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Advanced Emissions Solutions, Inc. Message Board

mercury.buster 20 posts  |  Last Activity: Oct 1, 2014 4:49 PM Member since: Nov 11, 2012
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  • Reply to

    Oct 1st and still nothing

    by halevay Oct 1, 2014 3:14 PM
    mercury.buster mercury.buster Oct 1, 2014 4:49 PM Flag

    Yes, the situation is bad. The new CFO just quit a job paying over $650K a year so he could join a company that is in the process of getting flushed. What an idiot!

    I can't believe that this stock is still above $20. The shorts think that it should be around $5 or lower.

    Where in the blazes are those sales of RC facilities? Of course, there is no doubt about it, the evil EPA regulations on mercury and air toxics is going to get knock down by the Supremes so who wants free MATS equipment and supplies?

    Upon further reflection, I have to agree that the retirement of the COO has to be because she failed to keep proper accounting records.

    As to what else is under the covers, I expect it is the placement of the remaining RC facilities and the implementation of MATS.

    Sentiment: Buy

  • Reply to

    Wonder if today is a DCB or if news is coming?

    by md841 Sep 26, 2014 11:20 AM
    mercury.buster mercury.buster Sep 26, 2014 6:55 PM Flag

    Hard to put a positive spin on this accounting mess. However, some analysis did raise their target price by a significant amount so at least we can hope that the light at the end of the tunnel is not another train.

    Sentiment: Buy

  • Reply to

    ADES - The Lost Year(s)

    by halevay Sep 17, 2014 8:06 PM
    mercury.buster mercury.buster Sep 24, 2014 6:39 PM Flag

    Gee whiz, I just wrote you a great rebuttal but it just got lost in cyberspace. My advice is sell you shares a GREAT profit and get a good night sleep.

    Sentiment: Buy

  • Reply to

    ADES - The Lost Year(s)

    by halevay Sep 17, 2014 8:06 PM
    mercury.buster mercury.buster Sep 24, 2014 6:27 PM Flag

    Congress is not going to undue any tax credits. Congress may be stupid but it's not THAT stupid. Frankly, getting either chamber of Congress to agree on any thing is difficult these days, especially since both the Right and the Left have a vested interest in promoting "Clean Coal".

    Sentiment: Buy

  • Reply to

    ADES announces it won't make the audit deadline

    by trp11 Sep 22, 2014 9:10 AM
    mercury.buster mercury.buster Sep 22, 2014 3:36 PM Flag

    Jean Bustard was a co-Founder of ADA-ES. She became COO in 2004. She became President of ADA-ES in January 2014. I don't know the reason why she left the Company but don't believe it had anything to do with her job performance.

    Sentiment: Buy

  • Reply to

    ADES - The Lost Year(s)

    by halevay Sep 17, 2014 8:06 PM
    mercury.buster mercury.buster Sep 19, 2014 12:04 PM Flag

    I don't think that the company is failing. It's just going through a period of transition. If you look at all the companies in this space (supplying low cap-ex air toxics controls to the coal-fired power plants), ADES is far and away the leader. This success is due to its long-term CEO who is an expert in this area. It's common knowledge that the company's books are a shambles, but that is not impacting its success in the marketplace.

    Actually, nothing has been lost in terms of market share because the utilities are still deciding what to do about MATS and their coal-fired power plants. Just a few days ago, the Omaha utility decided to convert 3 of its coal-fired power plants to natural gas and add DSI/ACI equipment to its remaining 3 coal-fired power plants.

    As far as share price is concerned, it will recover and go on to reach new highs. The millions spent to get the company's books in order are a necessary expense and in the long haul peanuts to the kind of cash flow ADES with have in the second half of this decade.

    Sentiment: Buy

  • mercury.buster by mercury.buster Sep 5, 2014 12:27 PM Flag

    Sounds like the ideal candidate for CFO for ADES. I doubt that he would have joined the company if its prospects were not significant.

    "L. Heath Sampson was previously CFO at Square Two Financial, a private equity owned financial services firm with more than $300 million in annual revenues and more than $250 million in SEC registered debt instruments. Previously he was the CFO of First Data Financial Services, Vice President of Risk, Control and Audit at First Data Corporation, and a Senior Manager at Arthur Andersen. Through his career he demonstrated leadership in building and improving SEC Reporting, Tax, Treasury, Analytics and regulatory compliance as the companies went through periods of rapid growth."

    Sentiment: Buy

  • mercury.buster by mercury.buster Aug 11, 2014 1:54 PM Flag

    Much ado about nothing in the long-term scheme of things. The real-world REALITY is that ADES has zero control over when the utilities will agree to place an RC facilities at their power plant. I learned a long time ago that this business moves slowly and that the utilities are not fast adopters especially in the current operating environment which favors natural gas over coal. I think that we should all be happy that it appears very likely that all of the remaining RC facilities will be placed in the months ahead. Clearly, the utilities are now making their decisions about ADES' RC product because of the looming deadline for MATS in April 2015.

    Sentiment: Buy

  • Reply to

    Board of Directors and leadership

    by trp11 Aug 8, 2014 1:27 PM
    mercury.buster mercury.buster Aug 9, 2014 10:05 AM Flag

    $20 million in new equipment sales in 2nd quarter is a very good sign that ADES is keeping its lead in MATS sector inspite of accounting mess and bad press. M-Prove could prove to be a sleeper product that surprises a lot of folks.

