6/26/2006 2:31 PM
Konrad Imielinski wrote:
You beat me to the punch! Interesting to see XNL still in the red today after they pointed this out. The publishing of the article (1:50 pm) gave a slight push but not enough to see green. Reply to this
6/26/2006 2:17 PM
Good find and compliments to the poster for discovering the misleads in this article before Xethanol did... Reply to this
6/19/2006 8:37 AMDoug wrote:
You've hit it right on. Anyone who calls for punitive measures on profits or discourages the fundamental economic tenant of seeking profit within the law, is missing the point. The world and the economy don't shift gears overnight and profits are what drive innovation and invention. Look at it this way...now certain oil companies have the profit to make fossil fuels (an inescapable fact of life for the foreseeable future) cleaner. Reply to this
6/3/2006 2:45 PM
One of the assets going forward on this stock, that has not been widely discussed, is the the subject of branding.
IMO VSE's investment in the V85 brand on the pumps is going to is going to provide huge leverage when John Q Public wants to buy an ethanol stock.
6/3/2006 2:38 PM
China needs ethanol worse than we do and they know it. The problem is that they don't have enough arable land for food crops, let alone fuel crops.
We are currently in discussions with several investment consortiums in China about transfer of US technologies that might provide solutions. But none of them are simple all of them require the development of collateral infrastructures. Reply to this
6/1/2006 5:12 PM
I like India's aggressive behavior in dealing with this issue, though
this is just a small step. America should take a hint and the
government should mandate at least E5 in all our stations
5/31/2006 9:24 AM
Curious about your take on VRDM. Since you have given it a lot of attention during its recent rollar coaster ride, I wonder what you feeling is about its immediate and long term stock price Reply to this
5/31/2006 7:16 PM
Konrad Imielinski wrote:
I will publish an in-depth analysis on VRDM very soon as I'm trying to assess this situation myself.
5/25/2006 11:04 PM
I think that if you extend your chart back out to March, the reason for the continued decline will be more apparent. The stock had the highest spike of any on your list. It's still 200% above where it was in the end of March. A 100% a month is a rather steep rally for most stocks.
Of course the right partnership could drive it right back up to 800%. Reply to this
5/21/2006 2:09 PM
Steve P. wrote:
How did you manage do get an interview with Mr. Khosla. I'm glad such a significant figure is on our side. With the recent decline ethanol has been recieving, I have been worrying about my investments. Reply to this
5/17/2006 2:33 PMBioConversion Blog wrote:
If it the cost of manufacturing a flex-fuel model of a car cost appreciably more to the consumer, then you would have the chicken-or-egg conundrum on E85. But I have heard that it costs between $0-$200 for the production line. We already have roughly half a million flex-fuel cars operating in this country.
I propose that we institute a policy like Brazil has that mandates that all cars sold in the U.S. after 2007 be flex-fuel compatible. Then gas stations would have a reason to consider installing E85 pumps and consumers would see real price depressing competition at the pump.
Simply announcing the policy might have a sobering effect on foreign oil producers who seem increasingly prone to leverage their current advantage.
On the other hand, in California we import 95% of the ethanol we use. We have four E85 equipped gas stations. We buy 25% of the ethanol produced in the U.S. to blend as an oxygenate (at 5.67%) in our gasoline. We will have a ready demand for ethanol for years to come without having to install one more pump. So the issue here isn't about need, it's about education and behavior. It's also about local production of ethanol which, I submit, is going to come from bioconversion of waste. Reply to this
5/22/2006 10:45 PMJames Jeude wrote:
Hi, it's the E10 vs E85 author here. My point was very, very, very simple. Until we meet 10.000001% of our country's gas needs through ethanol, we should have EVERY gallon of gas as E10 rather than having a much smaller number of gallons running E85 and the rest running ... well, let's call it E0. That was my point: 100% of cars with 10% ethanol = same as 11.7% of cars with 85% ethanol. We are FAR away from having 10.000001% Ethanol. (I include the decimals to make a point: E10 is here and now and universal and should be our only goal until we think we can achieve more than 10% of our needs through Ethanol.)
I am waiting for someone to contradict my math. Stil waiting. Reply to this
5/5/2006 10:31 PMBlackBlade wrote:
Nice site! I just stumbled across while researching ethanol and biodiesel plays. I admin another natural resource investing site and added this one to the energy links.
Don't get me wrong - I am an exploration geologist with an extensive background in mining and petroleum and have worked in commodities analysis as well.
5/6/2006 12:55 PMKonrad Imielinski wrote:
I appreciate it very much, thank you for the linking. Can I have the URL to your natural resource investing site so I can do vice versa? Hope your enjoying the ride!
