Thursday, August 17, 2006

Leveraged Alternative Energy Trade

For the Brain Trust that frequents AllAllan:

Hello:

There has been some talk on this board about uranium common equity trades. While I am not a short term trader, I am interested in a long term, preferably leverged, diversified, alternative energy play. Does anyone know of a security, or perhaps small basket of securities, on which I could take the long position, that would accomplish this?

Allan has suggested LEAP calls on an appropriate ETF, but I cannot find an ETF that fits this mold.

Thank you,

John Kercheval
Washington, DC

18 comments:

Allan said...

Take a look at PBW

http://finance.yahoo.com/q?s=PBW

Holdings:

http://finance.yahoo.com/q/hl?s=PBW

Anonymous said...

Allan:

You are a genius. I don't know how you find these things.

Count me in for 2,000 shares tomorrow @ open.

To other readers of this- I have more money
and would be interested in other ideas as well.

John Kercheval

Anonymous said...

Let me do a follow-up. The PBW ETF that APH referenced, focuses on "clean" energy technologies. That is good and relevant.

However, another play here that would add to the diversity of my overall position would be a straight "Anti-Hydrocarbon" stock/fund/ETF. This would include uranium, hydrogen fuel, electric fuel cells, etc.

I know this is a tall order, but I say again- I have more money.

John Kercheval
Washington,DC

Anonymous said...

On our topic of "Triggers that Cause a Stock to Jump", one of the old Bird Flu Basket stocks -- AVII -- has made a HUGE jump today, currently up 16%. This coming after the following report, which Yahoo posted under its headlines for the stock and now, strangely, has removed it with a notice that the news article has "expired."

Here's the article, culled from the yahoo message boards:

(Printer friendly version) Dutton Associates Announces Investment Opinion: AVI BioPharma Raised To Strong Speculative Buy Rating In Update Coverage By Dutton Associates

EL DORADO HILLS, Calif., Aug 18, 2006 (BUSINESS WIRE) -- Dutton Associates updates its coverage of AVI BioPharma (Nasdaq: AVII), raising its rating to Strong Speculative Buy and lowering its 12-month price target to $6.00. The 13-page report by Dutton senior analyst Stephen L. Handley is available at www.jmdutton.com, and at First Call, Bloomberg, Knobias, Zacks, Reuters, and other leading financial portals.
We continue to be impressed with the broad applicability and promise of AVI's differentiated technology in the treatment of many diseases. The stock has been quite volatile since we initiated research coverage last November, as investors have variously focused on the positive or negative implications of the news associated with one or more of AVI's products. For example, at one point there was a surge of investor interest in AVI and other companies developing products to combat avian flu, and later there was downward pressure on the stock because of a perceived setback in the development of a drug to treat hepatitis C. Indeed, it remains difficult to predict the near-term price movement for AVI as well as for most development stage healthcare companies. Nevertheless, we judge that the Company has many programs that, individually, could eventually generate significant earnings. So even though we have a near-term price target well above the current market price, we are in fact more confident about the likelihood that this stock will prove very rewarding to the long-term investor. We are raising our Speculative Buy rating to Strong Speculative Buy, while our price target, which had been raised during a period of strength in the stock reflecting our long-term optimism, is now back to our original $6.00 per share.

Anonymous said...

Try individual stocks for small money. UUU.V and XSNX are two good ones.

McGrvy said...

Here's a biodiesel pump from one of Taipan Group's (Agora) Newsletters. Anyone know what company it is?

This new opportunity is a small company that just launched on March 31, 2006. Since it's so new, hardly anyone on Wall Street is even aware of this company -- which explains its tiny $142 million market cap and $2 per share price.

Why is this $2 biodiesel company ready to explode right now?

First, new low-sulfur emission standards were just set in 2006, and fuel refiners are realizing that a 20/80 blend of biodiesel is the only way to meet these new standards without harming their engines. Biodiesel can be used right now in any diesel motor without modifications!

Second, one of the world's top oil insiders, the former president of Saudi Texaco, just walked away from Big Oil to start this new company. Surely he recognizes that the market is only a fraction of what it will soon become.

