OIL…GAS CONVERSION…NANOTECHOLOGY
by hendrixnuzzles | March 30, 2015 7:59 pm
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Source URL: https://www.stockgumshoe.com/2015/03/microblog-oil-gas-conversion-nanotechology/
Hendrix-In your readings have you ran across PENC?-Pen Inc., formerly Applied Nanotech Holdings, Inc., is engaged in nanotechnology research and development business. The Company’s nanotechnology research involves performing contract research and development services for others to develop products and materials for new applications, and then leveraging this research by applying it to other similar applications in other industries. The Company also develops intellectual property (IP) around its products and technologies. The Company develops five technology platforms: nanosensor technology; nanocomposites, based on carbon nanotube composites; thermal management materials; nanoelectronics applications, and electron emission activities, primarily in the display area. On August 27, 2014, the Company, together with its wholly owned direct subsidiaries, PEN Inc. and NanoMerger Sub Inc., completed its previously announced combination (the Combination) with NanoHolding Inc. and Carl Zeiss, Inc.,,,which is listed at a strong buy from link provided by Doug in #18: http://www.superstockscreener.com/ PENC-3/30/15 filed a NT10-K stating : The significant change in results of operations is caused by the business combination completed during the last fiscal year reported in a filing of Form 8K on September 2, 2014. As reflected in the From 10Q filed on November 14, 2014, in that combination Nanofilm Holdings Inc. was the accounting acquiror and this significantly changes the results of operations as compared to the prior fiscal year. The delay in obtaining the information for the Form 10K also means that registrant cannot quanitify at this time the changes that will be reported in its filing. Best-Ben
No need to Hendrix-I was referring to your readings on Saudi Aramco, Linde, and Braskem
Thxx-Ben
There was a reference in one of the Siluria press releases that stated they had taken steps to ensure the ramp up of sufficient quaantities of their proprietary catalyst to proceed with
roll-out plans. So maybe they are having the nanotech product produced by someone else to their specifications…
PENC: My system recons its a buy, but to expect a short term pull back near term.
$PENC – ok Alan, I have to ask as you alluded to it several times now: “your system”? When did you get a system and what is it. You have been on record many times saying you don’t follow nor know charting . . . so what is your system? the infamous crystal ball?
What does that $ mean in front of PENC? I am not psychic enough. I have seen it before and wondered why it is there sometimes. And KennyG: There are those that do use their
psychic powers to help make selections.
$PENC: It simply identifies PENC as a stock symbol rather than a misspelling of pence.
A psychic would have got that 50% of the time π
BH π π π
hendrixnuzzles; As Patricia suggested, I would love to hear what Irregular Carbon Bigfoot would have to say . He last posted on the following (now semi dead) thread. I’ll post a reply there with a link to this thread.
http://www.stockgumshoe.com/reviews/crisis-and-opportunity/christian-dehaemers-small-scale-gtl-to-create-new-cheaper-fuel/#comment-4251373
I posted a grovelling plea for Qualified Opinion to Mr. Bigfoot the other day.
Never heard of them. I’ve been pretty ordinary in my past investments, never did much in technology or biotech til recently. In both bio and tech the science is so complex and moving so fast I’m pretty insecure without someone like Dr KSS to explain things and give a credible opinion. I’ll take a look at this, but I really do not think my opinion will be any better than anyone else’s.
WAITING FOR BIGFOOT
Hi All,
I have solicited Mr Bigfoot’s attention and opinion. I welcome it.
I went through a few of his posts, and you may imagine that I have anxiety as I wait for his evaluation of Siluria. However, I am not at all concerned, and wish to go on record saying so before his post, should one ever arrive.
Let us suppose he pronounces the idea as rubbish. That will be his opinion, as opposed to the opinion of dozens of equally or more qualified chemical engineers and scientists
who are working at Linde, Saudi Aramco, and Braskem, who have actually built an operating plant in La Porte, Texas ! And this is after six months of due diligence by Linde
on the technical and economic aspects of the process. Linde is certainly not short on qualified chemical engineers, neither is Braskem. Also I would venture to suggest that Mr. Bigfoot is not an expert in the field of nanotechnology, which is the crux of the innovation at Siluria.
