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Compound “M”

By rcmd, September 28, 2022

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?

This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.

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Irregular
September 30, 2022 7:51 am

Do you have the URL to this teaser?

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September 30, 2022 7:05 pm
Reply to  skennett

I wrote some about that one in today’s Friday File.

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September 30, 2022 5:51 pm
Reply to  el-jefe-kyle

You can find Tradesmith’s “Compound M” pitch here:
https://bit.ly/3UTElu8

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September 30, 2022 5:55 pm
Reply to  skennett

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

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September 30, 2022 6:15 pm
Reply to  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.

👍 21915
September 30, 2022 6:37 pm

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.”

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