Sincerely, Konrad Imielinski
Thank you everyone for the comments! If any bloggers that have blogs related to this topic, feel free to email or comment me as I will put you on my blogroll. Reply to this
5/5/2006 10:00 PM
I will definetely be watching this too. Hopefully it will mainly focus on ethanol's major players, with optimism though. Your right, all this speculation is driving me nuts! But im enjoying the ride. Keep up the good work.
both picks! I also have shares in AKAM, bought at 2.13 in 03. I also
managed to buy VRDM before it erupted at .07. Yes, its recent orders
and agreements have definetely showed some promise in this company,
lets see how they execute them!
4/26/2006 8:27 PM
Someone needs to really research this company to see if it's for real. Go on a site visit; interview a company using their equipment; interview the CEO. The first to do all this will get a TON of publicity. Reply to this
4/26/2006 8:42 PM
Konrad Imielinski wrote:
The difficulty of this is as much as VRDM.ob is being publicized on message boards, analyst opinions and news is very limited on this company. Speculation is what is driving this company now. One solution as you said would be to go on a site visit, would interviewing a company using their equipment really help in this situation? Getting an interview with the CEO would obviously be a more valuable option, but we have to think realistically. Until we learn more of this company its future is still vague, making it a risk. I will be posting more on this company, hopefully fulfilling your needs in seeing if this company will be a winner or loser. Thanks for the post! Reply to this
I read an article that said GSHF hoped to remove 1 billion shares of INSQ’s common stock. I asked him about that and he said they still intend to and that we should see that announcement in the near future. He said this is not a buy back. These shares will be returned to the treasury. (I hope I said that right and I'm not sure I completely understand it)
Anyway, I now feel good about the short-term prospects of VRDM and I hope to learn more about VRDM as they release their quarterly results and future PRs. Reply to this
4/26/2006 10:20 PM
Konrad Imielinski wrote:
Great read, thank you very much for this useful information. Keep us posted! I will give the CEO a call and tell you how that went. There is no doubt that I will continue to follow this company. Truly appreciate it!
4/26/2006 9:36 PM
I personally spoke to the CEO, Kevin Kriesler, this past weekend. You should too. He's very open, was really kind and answers what he can. Please do not post this number on the boards. Call 888-895-3585 ext 5734.(the funny thing is that I called just to test the number on Sunday evening around 7pm and he picked up the phone!I think he had it fowarded to his cell phone)
Please use your blog and do what no one else is doing. Research this company. You will make a name for yourself and your blog.
Here is a run down of our conversation this past Sunday:
Kevin did eliminate some of the skepticism that I had with VRDM. He was very kind and took the time to answer the questions that I had. I have to say I am a little excited about the company after speaking with him. I called from my brother’s house and because of the call my brother has already placed a buy order for Monday morning. I wish I had been better prepared for our conversation, but here are some of the highlights.
Obviously he could not give me insider information and had to remain vague with his answers. Everyone: The following is my take on his responses. Please do not interpret these as quotes from Kevin Kriesler. Please do your own DD.
I asked about the additional 250,000,000 shares that were recently approved and whether or not we should expect the number of outstanding shares to increase dramatically. (i.e. 4-5,000,000) I felt reassured that we would probably never see numbers like this. He explained in financial reasons why they did this and how they would be used. It didn’t sound like VRDM had plans to release additional shares anytime soon. He said they are in good standing financially for the next 45 days and that the recent announcement with Cornell satisfies their financial needs for the near term.
I asked when we would see numbers for the 1st quarter and he said he expects to release them before May 15, 2006. Two plants used their technology in the 1Q. The revenue from the recent announcements would not be realized until later this year.
I asked about the recent deal with Cornell and whether or not Cornell would sell its shares in the near future. He said they couldn’t sell for at least 6-9 months, even if they wanted to.
I asked why company names weren’t given in some of their press releases. I explained that some have criticized VRDM for this. He said when companies like themselves make these types of announcements they cannot release the purchaser’s names unless they are given permission. Some purchasers want to keep the technology quiet so they can use it as a competitive advantage. He said VRDM has released the names of the companies that have allowed it to.
Kevin said he was excited about the future and is looking forward to sharing his excitement with the public as he has done so with past PRs. My take on this is that we should expect more PRs in the very near future.
4/23/2006 7:14 PM
I don't really think it is a bubble, yet due to the market caps are not extreme (I may change that in a few months) I do however see alot of companies that like the dot coms produce nothing, won't produce in the near future and are micro caps easily pumped and dumped. I like PEIX ADM & MON (I don't currently own MON due to a big tax bill this year ) I do think that like the dot coms there will be a few and only a few winners in the next couple of years -Tim 35 yo Falls Church VA PS the last gallon of Petol I bought cost 2.95 Reply to this
4/24/2006 6:29 PM
Konrad Imielinski wrote:
Interesting remark, I'm glad that you too are enjoying this nice run, the question though is when to sell... Reply to this
4/17/2006 1:25 PM
Congratulations on your picks...they are doing great today! look at VRDM...