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PVR Partners, L.P. Message Board

larrydett 108 posts  |  Last Activity: Apr 13, 2014 10:53 AM Member since: Jul 19, 2000
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  • Reply to

    great opportunity

    by khan_bas Mar 28, 2014 11:19 AM
    larrydett larrydett Apr 13, 2014 10:53 AM Flag

    Guess you really meant $15 for your earlier post of "15"

  • Reply to

    Added a big position in NR

    by kikiolivas Mar 25, 2014 9:57 AM
    larrydett larrydett Apr 13, 2014 10:51 AM Flag

    "15"!! as in $15? If so, what's your thinking to base that number?

  • larrydett by larrydett Apr 11, 2014 3:19 PM Flag

    most volume in a month except for one million share day and today is a generally down day in the market

  • E&P News Home
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    Fracking With CO2 To Replace Water A Distant Goal, GE Says
    by Reuters
    Ernest Scheyder
    Monday, April 07, 2014

    Carbon dioxide will not likely replace water in fracking anytime soon because of technical challenges and limited infrastructure, GE says.


    NISKAYUNA, New York, April 7 (Reuters) - Carbon dioxide, used for years to force crude oil out of old wells, likely will not replace water in fracking anytime soon because of technical challenges and limited infrastructure, says General Electric Co , which is studying the issue under a $10 billion research program.

    The delay means energy companies will continue to use more than 2 million gallons of water for each fracked well, equal to baths for some 40,000 people, stressing water supplies in arid American states and likely delaying fracking's expansion to western China and other water-stressed regions.

    GE, which is making a push into oilfield technology, is studying how a chilled form of CO2 known as a "super-critical fluid" - neither a liquid nor a solid - could be used as the new industry standard for hydraulic fracturing, the process commonly known as fracking.

    The conglomerate is working on the project with Statoil ASA , the Norwegian oil and gas producer, as part of its ecomagination program, which also is focusing on gas turbine efficiency, wind blade design and other

  • Reply to

    Watch for new highs

    by stockjoc23 Apr 6, 2014 3:52 PM
    larrydett larrydett Apr 11, 2014 1:37 PM Flag

    Yes, risk is timing with the added thought that it's the ability to bring a technology to fruition. I've been way too early in a handful of startups that never were able to get over the hump. Getting ready to take my loss in another one. Thankfully, I never bought BNET when it was way above $1 - just watched it for YEARS. You must have PRINCIPALS with infinite patience.

  • Reply to

    I just don't get it

    by stockjoc23 Feb 11, 2014 1:25 PM
    larrydett larrydett Apr 11, 2014 11:43 AM Flag

    Just visited Fair Oaks dairy farm off of I65 in IN. Industrial dairy cow operation at it's finest. All manure and other waste is recycled on-site - bio-gas generates electricity for operations. Alternative techs were cobbled together and it's working. Maybe BNET has the time for the dysfunctional politicians at all levels but the scene I see doesn't give me much confidence. Unless there's a break-thru, 2014 is my end-point.

  • Reply to


    by jremke Apr 1, 2014 3:40 PM
    larrydett larrydett Apr 4, 2014 2:55 PM Flag

    So true and technological obsolescence is always a worry.

  • Reply to

    do the shorts cover now or..

    by barc37000 Apr 3, 2014 10:37 AM
    larrydett larrydett Apr 4, 2014 2:17 PM Flag

    they don't seem to have any inclination to give a divy - either cash or stock.

  • Reply to

    do the shorts cover now or..

    by barc37000 Apr 3, 2014 10:37 AM
    larrydett larrydett Apr 4, 2014 1:42 PM Flag

    TD Amer, as of 3/15, shows 38 million short and 95+% of outstanding is institutionally owed. Doesn't look like the shorts have anywhere to go.

  • Reply to

    Good bye! Dumped all 240K @ .072

    by godfreydaniel36 Apr 3, 2014 10:19 AM
    larrydett larrydett Apr 3, 2014 4:38 PM Flag

    Check into Texas Rare Earth, TRER. Read the March 2014 Presentation under the Investors tab. This one could be a lot more than a double by the end of 2014.

  • larrydett larrydett Apr 3, 2014 4:31 PM Flag

    If the first PEA gave the mountain a NPV of $1.4 billion, then I'm now thinking the next one will be ~$2 billion. Suppose TRER gets sold for a quarter of that - $500 million. That works out to ~$15/share. At .42, that's a nice gamble.

  • Among other things, it states that lithium and berylleum (spl) will be worth, at today's prices, ~$50 million additionally, annually. Uranium is another ore that's not factored in currently but will be in the next PEA. Should be juicy reading when it comes out.

