Down 25% day 1 - can Think of better ones |
Nothing really. Just a shareholder. Like the space and the fact it's on AIM. |
Looks like it’s going to go positive now over next few days, nice recovery today. |
What's it got to do with Leni? |
Leni all over this. Another success in the making.
GLA LTHers! |
Dumping this pish hard now huh |
Zero revenue Less than £1m cash Yet £13m mcap Hilarious. Just the latest gerbil baiting scam |
Looks like 30p is coming. |
Summary
Times are tough for ethanol producers. They are in the same boat right now as refiners - enduring very poor margins. This is what the economics roughly look like at $5 per bushel of corn and $8/MMBTU of natural gas. To produce 1 gallon of ethanol today requires:
$1.85 of corn
$0.33 of energy
$0.14 of enzymes, yeast, etc.
$0.23 of labor, maintenance, and various miscellaneous expenses
There is a DDGS credit per gallon of ethanol of $0.55. Thus, the total cost to produce a gallon of ethanol today is $1.85 + $0.33 + $0.14 + $0.23 - $0.55, or exactly $2/gallon of ethanol. For reference, the February contract for ethanol in the Midwest as of this writing is $2.15. And $2/gallon is merely cost of production. It doesn't take into account any return on investment.
/see: |
Brazil's ethanol industry is cutting out the dirty habits that contribute to global warming and environmental degradation. But it's not just a noble effort - it makes good financial sense, too. |
Britain could be on the verge of missing a huge opportunity to export clean coal technology around the world, energy analysts said yesterday. |
Anyone got any thoughts on TMO Renewables and the ex-coo's new co Emmanol, both seemingly doing ethanol from cellulosic/straw/silage etc? |
 Vol. 2 No. 19. 14 May 2007
Last week CEO Rupert Murdoch of News Corp launched its Global Energy Initiative. The entertainment company (FOX, Sky News, The Times, The Sun) with annual revenues of US$28bn intends to be carbon neutral across all of its businesses by 2010.
The corporation plans to reduce energy consumption, utilize renewable energy and offset emissions. The media group is not a large CO2 producer compared to other industries, but what is of much greater significance is Mr Murdoch's change in view on climate change. Until recently, Mr Murdoch admitted that he was "somewhat wary of the warming debate" but now believes that "climate change poses clear and catastrophic threats" and it is the corporation's responsibility to take the lead on the issue. We believe the corporation's decision will have a great impact on public sentiment around the world, as the corporation is now intend to "revolutionise" the climate change message by increasing news and media coverage of climate change issues.
In France, newly elected President Sarkozy urged Washington to show leadership against global warming. He stated that the US "has the duty to not create obstacles in the struggle against global warming" and that "should take the lead in this battle because what is at stake is all of humanity." Building on his comments he stated that "France will make this battle it's first battle." We welcome his stance on climate change and believe France will now become more active in climate change initiatives. |
ASX:DYE capitalised at about A$87M.
Good possibility of a growth market. The company itself seems to be growing its (albeit small) revenues quickly.
My concern is in the news release, that they had to announce the fact that they were able to secure the ruthenium. If it is in short supply, perhaps their margins will be squeezed?
Now who produces ruthenium? |
Dyesol secures its largest order ever for materials needed to commercialise DSC
Leading dye solar cell materials manufacturer Dyesol Limited (ASX: DYE) has secured one of the world's largest orders for supply of ruthenium dye, a chemical central to the manufacture of DSC products from G24 Innovations Ltd (G24i), a UK company preparing to launch commercial DSC materials on a large scale.
While the value of the single order for several kilograms of ruthenium dyes is commercial-in-confidence, the directors of Dyesol believe it is sufficiently large to be considered material to Dyesol's business.
Most importantly Dyesol believes securing this order has significant and very positive implications for the future of the company.
G24i is a UK based company with a very impressive high powered management team and board, and significant international connections and financial backing, that has built the world's first commercial capacity roll to roll production facility at Cardiff, Wales.
Ruthenium dye is one of the three critical chemical components required for the manufacture of DSC products, and is a material that Dyesol is recognised around the world for being able to manufacture with the highest degree of quality control and with reliable performance characteristics.
