Who's Profiting from Obama's Bankrupt Battery Company?

---------- Forwarded message ----------
From: Energy and Capital <eac-eletter@angelnexus.com>
Date: Sat, Oct 20, 2012 at 3:03 AM
Subject: Who's Profiting from Obama's Bankrupt Battery Company?

Forward to a Friend Having trouble viewing this issue? Click here. Refer a Friend to Energy and Capital.

Who's Profiting from Obama's Bankrupt Battery Company? By Jeff Siegel | Friday, October 19th, 2012 Earlier this week, I was flooded with emails from colleagues, investors, and a few talk show producers looking to score an interview with me. You see, it was this past Tuesday that the world woke up to the news that high-performance battery maker, A123 Systems (NASDAQ: AONE) was about to go belly-up. There are two reasons this was such a big deal... First, we're talking about a company that manufactured high-performance batteries for electric vehicles. And as you know, any time there's even a hint of negative news regarding electric vehicles, the world stops (at least that's how some media whores and partisan slaves like to play it)... It's sad, really, considering electric vehicles do serve as one of many tools in our tool shed that can be used to kick OPEC to the curb. But that's how it goes. The second reason this was such a big deal (and in my opinion, the only legitimate reason) is because A123 Systems was the recipient of a $249 million federal grant back in 2009. For those on the right, the media used this bankruptcy as ammunition for the argument that Obama's energy agenda has been a failure. While you may agree or disagree with that argument, the truth is this administration's energy agenda isn't far off from the energy agenda of his predecessor. In fact, the loan program for alternative energy vehicles was actually created by the Bush administration. Advertisement Profit from the Greatest Markup in History Over the next ten years, up to 500 trillion cubic feet of natural gas will flow from Canadian shores to an energy-starved China for a record profit. The deal — agreed to in November — hands one small group of companies (and smart shareholders) payments four times larger than what any domestic energy company could ever get away with charging. The full story — and details about how you could take advantage of it today — are all right here in your free report. Of course, we're equal opportunity analysts here at Energy and Capital. We have insisted for years that such loan programs have never been anything more than rewards for those who are slick enough to get a dinner invite to the White House. For those on the left, the media will conveniently write the whole thing off, using the argument that some investments just fail. Sorry folks, that don't fly when they're making bad investments with my money — and without my permission. But here's the interesting thing: While the mainstream media battles it out on talk shows disguised as "news," acting like the good little puppets Washington has groomed so well, investors are paying attention to a much more important result of this bankruptcy... Finishing What Johnson Controls Started Johnson Controls (NYSE: JCI) is pretty much a household name. The company is a major player in the automotive battery and interior systems space, as well as a provider of equipment, controls, and services for buildings. JCI was also one of the first high-performance battery manufacturers that focused on electric cars. This was years before electric cars were even on the road... Before the Chevy Volt, before the Nissan LEAF, and before Tesla Motors (NASDAQ: TSLA) was even a public company, Johnson Controls and French battery company, Saft (PINK SHEETS: SGPEY), created a joint venture in an effort to combine Johnson Controls' auto market swagger with Saft's expertise in high-performance batteries. The result was the first manufacturer to provide lithium-ion batteries for hybrid vehicles. Last year that particular joint venture was dissolved after the two companies couldn't agree on expansion plans. And while the end of that deal really didn't have much of an impact on JCI's battery division — mostly because the company's battery revenue still came from lead-acid batteries — we haven't heard much from the company about its hybrid and electric vehicle battery development since then... At least, not until this week. The Deal of a Lifetime You know what they say: One man's loss in another man's gain. And boy is that the case with A123 Systems and Johnson Controls. While pundits and spin doctors pumped out the rhetoric in an effort to either capitalize on the A123 news or run damage control, Johnson Controls pulled off what many now believe was the deal of a lifetime. With A123 in full desperation mode, Johnson Controls was able to swoop in and buy the struggling company's assets (pending approval), which included the company's high-performance battery technology, its two Michigan manufacturing facilities and a factory in China, as well as its stake in a joint venture with Shanghai Automotive. And Johnson Controls got all of this for the low, low price of $125 million. It's a very sweet deal. Interestingly, $73 million in financing was also ponied up to allow the company to maintain operations. Despite my continued frustration over the fact that A123 has burned through 132 million of our taxpayer dollars (the entire $249 million has not been depleted), at least the company's government-funded technology and advances won't go gently into that good night, now that Johnson Controls has jumped in the driver's seat. Advertisement Is This Tech Firm's Rally Unstoppable? Nobody's talking about it — yet. But for the past six months, a tiny upstate New York tech firm has quietly tripled investors' money. It's all thanks to a unique breakthrough that — according to sources — is only a few months away from turning the global energy structure on its head. Before that happens, this rare video footage details what you need to do right now, before the share price triples again. Did Someone Say "Jobs"? There was a great piece on CNN Money this week about the Johnson Controls acquisition, in which senior editor Brian Dumaine wrote: By taking over A123, Johnson Control will help slow the export of intellectual property overseas. China recently invested in Boston Power, a Massachusetts maker of lithium-ion batteries. Earlier, a Russian investor bought Ener1, another struggling U.S. battery company. Michael Lew, an energy analyst at Needham & Company in New York explains it this way: "Johnson Controls is America's best hope to have a thriving battery industry. If this industry is going to be a prolific job creator in the future, it makes sense to have a major presence here." There's also a national security angle. As the U.S. military gravitates more toward electrified vehicles and naval vessels, including submarines, does the nation want this key technology to be solely in the hands of foreign nations? I think Dumaine hit the nail on the head. Truth is a gradual transition to vehicle electrification is happening. It won't happen overnight. If we're lucky, electric vehicles should reach a one to 1.5% penetration by 2020... But it is happening. Because when you clear away the smokescreens of empty rhetoric and partisan buffoonery, there's no denying the fact that electric cars can absolutely help us combat the growing threat of Peak Oil and the national security vulnerabilities that come with it. As an investor, I currently have no direct exposure to the electric vehicle market. Because the truth is of the few pure plays that are still around, none offer the kind of safety or steady growth I'm looking for as we head into 2013. But rest assured, the long view on electric vehicles is a promising one. If you're looking for exposure to this space, but don't want the risk that comes with most of these younger, smaller niche players, you can always consider a few of the global power players that are increasingly becoming heavily invested in the electric vehicle space — like Johnson Controls, GE (NYSE: GE), Siemens (NYSE: SI), Eaton (NYSE: ETN), and Schneider Electric (PINK SHEETS: SBGSF). Just keep in mind the development and integration of electric vehicles will be marathon, not a sprint. Invest accordingly. To a new way of life and a new generation of wealth... Jeff Siegel P.S. Energy and Capital's own Nick Hodge will be a featured speaker at this year's New Orleans Investment Conference next week. He'll answer questions on the Energy Panel — along with Rick Rule — and he'll also be giving a private 40-minute presentation on investing... Click here to learn more. I liked this article | I did not like this article Follow Energy and Capital on The Bottom Line Related Articles 2013 Alternative Energy Stock Predictions Wind Power Investment Opportunity Ford's (NYSE: F) 2013 Hybrid to Beat Competitors Recently... Exports, Transportation, and Prices The Long and Short of Coal's Success Will Bankrupt Solyndra Get Another $1.6 Billion? Energy and Capital's Weekend Edition Preparing for the Offshore Rally

