drbubb

"has a energy pay back time of about 9 month" that is very interesting. and makes me want to have more detail on an actual project

Nice move in those Silver stocks David Morgan seemed happy with the reaction to the first Silver Summit in London

hammered. thnx to that proposed change in the tax law. thank Gawd, I sold out earlier because I thought CNM was too expensive relative its nAV anyone who holds, should consider selling, and buying individual royalty trusts. that gap between price and nav will close somehow. if it closes by the trusts rising, then you will do better with the trusts themselves (on a geared basis- since CNM.un includes an element of gearing) some Individual trusts here: http://www.advfn.com/cmn/fbb/thread.php3?id=13079166

the serious threat of a change in tax law has caused these stocks to plummet. assuming it goes through, the stocks may not climb back to prior highs, because investors will want a higher yield on existing royalty shares, becuase their tax priviligese will end in 2011 i am watching the charts, and may nibble on a few some charts are here: http://www.advfn.com/cmn/fbb/thread.php3?id=13079166

"The real significance of this is that it involves a nationwide (UK and Ireland) network of Dairy Crest vehicle service centres which will now be operated by Tanfield who can use them as an infrastructure base to serve all electric road vehicles, not just Dairy Crest ones " Very interesting. I will start a thread on Tanfield - in the Green Energy/ Power Alternatives section

ah... anyone else not getting the logo?

GHPC is Global House Price Crash .com A website which is down (due to a change of servers) Some of their members have come over here to continue their chats while the site is down. They are welcome here. In the past, some GEI-ers have visited their site when GEI was down.

plants are light yellow on the growing edge, and that's why i like number 5: now in the header

Not so long ago, Western industrialists and politicians dismissed coal as a viable fuel, rejecting its tendency to pollute cities and cause serious respiratory problems. The world has no shortage of coal and so its prices are stable, but burning it releases far more carbon into the atmosphere than using either oil or natural gas, thus accelerating the pace of global warming. Even so, the West is having second thoughts as energy prices increase – and companies in the US, UK and Germany have no qualms about selling coal-mining technology to companies in China and India. Already, about 70 percent of China’s energy needs are met with coal, and the US Energy Information Administration predicts coal consumption to double in Asia’s rapid expanding economies. Germans subsidize mines that are used as training sites for Chinese miners eager to learn the latest technology, including state-of-the-art emissions control, and politicians defend the subsidies as providing future energy security. Meanwhile, China is also borrowing another German idea – reserving massive amounts of coal and other natural resources to ensure long-term economic security. – YaleGlobal Coal Makes a Comeback Coal industry's days seemed numbered, especially in Western nations Sebastian Ramspeck - Spiegel Online, 9 October 2006 Click here for the original article on : http://www.spiegel.de/international/spiege...,439616,00.html = = 2// Currently, China uses more coal than the US, the European Union and Japan combined. China’s global-warming gases such as carbon dioxide will “probably exceed that for all industrialized countries over the next 25 years,” note journalists Keith Bradsher and David Barboza in “The New York Times.” These emissions have widespread impact, increasing global temperatures and releasing harmful sulfur and mercury particles linked to serious respiratory illness, child-development disorders and acid rain. Skies are bleak over Chinese cities and the particles drift to neighboring countries, as far away as the West Coast of the US, in measurable amounts. Though industrialized countries such as Japan offer loans, grants or technology to make China’s coal-burning technology more environmentally friendly, the nation relies on its own domestic equipment, cheaper and less energy efficient than foreign-made “green” alternatives. Cheaper equipment translates to cheaper energy for Chinese consumers, who continue to enjoy a wave of economic prosperity. Rural citizens pour into cities for employment at the coal plants, and the government faces pressure to respond to a growing demand for cheap energy to fuel modern amenities such as air conditioners, televisions, microwaves and refrigerators. Following the lead of their US counterparts, Chinese citizens demand the short-term benefits of cheap energy and dismiss long-term health and environmental dangers. – YaleGlobal Pollution From Chinese Coal Casts a Global Shadow Keith Bradsher, David Barboza / The New York Times, 16 June 2006 Click here for the original article on The New York Times website @: http://yaleglobal.yale.edu/display.article?id=7590

(owned shell canada calls- bid came out today- big jump, so will sell them) Shell money is going to go in... to Coal stocks: ANR, WTN.t, CCJ.v these have been laggards, but may move soon. nice to make a 200% profit, and recycle at this stage, with the coalers still cheap

