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Strategies & Market Trends : YEEHAW CANDIDATES -- Ignore unavailable to you. Want to Upgrade?


To: Galirayo who wrote (18045)5/18/2006 2:43:53 PM
From: Esoteric1  Read Replies (2) | Respond to of 23958
 
It's a rather Large powerpoint file.

Here's another.

Apperently the GTL CTL presentations ahve been well received.

Here's one By

SYMN

syntroleum.com

Both RTK and SYNM presented here:

news.ft.com
By James Altucher
Published: May 15 2006 22:18 | Last updated: May 15 2006 22:18

On Monday I attended the next generation energy conference in New York sponsored by investment bank Merriman Curhan Ford. The conference coincided with its release of a next generation energy index (NGE.X). Many funds in which I invest put money into these alternative energy companies, so I thought I’d learn a little more.

Another interesting sector in alternative energy is the one focused on businesses that have technology for turning liquids into gas. Companies using the Fischer-Tropsch process can turn biomass into usable fuels. As the cost of turning oil into usable energy increases, alternatives are already proving themselves cheaper. Eventually this will be a depressant on the price of oil but for now we can only bet on the horses and watch as they race to the finish line. Two companies in this field are Syntroleum (SYNM) and Rentech (RTK).

The supply and demand equation for oil is pretty clear: demand will continue to go up in the long run faster than supply. In the short term, Opec can continue to increase production and governments can draw down on inventories.