STOCK MARKET Thread

[Carl Johnson]

Congrats to all the SD holders out there. What a beast.

[blkgsr]

what's SD?

[shawnly]

Can't wait for the market to open on Monday, grabbed some EK Apr 3.5 calls on Friday.

[Carl Johnson]

Originally Posted by blkgsr

what's SD?

http://www.google.com/finance?q=SD

[xxxrsxxx]

PAW has been on a tear since their news release yesterday

[t8v6]

i've been hearing vanadium to be the next big thing especially in the green energy market. anybody have any insight on this?

[highfive]

Where did you hear about it? Honestly, I think nat gas would be the solution to our energy needs. It's cheap and we have lots of it (Canada and US). Plus no hybrid vehicle can haul a 40' trailer. I remember reading on Talisman Energy planning to building a plant that converts nat gas to diesel fuel.

[blkgsr]

how do you turn natural gas to diesel?

you can convert diesel motors to run natural gas though

[highfive]

http://naturalgasforamerica.com/alchemy-natural-gas.htm

Surprisingly it's such an old patented technology.

[blkgsr]

damn, that was an interesting read

thank you

i'm definetly going to look into this some more and follow it along

[DOHCVTEC]

Originally Posted by highfive

Where did you hear about it? Honestly, I think nat gas would be the solution to our energy needs. It's cheap and we have lots of it (Canada and US). Plus no hybrid vehicle can haul a 40' trailer. I remember reading on Talisman Energy planning to building a plant that converts nat gas to diesel fuel.

Natural gas is indeed plentiful and, at the moment, cheap. However, as an investment, it might be a bit late to get into this game. The big lorries will be switching to natural gas within a decade, aided by technology such as our own Vancouver-based Westport Innovations. There is no point in building a big plant and having to offset the costs of converting natural gas to diesel when they can just use natural gas directly. More than 80% of lorries run on preplanned routes, so setting up refuelling stations will not be a problem. What is more, the Natural Gas Act, due to be reintroduced with bipartisan congressional support in April, will give substantial subsidies to lorry operators for switching to natural gas motors. Underlying all of this is the increasing use of hydraulic fracturing technology, even here in BC, that will release huge natural gas reserves and thereby reduce the price of natural gas even further, making the natural gas transition an eventual one.

In short, in about one to two decades, we'll see increasingly use of natural gas for lorries, and electric vehicles for passenger cars. Do your own DD on the commodities this transition will require and place your bets.

[DOHCVTEC]

Originally Posted by t8v6

i've been hearing vanadium to be the next big thing especially in the green energy market. anybody have any insight on this?

Vanadium was talked about 3-4 years ago. Currently it is used mostly for hardening steel. Although its price is still cheap on a historical basis, the fact that it can be replaced with other alloying components makes it less attractive an investment than say some rare earth metals (but of course the rare earth train left the station ages ago).

[blkgsr]

Originally Posted by DOHCVTEC

Natural gas is indeed plentiful and, at the moment, cheap. However, as an investment, it might be a bit late to get into this game. The big lorries will be switching to natural gas within a decade, aided by technology such as our own Vancouver-based Westport Innovations. There is no point in building a big plant and having to offset the costs of converting natural gas to diesel when they can just use natural gas directly. More than 80% of lorries run on preplanned routes, so setting up refuelling stations will not be a problem. What is more, the Natural Gas Act, due to be reintroduced with bipartisan congressional support in April, will give substantial subsidies to lorry operators for switching to natural gas motors. Underlying all of this is the increasing use of hydraulic fracturing technology, even here in BC, that will release huge natural gas reserves and thereby reduce the price of natural gas even further, making the natural gas transition an eventual one.

In short, in about one to two decades, we'll see increasingly use of natural gas for lorries, and electric vehicles for passenger cars. Do your own DD on the commodities this transition will require and place your bets.

i don't buy the fact that diesel is going to be phased out completely....even if the local trucks switch to NG (and i doubt most will), the rest of the world is still going to use diesel and always will

[highfive]

Originally Posted by DOHCVTEC

Natural gas is indeed plentiful and, at the moment, cheap. However, as an investment, it might be a bit late to get into this game. The big lorries will be switching to natural gas within a decade, aided by technology such as our own Vancouver-based Westport Innovations. There is no point in building a big plant and having to offset the costs of converting natural gas to diesel when they can just use natural gas directly. More than 80% of lorries run on preplanned routes, so setting up refuelling stations will not be a problem. What is more, the Natural Gas Act, due to be reintroduced with bipartisan congressional support in April, will give substantial subsidies to lorry operators for switching to natural gas motors. Underlying all of this is the increasing use of hydraulic fracturing technology, even here in BC, that will release huge natural gas reserves and thereby reduce the price of natural gas even further, making the natural gas transition an eventual one.

In short, in about one to two decades, we'll see increasingly use of natural gas for lorries, and electric vehicles for passenger cars. Do your own DD on the commodities this transition will require and place your bets.

That's true for natural gas, it needs support from the congress to make it worth it for truckers or even electric plants. If anyone follows CHK McClendon, it's a two way lobbying battle in Washington between the coal parties and nat gas parties.

[shawnly]

"COPPER FOX ANNOUNCES FIRST QUARTER 2011 HIGHLIGHTS AND FINANCIAL RESULTS"

http://www.newswire.ca/en/releases/a.../31/c8227.html

"Future Activities
The Company's primary objective and main focus is to have AMEC complete the Resource Estimate. Wardrop, Knight Piésold and Stantec require the Resource Estimate in order to complete the outstanding portions of the Feasibility Study and the Environmental Assessment Application.