I will go with the new one, number 5

Riding the ups and downs of alternative energy A long-term investment with plenty of volatility, analysts say Stephanie I. Cohen ... Sept. 27, 2006 WASHINGTON (MarketWatch) -- If filling up at the pump has you cursing big oil companies, investing in alternative energy companies may offer some sweet revenge. Picture the upside: Advancing alternative energies while turning a profit. The downside? Volatility in the underlying energy markets, where a steep drop in oil or gas prices can smother profit forecasts, investor enthusiasm and even regulatory support just as quickly as they are ignited by a spike in prices at the pump. Meanwhile, companies with names like SunPower, SunTech Power, and Powerlight are among those fetching headlines and investment dollars the likes of which haven't been seen since the Arab Oil Embargo of the early 1970s. They are also drawing in such luminaries as Sir Richard Branson, who announced last week that his Virgin Group is pumping up to $400 million into alternative fuels via an investment fund dubbed Virgin Fuels with an initial investment in California-based ethanol producer Cilion, a privately held company. Branson has plenty of company. According to PricewaterhouseCoopers and the National Venture Capital Association, investments by venture capitalists in alternative energy deals jumped 69% in the second quarter from a year ago. In 2005, $1.6 billion in venture capital went toward developing clean technology in North America, up 34.9% from 2004, according to Cleantech Venture Network. "There's a raft of IPO's coming," said New Energy Fund Managing Partner Mark Townsend Cox. When evaluating where to place a bet in the burgeoning field, Cox said an investor must always ask "does the technology work and is it economical?" But no amount of due diligence will shield investors from big risks and big swings in stock prices. "As is often the case with emerging markets, these stocks have been volatile," said Rob Stone, managing director of equity research at Cowen & Co. Investors should see the alternative energy sector as long-term commitment, he added. In the past two months, solar stocks have dipped 40% to 50%, said Jeffrey Bencik, senior analyst at Jeffries & Co. Dave Edwards, managing director and head of the merging growth group at Think Equity Partners, warns "there will be more losers than winners" in this dynamic new arena. Solar isn't the only green energy card to play. Companies that deliver fuel cells, wind power, and biofuel technology are also seen as contenders in the fight against higher prices and the need to nurture more domestic sources of energy. While there are plenty of mainstream and multinational companies undertaking green ventures -- FPL Group. Inc. (FPL : FPL Group, Inc.: 47.90+0.43+0.91%) , Sharp Corp. (SHCAF) , and General Electric (GE : General Electric Company : 35.47+0.19+0.54%) -- investors have a myriad of lesser-known options. Solar Photovoltaics, after lurking for decades in the dark recesses of government labs, is suddenly sexy again amid swelling commercial demand and alluring government tax credits at home and abroad, where many of the biggest players are based. And since solar accounts for less than one percent of the electricity generated worldwide, analysts see plenty of room for growth. Last year, solar upstarts made up the three biggest initial public offerings in the technology sector: Q-Cells Ag, SunPower Corp., and Suntech Power Holdings Co., Ltd., according to a CleanEdge Inc. report on trends in the alternative energy market. These companies remain analysts' top picks today. Ron Pernick, co-founder and principle of CleanEdge calls the solar market a "pure technology play." He points to solar cell and panel manufacturer SunPower (SPWR : 31.60-0.34-1.06%) as a prime example, noting that the Silicon Valley firm is a spin-off of Cypress Semiconductor that makes high efficiency solar cells that convert sunlight into electricity. Shares of SunPower priced between $12 and $14 at the company's initial offering last year. Shares were recently trading at $27.10 after tumbling from $44 in March to a low of $24 in mid-July. Piper Jaffray's 12-month price target for SunPower is $39. The overall solar market is seen expanding from $7.2 billion in 2004 to $39.2 billion by 2014, according to CleanEdge. There are investment opportunities at "every step of the solar food chain," Stone said. @: http://www.marketwatch.com/News/Story/Stor...amp;sid=1950277

GEI's Logo - changing versions BTW: Here's a quick link to the site : http://tinyurl.com/gei-88 ==================================== From March 2006: and is-version Experimental: 1/ 2/ 3 & 4/ very similar 5/ -in JasmineUPC pre-launch version: Comments welcome I think we may switch to one of the experimental ones for a period- to make a change. Probably number 3

before i would consider buying, i would want to see a chart of the 2012 contract got one? these guys : Soc.Gen : may have some charts and call options on long dates. But you may need to register to get access to their charts and prices. some companies (like phibro) made a fortune going long the longest-dated contracts, but that was from levels of around $30

