Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : Trade Blogg Ideas Inter Alia -- Ignore unavailable to you. Want to Upgrade?

To: Rutgers who wrote (114)	11/8/2005 8:11:41 AM
From: Rutgers	Read Replies (1) \| Respond to of 285

DESC - current thoughts after Q3 Earnings Report yesterday and DESC profiled on Cramer's MadMoney CNBC Show last night [kinda ironic given my position in TSCM - gotta hope no jinx] thestreet.com Alternative Current Distributed Energy Systems (DESC:Nasdaq - news - research - Cramer's Take) is the "best little alternative energy company you've never heard of," said Cramer. Distributed Energy on Monday reported much better-than-expected revenue of $12.3 million vs. expectations of $9 million, said Cramer. Gross margin was 2% better than expectations, he said. Distributed Energy is benefiting from two big trends, distributed power and on-site hydrogen power generation, and Cramer believes the company will reach profitability ahead of Wall Street's expectations. After the hurricanes that struck Florida and the Gulf Coast this year, "everybody who needs a reliable source of power is at least thinking about installing a distributed power system," said Cramer. Furthermore, higher energy prices have made the economics of teh company's on-site hydrogen power systems more attractive. The company even has some exposure to solar and wind power, he said. Distributed Energy has lots of room for growth, said Cramer. "This is not going to be the last good quarter. It's the first great one!" IN REPLY TO THIS POST: DESC - current thoughts - and short interest update Short Interest increased over 100% since August 15th - second consecutive month that SI went up more than 100% nasdaqtrader.com. Short Interest increased to 979,025 shares (from 650,912 in August). This is very good to see b/c it should provide some fuel for a future short squeeze. Check out the Insiders sales since the stock past $7.00 - or the lack thereof. Interesting b/c these guys have sold shares in the past. Maybe the hogen orders are really picking up as First Albany recently opined. from the Yahooligan board - go to these posts to read more: finance.messages.yahoo.com. DESC: Channel Checks Suggest HOGEN Sales Momentum 2005-09-27 04:10 (New York) First Albany September 27, 2005 Distributed Energy Systems Corp. Buy(DESC - $ 7.17) DESC: Channel Checks Suggest HOGEN Sales Momentum Action: Reiterating Buy rating on the shares of DESC, as recent channel checks suggest increasing momentum for Proton Energy's HOGEN product, given its economic value proposition, further enhanced by recent tight hydrogen supplies following damage sustained from Hurricane Katrina. In light of the potential for an increasing mix of higher-margin product sales and enhanced visibility into cash flow breakeven, combined with ongoing positive trends at Northern Power, we would be buyers at current levels. and Part 2 of the Yahoo post, finance.messages.yahoo.com. Key Points: * Recent channel checks suggest that HOGEN product momentum has been growing, as power plant operators begin to recognize the inherent benefits of onsite hydrogen production, including enhanced efficiency/cost savings (payback of less than a year in some cases), longer generator life, quick installation, and reliability/safety benefits. Proton is targeting an estimated 17,000 hydrogen-cooled electric generators, which represent a more than $1B addressable market. * In particular, a recent hydrogen explosion at AEP's ($38.94-Not Rated) Kammer plant in West Virginia further validates the safety benefits of the HOGEN product, which rarely holds more than 15 liters of hydrogen at any given time versus the 20,000 liters contained in a typical hydrogen cylinder. * In addition, ... go to Yahoo for rest of post.