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Superconductor Technologies Inc. Message Board

jordanhuck 9 posts  |  Last Activity: Aug 15, 2014 12:53 PM Member since: Oct 19, 2011
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  • Reply to

    San Emidio

    by insiderinfo911 Aug 15, 2014 11:28 AM
    jordanhuck jordanhuck Aug 15, 2014 12:53 PM Flag

    They said last CC they would try to renegotiate that PPA with NV Energy , stating they could see higher price opportunities in the current market. The missed filing date (or whatever) was probably their path to those opportunities. California has a 300MW renewable goal approaching quickly that may be an opportunity.

    Kunz is paid off it looks like. And the 2 years getting all that 'Kunz contracted' TAS equipment refitted for vibration is done. Time wil tell if HTM payes more on that front going forward. Much has been said in the past about the 'all thumbs' managerial work engaging TAS.

    Seems the 'big fish' at HTM have added to their share count throughout an everyones happy but the commons.

    Alterra secured some money last week from GE for their Capex. A couple $10 or $12 million portions of that available finance is contingent on completion of lender criteria as it involves other partys. Anything is possible, even a partnering with HTM or RAM in South America or elsewhere. Thoughts anyone?

  • jordanhuck jordanhuck Aug 13, 2014 12:23 PM Flag

    Is Gary Anderson still a praised-pied-piper on SGLB message boards?

  • In the Bunge Q/A there was this:

    Analyst (49:22) "Going back to the sugar guidance for the full year. How much you expect to generate out of cogeneration this year. And as we look at the second half sensititity how much dependency is there on the outlook on the ethanol versus cogeneration."

    Bunge - "We have increased our cogen capacity from last year, so we would expect revenues somewhere in the $30 million dollar range, and as we said before it is a high margin business so the profits may be somcwhere in the low 20s. So cogen has developed very nicely in the energy market and brazil is very strong. So that is a business that has played out very well for us."

    Bunge talked about moving from lower to higher margins operations where possible in the framework of core businesses. Regarding ethanol and cogen in the analyst question, the high margin cogen profits were predictable compared to ethanol. Low quality cane effects ethanol production but the bagass for cogen us not affected similarly. They said they can hedge sugar 'in the market' somewhat if the crop if yield is down, but Brazil gov't decisions, and days without rain during crush season for maximum mill up-time, and the quality of the cane all were all uncontrollable variables that could affect ethanol production. The $22 million high margin cogen profits seem the kind of move Bunge looks for adjusting their business.

    Correct me if wrong here, but $22 million would be 8.1% of Bunge's $272 million qtrly net profit. Bunge might not distance themselves entirely from the sugar business.

  • jordanhuck jordanhuck Aug 11, 2014 2:40 PM Flag

    I've begun listening to Bunge replay of their July 31 2014 Q2 CC now.

    Here are some quotes from Gordon Hardie(?) between 5:45 and 6:30

    "We had a positive quarter in sugar and bioenergy"

    "in the last year global sugar surplus pressured margins"

    "We have approximately global 10% market share in sugar, and trading and merchandising and committed to growing even stronger presence over time"

    "The strategic review of our sugarcane milling business is progressing, we remain comitted to completing it and achieving the best results for our shareholders"

    "we will explain strategies further at our agribusiness conference Dec 10 in New York City"

    He also mentions ongoing efforts adding milling efficiencies making crush more profitable and no loss of money anticipated for sugar operations the rest of the year

    Jettisoning sugar at first opportunity sounds like this?
    .

  • Bunge to Purchase 20% Stake in Brazil Sugar Venture From Itochu

    Bunge Ltd. will buy out its partner in two Brazilian sugar and ethanol plants.

    Topline in post is headline to story on Bloomberg this morning. Could someone tell me how to get the goo dot for a webpage please. And I will post that way going forward.

  • Reply to

    short positions are potentially volitile

    by oldtimerinvestor Jul 28, 2014 5:20 PM
    jordanhuck jordanhuck Jul 28, 2014 8:43 PM Flag

    oldtimerinvestor, take a look at the figures over at NASDAQ. They show 53.09% Institutional ownership for that 76 million Total Shares Outstanding.

  • jordanhuck jordanhuck Jul 28, 2014 8:09 PM Flag

    There is real resistance, some parts of the world, to GMO foods. Be it planting of GMO seeds, or processing such seed grown crops in 'not designated only for' facilities, or placing of foods made with such GMO indgredients on storeshelves, similar issues will arise for SZYM in the foods space with global food players. Unlike Akzo-Nobel gonna put SZYM in their paints around the world a 'biggie' like General Mills cannot view their end markets in the same way. SZYM's product roll-outs to date and that soured Roquette partnership reflect this to some degree. That current producing facilities are in the Brazil and US, US having given an FDA go-ahead of sorts and Brazil, (they gave US killer-bees), considering their own national lending to advance SZYM, unreasonable hurdles there should not be lasting. Maybe a General Mills global adoption of SZYM ingredients is a star out of reach presently.

  • Reply to

    Another Ecover smear piece

    by thestockwatchlist Jun 16, 2014 4:33 PM
    jordanhuck jordanhuck Jun 16, 2014 10:38 PM Flag

    thank you

  • Reply to

    Another Ecover smear piece

    by thestockwatchlist Jun 16, 2014 4:33 PM
    jordanhuck jordanhuck Jun 16, 2014 7:37 PM Flag

    naa.spam, could you please explain 'one more time' your shorthand for these web addresses? ie goo gl/zMzfXB I promise to write it down.

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