This former 'Big Oil Insider' is now in charge of constructing the nation's most technologically advanced biodiesel refineries in the country. His new company is planning to build seven brand-new refineries in the next three years -- and the very first one is scheduled to go on line later this year.

As I mentioned, this tiny company is currently working to build three brand-new biodiesel facilities with a total capacity of 50 million gallons of biodiesel per year. These new plants would generate well over $100 million in revenues annually at current wholesale prices.

Over the next three years, this company plans to build seven new plants, with 2-4 of them having 120 - 340 million gallons of capacity per year.

And although there are many other biodiesel companies out there, here's what Wall Street doesn't yet realize...

Most manufacturers are utilizing soybeans or corn to produce biodiesel. If corn and soybean prices move up, the other biodiesel companies have no choice but to pay the increased prices.

That's not the case with this $2 stock.

This small company has a patented manufacturing process that allows it to process feed stocks that nobody else can! It's called 'multi-feedstock technology,' and it allows it to use 25 different feed stocks to produce the same quality biodeisel!

It can pick whichever fuel among 25 choices is the cheapest! This is a luxury that its competition simply does not have. In fact, this company can make a gallon of biodiesel for a fraction of what other companies are currently selling it for.

Its 'multi-feedstock technology' allows it to produce biodiesel for $1.50. The best its competitors can do is $2.60. The competitive advantage is obvious.

The moment its first plant goes on line, this $2 stock will be able to undercut all its competitors and corner the market! And since this company has already secured a patent on this 'multi-feedstock technology,' the competition has no chance of keeping up.

Right now, since the company has no plants on line, Wall Street has assigned the stock a market cap of $142 million. When its first plant starts up this fall and generates $100 million, this alone could virtually double the company's market cap -- easily pushing the stock up to $5.

But remember, this $2 company has plans to launch not one -- but seven plants -- each with a minimum of $100 million in potential revenue! All seven plants could give this company a market cap of close to $1 billion, more than enough to value these shares at $13.65.

I hope you're beginning to see why this $2 stock could be the best investment you've ever made.
When ethanol pushes corn prices higher (like many experts expect) other biodiesel companies will undoubtedly suffer. After all, they have no choice but to pay the higher corn prices. But since this $2 stock can produce the same level of biodiesel using cheaper grains, it won't have to suffer price increases on the same scale as its competitors.

It'll quickly emerge as the premier biodiesel provider in the country!

That's why I think these $2 shares could easily be selling for $5 by late fall. When the company's first new plant goes on line, its biodiesel services could become the backbone of the nation's energy industry. When that happens, this company could literally become the next Exxon. It's not a stretch... especially if Exxon buys it out!

Bottom Line: This tiny company has discovered a very profitable solution to our nation's fuel shortage. That's why this former oil tycoon walked away from countless millions of dollars in salary and stock options to start up this small biodiesel company.

Is he insane? Not by a long shot!

His company can make biodiesel, an exact substitute for crude-based diesel, for pennies on the dollar. And since biodiesel will be responsible for at least a quarter of the nation's fuel supply by 2025, this is the ultimate growth industry!

This 'Big Oil Insider' is SO sure his company is the next big profit machine, he did everything he could to get his hands on 10 million shares of the company.

With that kind of stake on the line, you can bet this 'Big Oil Insider' knows this company is at the heart of America's energy future. And since he has such an incredible stake in the performance of his new company, you know his top priority will be rewarding early shareholders like you and me.

Without exaggeration, owning shares of this $2 company today could be the single biggest winner you've ever had in your investing history.

Andrew Snyder
Lead Editor, Volume Spike

P.S. I just got off the phone with this $2 company's president and COO, and this conversation made me even more bullish on this stock. Here are some direct quotes from him you may find interesting:

'Some companies will tell you they can be profitable making biodiesel from soybeans and even animal fats. If you raise the cost of getting any of those feed stocks by just one penny, it raises the price of your biodiesel by eight cents.'
'Soybeans cost about $0.28 per pound. Our most expensive feed stock is roughly $0.18 cents per pound. We have about a dime per pound competitive advantage.

