Replies to post #12843 on Capstone Green Energy Corp (fka CGRNQ)

[Seasound]

Okay, enough said on the irrational exuberance comments. There are very few things I disagree with you on actually, and I do consider you the resident expert on Capstone. I'm certainly not gloating and didn't mean to snipe. I offer you an apology and we'll hopefully agree to disagree. At the same time I hope your views are dead on and I wouldn't expect to see you not stand by them. Believe me, I will be the first to admit when I'm wrong.

I'm just a bit bummed about some of the "analysts'," who, btw, I don't consider experts, interpreting the Q4 CC as I did. The problem with the MSM analysts is that they have larger followings who in turn tend to heed the advice or take it at face value. We have all seen downgrades that can cause a company to take a pretty close haircut. A downgrade from outperform to market perform certainly isn't a tipping point--at least I hope not.

All things said the price is still holding up today, at least so far. I just hope it's not the beginning of another short churn that we wrote about last week prior to the CC.

Respectively,

Seasound

[gene_genome]

Perhaps this news was trotted out to hopefully off-set the downgrade this morning from FBR Capital..

Well..these guys don't come across to me as petty media chasers..there has been plenty of times we were in desperate need..and they wouldn't even throw us a bone..Captain..I think you met most of the Capstone people..mostly positive..right?

The downgrade was released about 4:30 AM EST..News 8:30 AM EST..aren't most CA people in dreamland at that EST time?

Anyway..I didn't know much about Lukoil until this AM..
Headquartered in Moscow, Lukoil is the second largest public company (next to ExxonMobil) in terms of proven oil and gas reserves!

General Information
LUKOIL is a major international vertically-integrated oil & gas company, accounting for 2.2% of global output of crude oil.
The strong position, which the Company enjoys today, is the fruit of 20 years work to expand the reserve base, increasing business scale by seeking out and executing strategic transactions.


LUKOIL today

2.2% of global production of crude oil

The largest privately owned oil & gas company in the world by proved oil reserves

4th largest privately owned oil & gas company in the world by oil production

16.6% of Russian crude oil production and 17.7% of Russian crude oil refining

One of the biggest Russian oil business groups with $133 billion revenue and net income in excess of $10 billion


Exploration & Production segment

LUKOIL is implementing oil & gas exploration and production projects in 12 countries.

Proved reserves as of December 31, 2011 were 17.3 billion barrels of oil.

90.5% of Company’s proved reserves and 90.5% of marketable hydrocarbon production are in Russia.

The Company is also taking part in projects in 5 countries outside Russia.

Most activity is concentrated in four federal districts of the Russian Federation: the North-West, the Volga, the Urals and the South.

The Company's main resource base and oil production region is Western Siberia which accounted for 42% of proved hydrocarbon reserves and 49% of LUKOIL’s hydrocarbon production in 2011.

International projects account for 9.5% of Company’s proved hydrocarbon reserves and 9.5% of marketable hydrocarbon production.


http://www.lukoil.com/

[S32309]

I have seemed to come to the same conclusion. Out of the mouth of Babes comes ??'s

[frankie_fillet]

there is a push in New Jersey that was in the news today to install LNG filling stations... I think we are going to see the first LNG/hybrids soon. The will need it because the LNG cars don't get quite the same gas mileage as a gasoline engine.