The Saudi Aramco Energy Venture investment was done by a company whose mission is to invest in companies OF STRATEGIC IMPORTANCE TO ITS PARENT, Saudi Aramco.
Of course, even existence of the first plant does not ensure that Linde or Braskem will be a good stock investment. But the feasibility of the process is the issue at hand, and I submit that this has been established. It is another question whether an investment in Braskem or Linde is a good one; but at this point, the feasibility of implementing the technology is no longer an issue.
Best to everyone
Hendrix – I found this micro-blog tonight because of a comment on another thread. Thank you for starting it. I won’t be able to contribute much, if anything, but I will be following it.
And thank you for all of your comments on the other threads. You are a GREAT addition to the group.
Why thank you very much !
4/3 Long BAK @ 7.07
4/3 Long LNEGY @ 20.71
Gonna wait a little on AMFW
You’re very good Hendrix thanks again π Best-Benjamin
My portfolio is kind of stuck lately but my “psychic income” is higher than ever thanks to SG.
Glad to be here.
This thread is getting on the long side and there are several digressions that may be tedious and irrelevant to a lot of readers, I am reposting the critical link to the April 1st newsrelease:
http://www.wkrg.com/story/28695467/siluria-technologies-announces-successful-start-up-of-worlds-first-demonstration-plant-to-directly-convert-natural-gas-to-ethylene
Also for newcomers to the thread I recommend Siluria technologies website, there is good information on the process , the commercial applications, and their prior press releases.
How fickle! Back at post #2 you were complaining that no one was replying…..now its too long. You can please some of the people some of the time……. π
Yes…it’s a constantly changing world !
Ideas come in and out of fashion. Come now, I am not fickle, just did a little solicitation
on the other threads and drummed up some activity !
Sounds like me wife. First complains about not getting enough hours at work. 10 to 20 hours
during slow weeks. Then when work picks up she complains of too many hours.
hendrixnuzzles: Do you really use βpsychic incomeβ or are you joking? There are those that
do use psychic powers to help them choose. And they claim they do better than most.
Joking. Psychic income is ego gratification. When I was an exec in a big company, we’d call promotions and fancy titles “psychic income”, especially when accompanied by insufficient monetary compensation. So the ego gratification one might get on Gumshoe is another form of “psychic income”. “Likes” are psychic income.
Now, now…I didn’t really complain. And I did something to correct my neglected and lonely feeling.
Is there a government run psychic welfare program where instead of psychic income that you actually earn, the government just gives one “likes,” followers, a debit card and a smart phone for sitting on the couch and doing nothing?
The gov. did have a program called remote viewing for one. They have others. The one you
are referring to is the pyscho group with free Phones. Well, not so free for us.
Going back and reading Post #2, I see no complaining there, just factual descriptions of the
lack of participation. And I was not complaining about the length of the post, just wanted to help people to get the crux of the issue if they didn’t want to read my blatherings on hard assets and my discussions with Patricia on general philosophical worldview and the End of Western Civilization and Life as We Know It.
Everyone should do their own DD but just want to mention that Braskem was implicated in the Petrobas scandal and may take further abuse on account of it. They already took plenty, the stock cratered to below $ 7.00. So far Braskem claims no wrongdoing. Another piece of info I found in a news article was that Braskem has relied heavily on crude from Petrobras as their feedstock. This may be a short-term problem with the turmoil at PBR, but long term it is all the more reason for BAK to go to the Siluria technology on a large scale.
Long BAK @ 7.07 (sold PBR for the cash)
Long LNEGY
Hey how about this…as mentioned above, new Siluria board member Paula Reynolds. Mrs. Reymolds also serves as a director for Delta Airlines. In 2012 Delta Airlines purchased an oil refinery outside Philadelphia.
You heard it hear first: I predict that Delta Airlines will be the first air carrier to install a Siluria Technologies retrofit from Linde to produce jet fuel.
Long LNEGY
$LNEGY Ken Fisher buys 4.6 million shares of one of hendrixnuzzles reccomendations.
