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Zoltek Companies, Inc. Message Board

zoltyfan 19 posts  |  Last Activity: Aug 31, 2014 7:47 AM Member since: Jun 19, 2007
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  • Reply to

    FCEL, did we make a mistake?

    by z4abtrlife Aug 30, 2014 7:42 AM
    zoltyfan zoltyfan Aug 31, 2014 7:47 AM Flag

    Surely there are different levels of "speculation" and distinguishing them seems necessary for the serious investor. To dismiss FCEL, Ballard and/or Plug as merely "speculative" fails to go far enough as far as I can tell.

    Another way of characterizing such stocks is as "development company" stocks some of which have yet to see a profit and others that have though not reliably. Certainly Plug is farther along than many other development companies because it clearly has a marketable product that has been very credibly accepted and embraced by highly profitable companies. This is a very difficult thing to do and that is to accurately assess which development companies are most likely to actually make it not only into the periodically profitable category but consistently profitable. Searching out those development company stocks, just before they become profitable appears a very worthwhile endeavor.

    The overall challenge seems to be that if you expect to discover a ten, fifty or even hundred bagger-- you have to get in BEFORE the company is profitable-- because once it becomes profitable as a practical matter mostly all of the big money has been made. So dismissing stocks like FCEL, Ballard and Plug as speculative seems to hardly be sufficient as far as assessing which ones are worth investing in and which are not.

    Many of the Plug bashers are very likely just folks who know that they failed to buy Plug last year and are jealous of those of us who did--or in then case probably of Cramer who is embarrassed that he missed such a fine ride as many of us were either lucky enough, or had the foresight to buy last year when Plug was much below a buck. It seems like Cramer really just missed the boat and failed to grasp the potential of fuel cells and hope they fail.

    Of course their are other fuel cell bashers, or "fool cell" bashers who simply are afraid that the fuel cell is going render obsolete other possibly inferior battery based solutions.

    Sentiment: Strong Buy

  • Reply to

    Hydrogen budget to double in Japan

    by redshoe77 Aug 29, 2014 10:48 AM
    zoltyfan zoltyfan Aug 30, 2014 8:18 PM Flag

    Could it be that Japan is pursuing, or must pursue, fuel cells most aggressively given the harsh reality of the enormous risk of their all nuclear energy dependence? Could it be that the Japanese auto industry likewise will be strongly pre-disposed to pursue fuel cells given their nation's apparent commitment? Thoughts?

    Sentiment: Strong Buy

  • GE opened its Fuel Cell facility yesterday according to today's front page headlines in The Daily Gazette (August 26, 2014) by reporter Bethany Bump. They claim their new process allows GE to scale the fuel cell to a format about 4 times "...as big as what competitors are making."

    They also claim that their fuel cell will be able to "...power about 6 homes" (page A-6).

    They say their fuel cell, coupled with a Jenbacher gas engine, could augment existing power grids, relieve them at peak times or keep the lights on if the grid goes down. They also state that in developing countries they would be the ideal candidate for smaller communities in remote settings.

    Some of these ideas sound somewhat familiar but it certainly is important that GE is finally establishing a start up venture to develop this technology and while getting out of the toaster and dishwasher business as it is reported that their appliance business has been up for sale for a few years and that LG might buy them out.

    GE's entrance would seem to help validate the groundbreaking work of other fuel cell innovators including FCEL, Ballard, PLUG etc that seemed to have identified this opportunity and trend some years ago.

    This should be very good for everyone in the fuel cell industry for GE to join the fuel cell sector and add further credibility to fuel cell solutions even if it was belatedly. At least their entrance further validates fuel cell technology that has been bad mouthed by many investors that failed to buy in early enough and also those with apparently ulterior motivations and self-interests who are fearful of the disruption that fuel cells create and apparently want, very badly, for fuel cells to fail.

    Sentiment: Strong Buy

  • Reply to

    buy-out

    by crammitit Aug 26, 2014 11:18 AM
    zoltyfan zoltyfan Aug 26, 2014 12:38 PM Flag

    Why would you want someone else to make the potentially exponential profits off this technology?

    We shareholders took the risk to get it this far and if there is a takeover you will get charged out at some relatively paltry amount in relation to the potential. Plus for those in taxable accounts you are going to lose control of timing the taking of the gain.

    Pray hard management does not want a buyout and sticks with the Program...

    Sentiment: Strong Buy

  • I am not sure but wasn't Cramer asleep at the switch over the past year or so when fortunes were made by shrewd buyers of Plug, Ballard and Fuel Cell?

    Cramer and others that lack the tolerance for buying such development companies really should not be buying these stocks. Many people really should only be buying companies that are already profitable and where the risk is far, far less.

    Of course, once a company becomes profitable-- it is too late and most often all the big money has already been made as they missed the train and were left behind at the station, leaving them stranded and bitter.

    I wonder if Cramer has some ill will and is resentful that he missed the big run up in some of the fuel cell companies and he is a bit bitter because he was asleep at the switch and failed to get on board when some big money was made?

    For PLUG, I think was about $.12 last year and then swept over $10 and has settled back around $6 so there may be some sour grapes at work here and perhaps his mission is to drive the stock down so he does not look so bad over missing such an enormous industry upmove, that made a lot of investors rich beyond imagination with the proverbial hundred bagger....

    Sentiment: Strong Buy

  • -- to over a $100.

    Sentiment: Strong Buy

  • Reply to

    Institutional Ownership...

    by gr8light Aug 2, 2014 9:08 AM
    zoltyfan zoltyfan Aug 3, 2014 3:47 PM Flag

    Holy #$%$-- is this true??

    So much for my dopey thinking that Ballard had the best shot of em all.