Dyesol Managing Director, Mrs Sylvia Tulloch, believes that this order could be the start of a very important long term relationship for Dyesol.
"Obviously with the plans that G24i have to manufacture multi-megawatt volumes of DSC we are very happy to be a supplier to their first commercial scale material purchases," Mrs Tulloch said. "We are also very committed to the success of their products, so Dyesol will be providing all possible technical assistance to the team at the Welsh facility to ensure that their flexible cell products meet their expectations."
Following a recent visit to G24i, Dr Gavin Tulloch, Head of International Business Strategy said "We believe the G24i team have the skills and the capability to successfully launch DSC products, and Dyesol is looking forward to sharing the scale-up challenges ahead, both technical and commercial. At Dyesol we believe that this significant order for the highly specialised materials we manufacture represents the beginning of the commercialisation of 3rd generation photovoltaics, a historical event that we are well positioned to enjoy."
G24i and Dyesol share the presence of the inventor of DSC, Professor Michael Graetzel, on their respective advisory boards, and Dyesol has provided samples of materials previously to the technical team at G24i.
Background Information for Media Release
Information on G24i visit: www.G24i.com
Information on Dyesol: Mrs Sylvia Tulloch (Managing Director Dyesol) 02 6299 1250
The Technology DYE SOLAR CELLS
DSC technology can best be described as 'artificial photosynthesis' using an electrolyte, a layer of titania (a pigment used in white paints and tooth paste) and ruthenium dye sandwiched between glass. Light striking the dye excites electrons which are absorbed by the titania to become an electric current many times stronger than that found in natural photosynthesis in plants. Compared to conventional silicon based photovoltaic technology, Dyesol's technology has lower cost and embodied energy in manufacture, it produces electricity more efficiently even in low light conditions and can be directly incorporated into buildings by replacing conventional glass panels rather than taking up roof or extra land area.
The Company DYESOL Limited
Dyesol is located in Queanbeyan NSW (near Canberra) and in August 2005 was listed on the Australian Stock Exchange (ASX Code 'DYE"). Dyesol manufactures and supplies a range of Dye Solar Cell products comprising equipment, chemicals, materials, components and related services to researchers and manufacturers of DSC. The Company is playing a key role in taking this third generation solar technology out of the laboratory and into the community. |
Vol. 2 No. 17. 30 April 2007
Last Week Governor Schwarzenegger announced that California intends to sue the US Environmental Protection Agency (EPA) if it does not act in the near future on the State's request for permission to regulate automobile emissions. The State believes there have been unreasonable delays in its request, which would allow the State to enforce its law that would require automakers to reduce emissions by 25% from cars and light trucks and 18% from sport utility vehicles starting with the 2009 model year. The EPA has been slow on acting on the State's request because it maintained that the agency did not have the authority to regulate the gases that contribute to global warming.
This changed earlier this month when the U.S. Supreme Court ruled that the EPA does in fact have the authority to regulated carbon dioxide emissions like other pollutants. The EPA refused to say when it would issue a decision, but stated it will act "expeditiously." If the EPA accepts the request this would result in significant reduction in CO2 emissions from the automobile industry as 10 other States have adopted California's standard. We believe the actions of these States could result in a uniform Federal nationwide policy. |
"California can become the world's biggest PV market within a few years".
article: |
Alt-Energy: favorites of H, of M and of J = =
Big Picture : Oil (USO), and Oil stocks (XLE), verus Clean Energy Stocks (PBW)
Oil (USO), 2277207
..
Oil stocks (XLE) , 127182
..
Clean Energy Stocks (PBW) , 1943664
..
Oil Service Holders (OIH) , 464889
..
Peabody Coal (BTU) , 692815
..
(J. likes)
Dyesol (DYE.au) , 2050949
..
(H - solar)
Akeena Solar (AKNS) , 2403006
..
Ascent Solar (ASTI) , 2392889
..
Carmanah Technologies (CMH.v) , 738440
..
Energy Conversion Devices (ENER), 1784
..
Solar Empower,
(still private??)
Solon AG (XE:747119) , 1318461
..
(H- other)
Altra Inc (AIMC), 2546173
..