Fisher purchased 4,626,364 shares of Linde AG, a 0.18% portfolio weight.
http://finance.yahoo.com/news/ken-fishers-top-5-fourth-165058294.html
LNEGY-Thanks Tanglewood π and Hendrix Best2Yall-Ben
Great psyhic income for me. I am all puffed up. And get this… Ken Fisher and I have
exactly the same portfolio weight devoted to LNEGY !!!
Larry Bernard Horn of Polaris also recently acquired $lnegy. I like the look of their chart
altho part of that is exchange rate of EURO favors US now. Ten yr. chart looks like teacup formed in last year,,,,,,equals possible break higher. Good solid firm with good reputation.
Buying is looking better and better despite my earlier caution. Bak does not as good to me.
http://finance.yahoo.com/news/exclusive-interview-bernard-horn-222224667.html
Hey thanks for the callout. There’s risk in the euro but if I am going to have some exposure in Europe, this looks pretty good. I think we will hear more and more going forward as different players come on board. Their pipeline is going to swell to enormous size on because of this. I don’t think the regular brokerage community is going to get behind it, it’s too complicated to sell easily and no retail investor has ever heard of Linde.
Yes can’t blame you. Gotta have a strong stomach for Braskem: Multi-year lows, crummy margins, the Petrobras scandal, and the Brazilian market in the dumper.
But I went long at 7.07 and its up to 7.80 in one week.
They get most of their raw material in the form of crude from PBR. If this process works they will fall over themselves to build plants as it will transform their margins and get them out from under the thumb of PBR for their feedstock.
What’s very nice about the situation is that you can do research about Linde and Braskem but unless onless you dig down to page 226 in the Linde annual report, or happen to see a press release in the Houston newspaper or an arcane oil industry trade publication, you get no idea why Ken Fisher or anyone else would be interested in these companies. So I suppose there’s time to accumulate some of them before the stampede starts.
$LNEGY $BAK For those of you considering taking a position in Linde, or BAK ,my guess is that the adoption of this new process will be pretty fast, but we mean fast for negotiating, planning, and constructing or retrofitting complicated chemical, oil, and gas factories. So rapidity will be limited by the length of lead times needed for the negotiations and technical preparations, which in the case of major factories is doubtless fairly lengthy.
Maybe Mr. Bigfoot could help us on this…attention Carbon Bigfoot, if you see this could you help us out and tell us how long does it take to build an ethylene plant or implement a retrofit on an oil refinery ?
Siluria says they will be in full production on world scale ethylene plants by 2017-2018.
The worldwide use of ethylene in in the hundreds of billions of tons.
Siluria has stated that they are already working with clients for installations using this technology, so I have no doubt at all that we will start to see announcements gradually picking up in number and frequency, starting now. Siluria has been laconic on public statements but they have been completely on target and on time on all the public statements I have read. No sad stories, no delays, no excuses. On time and on budget and they do what they say they are going to do. The have stated that joint teams have been established with their partners for implementation of this technology. You can be sure that they are working on deals right now that will not be announced for several months.
$LNEGY Siluria (wi) news article 10 days ago in Forbes sez Paul Allen of Vulcan Capital is now in Siluria and they intend an IPO for second half 2016. Expect announcement of “world scale” ethylene plant using their technology “in a matter of months.”
Long LNEGY. Wish I could buy SILURIA.
$LNEGY $BAK Price update, one month later:
$LNEGY 4/3 in at 20.71 5/8 close 19.84 -4.2%
$BAK 4/3 in at 7.07 5/8 close 10.03 +41.9%
No news. Quiet before the storm, IMO.
$BAK Braskem announcement that a very large ethylene plant in Mexico is coming on line.
No visible connection to OCM technology or Linde, mentioned previously.
http://www.pennenergy.com/articles/ogj/20151/05/braskem-advances-mexican-petrochemicals-project.html
Long $BAK $LNEGY
Biotech $XON and $D Dominion Resources teaming up for natural gas conversion to isobutanol:
http://www.prnewswire.com/news-releases/intrexon-energy-partners-and-dominion-enter-exclusive-agreement-in-marcellus-and-utica-basins-to-commercialize-novel-method-for-natural-gas-bioconversion-to-valuable-isobutanol-300131103.html
I am long $XON.