This email was sent to jorgeus.george@gmail.com . You can manage your subscription and get our privacy policy here. Energy and Capital, Copyright © 2012, Angel Publishing LLC, 1012 Morton St, Baltimore, MD 21201. All rights reserved. No statement or expression of opinion, or any other matter herein, directly or indirectly, is an offer or the solicitation of an offer to buy or sell the securities or financial instruments mentioned. While we believe the sources of information to be reliable, we in no way represent or guarantee the accuracy of the statements made herein. Energy and Capital does not provide individual investment counseling, act as an investment advisor, or individually advocate the purchase or sale of any security or investment. Neither the publisher nor the editors are registered investment advisors. Subscribers should not view this publication as offering personalized legal or investment counseling. Investments recommended in this publication should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company in question. Unauthorized reproduction of this newsletter or its contents by Xerography, facsimile, or any other means is illegal and punishable by law. Please note: It is not our intention to send email to anyone who doesn't want it. If you're not sure why you're getting this e-letter, or no longer wish to receive it, get more info here, including our privacy policy and information on how to manage your subscription.

--
Jorgeus George

www.jorgeusbiker.blogspot.com

www.jorgeusbiker-edcorner.blogspot.com

www.twitter.com/jorgeusbiker

www.facebook.com/jorgeusbiker

Don't Fall for THIS Solar Scam

---------- Forwarded message ----------
From: Energy and Capital <eac-eletter@angelnexus.com>
Date: Thu, Sep 13, 2012 at 11:11 PM
Subject: Don't Fall for THIS Solar Scam
To: jorgeus.george@gmail.com

Forward to a Friend Having trouble viewing this issue? Click here. Refer a Friend to Energy and Capital.