    Hold on, I gotta go check how many shares of FCEL I have....

    Sentiment: Strong Buy

  • Reply to

    DON'T UNDERESTIMATE ELON MUSK

    by bearswinhere Aug 2, 2014 10:26 PM
    zoltyfan zoltyfan Aug 3, 2014 3:30 PM Flag

    I agree, they would have a very hard time competing against VW, GM, Ford, Toyota, Hyundai, Honda, Mercedes, BMW and any other of the major auto makers that are developing their cars and fuel cell technologies of the future.

    Unfortunately for investors of those companies-- they will never get the ten and hundred baggers that some of us PLUG investors with foresight got just since last year.

    Hopefully, most went to cash in a timely fashion in case things turn sour, which of course they could at anytime, as anyone who invests in high risk, technology driven development companies has already found out the hard way....

    Sentiment: Hold

  • Reply to

    DON'T UNDERESTIMATE ELON MUSK

    by bearswinhere Aug 2, 2014 10:26 PM
    zoltyfan zoltyfan Aug 2, 2014 11:01 PM Flag

    I can't believe GE was so stupid to fall for them dang "fool cells".

    Can you believe it? They are so dumb they are building a fuel cell manufacturing facility and they actually think there is some way to make money off of them!

    I don't understand why they didn't just listen to elon.

    Or I wonder if maybe they figured out something he didn't with one of their many enginears?

    Sentiment: Hold

  • zoltyfan zoltyfan Aug 1, 2014 7:17 AM Flag

    Not true at all. They make great dishwashers and toasters.

    Sentiment: Strong Buy

  • zoltyfan by zoltyfan Jul 31, 2014 5:28 PM Flag

    Today's development with NRG seems to mark a critical milestone for FCEL that should put it on the radar screen of all the fuel cell followers that have seemed to afford PLUG and Ballard more credibility.

    NRG's option to buy at substantially higher prices must be viewed as highly significant and should help to shore up the floor for the next couple of years in what will no doubt continue to be a volatile stock-- and not for the faint of heart.

    NRG now appears a contender for all serious investors willing to taking positions in the future of fuel cells.

    Sentiment: Strong Buy

  • Reply to

    NRG Buying more

    by cchen9830 Jul 31, 2014 12:16 PM
    zoltyfan zoltyfan Jul 31, 2014 1:09 PM Flag

    Why would you want a buyout and let someone else profit from the risks that us shareholders have been taking?

    The only reason anyone is going to buyout FCEL is because they see the future and want to make the big profits rather than today's shareholders.

    FCEL is a good shot at a ten bagger or who knows, maybe even a hundred bagger-- like plug was a few months ago, anyways at least for awhile...

    Sentiment: Strong Buy

  • Reply to

    Daimler delays FCV

    by blueflamedave Jul 26, 2014 11:08 AM
    zoltyfan zoltyfan Jul 26, 2014 2:16 PM Flag

    Great post. To the extent that Ballard has influenced Daimler, we could hope that a possible role for Ballard and its technology would be substantially greater given the much larger Daimler-NIssan-Ford joint FCV partnership.

    Perhaps Ballard's technology would be required and some sort of deal would have to be struck to reimburse Ballard on a per vehicle sold basis for the rights to use that technology.

    Sentiment: Strong Buy

  • zoltyfan zoltyfan Jul 22, 2014 1:34 PM Flag

    Why would you want someone else to take the all the future profits from you and all the other common stockholders and hand them off to someone else?

    Sentiment: Strong Buy

  • Remember when PLUG, with all its juicy patents and tech employees, was at around $.12 last year?

    I'll bet GE hasn't forgotten....

    I guess it is better to be late to the party, than never come at all...

    Sentiment: Strong Buy

  • and fasten your seat belts-- its finally time for you start riding FCEL's coat tails for a change...

    Sentiment: Strong Buy

  • Now with GE in the game, we have to assess whether it is too late to get into fuel cells. After all, PLUG has gone from about $.12 to over $6 and holding which is an incredible run and one that the vast majority of stocks will never replicate.

    So we could look at PLUG, Ballard and FCEL.

    We can probably conclude that GE getting into fuel cells will only ever represent a tiny fraction of their business. We can probably predict that GE will never be a fifty bagger like PLUG is now or a hundred bagger which PLUG nearly was recently.

    So where should be put our Roth IRA chips? On GE or TESLA, now that it has run up enormously.

    Or should we split our speculative chips across the board, perhaps evenly on PLUG, Ballard and FCEL, as it is not easy to predict which one, if any, will hit the big time from here.

    I cannot predict which one might be a big winner-- but I can cover the fuel cell map across those with lots of patents and seemingly credible managements.

    For all the thoughtful wizards on this board-- or is there a better (or bettor) way?

    Sentiment: Strong Buy

  • Someone must contact GE immediately and tell them how stupid they are and that they have made a terrible mistake by building a "Fool Cell" facility. They are obviously going to throw tremendous amounts of money down the drain.

    It appears that GE's scientists and engineers have not been reading this message board and educated themselves from all the expertise on this board and about this silly technology that will never work.

    Also, someone must warn all the GE shareholders too who are so ignorant as to invest their assets in such a stupid company that would be duped by the idea that fuel cell technology can work.

    Or I guess they can all learn the hard way if they want to throw their money down the drain on this unproven technology.

    Sentiment: Buy

  • zoltyfan zoltyfan Jul 9, 2014 10:28 AM Flag

    I can give you a tip too-- Tesla's bite is far worse than any Minnesota muskie and PLUG-- even if it got it in there-- couldn't begin to handle Tesla flopping around in its dinghy...

    Sentiment: Hold

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