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Advanced Emissions Solutions, Inc. Message Board

mercury.buster 16 posts  |  Last Activity: Apr 20, 2016 4:03 PM Member since: Nov 11, 2012
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  • mercury.buster mercury.buster Apr 20, 2016 4:03 PM Flag

    Three.

    Sentiment: Buy

  • Reply to

    ADES has a bright future

    by mercury.buster Apr 20, 2016 11:28 AM
    mercury.buster mercury.buster Apr 20, 2016 2:51 PM Flag

    I think that it has been a combination of factors, the MATS lawsuits, the dramatic fall in the price of natural gas which made switching from coal to natural gas an easy decision, the impact of MATS on the oldest, inefficient coal-fired power plants which lead to closure of 65 GW of power AND poor execution by CCS in managing the sales process. The fact that 8 RC facilities have been placed at Utes indicates that the utilities have made some decisions about what coal-fired power plants they will retain for the long term. Now it is totally up to CCS to sell the tax credits. I did notice that CCS will now pay to move the RC facility if the utility decides in the future to switch from coal to NG and I think this will help the sales effort.

    Sentiment: Buy

  • Reply to

    ADES has a bright future

    by mercury.buster Apr 20, 2016 11:28 AM
    mercury.buster mercury.buster Apr 20, 2016 1:59 PM Flag

    Belly, ADA doesn't do anything directly with RC except cash the checks. It's all done by CCS and CCSS.

    Agreed that CCS fumbled the ball in the first half in getting investors but part of the problem has been MATS as been surrounded by uncertainty as to it really becoming the law of the land. The issue was ONLY put to rest last March when the Supreme Court refused to hear arguments against MATS. MATS is now effective and I think that we will see some movement with new investors getting on board. Remember, they are the ones who are taking all the risks with these multi-million dollar contracts.

    Let's just pray that CCS can score multiple TDs in the second half with their new marketing strategy!!

    Sentiment: Buy

  • Reply to

    ADES has a bright future

    by mercury.buster Apr 20, 2016 11:28 AM
    mercury.buster mercury.buster Apr 20, 2016 1:43 PM Flag

    NOLs can be used against any source of earnings, not just RC$$. The NOLs have a more limited life than the tax credits so I suspect that they will be used first. Could be all the NOLs are gone by 2021 especially if the core business gets to break-even on schedule and many or most of the inactive RC facilities get investors.

    I'm excited by the HighvIew energy storage technology. Large capital projects with 40+ years of use. All we need is get to get some gov't subsidies or tax credits to move the industry forward. ADES could get the first mover advantage here.

    Sentiment: Buy

  • Reply to

    ADES has a bright future

    by mercury.buster Apr 20, 2016 11:28 AM
    mercury.buster mercury.buster Apr 20, 2016 12:28 PM Flag

    Wbart, don't get excited, just reporting what the company has indicated. I'm good with RC, chemicals and monetization of EC/IP. That $121mm tax credits, NOL's doesn't disappear in 2021. Probably good until 2030+. As for the future of the company, check out the company's website under industries served.......you might see energy storage and waste heat. It's a crying shame that prior mgmt didn't keep a lean cost structure nor a robust accounting system but that's water under the bridge. The question is where does the company go after 2021 when the goose that lays the golden eggs kicks the bucket?

    Sentiment: Buy

  • mercury.buster by mercury.buster Apr 20, 2016 11:28 AM Flag

    With the new CEO and BoD I think that ADES has a good shot of it becoming the company many of us envisioned back in the distant past. There is a possibility that the emissions control business could be sold but not the entire company. Why sell a company solely for discounted cash flow when the potential for clean energy has never been higher? ADES is in the unique position of self-financing its entry into the world of large capitalization high-margin companies.

    Sentiment: Buy

  • Reply to

    2015 10K

    by md841 Apr 19, 2016 7:06 PM
    mercury.buster mercury.buster Apr 19, 2016 7:23 PM Flag

    Looking forward to listening to the conference call tomorrow. We should learn a lot. The core business is the key to the future of this company, at least for the next few years. The prior mgmt team really let us down. They must of felt really important going to those high-price pony shows in NYC and SF.

