I look at the Seeking Alpha articles each morning and, like you, would really appreciate some "cutting through the fog" on this whole combination of companies. It seemed as though it was an easy to understand concept until the Orbital shares went from 28-33-25 and now back to almost 30 indicating that the market does not fully understand the value and then the Stennis issue made it more murky.
Whose interest do you serve? We shareholders have been asking you that long before herbert posted anything.
Yes he did. I think his main goal was to draw attention to the Weald Basin and nothing else. Now that the report has come out he has no other reason to post although success at the Horse Hill 1 drilling, fingers crossed that that happens, might encourage him to do so. Anyway, the next few months should be very interesting and we are 300% higher than the 50 cent prediction by avi and the other appendages.
Who is the Tom to which you are referring clamdigger? Is that mcrf52 who I thought was doc? The way I see the math is that, using mcrf52's numbers, Orbital shareholders will have about 47% of the new company and ATK will have 53% plus the spinoff value of the consumer business. Anyway, this whole thing is confusing me (which seems to happen more as I get older) so I will wait to see what happens just as you will and let's hope it benefits current ORB holders.
CLNE will rise or fall on the willingness of our citizens and government to adopt nat gas for transportation. It is not as powerful as diesel but more and more infrastructure is being put in place and heaven knows we have a boatload of nat gas.
Indeed he has done that in terms of shaking up the establishment and I am all for the U.S. being able to produce its own rockets and a heck of a lot more stuff domestically. I know it may cost more for some things but we cannot continue to outsource crucial technological and mfg. jobs and not expect blowback that is very damaging both politically and economically. In terms of a new rocket, I read that ULA is contacting several entities for designs with the goal of having a new rocket by 2019. In any case, including SpaceX, these companies still have to be in some kind of partnership with government as the ISS and defense and launch facilities are not private entities.
BTW, do you have any opinion on companies like CLNE for nat gas transportation. I am tempted to nibble there although I suspect it will be 3-4 years before I see a substantial return. That should not bother me as I was buying ORB before they launched their first satellite. Thanks for your input here doc and I hope you don't go cross eyed trying to make sense of what I post sometimes.
As an investor I am more interested in companies in the here and now which can make profits and whose price is based on that ability. Mars colonization or a moon base or joy rides to space, if they ever happen, are so far out of the realm of what I will ever experience that it makes no sense for me to be concerned about what Musk is doing in DC or his grandiose vision for SpaceX. On the other hand, if his plans make it more difficult for companies in which I invest to make those profits, then I pay more attention. At age 68, long range is not in my investment plan :-)
Ms Parker is three years old and went off at longest odds in the 30,000 dollar maiden optional claiming race at 16.40/1 yet beat one four year old in the race and two other three year olds including one who was a promising Kentucky bred filly. She led until the final 1/16 before being caught by two of the favorites but we think we know what she has to do to improve her finishes and the trainer will be working on that going forward.
Avi was, of course, the first to respond and brought up old issues as is his wont. I suspect he and his closest appendage, bobbo, will now discuss this between "itself" for the next 20 postings.
I don't suppose he is flying economy class for any of these trips but it would be a nice gesture for the shareholders to let them know that the bottom line is important. I wonder if feelers are being extended on the QT to companies that might be deep pocketed enough to partner in Bonaparte or even make an offer for part or all of the company.
Lots of lava fields but also a lot of bird sanctuary if I remember correctly. I am not sure Cyanotech has room to expland much more in their location and first I would like to see them sell all they are producing.
Was Magellan selling product from Mereenie and Palm Valley in 2008? If so, that would certainly interfere with you analysis evan. Also, keep in mind that networth's comment referred to U.S. production and not revenue. It is clear that you are trying to deflect the argument here by throwing in irrelevant issues.
I have never said that Magellan was any more than a speculative buy but how does your comment answer the charge that Bobbo called me a liar concerning the list of presenters?
It is quite clear, from the list, that I did not make up (as I was accused of doing and called a LIAR by bobbellis) my comment that RD, Exxon, Anadarko, Apache etc are not at this conference. Magellan presents right after the morning break today.