To: Hawkmoon who wrote (249) | 12/8/2015 2:09:55 PM | From: Sdgla | | | Any way to find out who's tank is being used here :
ft.com
Toyota bets the future car will be fuelled by hydrogen Andy Sharman, Motor Industry Correspondent
©BloombergA Toyota worker checks a Mirai fuel-cell vehicle on the production line of the company's Motomachi plant
Toyota showed off a special version of its new Mirai saloon this week to celebrate Back to the Future day.
The Japanese carmaker’s take on the time-travelling DeLorean from the popular movie series has the trademark gull-wing doors and the same, bare-metal bodywork seen in the Hollywood film.
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To: Sdgla who wrote (250) | 12/8/2015 8:46:31 PM | From: Hawkmoon | | | THAT is a very good question!!
I lay odds that the tank is from Quantum, given past historical company interactions.
Hawk |
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From: Hawkmoon | 12/20/2015 11:34:38 AM | | | | It's been a tough year for QTWW shareholders.. There's no doubt about it..
However, I still think, over a longer period of time, we're going to see increasing use of CNG in the transportation fleet. When NatGas is trading at $11/BOE (barrel of oil equivalent), it still presents a compelling alternative to Diesel..
And it doesn't hurt that tax credits for CNG have been extended, retroactive to 2015, and into 2016...
thestreet.com
I'm also beginning to think that Quantum's move into virtual pipelines has a major application for creating CNG fill-up stations until such a period when pipeline distribution is more widely available at gas stations.
It's still my belief that the real bottleneck in the CNG conversion remains the lack of adequate fuel tank production, which for Quantum is a longer-term plus..
And I think this will become an even greater challenge if WPRT is able to perfect their NG injectors for use in existing Diesel vehicles. This is what ZHRO was attempting, and it appears that WPRT has the lead.. If they can convince the market that these are reliable and credible alternatives to dedicated CNG/LNG engines, it could lead to a major expansion of demand for CNG/LNG fuel tanks in order to take advantage of those tax credits, as well as to reduce operational fuel costs.
westport.com
westport.com
To drive demand, CNG/LNG has to be widely available, hence Virtual Pipelines which can be stationed at point of sales with little infrastructural investment, AS WELL AS being replaced, or refueled in place, by larger delivery vehicles. This will alleviate trucking fleets concerns about fuel availability.
Now also, think about this.. Hydrogen fuel cell vehicles face a similar issue, but can also benefit from a Virtual Pipeline concept.. In both cases, Quantum benefits..
One more point of consideration that remains in my mind.. With recent legislation that permits oil exports from the US to global markets, eventually the supply/demand equation will balance out the current decline in oil prices.
Furthermore, if we have a major disruption in oil supplies around the world due to Middle East turmoil, Natural Gas will become a primary source of domestic energy since it remains, essentially, landlocked to the US markets. In such a scenario, Virtual Pipelines will be in EXTREMELY HIGH demand..
Hence, I continue to believe that QTWW remains an undervalued company, with a bright future.. regardless of oil prices.
Hawk |
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From: Hawkmoon | 12/23/2015 11:22:16 AM | | | | I'm thinking that Quantums Virtual Pipeline solution is what UPS requires to expand it's CNG vehicle deployments..
“In order for us to continue fleet deployment, we have to continue station deployment – one goes hand in hand with the other,” explains Casteel.
ngtnews.com |
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To: Hawkmoon who wrote (253) | 12/23/2015 11:28:34 AM | From: Sdgla | | | Great news ! The future of CNG and Hydrogen in the transportation industry looks bright.
Maybe Buffet will look to get his rail op into CNG.. <BG> |
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To: Hawkmoon who wrote (253) | 12/24/2015 10:32:07 AM | From: The Ox | | | Hi Hawkmoon,
I was looking at the stock recently and I was curious why the analysts expect such a low revenue growth rate for next FY?
Especially in light of these recent results:
Total revenues increased 43% and product sales increased 59% in the third quarter of 2015 compared to the same period in the prior yearTotal revenues increased 39% and product sales increased 60% for the nine month period in 2015 compared to the same period in the prior year Any idea why even the most bullish analyst is only targeting 17% revenue growth in 2016? Stale data? Could they simply have not updated their views publicly?
Thanks in advance... |
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To: The Ox who wrote (255) | 12/26/2015 11:55:58 AM | From: Hawkmoon | | | It could be because UPS says they have finished up this phase of deployment..
But I think we can be encouraged that the tax credits have been kept in place, retroactively, for 2015, as well as being extended into 2016.
If I'm not mistaken, if a customer makes an order before the end of the year, it would be eligible for 2015 tax credits, even if delivery takes place in 2016...
So I'm wondering if we'll have a surprise announcement before the end of the year?
Hawk |
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To: The Ox who wrote (258) | 2/10/2016 11:08:56 PM | From: Hawkmoon | | | The latest PR announced a very sizable contract to provide CNG Virtual Pipeline systems to Xpress Natural Gas LLC (XNG) out of Boston and New York.. Initial contract value is $8.4 Million (contingent on certification of Quantum's prototypes).. with an option for $13 million for upgrades and additional trailers.
finance.yahoo.com
XNG appears to be a very credible company, with credible partners and customers..
xng.com
So, here we have over $21 million in contracts for a company which has a current market capitalization of $20 million..
I'm hoping that we've seeing the bottom and it will be upside from here..
CNG distribution infrastructure is lacking.. and it's going to need to roll out even faster to provide the kind of fleet and non-fleet CNG fueling services.. Virtual pipelines could prove critical to expediting availability of CNG fueling stations.
Hawk |
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