Field activities for the next quarter include environmental studies and a high sensitivity airborne magnetic survey to identify areas of porphyry style copper-gold-molybdenum-silver mineralization. A Titan-24 geophysical system has been retained for a period of one month to complete additional ground geophysical surveys, on targets identified by the airborne magnetic survey or other exploration completed on the property.

The proposed 2011 drilling program is expected to commence in mid-May (subject to weather conditions) to test the zone of higher grade mineralization from the 500m to the 800m level below surface. DDH CF406, which was temporarily suspended in December 2010, would be the first hole completed in 2011.

The proposed 2011 re-sampling and additional diamond drilling does not affect the completion date for the Feasibility Study on the Schaft Creek deposit which is expected by the end of June or early July, 2011."

[blkgsr]

well the resource estimate is still supposed to be due this month (after getting bumped from last month)

i hope that's not delayed any more

[highfive]

I would be just happy if they are able to have the feasibility study done by June. Once it's done, the 120 days limit is kicked in for Teck. That's when we get to see whether we keep our 25% interest or more or we get bought out completely.

[blkgsr]

well it's not completely...teck max is 75%

[highfive]

^True but I doubt Teck would back in for 75% only.

Currently, CUU has spent $57 million. This is as of Dec. 31 2010.

If Teck buys in, they have to contribute $228 million subsequent expenditures.

If it's 75%, they have to arrange financing for CUU's share too.

CUU's market cap of 700 million or so, I'm pretty confident that Teck would want to buy us out before any other improvements are in place since it will increase the value of CUU even further.

[blkgsr]

uh? teck can only buy in for 75%....nothing more

i don't get what you mean re finacing for CUU shares?

how exactly is teck going to "buy us out"....they don't get my shares until i sell them or until CUU sells the company (which they aren't doing with the teck buy back)....teck just get's a 75% stake in the project

correct me if i'm wrong

[suzuka84]

Originally Posted by DOHCVTEC

Natural gas is indeed plentiful and, at the moment, cheap. However, as an investment, it might be a bit late to get into this game. The big lorries will be switching to natural gas within a decade, aided by technology such as our own Vancouver-based Westport Innovations. There is no point in building a big plant and having to offset the costs of converting natural gas to diesel when they can just use natural gas directly. More than 80% of lorries run on preplanned routes, so setting up refuelling stations will not be a problem. What is more, the Natural Gas Act, due to be reintroduced with bipartisan congressional support in April, will give substantial subsidies to lorry operators for switching to natural gas motors. Underlying all of this is the increasing use of hydraulic fracturing technology, even here in BC, that will release huge natural gas reserves and thereby reduce the price of natural gas even further, making the natural gas transition an eventual one.

In short, in about one to two decades, we'll see increasingly use of natural gas for lorries, and electric vehicles for passenger cars. Do your own DD on the commodities this transition will require and place your bets.

westport is a great innovative company.

[highfive]

Originally Posted by blkgsr

uh? teck can only buy in for 75%....nothing more

i don't get what you mean re finacing for CUU shares?

how exactly is teck going to "buy us out"....they don't get my shares until i sell them or until CUU sells the company (which they aren't doing with the teck buy back)....teck just get's a 75% stake in the project

correct me if i'm wrong

My bad if I explained poorly. This is what i got from CUU website.

Teck Option Agreement:

Teck may at any time elect to exercise the earn-back terms and conditions of the Option Agreement.

On receipt of a Positive Bankable Feasibility Study, a defined term in the Option Agreement, Teck has 120 days in which to elect to either: i) exercise one of its earn-back options, or ii) retain a 1% net smelter return royalty, or iii) receive common shares of Copper Fox to a value of $1,000,000.

If Teck elects to exercise its earn-back option pursuant to the Option Agreement, then Teck has the right to elect to acquire either a 20%, a 40% or a 75% working interest in the Schaft Creek Project from Copper Fox by solely funding subsequent expenditures equal to either 100%, 300% or 400% of Copper Fox's prior expenditures pursuant to the Option Agreement. In the event Teck elects to earn-back a 75% working interest in the Schaft Creek Project, Teck will be responsible for arranging Copper Fox's share of project financing and will recover the project financing funds from Copper Fox's share of metal sales until payout is reached.

An example of how the Teck earn-back option works based on the assumption that Teck elects to exercise either 20%, 40% or 75% earn-back is set out below. This example assumes that Copper Fox has incurred a total of $50.0 million of qualifying expenditures pursuant to the Option Agreement at the time Teck makes its election.

Basically, I think it's more worth it for Teck to buy out CUU completely instead just keeping 75% interest or less. Leaving CUU around with a 25% interest on a mine like Schaft Creek will create an opportunity for players to step in or take advantage.

[DOHCVTEC]

Originally Posted by suzuka84

westport is a great innovative company.

Westport is indeed a great technology company, and I have several classmates from UBC who are currently working for them and they all say the same thing. What is even better, though, is trading Westport stock. I say that because the SP is both predictable and volatile, which is great if you can stomach the roller coaster rides. I have been actively trading it for nearly a year now and the SP jumps whenever Obama or congress mentions natural gas. It's almost a joke. But right now, at its current market cap of nearly $1B, it looks a bit beyond its fundamentals, so I just sold my position.

Ballard Power looks good though. They just leased some lab space to Daimler, which should reintroduce some creditability. And at a market cap of under $200M, it's dirt cheap. Just their patents alone are worth that.

[will068]

Originally Posted by shawnly

Can't wait for the market to open on Monday, grabbed some EK Apr 3.5 calls on Friday.

Hopefully you sold your calls on Monday....

[DOHCVTEC]

Anybody looking at Denison Mines Corp (DML)? Lukas Lundin, of Lundin Mining, just bought more than $600K worth...