great research, whassup. You say 350 million gallons for 2015, versus an assumed 250 million for 2014. That is of course a 40% increase. Do you believe there will be a 40% increase in revenues? And if so, does that mean an increase in gross margin as economies of scale seem to be much greater.
Robert, I have nothing against shorters. The situation with CLNE is interesting because of the tremendous number of shares short and the low stock price and the precipice of actual profits. All at the same time.
Seems like the LNG verdict is still out. From what I read, the big companies like Ryder, etc., seem to continue to expand their LNG fleets. Am I wrong on this? thx.
Even if they cover a couple hundred thousand shares a day, and sellers keep rolling in, it will form a base at 5 dollars. Contrary to belief, you can't use the entire volume of a day's trades to cover. That would make the stock double of triple in value.
Anyhow, I believe longs may feel comfortable here. I believe the diversification efforts on part of mgmt have really helped to ensure that the sales continue to grow at 20% per annum.
I really like the Mansfield combo; I like the purchase of that company whose name slips my mind right now; and I like the renewable natural gas moves, especially their selling the plant and concentrating on distribution, their strong suit.
What were the estimates for Q4? A profit? I see estimates moved up over the last week. What about the whispers?
This stock may legitimately be worth $80 by the end of the year. It was arguably heading to $45, as some analysts believed. Doubling their pipeline, adding capacity, lowering costs . . . .
Okay, so costs go down $4 per share. Ticket prices may also go down, fuel surcharge goes down to near zero. Number of fliers will likely go way up. Economies of scale improve. Margin per customer goes up a great deal. They said margins would go up. Each additional passenger represents a good deal more profit. And then when they add Japan and subtract their least profitable flights, then margins go up even further. and then they add planes in 2016.
combining the lower tariffs on Chinese solar cells with the end of the tax credit in 2017, this means that the period from June 2015 to January 1, 2017 will see probably 20 GW of solar installed in the USA.
Prelim hearing on Chinese made solar cells, ITC announces cut in half of current import duties. If volumes for USA can go up, then soft costs will go down too, due to increased labor and other economies of scale. SUNE wins on two counts, cheaper panels, cheaper installation / permitting, etc.
Prelim ruling. Any thoughts? I am trying to get some informed thoughts on this. How much impact will this have on sales, and will it shift sellers' obsession with the price of crude oil?
I would like to get some intelligent feedback on this news. Anyone have any thoughts? Or do I have to go to solar pv investor website? I mean, this seems to me like it is important news, and would represent some hundreds of extra MW of sales for CSIQ, JKS, etc. The rooftop market in the USA will boom once they cut the import duties in half.
Preliminary hearing of ITC decided to cut in half the import duties, known as tariffs, that the Commerce Dept puts on Chinese-made solar cells.
This would severely decrease the cost of selling CSIQ, JKS, etc., solar panels in the United States. And would increase installations, decrease soft costs by economies of scale for all solar. May delay SCTY's factory.