| Diana Shipping Inc. Q3 2009 Earnings Call Transcript. Diana Shipping Inc. (DSX)Q3 2009 Earnings CallNovember 10, 2009; 09:00 am ETComplete Story » seekingalpha.com |
Why I Don't Expect a Lithium-Ion Battery Glut John Petersen submits:It's no secret that I think plug-in electric vehicles are unconscionable waste and pollution masquerading as conservation. To support my opinions, I've published an easy to follow Excel spreadsheet that shows why plug-ins are 5x to 6x less effective than HEVs when it comes to reducing national gasoline consumption and 9x to 12x less effective than HEVs when it comes to reducing national CO2 emissions. To date, the only challenges to my analysis have come from die-hard EV fanatics who seem to believe battery factories grow on trees and raw material supply chains sprout like flowers in an alpine meadow. In early February, Joann Muller of Forbes warned of a coming Electric Car Battery Glut based on published estimates that global lithium-ion battery manufacturing capacity would reach 36 million kWh by 2016. Just this week, Roland Berger Strategy Consultants released a study that forecasts a lithium-ion battery supply bubble between 2015 and 2017 and predicts an industry-wide consolidation where "only six to eight global battery manufacturers will survive in the next five to seven years."Complete Story » seekingalpha.com |
The Case for Buying Dry Bulk Shipping Stephen Rosenman submits: I recently discussed how the Baltic Dry Index has hidden bull markets in "smaller" dry bulk vessels, the Panamax, Supramax, and Handimax classes. The spot market for the larger Cape ships has been hammered to the point that Panamaxes and Supramaxes have commanded higher rates.In my last article, I argued that the Baltic Dry Index is ready for a upturn . The gist of the argument was that the collapsing BDI flew in the face of a resurgence in oil shipping, commodities, and rail transport.Complete Story » seekingalpha.com |
Trinity Industries Inc. Q2 2010 Earnings Call Transcript Trinity Industries Inc. (TRN)Q2 2010 Earnings CallJuly 29, 2010 11:00 am ETComplete Story » seekingalpha.com |
Boeing Soars Past Estimates Zacks.com submits: The Boeing Company (BA) has shown resilience in its core businesses with third quarter fiscal 2010 earnings of $1.12 per share, outpacing the Zacks Consensus Estimate of $1.07. The company’s results reflect higher Commercial Airplanes volume and strong performance across its core businesses. In the year-ago quarter, performance was wayward, with Boeing clocking a loss of $2.22 per share due to reclassification of research and development costs of $2.60 per share incurred for the first three 787-series test airplanes. The company also digested a charge of 99 cents per share from the delay in producing a new version of the 747-8 series freighter jet leading to late design changes.Complete Story » seekingalpha.com |