    Sentiment: Buy

  • Reply to

    Board of Directors and leadership

    by trp11 Aug 8, 2014 1:27 PM
    mercury.buster mercury.buster Aug 8, 2014 3:11 PM Flag

    FRom what I understand, the current accounting mess should have been discovered by the audit committee years ago. I think that the last three appointments to the BoD are very good and should help move the Company from its OTCBB roots into an entity which is running on all 8 cylinders.

    Sentiment: Buy

  • Reply to

    August Analyst Report?

    by md841 Aug 8, 2014 2:14 PM
    mercury.buster mercury.buster Aug 8, 2014 3:05 PM Flag

    Looking forward to the new slides. Could be they haven't been released because they include information that has not yet been made public. Let's hope for a press release Monday morning.

    I have no doubt that all 28 refined coal facilities will be operating before too long. Free mercury/NOx control for 7 years should be enough incentive to get the attention of even the slowest moving utility.

    Sentiment: Buy

  • Reply to

    ADES company 401(k) plan

    by halevay Aug 5, 2014 11:11 PM
    mercury.buster mercury.buster Aug 6, 2014 9:13 AM Flag

    The reason why they don't have a "profit" now is because accounting rules prevent assigning a value to their tax credits. The tax credits are real and their value will eventually appear because the remaining 14 refined coal facilties will be operated and flipped to investors and the MATS regulations will take effect in April 2015. They don't have to operate anymore RC facilities to maintain the current stock price, just flip all 5 facilities that they are holding for tax credits and the accounting picture changes immediately.

    Sentiment: Buy

  • mercury.buster by mercury.buster Aug 6, 2014 12:00 AM Flag

    So, I suggest that ADES creates a subsidary that is funded with the free cash flow from its RC operations. The subsidary would be an structured as a hedge fund so it would have plenty of freedom to go long or short, commodities, futures, etc. After the RC cash runs out, the entity should be large enough to be spun off from ADES or continued and financed by sales of ADES stock. Comments?

    Sentiment: Buy

  • Reply to

    ADES company 401(k) plan

    by halevay Aug 5, 2014 11:11 PM
    mercury.buster mercury.buster Aug 5, 2014 11:53 PM Flag

    halevay, you post indicates either (1) you don't understand this stock or (2) you been shorting it.

    Even if ADES doesn't place in service another RC facility, the 14 now operating ensures the company will have plenty of cash flow for years to come, enough to maintain the current share price. That's not even considering the MATS market, M-Prove or royalties from Arch Coal.

    Of course, some folks think that the Company is getting ready to triple the number of tons of refined coal it is currently processing.

    Sentiment: Buy

  • Reply to

    Finance Committee

    by mercury.buster Aug 4, 2014 12:42 PM
    mercury.buster mercury.buster Aug 5, 2014 9:26 AM Flag

    Belly, it's a 100 to one shot that the tax credits will be extended. First, there is no need to extend them and secondly the government is facing huge financial limitations. These section 45 tax credits were passed in 2006 before the melt-down.

    Sentiment: Buy

  • Reply to

    Finance Committee

    by mercury.buster Aug 4, 2014 12:42 PM
    mercury.buster mercury.buster Aug 5, 2014 9:22 AM Flag

    I have little faith also in this mgmt team investing outside their current business.......that's why a new corporate structure would be needed with a subsidary with a brand-new mgmt team investing the cash. I really can't see a significant dividend since these monies will sunset.

    Sentiment: Buy

  • Reply to

    Finance Committee

    by mercury.buster Aug 4, 2014 12:42 PM
    mercury.buster mercury.buster Aug 4, 2014 10:57 PM Flag

    You're conservative about the run rate from RC. You need to consider the upside from M-Prove. Could be close to the RC run rate although taxes come into play. Of course, how these monies are invested will determine how the stock does from 2016 to 2022.

    I tend to think that the overseas markets for ADES technology will be a big ticket item later this decade.

    Sentiment: Buy

  • Reply to

    Finance Committee

    by mercury.buster Aug 4, 2014 12:42 PM
    mercury.buster mercury.buster Aug 4, 2014 3:59 PM Flag

    I'm fairly sure that when ADES gets going, the price of its shares will have that kind of PE ratio without any share buy-back program but if ADES is ever going to buy some shares back now is the time to do it. Probably it will be conservative and save its cash to operate the RC facilities until investors are found.

    While Covol/HW didn't work out, Im not sure who was their chief investment guy. Clearly, if ADES goes the holding company route, it will need some very good talent in that area. The company is going to be making so much money that it will far exceed any kind of internal capital needs for its emissions solutions business, even assuming it goes into the India and Chinese markets and its CO2 capture project moves forward.

    Sentiment: Buy

  • mercury.buster by mercury.buster Aug 4, 2014 12:42 PM Flag

    I would like to see the Finance Committee consider turning ADES into a holding company that buys other companies for long-term appreciation. I know one textile manufacturing company that did pretty well doing that sort of thng.

    Sentiment: Buy

  • Reply to

    Unusual strength over the past few days

    by gorakrishna Aug 1, 2014 12:24 PM
    mercury.buster mercury.buster Aug 1, 2014 10:26 PM Flag

    Did you notice that two new guys were appointed to the Board of Directors? Those guys managed a lot of money and are know what side of the bread the butter goes on.

    Sentiment: Buy

ADES
20.22+0.35(+1.76%)Oct 31 4:00 PMEDT

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