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Canadian Solar Inc. Message Board

chrisceeaustin 144 posts  |  Last Activity: 2 hours 13 minutes ago Member since: Jan 26, 2006
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  • 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 a lot of new models and engines being rolled out in 2013-14

    Westport-Cummis 12L
    Weichai HPDI
    Tata trucks
    Gazprom
    PeterbiltPeterbilt’s Models 579, 567, 384 and 36
    Ford F-150, 250, 350
    Ford Transit

    What am I missing?

  • chrisceeaustin chrisceeaustin Aug 6, 2014 11:11 AM Flag

    Waste Management is a huge customer of CLNE. Just checked to make sure. I see you up to your old tricks. Usually have you ignore. You only post a decent post once every 100 posts.

  • chrisceeaustin by chrisceeaustin Jun 10, 2014 3:40 PM Flag

    Just curious. And is anyone going in big right now? Seems like no one is doing anything.

    But there are 11.5 million shares short. At today's rate, if half the shares trading were shorts covering, it would take a number of months for all the shorts to cover. What does this mean? maybe there will be five million shares covered if they report a bad report and they can cover in the 14s, maybe? But what if good news happens?

    And when does the volume return? Yesterday the stock rallied on low volume. That could be a good sign for shorts -- that the volume was low. Or it could mean bad news for shorts, that it only took a small volume to drive the stock up.

    I think there is a 20% chance that the stock will go back to the 14.80s over the next week, and I think shorts will try to cover there. Others will hope for 14.00, and I think there is a 5% chance of that.

    There have been too many new product launches, meaning new sudden increase in sales. From zero to hundreds(?) for each product, I would assume? At least hundreds, yes? Per quarter, I mean.

  • 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.

  • chrisceeaustin by chrisceeaustin Jun 4, 2014 8:54 PM Flag

    Please tell me if you think these new trucks are any good.

    See below, from Peterbilt:

    Peterbilt Motors Company, a PACCAR company based in Denton, Texas, is offering a new powertrain option for several of its natural gas vehicles – including the new on-highway Model 579 and vocational Model 567 – that provides customers with an automated transmission and 100 percent natural gas engine that can be powered by either CNG or LNG.
    The Eaton UltraShift PLUS and Cummins Westport ISX12 G, launched earlier this year, are available for Peterbilt’s Models 579, 567, 384 and 365.
    “This new powertrain is an ideal option for our customers in vocational, regional and line haul applications, providing precise shifting for more efficient operation with a versatile, fuel efficient natural gas engine,” said Robert Woodall, Peterbilt’s Director of Sales and Marketing. “It’s a great way to maximize the fuel economy benefits of our aerodynamic, lightweight vehicles.”
    The Eaton UltraShift PLUS is available in the 13-speed MHP and 10-speed LAS series and the 11.9-liter Cummins Westport ISX12 G is available up to 400 horsepower and 1,450 lb.-ft. of torque.
    The automated transmission features intelligent shift selection software that optimizes performance and efficiency, as well as tailored shift logic that enhances braking performance. It can benefit both new and veteran operators through precision shifting that senses and adjusts to grades, weight and driver throttle commands.
    “The addition of this powertrain option to our natural gas vehicle lineup expands the versatility and range of our already industry-leading breadth of natural gas vehicles,” Woodall said. “Customers can choose from a wide range of vehicles, engines and spec options to meet their full range of needs.”
    (Source: Peterbilt Motors Company)

  • Just in the last three press release, CLNE mentioned 14.3 million new gallons likely to be sold in new contracts. This does not represent new gallons from the new ANGH stations.

    Has someone added up the gallons in all the press releases this year? Anyhow, that total should be quite a bit more than just those three press releases. So the 14.3 million new gallons represents what, like a 7% increase in annual gallons?

  • chrisceeaustin by chrisceeaustin Jun 13, 2014 12:05 PM Flag

    This may explain the lack of volume. Shorts not playing the up and down rollercoaster game, just trying to quietly cover. I don't care if shorts make or lose money, just hope for longs to make money.

  • Reply to

    EPA is working on a mandate from the President

    by kaisergoose Aug 1, 2014 5:13 PM
    chrisceeaustin chrisceeaustin Aug 3, 2014 1:13 PM Flag

    your argument contradicts the basic thesis that trucking co's will switch to NG because of the wide gap in prices between diesel and NG. If indeed there is a two-year payback period for purchasing an NG truck -- even if it's three to four years -- it seems to make a lot of sense to switch to NG. As the infrastructure is built and as the trucks get on the road, it will make more and more sense.

  • Reply to

    Pay back time periods

    by chrisceeaustin Jun 2, 2014 9:56 AM
    chrisceeaustin chrisceeaustin Jun 2, 2014 3:21 PM Flag

    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.”

  • chrisceeaustin chrisceeaustin Jun 2, 2014 10:54 PM Flag

    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.

  • Reply to

    Cummins

    by e7navy1999 Jul 28, 2014 10:57 AM
    chrisceeaustin chrisceeaustin Jul 28, 2014 3:35 PM Flag

    look at the title of that section. It does not say revenues or gain or loss of that JV. It has to do with some other matter. I saw the dash too.

