Recent content by bagasas

Sounds like a great strategy if it has worked this well for you! Now the interesting question is, how long have you been doing this?

Up today on high volume. Any ideas why other than the inevitable speculations about a Shell takeover?

OK: there is as much evidence for the truth of religion as there is for any other ridiculous belief that is nevertheless impossible to disprove. Is that better?

I just don't think a lot of people will buy it for $8000 (plus maintenance and installation costs, plus the the cost of replacing the ceramic core every 5 years and a complete new unit every 15 years, plus the cost of a water boiler if you want to avail yourself of that as well). It would have...

It can use natural gas, LPG, biogas or ethanol according to the product information. Biogas is actually mostly methane, same as natural gas. http://www.cfcl.com.au/Assets/Files/BlueGen_Launch_Information_(Web)_May-2009.pdf

There are truly massive gas reserves in Australia which have only recently started to be appreciated: coal seam gas in Queensland and NSW. Most of these reserves are yet to be certified. Arrow Energy, for example, estimate that they control 70,000 petajoules of CSG. For comparison, the North...

Who can say what its true value should be? You can't get a P/E ratio or compare it to what similar companies are trading at. With such speculative stocks the price tends to fluctuate wildly when there is any news, and in the case of CFU I suspect that a lot of day traders got on for the ride...

Yes, that's a point. The average power output per day of the 2kW solar array would be much less than 2kW.

The long startup time would be a problem, except that what you don't use of the 2kW is exported to the grid. This is the same principle as is used for solar cell systems, which then need not have expensive and limited lifetime storage batteries. When you are away from home, the BlueGen or solar...

That doesn't sound quite right. It appears you can buy a 2kW solar panel system for about $23K, or $15K after the government subsidy (eg. http://www.solazone.com.au/SOLPOWER.htm). That's about twice as much as the BlueGen. However, you don't have to pay for gas with the solar panel system, and...

The important figure is the ratio of the cost of electricity to the cost of gas. The higher this ratio, the more cost-effective the BlueGen will be. I've just spent the last 15 minutes trying to find the retail cost of gas and electricity around the world, with little success. Can anyone else do...

Also, solar has zero emissions and the sun won't run out, while BlueGen still produces CO2 and is dependent on a fossil fuel. It is a vast improvement on coal-fired power stations, but less of an improvement on the most modern gas-fired power stations, which can have an efficiency of 60%.

Has anyone looked at various scenarios of future earnings to determine what this stock might be worth? For example, what are the company's own projections/hopes for BlueGen sales and profits?

What do people think of today's announcement to the ASX about Arrow's CSG reserves, in which they claim 20 trillion cubic feet (about 20,000 petajoules) for the Fort Cooper coal beds, and speculate there might be up to 70 trillion cubic feet in all of their acreage? The latter figure would mean...

The last dividend was payed in October, so probably the next will be around April. Remember, even though the yield looks high at current prices, most shareholders bought when the price was much higher, so they will be upset if the dividend is reduced unnecessarily.