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To: Jacob Snyder who wrote (161022)12/12/2011 5:37:30 PM
From: selivanov9 Recommendations  Respond to of 206100
 
There is no electricity problem. Oil doesn't impact it in any way. Oil does impact casual transportation, supply chains, and the vast # of jobs associated with it. The utilities do not want solar or wind. They have it shoved down their throats by powerful interests.

The garbage called solar and wind is about derivatives which is what the past 40 years in the sorry excuse of a world.can't rid itself of.



To: Jacob Snyder who wrote (161022)12/12/2011 5:41:50 PM
From: Eric  Read Replies (1) | Respond to of 206100
 
Jacob,

I believe the "retail" prices if I remember correctly at Solarbuzz are based on buying just one module. Typical residential systems usually buy a pallet of panels for systems of 4 to 5 kilowatts in size.

The fun part today is do a Google search for "pallets of PV panels". A lot of incredible deals pop up now with the glut of panels the world has today. You can get good panels for below $1 a watt or slightly above.

It's simply amazing how fast costs have dropped in last few years for this stuff.






To: Jacob Snyder who wrote (161022)12/12/2011 5:56:42 PM
From: Snowshoe  Respond to of 206100
 
>>For instance, the Yukon river, with a huge flow, is today totally un-dammed.<<

That's an old pipe dream...

Rampart Dam
en.wikipedia.org

The Rampart Dam or Rampart Canyon Dam was a project proposed in 1954 by the U.S. Army Corps of Engineers to dam the Yukon River in Alaska for hydroelectric power. The project was planned for Rampart Canyon (also known as Rampart Gorge) just 31 miles (50 km) southwest of the village of Rampart, Alaska and about 105 miles (169 km) west-northwest of Fairbanks, Alaska.

The resulting dam would have created a lake roughly the size of Lake Erie, making it the largest man-made reservoir in the world. The plan for the dam itself called for a concrete structure 530 feet (162 m) high with a top length of about 4,700 feet (1,430 m). The proposed power facilities would have consistently generated between 3.5 and 5 gigawatts of electricity, based on the flow of the river as it differs between winter and summer.



To: Jacob Snyder who wrote (161022)6/4/2012 2:31:06 PM
From: Jacob Snyder  Read Replies (1) | Respond to of 206100
 
RIG, bought at $40 today, 2% of portfolio. RIG has bounced repeatedly at about $40, going back to late 2008. Nice dividend (assuming they continue paying it...). For my dividend portfolio, also thinking about XOM at 70, RDSB at 60, BP at 34. Also considering SU at 23-25. Don't ask me how my solar stocks are doing, I don't want to think about them...



To: Jacob Snyder who wrote (161022)10/10/2014 5:50:56 PM
From: Jacob Snyder3 Recommendations

Recommended By
Bruce L
CommanderCricket
Jim P.

  Read Replies (2) | Respond to of 206100
 
Time to buy. Reasons:

1. S&P500 touching 200dma for the first time in 2 years. This level is also the August low.

2. VIX hitting high for the year.

3. Oil (wtic) approaching the bottom of $80-110 range, where it has been since late 2010. $80 is about the level where capex budgets for tar sands, deepwater, fraccing start to get cut. Therefore, any dip below $80 is temporary.

My favorite is SU (Canadian tar sands). Reasons:

1. It's a leveraged bet on the price of oil.

2. Well-managed, investor-friendly, with a commitment to dividends and stock buy-backs.

3. Buffett bought SU in the $27-36 range (now at $33).

4. Resource nationalism risk is zero. This is the biggest risk for any mining or energy company.

5. Unlike virtually any other big oil company, they can expand production indefinitely on land they already own.

6. SU has been in a $26-43 range since mid-2009. Buying near the bottom of that range looks safe.

7. If Keystone isn't built, then an all-Canada pipeline to the Pacific or Atlantic will happen. Economic imperatives will trump politics.......eventually. I predict the next civil war which shuts down oil production in Iran (or Nigeria or Venezuela or Mexico or.......) will result in a pipeline from Alberta to a coast being approved and built. After diddling for years, everyone will suddenly be saying, "We need this built yesterday."

disclosure: no current position; I have an order placed to begin buying at $30, double up at $27, and I'll buy more in increments as low as it goes. If the S&P500 bounces at the 200dma, I'll buy immediately.