Catalytica Energy Systems, Inc. (CESI) Message Board

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Biotech / Medical : Catalytica Energy Systems, Inc. (CESI)

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To: James Perry who wrote (1053)	2/18/1998 8:13:00 PM
From: Bruce Rogers	Read Replies (1) of 1514

I agree that these guys running CTAL are a bunch of smart cookies. They clearly know their stuff--on both the turbine and chemical side. They haven't attracted the big boys by hype--you know they've shown these guys (e.g. GE) some convincing results. They have the look and smell of being an incredibly successful company or eventually being bought out at a huge premium. The "problem" I'm having with them as an investment is having the necessary patience. We're so used to wanting/expecting our investments to make daily/weekly/monthly significant announcements and price movements that we become impatient with the ones which are developing products for the "long" haul (a few years). We want daily press releases--that's one reason why I respect the guys who are running the show here--they release the news when a deal is done, not just to hype the stock. You have to stay in this stock or you'll miss the run-ups.

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