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Seasound

09/14/12 11:17 AM

#13574 RE: CaptWhizbang #13573

Nice to read the July 13 article again, i.e. Act 1. The second act was much shorter without the background details to support the thesis. IMHO, Act 2 is again the same old dog being trotted out, trying to make him hunt. "Since the time of my previous article of July 13, 2012, there have been exciting developments for Capstone MicroTurbine(CPST), all serving to reinforce my previously expressed view that the stock could triple in value. In fact, on September 5, 2012, a $2 target was initiated at Craig-Hallum, which exhibits confidence that the stock will double in value." BTW, Peak Performance is an anonymous contributor to Seeking Alpha who has submitted 4 articles, 2 of them about Capstone. Peak also has a whopping 23 followers. If this is the most exciting thing this author can come up with we are knee deep in methane--my opinion.

Craig-Hallum has a slide show on their homepage with photos of Westport Innovations and Clean Energy among others. Digging further into their site they apparently hold no Capstone shares according to their "Recent Transactions" drop-down from "Transactions." They have one analyst following CPST, Eric Stine. Interesting that Mr. Stein thinks he has a 2 bagger on his radar, but the company owns no CPST shares as far as I can tell.

My concern at the moment is the seemingly longer than usual time-frame in announcing new orders. Nonetheless, other back-orders could have been shipped during this quarter which will help the Q2 numbers, and hopefully maintain the 20 consecutive quarter of revenue growth. If that doesn't happen I'll have "watershed eye."

Long and hanging sideways, which of course is better than being long and hanging as the PPS goes down.
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iheartweimers

09/14/12 10:38 PM

#13578 RE: CaptWhizbang #13573

"the low prices of natural gas will continue to pose a threat to the future growth of wind and solar energy until at least 2030 according to the International Renewable Energy Agency, a United Nation's agency."
This quote, buried in the SA article, is the typical lament that
I have written about many times in the defense of fracking.
The most fascinating part of Obama's acceptance speech
at the Democratic convention was when he put it right out
there in saying we will have to use gas, oil, even clean coal,
to meet our energy needs. This must have terribly confused
some of the people who thought he was their man. Here is
an argument that I found humorous, even..

http://www.humanevents.com/2012/09/13/environmentalists-oppose-obamas-plan-to-develop-solar-energy-zones/#comment-649902523