Don't Fall for THIS Solar Scam By Jeff Siegel | Thursday, September 13th, 2012 Seven years ago, at the 2005 Solar Conference in D.C., the media room was in a dimly lit basement at the Capitol Hill Hyatt. This year it was one floor above the expo hall at the massive Orange County Convention Center in Orlando, where tech geek CEOs and cardboard promo displays from 2005 have since been have been replaced with Vegas-style marketing shows and leggy model types luring solar nerds with winks and smiles. The enormity of the setup at this year's Solar Power International Conference offered a not-so-subtle reminder that the solar industry is no longer a niche player looking for a few more tree huggers and wealthy eccentrics to keep it going... One look at the most recent Q2 numbers illustrates this point quite well. In Q2 2012: Solar PV installations totaled 742 megawatts, representing a 116% increase over Q2, 2011. Utility PV installations totaled 447 megawatts, representing the largest quarterly growth ever. A cumulative 5.16 gigawatts of PV capacity spread across nearly 250,000 individual systems in the U.S. Forecasts show that 3.2 additional gigawatts of PV will be installed in the United States in 2012. This represents a 71% increase over 2011. As manufacturing costs fall and new technology facilitates continued price reductions for both production and installations, solar growth remains solid. But there are shark-infested waters ahead... Advertisement Small Device Increases Oil Production 1,000% Believe it or not, most oil companies are able to extract no more than 20%-30% of the oil in their reserves. The rest is just too difficult to get to. But not anymore... Thanks to one small technology, companies can now reach this oil. In fact, some of them are already increasing production as much as 1,000%! Find out how right here.  $1 Billion Super PAC Dollars We already know that most solar stocks will continue to struggle over the next eight to twelve months due to high inventories and shrinking margins. And as I've said in the past, while the solar industry continues to tackle the growing pains that come with any maturation of a market, we will mostly stay on the sidelines. But from a social and political picture — not an economic one — solar has two more issues that are certain to pour salt on the wound... Whether you're a fan of clean or energy or not, there's no doubt that the industry isn't getting much love on the campaign trail these days. The fact is 81% of all attack ads in this year's election have targeted clean energy. And this has been bankrolled by more than $1 billion in Super PAC money. Regardless of who wins the worst job in America, the attacks won't stop. After November, we'll continue to hear the anti-clean energy rhetoric from the right, just as you'll hear the anti-oil and gas rhetoric from the left. It's all noise — but we can't dismiss the fact that this noise slows progress and helps no one. Over the next two months, I expect the anti-solar brigade to double down on its efforts to discredit the fastest-growing industry in the U.S. And despite the data that shows just how valuable solar is to our economy, it's an easy target for the sheeple who hate math and who vote based on what the plastic-faced media whores tell them while channel surfing to and from the latest reality monstrosity. Of course, I don't think this will really affect solar stocks. And the growth in solar will not stop because a few politicians have it bad for that Koch Industry money, just as natural gas development will not stop because a few politicians refuse to accept the reality that fracking can be done safely and responsibly. Look, no form of power production is perfect... Fossil or renewable, there are pros and cons to both. So we have to embrace the pros — and make sure the cons don't interfere with our nation's prosperity. Advertisement Have You Heard of "Black Solar"? A tiny $1.00 tech firm in Upstate New York just did the impossible... They unlocked the secret to harnessing solar energy by doubling the power output and cutting the cost in half. This technology is so efficient and affordable, electric companies are already shaking in their boots. Before the first big ticket contract comes, doubling the share price, click here to see why it's all the rage.  One of the Biggest Scams Going It hasn't been released yet, but the October issue of Consumer Reports is going to report on unethical and fraudulent business practices within the solar industry. Consumer Reports will present it as one of the biggest scams in the country. I'm pretty sure it won't come anywhere close to the trillion-dollar banking scams, Fed scams, and health care scams we've all witnessed over the past few years. But it'll definitely inflict some damage on the solar industry. Of course, these types of investigations are absolutely necessary to weed out the few bad apples that are looking to make a quick buck at the expense of an entire industry that employs 100,000 Americans. In any event, this report on top of election-time rhetoric makes the solar space not so appealing these days. But let's be honest; that's usually the best time to start sniffing around for opportunity... Truth is solar will continue to prosper and flourish after the election, after next month's Consumer Reports issue, and after anything else they can throw at it. Just like the oil industry, which battles its own critics much in the same way, solar will take its lumps — but never go gently into that good night. And if you play your cards right, you'll be able to scoop up some pretty impressive bargains in the solar space very soon... like this one here, which has actually been one of the most successful solar players in the market for the past eight months. Advertisement Gold Price Plummets by 75%? A clever Texas man discovered a little known "Jeweler's Loophole" that allows him to buy pure gold for up to 75% off spot price. He's been getting gold for as low as $421 an ounce... allowing him to double and even quadruple his money like clockwork. This free video presentation reveals exactly how you can, too!  The takeaway from all this? Solar will continue to be a punching bag throughout the rest of this year. But smart investors that tune out the noise and focus on the numbers will make some serious cash when it's time to jump back in. In the meantime, while we patiently wait for another chance at some solar scratch, we continue to benefit from the oil and gas space — specifically with our latest enhanced oil recovery play. This one's a small under-the-radar engineering firm that's actually found a way to triple domestic oil production. It already has deals with Chevron, BP, and Halliburton... And it's quickly becoming one of our most lucrative domestic oil and gas stocks of 2012. You can read more about that one here. To a new way of life and a new generation of wealth... Jeff Siegel @JeffSiegel on Twitter Jeff is the co-founder and managing editor of Green Chip Stocks, an independent investment research service focusing primarily on alternative energy and organic & natural food markets. He has been a featured guest on Fox, CNBC, and Bloomberg Asia, and is the author of the best-selling book, Investing in Renewable Energy: Making Money on Green Chip Stocks. For more on Jeff, go to his editor's page. I liked this article | I did not like this article Follow Energy and Capital on The Bottom Line Related Articles U.S. Solar Installations Double in Q2 Robotic Solar Array The Truth About Energy Recently... Unavoidable Crisis about to Strike Riyadh Thorium Nukes Energy and Capital's Weekend Edition End of the Cheap Barrel THIS Could Set Off World War III