  • Reply to

    April 19+New Chairman of Board

    by wbart21 Apr 14, 2016 5:01 PM
    mercury.buster mercury.buster Apr 15, 2016 8:44 AM Flag

    Yep, he specializes in distressed companies like ADES and has lots of experience. I think that the odds of ADES going Chaper 11 are slim given its RC cash flow and on-going businesses. I can only hope that Mr. Wells is a sharp businessman with vision that can move ADES into new business opportunities.

  • mercury.buster by mercury.buster Apr 14, 2016 8:07 PM Flag

    Gilbert Li and R, Carter Pate are joining/

    Ms Clarke and Mr. Shackelton are leaving..

    Very positive development, in my humble opinion.

  • Reply to

    April 19+New Chairman of Board

    by wbart21 Apr 14, 2016 5:01 PM
    mercury.buster mercury.buster Apr 14, 2016 6:12 PM Flag

    wbart, at this point in time, hard to know what big shareholder initially put Mr Wells on the BoD. I've never heard of TPG or its special situation fund owning stock in ADES. Anyway, doesn't realIy matter. I think that Mr Wells is young and smart and definitely sees potential in ADES or else he would not have taken the chairmanship of the company. I also think that Marcum is retiring from the BoD because he has been there long enough. Too bad that the apple he was polishing had a worm in it.

  • Reply to

    Annual Meeting

    by gorakrishna Mar 23, 2016 12:59 AM
    mercury.buster mercury.buster Mar 24, 2016 9:07 AM Flag

    Synfulguy, me or other individual shareholders don't have a snowball chance in hell to get on the BoD. 15 years ago, yes. Today, no way Jose. The company is controlled by the Street and they want other money men on the Board. Sorry.

  • Reply to

    Super good conference call

    by mercury.buster Mar 1, 2016 10:01 AM
    mercury.buster mercury.buster Mar 3, 2016 5:37 PM Flag

    Not so sure that they have stopped all R&D. That part of the call was not very clear to me. I suspect that they have stopped all R&D of the CO2 capture technology. Previous recent updates from mgmt referred to new products going forward.

  • Reply to

    M-Prove

    by mercury.buster Mar 2, 2016 10:26 AM
    mercury.buster mercury.buster Mar 2, 2016 11:07 AM Flag

    Plenty of stock available on the pink sheets. Just a question of price. Anyway, wbart, aren't you the one that pointed out that there is not a current registration statement needed to sell shares?

  • mercury.buster by mercury.buster Mar 2, 2016 10:26 AM Flag

    Low capex, proprietary, liquid, coal additive product for
    enhanced mercury oxidation and removal in coal-fired boilers.

    PROVEN Alternative to typical bromine-based mercury control additives
    − M-Prove application rates 8 – 10 times less than typical bromine treatment
    rates to achieve equal Hg oxidation levels
    − Mitigate plant halogen corrosion impacts of typical bromine based coal
    treatments
    − Plant less susceptible to all three halogen corrosion mechanisms
    Mercury control solution to:
    − Eliminate balance of plant corrosion risk
    − Reduce overall operating costs – maintenance & repair attributed to corrosion
    − Minimize ancillary halogen emission in stack, fly ash & waste water
    − Reduce PAC consumption and/or allow conversion to less expensive PAC
    − Preserve ash sales revenue / reduce ash disposal cost

  • mercury.buster by mercury.buster Mar 1, 2016 10:01 AM Flag

    The CEO has done a great job turning this company around. Looking forward to seeing the 2015 10-K and listening to its conference call.

  • Reply to

    FY2014: $0.06/share net income

    by gorakrishna Feb 29, 2016 7:38 PM
    mercury.buster mercury.buster Feb 29, 2016 8:43 PM Flag

    I'm totally exhausted from holding my breath for 20 months. Looks like emissions control might have a good 2016 and refined coal is now doing about 40 million tons a year. The royalty income from RC is a God send. It was the best of times and the worst of times. I'm very glad that the company has a new management team that can right size this company and prepare it for future growth.

    Sentiment: Buy

ADES
7.56+0.01(+0.13%)May 27 3:42 PMEDT