Are you saying they don't really own those 1.4 gigawatts of solar and wind plants? Or that the PPAs are fraudulent? Or that these governments will refuse to pay the PPA? What proof do you have for your statement? thanks....
at 20,000 gallons, that's 200 million gallons. That will get them a great big boost into the land of profits. AL said that tens of thousands of trucks will come online when their current customers ramp up. That first 10,000 will be the most important.
Meanwhile, they will build more stations this year than last year. Sanitation keeps booming. 22 more stations in the second half?
A "few" from their behind the fence deal with that company whose name I can't remember.
RNG will continue to expand despite the setback in gallons sold when they sold their Dallas RNG plant for a big gain.
"Virtual pipeline" will continue to be built out, as something like 40% of their capital expenditures is going to this. That will add tens of millions of gallons.
Something like 40 total sanitation stations -- how many gallons at each station?
MOST important, their ANGH covers "most of the nation" now, and regional truck networks benefit the most. If they can increase their traffic at existing stations..... that' high gross margin sales.
IMW tanked in Q2 but the gross margin increased by 1 million?! China and world only go up from here. China stimulus program may include huge NG truck expansion. Remember the IMF loan to China Gas, who has a supply contract to buy from IMW? that has not kicked in yet.
A million trucks potential, AL mentioned in the cc. That's a lot. The road there is bumpy, but it may happen. It is, after all, about the emissions, stupid.
the trend is not "no ng/lng/cng." The trend is lower emissions. And as a result the prices of nat gas and coal will go down. And gov will continue to support expansion of nat gas use in trucks to lower emissions, even as they support solar / wind in electricity, for the same goal: it's about the emissions!!!!
Remember when Clinton said, "It's about the economy, stupid."? We are now shifting to emissions and it will take time to catch on.
does this guarantee solvency? if so, then may be well worth it to investors.
10 million shares forming bottom here. the revenues over the next few years will be absolutely tremendous. India is booming. They have little exposure to China risk, too.
the point is not how I am going to drive my car. My utility company is switching to 100 percent renewable/clean energy, shuttting down coal and nat gas plants. There will be an excess of nat gas as the companies will continue drilling to supply us with oil. Nat gas will be cut in half of its current price. Not sure how long it will take, but it will happen.
those windmills and solar panels will cause a worldwide glut in natural gas soon. China may install 20 GW of solar this year, and add wind to that. US will likely install over 10 GW of solar; add wind to that. That is just one year. This year likely well over 50 GW of solar alone. Next year could be over 60 GW, plus wind.
Coal plants shutting down. Soon nat gas will be in way oversupply. Naturally, it will be used for its most value-exploiting purpose, fueling trucks.
The company will gain fame, prestige and stock value due to its ability to reduce carbon from the atmosphere. Several more Redeem deals like the one today will boost the stock price by a couple of dollars. Redeem is the environmental game-changer that will add a few points to the p/e ratio once the company is profitable.
Berkshire Hathaway Inc.’s NV Energy agreed to pay 3.87 cents a kilowatt-hour for power from a 100-megawatt project that First Solar Inc. is developing, according to a filing with regulators.
That’s a bargain. Last year the utility was paying 13.77 cents a kilowatt-hour for renewable energy. The rapid decline is a sign that solar energy is becoming a mainstream technology with fewer perceived risks. It’s also related to the 70 percent plunge in the price of panels since 2010, and the fact that the project will be built in Nevada, the third-sunniest state.
“That’s probably the cheapest PPA I’ve ever seen in the U.S.,” Kit Konolige, a utility analyst at Bloomberg Intelligence in New York, said Tuesday.