Even with the difference in tariffs rates, JKS can still sell for cheaper than TSL and make the same gross. 4% cheaper. This according to their costs of mfr-ing.
I imagine JKS is still competitive with non-tariffed brands too. With JKS with tariff and others without tariffs.
just waiting . . .
When it comes to its "America's Natural Gas Highway" -- the company's expansion into natural gas refueling stations for over-the-road heavy trucks -- Clean Energy has almost 30 stations opened, with some 60 more ready to go as heavy-duty truckers order trucks. With a current goal of 150 total stations, finishing the year with the majority of the 90 stations already built, open for business, would be a huge step forward. from MF
Despite this, Europe’s shipowners are acting. For example, major long-haul ferry operator Brittany Ferries has decided to switch its entire fleet to LNG power. Frédéric Pouget, group maritime, port and operations director explains, “We have two clear steps. We had to get the commercial side to add up, then we could tackle the technical issues.”
After extensive commercial and risk analysis the decision was made last year that the best way to comply with emission requirements was to switch to LNG power across the fleet. “We can’t do that in one step,” says Mr Pouget, “but we can take advantage of this move to further modernise our fleet.”
A newbuild project, code named ‘Pegasis’, will be the largest capacity car, truck and passenger ferry yet built for LNG propulsion. It will be the first passenger ferry anywhere to use membrane tanks for LNG fuel. “We need the fuel capacity for our long routes,” explains Mr Frédéric. “Pegasis will have a tank capacity of 1,350m³ of LNG, and we intend that bunkering of LNG will be no more frequent than it is now for HFO. We are also working with suppliers to set up an LNG barge solution which will service our ports as a bunker facility and deliver LNG at the same or lower price than HFO. We plan to have a very clean fleet without a commercial penalty.”
seems like the longs have addressed many of the points, but also much of the "info" in the article seemed like pure conjecture, so how to deal with that? Please tell us more of these phantom stations that that SA writer talks about. The implication by the SA writer is that there are all these 70 or 90 stations that will never open that CLNE claims are open and "truck friendly". No, I have not seen these stations, so I have no way of dashing these claims. But I wonder who is lying, the CEO who would be liable or the SA writer, who has a short term gain to make, even though he claims he will short CLNE until it goes to 0.00.
I don't think there is anything wrong with not building the plants until they're ready. but i remember them talking about preparing sites and such. seems like the lng market is in great flux; so, are you the "upside" writer? or associated with him? I have no idea who he is, but he does seem to have a "team"...
evidence from various sources indicates that the WiNG trucks save buku dollars. wprt recently consolidated production of WiNG in Dallas, right?
they just started with the 12L; what is the evidence of savings there? According to a number of sources truckers are generally happy with it..... do we have some numbers to prove it?
are you part of the shorting campaign too? no disrespect, just asking. as for GE, looks like they aim to produce LNG at a very very cheap cost in the USA. CLNE has partnered with GE to produce that low cost LNG and sell it at stations and also to places like Hawaii.
usually have teach on ignore. read this one. what bothers me are these implied falsities from people like the SA shorter, and teach saying that the ceo was paid for an interview? huh? what need have you to say these things?
from May 2012, WPRT reports Q1 results:
On average, the Westport WiNG-powered Ford pickups are expected to save fleets upwards of $2 per gallon in fuel costs, and depending on miles driven, can demonstrate a payback in less than two years.
from Nov 2013:
Ascendiant Capital Markets analyst Carter W. Driscoll initiated coverage on Westport Innovations (NASDAQ: WPRT) with a Buy rating and $29.00 price target.
In the report, Ascendiant Capital Markets noted, “Initiating coverage with a BUY rating and $29 price target. Westport develops engine and component technology using alternative fuels, primarily for liquefied natural gas (LNG) and compressed natural gas (CNG). We believe natural gas engines, while still very early in the adoption curve, provide economic advantages for numerous vehicles types such as long-haul trucking, refuse trucks, municipal buses, mining trucks, marine vessels and eventually locomotives. We believe the spread between diesel and natural gas prices should persist for a long time. In particular the payback period of switching to a natural gas-powered truck, especially for long distances, is very attractive.”
If it really is 3 years, of course that would be amazing for WPRT, and the stock is going to 100. But any idea what it is?
How long does it take for a 12L to pay for its extra cost in fuel savings? Seems that the short propagandist claims it is longer than the three years often cited.
There are many, many millions of shares short. 17.3 million!!! Short ratio nearly 11! Nearly 25% of float!!
They need to cover. The chief short propagandist claims that he is shorting until the company goes bankrupt. Of course he will cover soon as well as many others who will attempt to cover. What if the stock remains in the 10s for the next week or two? There will still be probably about 17 million shares short, as more shorts pile on.
CLNE will make more with each subsequent quarter than it did before, for 2014. They will likely get a big lump revenue from IMW from China in Q2 or Q3. What happens to all this short business then?
When they say "days to cover" regarding short interest, that means if all, ALL, the volume of an average day were shorts covering. But that never happens. If a million shares tried to cover on an average day, the stock would go up 5 bucks.
So, they have to have major upticks in volume or cover over the period of months or years. 17 milllion shares are a lot of freaking shares. Or they cover a lot at once and drive the price of stock way up. Hence the past week. And now they have to release the propaganda. But how well will it work? This may just serve to jack the stock price up, as more shorts pile on and then CLNE tells us that they just sold 50 million in compressors to Gazprom.
did you start that short squeeze? jk. there are an awful lot of shorts and volume is low. It would take only one major buyer -- I mean it was shorted down from 11.50, or one might say 13.50, so it makes sense for it to be squeezed back up those levels now that CLNE is on the verge of profitability. Also, on the verge of one press release of a big deal leading to immediate profitability.
Every once in a while you post something useful, and I have to un-ignore you. Thanks for the info!!