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idrincwater

Eric Kim

Joined Jan 20, 2011

  1. idrincwater
    $SFLY http://stks.co/36Hp Looking for a break to go long.
    View chart
  2. idrincwater
    Long some $YELP here at $21.75.
  3. idrincwater
    @ignaciomas i-banking. clients in renewables.
  4. idrincwater
    @ignaciomas neither - i do some banking advisory/consulting work in the industry
  5. idrincwater
    @ignaciomas $PEIX Big integrated players are scooping up the assets in a flurry. ROI can be substantive.
  6. idrincwater
    @ignaciomas $PEIX There's a big arbitrage play in renewable assets right now. Assets are trading well below build-up costs.
  7. idrincwater
    $PEIX Also keep in mind the consolidative trend of the industry -- current plants/companies are trading below construction/replacement cost.
  8. idrincwater
    @ignaciomas $PEIX adding to that point are the recent military purchases of renewable jet fuel. DARPA is focusing in on renewables.

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