Ah... that's a somewhat awkward phase- but it will workout stay in touch with your creative inclinations, even if you must take a boring "job" for a while

Hi, MM If you dont mind me asking, how do you support yourself now? Are you in the academic world, or do you have another livelihood? if you prefer not to say, that is fine too

"How accurate have his calls been?" from my very limited experience: Mixed. He has made some good calls Let's track this one, and see how he does

Cyclical expect fred starkey is very keen on silver. He sees a low around nov.4th-6th, and then a takeoff. His target is $18 by the first quarter = = Silver Wheaton (SLW) charts well : see chart looks like current $9.60/70 level is resistance. might it fall back towards $8.00, going into starkey's early nov. low?

Others that specialise in Juniors and early stage companies include: Canadian : Lawrence Roulston, Ian Gordon, Coffin Brothers ... Aussies... : Warwick Grigor ...will add more names as I think of them

Wow. Look at that move in Energy stocks XLE : 52.87 Change: +0.97 Percent Change: +1.87% Coals stocks had a huge day Massey (MEE) : 22.90 Change: +2.07 Open: Percent Change: +9.94% Oil was down, so this may be an indication that investors think we will not see any further falls in oil, and an energy rally is beginning

Here's a professionally managed fund... chart ... update : advfn thread An application has been granted for the original listing in the industrial category of up to 13,846,140 trust units and up to 6,923,070 trust unit purchase warrants of Canadian Income Management Trust, of which up to 6,923,070 trust units and up to 6,923,070 warrants will be issued and outstanding, and up to 6,923,070 trust units will be reserved for issuance upon completion of a public offering. Listing of the trust units and warrants will become effective at 5:01 p.m. on Monday, Feb. 20, 2006, in anticipation of the offering closing on Tuesday, Feb. 21, 2006. The trust units and warrants, other than those which have not been distributed to the public, will be posted for trading at the open on Feb. 21, 2006. Each warrant will entitle the holder to purchase one trust unit at $2.60 until Feb. 28, 2012. Canadian Income Management Inc. C$ Million (Maximum Offering) 7.0% Unsecured Subordinated Debentures Price: C$100.00 per Debenture - - Canadian Income Management Trust C$ Million (Maximum Offering) Trust Securities Price: C$2.00 per Trust Security - - Offered in Bundled Units of 1 Debenture and 15 Trust Securities Price: C$130 per Bundled Unit Minimum Purchase: C$3,250 (25 Bundled Units) NOTE: TSX Listing: An application will be made to list the Debentures, Trust Units, and Warrants on the TSX income trust universe billions...../ 1997 /1998 /1999/ 2000/ 2001 / 2002/ 2003/ 2004/ 2005/ market cap.. : 18. : 16. : 17. : 21. :. 29. :. 41 :. 76 : 114 : 172 : no. of funds : 51. : 57. : 58. : 52. :. 62. : 101 : 136 : 173 : 224 : ................ : As at Sept.30, 2005 ................... ## : MktCap .. Pct Industrial & Energy 50 : 16.7bn .. 9.7% Consumer Goods..... 74 : 24.7bn . 14.4% Utilities & Infra.. 13 : 13.9bn .. 8.1% Resources........... 7 : 10.3bn .. 6.0% Power.............. 13 :. 7.6bn .. 4.4% Total Com'l & Ind. 157 : 73.2bn . 42.5% Oil and Gas........ 37 : 76.6bn . 44.5% REITS.............. 30 : 22.5bn . 13.1% TOTAL............. 224 :172.3bn . 100.% = = = = = LINKS: Description ...... : http://www.stockwatch.com...?bid=B-526329-C:CNM... Sentry Select page : http://www.sentryselect.com/index.cfm?prod...ents&id=131 (Unaudited) Date NAVPU 13-Jul-2006.. $ 1.54 29-Jun-2006.. $ 1.52 23-Jun-2006.. $ 1.37 13-Apr-2006.. $ 1.77 06-Apr-2006.. $ 1.81 30-Mar-2006.. $ 1.88 = = = Check out the NAV before you invest

Perhaps you can see why I rarely invest in Gold Bullion or Major Gold miners... The risk / reward on investing in Juniors has been far better, partly due to the discount-plus-warrants structure of placements. This is particularly true if: + You get your timing right (using technical indicators, and seasonality), + You do a reasonable job of stock selection (assessing management, and using some tested valuation techniques), and + You use reasonable risk control: taking some prudent profits when stocks are over-bought, and not putting all your eggs in too few baskets. Have I missed any tips, or trading secrets that others on GEI use?