  • chrisceeaustin by chrisceeaustin Aug 12, 2014 9:40 PM Flag

    From fleetequipmentmag dot org

    Freightliner
    Freightliner Cascadia 113 is equipped with a Cummins Westport ISX12 G heavy-duty natural gas engine—rated up to 400 HP/1,450 lb.-ft. torque and available with a 48-in. sleeper cab and factory-installed CNG fuel tanks with up to 190 diesel gal. equivalent (DGE) capacity. Factory-installed LNG tanks are also available in configurations allowing up to 300 gallons, or 140 DGE, capacity.

    Freightliner 114SD natural gas truck for severe-duty vocational applications is equipped with a Cummins Westport ISL G natural gas engine rated up to 320 HP/1,000 lb.-ft. torque. The 114SD with natural gas is designed for severe duty segments such as dump, mixer, crane, municipal, refuse and sewer vac customers.

    Freightliner M2 112 natural gas truck is equipped with the Cummins Westport ISL G natural gas engine rated up to 320 HP/1,000 lb.-ft. torque and is best suited for regional distribution tractor applications, as well as pick up and delivery, food and beverage, municipal, refuse, and utility applications.

    Kenworth
    Kenworth Truck Co. offers two natural gas-powered engine platforms—the Cummins Westport ISX12 G for heavy-duty models and the Cummins Westport ISL9 G for medium-duty models.

    In addition, the fuel-efficient Kenworth T680 is now available as a natural gas truck in day cab, 52-in. mid-roof sleeper and 76-in. sleeper configurations for line-haul and regional haul applications. The T680 natural gas offering includes an integrated powertrain package featuring the ISX12 G and the Eaton UltraShift PLUS automated transmission.

    The Kenworth W900S and Kenworth T440 chassis are available with the Cummins Westport ISL9 G. Both trucks are primarily for vocational applications such as mixers, plows, water tenders and various field service trucks. The T440 can also be spec’d as a heavy Class 7 truck with a GCW rating of 33,000 lbs.

    Mack Trucks
    Mack offers the Pinnacle AB with the ISX-G Cummins Westport engine and various options for both

  • Reply to

    LNG shipments up 25%

    by chrisceeaustin Aug 8, 2014 11:48 AM
    chrisceeaustin chrisceeaustin Aug 8, 2014 12:04 PM Flag

    from 10Q

    The number of fueling stations we owned, operated, maintained and/or supplied grew from 224 at January 1, 2011 to 516 at June 30, 2014 (a 130.4% increase). Included in this number are all of the CNG and LNG fueling stations we own, operate, maintain or with which we have a fueling supply contract. The amount of CNG, RNG, and LNG gasoline gallon equivalents we delivered from 2011 to 2013 increased by 37.8%.

    from me: I think the key here is that there was a 130% increase in stations, and only a 37% increase in gallons sold. So potentially, they could increase their gallons sold by 90% without opening another station. That is assuming that all stations can sell the same amount of ng. But we know the new LNG stations will likely sell far more gallons than the older stations.

  • over the past seven days. see yahoo. anyone have any idea who increased their earnings estimates or what the earnings increases are?

  • chrisceeaustin chrisceeaustin Aug 6, 2014 11:39 AM Flag

    China is building out their ng stations pretty quickly, and they will soon be awash in cheap Russian gas that they made a huge deal for. Plus Russia will likely prefer to sell to the Chinese than EU bc of Putin. China is the huge customer of IMW -- that 160 million (?) contract. That I am guessing will be renewed. Servicing thousands of stations in China will be ongoing, I believe.

  • Reply to

    Shorts attacking

    by chrisceeaustin Aug 8, 2014 10:23 AM
    chrisceeaustin chrisceeaustin Aug 8, 2014 10:32 AM Flag

    fearful longs also sending this down, I am sure. The huge short position should kick in soon. Could be interesting. If shorts are really determined that the company will go bankrupt, which is ridiculous, then they will keep shorting and then there will be an enormous bounce.

    Good luck to all. But more so to longs. If only shorts could save their butts and longs win too.

  • chrisceeaustin by chrisceeaustin Aug 8, 2014 11:48 AM Flag

    Faster than CNG shipments growth rate. But RNG is up about 35%, and I expect RNG to grow the fastest. very fast, and will start to contribute substantially to bottom line.

  • Reply to

    The street has spoken..

    by teach_162 Aug 8, 2014 10:54 AM
    chrisceeaustin chrisceeaustin Aug 8, 2014 11:28 AM Flag

    Exactly. That's why the enormous short stack is dangerous for shorts, and of course longs who buy high and sell low. The losers will be those who short here and do not cover for a couple weeks as well as longs who sold today and abandon the stock.

    That now-famous SA writer said he would short the stock until it went to zero. He lied. He will cover all the shorts he had. He has probably covered many of those shorts today.

    Meanwhile, people will wait to cover, but by the time they decide to do so, it's a short squeeze day, and they have lost mucho dinero.

    bought more here.

  • chrisceeaustin by chrisceeaustin Aug 8, 2014 10:23 AM Flag

    Adding to the enormous short total. It may take months for shorts to cover now.

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