricated ceramic bearing surfaces to dealing with the massive marketing forces aligned against the success of this little engine, to developing efficient manufacturing techniques. Internal combustion technology has a 100 year head start - which at one point represented a very huge part of the US economy. In the early 70's I remember that Detroit auto was directly related to one third of the GDP. I would say that in Buenijo analogy it's more like cutting a new path through dense brush while climbing uphill at the same time.
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ball8

05/19/11 2:31 PM

#18503 RE: grajekk #18498

What questions have you asked?
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ball8

05/19/11 3:10 PM

#18505 RE: grajekk #18498

This is a great stock, in my humble opinion!
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ball8

07/30/11 10:43 AM

#18690 RE: grajekk #18498

In light of the apparent cancellation of this run, grajekk what do you think is going on? Please tell me.