Axeon Holdings (DE:A0HGL1) ,
..
Axion Power,
(private?)
Camco International (CAO.L) , 2302783
..
China Clean Energy,
(private)
Clean Diesel Technologies (CDT.L) , 969424
..
Conergy AG (DE:604002) , 609244
..
Earth Biofuels (EBOFE) , 2155462
..
Enerteck (ETCK) , 1603184
..
Enro AG (DE:549282) , 950512
..
Flora Ecopower (DE:A0HHE3) , 2562074
..
Freepower,
(private?)
ITM Power (ITM.L) , 1756975
..
Maxwell Technologies (MXWL) , 3032
..
Novera Energy (NVE.L) , 2016236
..
Nordex AG (XE:A0D655) , 1953632
..
Nova Biosource Fuels (NVBF) , 2453145
..
Odyne Corporation (ODYN) , 2448390
..
Ormat Technologies (ORA) , 1855405
..
Petrotec AG (DE:PET111) , 2448306
..
Phoenix Sonnenstrom (DE:A0BVU9) , 1868307
..
Proton Power Systems (PPS.L) , 2452632
..
Renesola (SOLA.L) , 2391553
..
Romag (ROM.L) , 1565492
..
Sabien Technology (SBT.L) , 2566142
..
Satcon Technologies (SATC) / also Germany ,
..
Tersus Energy (TER.L)
..
ZBB Energy (AU:ZBB) , 1914687
..
= = = = =
LINKS:
The Solar Thread/ SUN : |
Rising Ethanol production & its impact upon Corn prices - Huge !
Video interview on Victor Adair's program, with Rich Feltes: |
China Agri-Industries prices IPO at the top -
...The biofuel producer pulls off Hong Kong's largest IPO this year as tumbling
... the company has stakes in three of the four existing fuel ethanol plants in
= = =
China Agri-Industries prices Hong Kong IPO at top-end 3.72 hkd - source
03.14.07, 11:47 PM ET
HONG KONG (XFN-ASIA) - China Agri-Industries Holdings (606.HK) has priced its Hong Kong IPO at 3.72 hkd, the top end of an indicative price range of 3.1-3.72 hkd, due to strong oversubscription, according to a market source. Based on the offer price, the company is expected to raise 3.20 bln hkd.
The retail tranche of China Agri-Industries Holdings' (606.HK) IPO has now been more than 1,000 times oversubscribed, the source said.
A clawback mechanism has been applied and the total number of shares offered to retail investors has now been increased to 430.5 mln shares, representing 50 pct of the total number of shares offered, the source added.
Listing of shares on the main board will start on March 21.
Goldman Sachs (nyse: GS - news - people ) Asia has previously been appointed as sole global coordinator and sponsor of the IPO, as well as the deal's joint bookrunner, along with BOCI Asia Ltd
@: |
March 17, 2007
Ethanol made from plant cellulose, which has no agricultural value, could play a key role in reducing the demand for corn and curbing the US' appetite for foreign crude oil.
"I would be surprised if it took more than six or seven years for this technology to be commercially viable, with current subsidies and price structures," said Alex Farrell professor of Energy and Resources at UC Berkeley.
Ethanol produced from plant cellulose has the same chemical properties as ethanol made from corn or sugar cane, but it can be produced from a variety of non-edible materials like cereal straw, sawdust and switchgrass.
In the US, corn is the dominant feedstock used to make ethanol. With a mushrooming in the number of corn-fed ethanol plants, the price of the cereal has risen sharply over the last few months.
This has led small players like BlueFire Ethanol Inc and Broin Cos. joining forces with big companies like DuPont Co, Waste Management Inc and Goldman Sachs Group Inc, in a bid to develop the technology required to make cellulosic ethanol a viable option.
Energy experts say that cellulosic ethanol could help stem the spiraling demand for corn and free more land for agricultural and other uses.
"If we really want to be energy independent, we are going to have to make more ethanol; and if we are going to make more ethanol in that large a quantity, we've got to find something in addition to corn," said Ron Lamberty, director of market development at the American Coalition for Ethanol, a trade group.
"And that's the thing: It's not an instead of; it's an in addition to," he said.
@: |
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