frankwilliams977
- 28 Apr 2006 16:05
I am looking for some good Ethenol refinery Company's that are listed on the LSE can any one sugest any thing?
Tonker
- 28 Apr 2006 20:33
- 5 of 22
Alternative energy companies:
Clipper windpower CWP
Voller energy VLR
D1 oils DOO (star buy)
Alkane energy ALK (star buy)
Biofues BFC
Renewable Energy REH (star buy)
Renova Energy RVA
Straight Plc STT (good buy)
frankwilliams977
- 01 May 2006 18:23
- 6 of 22
Thanks alot Tonker big help
cynic
- 01 May 2006 18:36
- 7 of 22
and above all, do not forget GTL .... by the way neither DOO nor BFC produce ethanol though I hold them both in my portfolio of fossil fuel alternatives
ellio
- 02 May 2006 11:18
- 8 of 22
Frank, see post on mne for an excellent long-term investment trust opportunity, these guys have invested heavily in lots of different alternative energies.
cynic
- 02 May 2006 11:24
- 9 of 22
ellio - please enlighten me, but i have never been a fan of fund managers and the ilk ..... it seems to me that you are paying quite a lot of money for their expensive offices and commissions, and at the end of the day, do their results as reflected in sp, outperform a bit of judicious self-research and investment ...... I have strong doubts.
driver
- 02 May 2006 11:24
- 10 of 22
cynic
- 02 May 2006 11:38
- 11 of 22
If you want ethanol, you need to spell it properly too!
ellio
- 02 May 2006 11:59
- 12 of 22
Cynic,
mne are up 50% in last 6 months, that's aint a bad return and they do all the research and to some extent remove some of the risk.
cynic
- 02 May 2006 12:21
- 14 of 22
saw it a few days ago but did not bother to correct then!
cynic
- 02 May 2006 12:22
- 15 of 22
you're right .... not a bad return at all, though it has almost been like shooting rats in a barrel of late ..... but who are MNE anyway?
cynic
- 02 May 2006 12:35
- 17 of 22
IMO, GTL are the ones to plump for ..... or at least that's where I have slapped a slab of dosh (as well as DOO and BFC)
ellio
- 02 May 2006 15:51
- 18 of 22
Cynic, agree GTL is a matter of tming and they have dissapointed the market big style in the past, if they can demonstrate they are back on track 10p no problem??
ellio
- 02 May 2006 15:54
- 19 of 22
Cynic,
DOO and BFC, one hell of a ride, whats your 6 months target on these, are the shares fully valued??? ie future earnings
cynic
- 02 May 2006 16:10
- 20 of 22
I try to watch the trend rather than set any particular price targets.
DOO looks to have very good prospects with its jatopha projects starting to bear fruit (sorry!) in India and Saudi during 2007.
BFC is a strange stock, as i also made money shorting them several months ago ..... They now look to be running quite smoothly, but i suspect their financials are still quite dodgy ..... However, there must be some sort of possibility that they will bedocme a t/o target - you will recollect that DOO had a quick sniff around Christmas and did not like the smell!
GTL I have bought at 2.8 (31/3) and 3.75 (28/4), and I just think this is very much right product, right place, right time
frankwilliams977
- 02 May 2006 16:16
- 21 of 22
Thanks alot for the info guys, very helpfull and i am sorry about the spelling GTL looks realy tempting Im going to do a little more research but I think the mortgage is going on this one.
Tonker
- 02 May 2006 22:52
- 22 of 22
I feel that DOO has a lot going for it compared to Biofuels...
a) Management seem to meet all there targets on time, feel that there is much more honesty there (they do not try to manipulate news, hold back info etc)
b) The D1 20 unit is like a mini refinery, each one is capable of producing 8000 tonnes of fuel a year
c) Plans to have 6 D1 20s in the UK by the end of 2006... total production of 72,000 tonnes a year. The new plant Biofues has built will be able to produce 250,000 tonnes when at full capacity, this may take some time to achieve if the delays so far are anything to go by
d) Smaller units can be deployed around the country to greatly reduce transport costs
e) Units can easily be shipped arround the world, and be used in remote locations, provided power, water and veg oil are supplied. These units will run on a generator.
f) A lot of investment in India, crops are being planted very fast because of favorable monsoon conditions, they have found a plant that produces good oil but will grow in arid conditions, and Indias demand for fuel is very high. still developing India will be able to emprace this new technology