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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: Frank who wrote (96333)	2/2/2008 7:26:58 AM
From: Bearcatbob	Respond to of 206334

Frank and all, It never ceases to amaze me to see new ideas despite the hours I spend on this subject. Frankly, I need such. Thank you. When I look at new ideas the first thing I do is look at charts. I find that there are E&Ps trading above their 200 dma and many of my "friend stocks" are not. Is there anyway we can expand our discussion of these stocks to include a measure of market recognition of value. For instance, BEXP and GMET are trading above their 200 dmas. Bob

To: Frank who wrote (96333)	2/2/2008 11:16:28 AM
From: ChanceIs	Read Replies (1) \| Respond to of 206334

H2Gen I attended the annual United States Association of Energy Economists Wednesday night. I sat with Barney Rush, CEO of H2Gen. h2gen.com H2Gen makes traditional gear to supply pure hydrogen for industrial processes - glass making, electronics, etc. As far as I can tell the main feedstock is natural gas. They apparently use some waste heat to generate steam from which they can extract additional hydrogen. They seem to have a successful company for that very well established market. If the hydrogen economy takes off, they might explode (pun intended). Their advantage is that they have the gear already developed to morph corner gasoline stations into hydrogen fill-up terminals for fuel cells. I assume that they would take advantage of a nearby NG pipe. (I am posting before having studied very much.) They would be not unlike an inverted Syntroleum business model. There is no pipe to a lot of stranded gas wells, so Syntroleum makes a machine which morphs the feedstock into a transportable form - synthetic diesel. Similarly there is no hydrogen pipe in the cities, so a conversion machine would be provided to take advantage of an existing but otherwise inaccessible source - the NG pipe. This gets around the need to make huge hydrogen rendering plants outside cities and to install hydrogen pipelines. I am skeptical of the whole concept of hydrogen driven automobiles. Traditional hydrolysis is very energy intensive. I don't see the energy balance. I am also skeptical of ethanol, and its energy balance. But as long as we have a congress, we seem bound to do questionable things. From an exclusive concentration of pollution in cities concept, hydrogen fuel cell automobiles might make sense. Barney was good enough to invite for a plant tour this Wednesday. He understands that this will be mostly entertainment for me. You might say that I am returning the favor in advance by giving his company a little plug here - for whatever good it might do them. H2Gen appears to be privately held. Should the Green Religion proselytize hydrogen cars into existence, H2Gen might go public and be the next Google. Obviously highly speculative. But it might fly for the first two or three years required to consume what little NG there is left in the lower 48. The consequences for stocks like CHK would be enormous and much less speculative. Afterthought: You wrote that the "big sucking sound" would first be heard in California. I agree completely. California is also the kind of place to run out and require hydrogen based fuel cell vehicles. GO CALIFORNIA!!!!!