Compound “M”Does anyone know what the clean fuel Compound “M” is that Tradesmith CEO Keith Kaplan says Billionaires are investing in and is set to disrupt the $100T energy sector?
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Do you have the URL to this teaser?
You can find Tradesmith’s “Compound M” pitch here: https://secure.tradesmith.com/?cid=MKT665990&eid=MKT678837&encryptedSnaid=inVXl%20N1A3KtQQuH%20UVpb%2Fs017ur0loSYF7LGYHmNek%3D&step=start&emailjobid=5224599&emailname=220928-TDS-Paid-Ded-TSP-BillionaireStocks-Lift1C&assetId=AST258100&page=2
I wrote some about that one in today’s Friday File.
You can find Tradesmith’s “Compound M” pitch here:
https://bit.ly/3UTElu8
Not sure why the #Macy’s appears at the bottom of my post. I didn’t put it there. I deleted my original post to get rid of it, and here it is again when I reposted. ~ skennett
Sorry about that, the system auto-matches tickers to help index comments… guess we need to exclude Macy’s like we do some other common words that are also tickers.
Here is a comment from Stock Gumshoe’s Friday File from 9/30/22:
“…most of today’s Friday File is about a teaser from TradeStops Pro about “Compound M.” Compound M is just “methanol,” which is one of the compounds you can make from natural gas, with some potential as a cleaner energy source (it can also come from carbon dioxide, or from biomass), but the tease for a big Compound M producer is just for Celanese (CE) a specialty chemicals company that is cheap and about to make a huge acquisition, so it might be appealing, but it’s not really a “methanol” story in the way Kaplan teases, they make methanol as a feedstock for their chemicals, not as a new alternative fuel. Kaplan also teases Trinity because it makes and owns railcars which can transport methanol, but, again, that’s a small part of Trinity’s business. I’m intrigued by Celanese, just because it’s so cheap and because Berkshire Hathaway has become a big owner this year, but I’ll wait to see how their big reliance on the auto industry plays out next quarter before I think about buying.”