ZBB Energy Corporation Message Board

Bloomberg today:

Fracking Moratorium Urged by U.S. Doctors
By Alex Wayne - Jan 9, 2012
The U.S. should declare a moratorium on hydraulic fracturing for natural gas in populated areas until the health effects are better understood, doctors said at a conference on the drilling process.

http://www.bloomberg.com/news/2012-01-09/fracking-moratorium-urged-by-u-s-doctors-until-health-studies-conducted.html?cmpid=yhoo

Wow, if this gets traction.

Canadian stock that pays monthly, fairly significant dividends!

Not sure how wide the moat is, but I own a little.

Last div received on 12/15; don't have the ex-date off the top of my head.

A number of sources say that if you own it in an USA IRA, the foreign tax is not withheld due to a tax treaty with Canada. Otherwise you have to file the foreign tax credit related stuff.

http://seekingalpha.com/article/312285-poseidon-concepts-offers-a-sea-of-opportunity

http://finance.yahoo.com/q?s=POOSF.PK

http://finance.yahoo.com/q?s=PSN.TO

Thank you again.

Here is another instance of the growing demand for liquid fuel.http://en.wikipedia.org/wiki/Tata_Nano

Thinking about it China's push towards electric cars is as much a move away from liquid fuel as it is from pollution as generating the electricity will create pollution. Might move the source of the pollution or the kind of pollution, but the pollution remains. Example is build a new coal fired generating plant but put it a bit away from the city. New nukes are clean until they are not as in Japan.

Just starting to look at KNDI this morning and looks interesting. If it looks good after a few hours of reading probably buy a little and start to become familiar with it.

http://finance.yahoo.com/q?s=GFS.TO

http://finance.yahoo.com/q?s=GSFVF.PK

http://gasfrac.com/presentations/GASFRACInvestorPresentationJune2011.pdf

I was looking at a non water fracking company last week and misplaced their symbol but it looked promising. The supply of nat gas looks large. The coming crisis is the supply of liquid fuels. There are technologies to convert nat gas to liquid fuels (Fisher Tropish - might have spelled that wrong) and the problem so far seems to be the carbon released from the process, the cost of the plant to conduct the process and the cost of the product exceeding market price of conventional liquid fuels.

There were huge incentives available for these facilities a few years ago. I am not aware of any having been built in the USA. Look for SASOL doing so in China if memory is right. The process was developed by the Germans in the war and SASOL continued it when S African suffered the embargo.

So far the USA has been able to cope for the most part although yesterday I saw regular for $4 a gallon which makes me think the stress must be apparent on many peoples' budgets. It is already bad at the margins such as Pakistan and the margins eventually effect what is now not the margin.

Thank you for KINDI. Will look at it this afternoon. Any suggestions on fracking firms? I lost the one I thought was fine. It is why I almost always buy a little of anything looking interesting. Small amount of $ keeps it in front of me until I get to it. Really feel foolish for misplacing it as 2012 looked like a breakout year for them.

China is making a big push into electric vehicles. I have a position in KNDI, which makes very lightweight and inexpensive cars with "quick change" batteries under the rocker panel. The company appears to be politically well connected, and the required infrastructure is getting built with further political connections to power generation and battery companies. Air pollution is a huge problem there in addition to their actual and feared dependence on foreign oil.KNDI seeks to produce a lot of cars for the masses, and I think they've got a good shot. They will recharge the batteries in off-peak periods.

(And yes, I appreciate the irony of owning a Chinese stock and complaining about lack of "faith" in ZBB's joint venture. Though if their technology gets stolen, it'll be a fair fight in their courts.)

Have you considered what happens if our Fracking Techniques (especially Gasfrac which doesn't use water :-) to Frack ) get exported to lots of other countries? What if the Russian near monopoly on Nat Gas were broken in Europe? I know Poland is pushing Fracking already. France of course has banned it, but if you get the Water issue out the way, even they might come around if Gasfrac figures out a good way to license or export their technology.

Not to say you don't raise lots of good points, but we've heard a lot of them for quite a while and yet we keep stumbling along ... and when the economics of higher oil prices get in place, actions we haven't thought of seem to keep appearing ...

you are the only person's opinion I listen to on this board. Keep up the good info.

moose as for oil consider that China is now the largest automobile market. further as the price of oil has spread wealth folks in places like the Saudi's start to get a taste for automobiles and a more energy intensive lifestyle. Watch for the Saudi's to begin to use more of their oil at home and export less. How does that work for us?

Then consider the time it takes to convert things like liquid fueled truck fleets to nat gas, etc. Doesn't look like a smooth transition to me.

My guess is that there will be a frantic effort at some point. It is a matter of survival of lifestyle. US demand is important, but the rest of the world is making the USA just a part of the demand. Check out Pakistan/diesel fuel and other places of limited wealth in Africa. The shortages have already started and noticeable at the margin. Here we just pay the price because we still can for the moment. On the other hand there are probably a bunch of folks here who can no longer pay the price either.

Faith and belief in the current team assembled. We know there is a need for storage that is going to increase exponentially, we know the grid and electricity problems globally are overwhelming, It appears their product is pretty solid, so we are banking on the team and the leaders of this company to make it happen. At this juncture if you believe in the team you buy the stock, if you don't then you wait.

What isn't even factored into this equation really is that this is a 2013-2015 story. Their are electricity issues now that are severe and oil is a 100 a barrel with 8.6% (by government numbers) to what is probably 15% unemployment. What if unemployment is back down to 4 or 5% and Europe and Japan are recovering, India straightens itself out for a business climate. Who knows, should be fine.

Looking forward to reading it tonight when I get some time.