You'll like this even better. It takes about eight pounds to make a single gallon of biodiesel. With figures like that, we have an $0.80 competitive edge on each gallon we produce.'

Any help or thoughts would be much appreciated. Thanks...

McGrvy said...

I'm thinking it's Nova Energy, NVNG, on the pinks...

McGrvy said...

Sorry, make that Nova Energy Holding Inc....NVAO

And it was $2 a month ago, now $3.87.

Anonymous said...

Here are some additional plays that have been recently touted from divisions of Agora.

LBIX- Hansen type company. Got in and out of this already, but thinking about getting back into since it's drop and still be pumped.

IDIX-Some test results supposedly better than originally stated. In and only lost money since, but coming up on my trailing stop.

SOLM-"Ad is Tech-mate"- patent infrigement by Toyota on transmission...this one has been moving.

IMMR-another patent infringement-Sony, not in and haven't been following.

There are a couple of others, but I don't have the information at hand.

debby

Anonymous said...

debby do you know the copper giant
that agora is talking about?

Anonymous said...

I have not seen the 'ad' for the copper giant, so no.

I remembered another play: Hollis-Eden (HEPH...and it's been moving, but slower than SOLM).

debby

Anonymous said...

asorry it was not agora it was goldworld here is part of the report




When it comes to profiting from copper - or any stock play for that matter - you can't just run out, buy any old stock in the sector, and haul in a fortune.

$50 Million with Just One Play

How profitable can the right natural resource investments - the type of investments uncovered in Secret Stock Files - be?

Well, one of my readers used one single play to turn a $775,000 investment into a quick $50 MILLION!

After reading a gold stock recommendation in my newsletter he got in at around $2.19 a share.

A few months later the stock had hit more than $210/share.

A few months later I issued a sell alert and he immediately cashed out for a cool $50 million (and gratefully so since, just as I had foreseen, the stock had peaked, the company got itself caught up in a scandal, and the share price took a nose dive).

Mainstream investors took a beating - but my readers and I saw the writing on the wall, got out at the top, and made a bundle.

You just can't play 'em any better than that.
No, in order to win it big, a resource company has to meet or exceed certain criteria.... have sufficient resources to extract and process its raw mineral assets... and have a unique edge its peers can't match.

I'll explain more on this in a moment but first I want to tell you about one particular company that's about to hit it big time. This beauty meets all the necessary criteria and then some!

It's sitting in such an advantageous position that I'm sure its competitors are licking their chops with envy.

You see, a little over 3 yeasr ago this tiny outfit made the deal of a lifetime. It acquired the option to get a maximum of a 93.4% interest of a world-class mining operation in the resource-rich heart of British Columbia, Canada.

What made it such a steal?

Well, as it turns out, the property's pervious owner, Teck Cominco, has already done much of the exploration work. Teck also funded an engineering study and several rounds of data reviews.

But Teck saw one major flaw in the mine - the declining price of copper.

You see, Teck Cominco bought this mine when copper prices were not only not rising, but falling.

As a result, the property lay idle for almost a decade. Until 2002, that is.

Anonymous said...

I did a quick screen on google and nothing else. T-C has a partner that holds 2.3-2.7% of mines. That company is HIghmont Mining Company. I don't have time to look further. This might be correct, but then again maybe not.

debby

Anonymous said...

Thanks for the legwork on NVAO - I was getting there, but you saved me lots of time.

Thanks, Little Joe

Anonymous said...

One of the Advisory Services (Stansberry) is promoting "The World's Best Commodity Play" via
a company that owns Australian lead & zinc mines. Anyone have an insight on this one?

Thanks from Little Joe

Anonymous said...

The advisor re. Australian mining is Sjuggerand, not Stansberry. My mistake. Still looking.

Little Joe

bendicione said...

Does anyone know the name of the tiny company that bought Tek-Caminco's copper mine?

Thanks
Bendicione

Anonymous said...

Australian company is ZINIFEX