(from Hornet Renewables' comment): Solar stocks were down hard as rumours and worries about future growth prospects as well as talk of falling margins ballasted the solar market. The bell -wethers: QCells, Solarworld, Evergreen Solar and Conergy were all down by over 10%. Most of the problem was caused by the Spanish Energy Ministry which published a draft bill during the week which proposed reducing the feed in tariff for PV systems to €0.33 per kWh, down from €0.44. We believe that these changes have been largely misunderstood by the market and are of the opinion that they will not have a significant effect on the growth prospects in the Spanish markets as the resulting changes will still mean that solar projects will have yields of 30% or more. We used this softness as an opportunity to buy select names at good prices.

(Soon available in Uk, Europe) Renewable Capital to License Konarka's Dye-Sensitized Solar Cell Technology Relationship to focus on manufacturing scale-up in Europe and commercialization of Konarka's dye cell technology Lowell, Mass. and London, UK – July 31, 2006 – Konarka Technologies, Inc., an innovator i developing and commercializing Power Plastic™ that converts light to energy, and Renewable Capital Ltd, an investment firm that identifies and invests in renewable technologies, today announced the licensing and joint development of Konarka's dye-sensitized solar cell technology for large-scale production. The agreement will further the commercialization of Konarka's dye cell technology by bringing on large-scale production capabilities. Renewable Capital has committed resources, capital and equipment to their development activities. This includes the enlistment of services from Coatema, a world-renowned manufacturer of first-of-kind coating equipment. "This is a key milestone in that Renewable Capital's investment validates the progress we have made in the development of high volume manufacturing methods for the dye sensitized process," commented Howard Berke, chairman and CEO for Konarka. "The non-exclusive relationship with Renewable Capital will enable for the large-scale manufacturing production and scale-up of Konarka's dye-sensitized solar cell technology. With this partnership, we are continuing to execute on our strategy to partner with leading global companies." @: http://www.renewablecapital.co.uk/breaking...a_7_31_2006.pdf

Does this presentation make sense to anyone? Or does it need the verbal descriptions that go with it? t-ln: 13.oc: 211 = = = Diamondfields Resources was one of the most successful Junior Explorers ever. A book has even been written about it... Big Score: Robert Friedland, Inco, and the Voisey's Bay Hustle by Jacquie Mcnish Edition: Hardcover Availability: This item is currently unavailable. // 6 used & new from $134.15 Bigger than Life, July 29, 2001 Tremendous read for anybody who has an interest in this sector, or for that matter good business books. Good insights on the tactics used in making a deal for a world class deposit (at least in a seller's market). I started yesterday morning and couldn't put it down all day. My wife did make me walk the dog, and I took a few trips to frig, but was so engrossed I finished it all yesterday. That's saying something because I usually only finish about a fourth of the books I start. 2/ How to turn caribou pasture into a cool $4 billion, March 6, 2006 Reviewer: P. Preston (San Francisco) - Simply captivating and better written than a Canadian mining story has any right to be. About how a gang of off-beat penny stock mining promoters (led by Robert Friedland, ex-hippie ... and one time school chum of Steve Jobs) took some of the world's largest mining companies on a dizzying auction for some desolate caribou pasture that just happened to contain some of the richest ore deposits ever discovered. Bob Friedland is the loadstar of the story: a vain and loathsome character but brilliant as an auctioneer of fear and greed as he escalates the bidding into the stratosphere. This book contains some valuable lessons for executives and the stock buying public. For executives: have your temperature checked regularly for "deal fever": walk away when the bidding gets too intense, you're probably overpaying. For the public: Beware of (a promoter's) inside tips that (are used) to prop up an overvalued stock - you need a dynamic impressario with a "good story" and some theatrical "props". Brings to mind certain Silicon Valley impressarios.... 3/ Fascinating book. A must read., January 11, 1999 Reviewer: A reader Fascinating book. I knew nothing about Newfouldland/Labrador or penny stocks but the characters, the land and all the business dealings fascinated me. I couldn't believe this was non-fiction. A must read. @: http://www.amazon.com/gp/product/customer-...155&s=books