  • Reply to

    I just don't get it

    by stockjoc23 Feb 11, 2014 1:25 PM
    larrydett larrydett Apr 2, 2014 10:16 AM Flag

    "and the wait"

    Kindly quantify "wait" when you talk about a dysfunctional legislature and whatever other governmental organizations can and will stall progress. Is there a DEADLINE for passage of something that will allow BNET and us stockholders to see relief?

  • Reply to

    I just don't get it

    by stockjoc23 Feb 11, 2014 1:25 PM
    larrydett larrydett Apr 1, 2014 12:35 PM Flag

    If Wisconsin is so progressive, why not set up shop there. If Krierder is showcaseable, you should be able to entice WI dairy money to back a site in WI. Move on from the disfunctional to the functional. :-)

  • Reply to


    by mounty126 Mar 29, 2014 10:55 AM
    larrydett larrydett Mar 31, 2014 11:58 PM Flag

    Not the first time in my investing career that I've seen and been a part of these situations.

  • Reply to


    by mounty126 Mar 29, 2014 10:55 AM
    larrydett larrydett Mar 31, 2014 12:26 PM Flag

    Yes, it's the most negative that I can recall. From the 10K:
    " We currently rely on a limited number of customers for our revenues.

    Revenues from three customers accounted for approximately 85% of total revenues during 2013 and 2012. We do not have any contracts with these customers. If these customers fail to order additional products or we are unable to attract new customers, it could have an adverse effect on our financial condition and results of operations. "

    With the many many 100s or more likely 1000s of possible users worldwide, to have 85% of your miniscule business coming from just THREE and that's for the last TWO years, is confirmation that what seems like a world-beater is a dud, IMO. I'd like to be a fly on the wall during some of the internal discussions about the pros and cons of their business and how its not progressing and why they think it has failed and it has, as the $15 million accumulated deficit attests to.

    Not so say that a multi-unit order might be announced tomorrow or the sale of the company - either one might pop the PPS but then again maybe neither will happen so this is a rock and a hard place thing.

  • Reply to

    I just don't get it

    by stockjoc23 Feb 11, 2014 1:25 PM
    larrydett larrydett Mar 30, 2014 4:54 PM Flag

    If this is an indication of why things are not "moving forward" and probably never will, I guess I understand:

  • larrydett larrydett Mar 28, 2014 12:14 PM Flag

    It's half way thru Friday and still no news despite a number of days with good trading activity so maybe next week or the week after or....

  • showing TRER's projection of 9,000 tons of Li Carbonate production annually from a 20,000 tpd mining operation and a $5,500/ton price @ 12/13. Here's a part of a very recent article by somebody in the Li business that makes TRER's projected production of 9,000 look important for the future and makes $5,500/ton appear to be the low-end on pricing barring some unforeseen supply event:

    Tesla - Tesla's gigafactory concept is brilliant. It vertically integrates their operations, allowing for the Tesla brand to expand while controlling unnecessary third party costs and expenses in the supply chain.
    Supply and Demand Discussion
    Historically, lithium prices more than tripled over the 10-year period from 2000 to 2010. That demand was driven by iPods, cell phones, tablets, and laptops. There is roughly a two-year production cycle in the solar evaporation process to produce lithium from brine (which makes up a majority of the global supply of lithium) so, as demand increased, supply could not meet those needs, spawning huge spot price fluctuations.
    Prices have stabilized in recent years near $6,000/ton but there have been reports of oversupply recently holding prices steady even though electric vehicles have continued to grow in popularity. I expect that this will change rapidly -- perhaps more rapidly than people can quantify -- because the amount of lithium needed in a car battery is one hundred times the amount required for a laptop computer or a tablet. Supply needs must be initiated now to meet the 2017 goal of Tesla, and I believe that Tesla will begin to acquire as much lithium supply as it can get its hands on in North America to further the vertical integration of the electric vehicle production and insulate it from price volatility.
    When will that happen?
    Only Elon Musk and his advisory team know for sure when this will happen, but it is not going to be an overnight decision. As they have with their expansion into the market, t

  • the more interesting:

    Worldwide Lithium-Ion Battery Demand Outlook

    According to UK based independent analyst Roskill, EV demand is going to go parabolic over the next few years:

    In addition to the well-publicized growth in rechargeable lithium-ion battery demand from EV manufacturers like Tesla (TSLA), back-up power for wind and solar will also boost worldwide demand for lithium-ion batteries. According to a recent market report by Transparency Market Research, the lithium-ion battery market is expected to reach $33 billion in 2019, up from $11.7 billion in 2012 for a CAGR of 14.4%.

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