This email was sent to jorgeus.george@gmail.com . You can manage your subscription and get our privacy policy here. Energy and Capital, Copyright © 2012, Angel Publishing LLC, 1012 Morton St, Baltimore, MD 21201. All rights reserved. No statement or expression of opinion, or any other matter herein, directly or indirectly, is an offer or the solicitation of an offer to buy or sell the securities or financial instruments mentioned. While we believe the sources of information to be reliable, we in no way represent or guarantee the accuracy of the statements made herein. Energy and Capital does not provide individual investment counseling, act as an investment advisor, or individually advocate the purchase or sale of any security or investment. Neither the publisher nor the editors are registered investment advisors. Subscribers should not view this publication as offering personalized legal or investment counseling. Investments recommended in this publication should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company in question. Unauthorized reproduction of this newsletter or its contents by Xerography, facsimile, or any other means is illegal and punishable by law. Please note: It is not our intention to send email to anyone who doesn't want it. If you're not sure why you're getting this e-letter, or no longer wish to receive it, get more info here, including our privacy policy and information on how to manage your subscription.

--
Jorgeus George

www.jorgeusbiker.blogspot.com

www.jorgeusbiker-edcorner.blogspot.com

www.twitter.com/jorgeusbiker

www.facebook.com/jorgeusbiker

OPEC must be Finished, Kaput!

---------- Forwarded message ----------
From: Energy and Capital <eac-eletter@angelnexus.com>
Date: Mon, Aug 13, 2012 at 9:32 PM
Subject: OPEC is Finished, Kaput!

Forward to a Friend Having trouble viewing this issue? Click here. Refer a Friend to Energy and Capital.

OPEC is Finished, Kaput! By Jeff Siegel | Monday, August 13th, 2012 $11.2 billion. That was the U.S. monthly deficit to OPEC in May, 2012. That's one month! $1.9 trillion. This is what oil price shocks and price manipulation by OPEC cost us from 2004 to 2008. $453.6 billion. That's what we spent last year on petroleum imports. Yeah, this pisses me off, too. Although the good news is that imports have actually been falling, thanks to both an increase in domestic production and a decrease in consumption. The bad news, however, is that we're still importing more than a billion barrels from countries that are hostile towards U.S. interests. Advertisement Remember this Guy? Oil Money Funded His Attack on the United States Never Again! This company can help triple domestic oil production and help us kick OPEC to the curb for good! - click here -  Nothing Good Can From This "I've never seen that before." That's what a random stranger said to me while pointing to my Ron Paul bumper sticker. "A Ron Paul sticker on a Prius? That's hilarious!" I'm not sure what was so hilarious about it. After all, both seek to enable freedom and prosperity. I'll tell you something else, too. When it's time for me to get another car, you can be certain it's going to be electric. Because let's be honest here – we are not free, nor can we truly be prosperous if we continue to be led around by the whims of foreign oil suppliers. Especially those in the Middle East who fund terrorist attacks with the money we reluctantly hand over every time we pull up to a pump. Nope, I'm done with it. And I can't wait to power my next car with American-made electrons. Of course, our second car will remain a conventional hybrid as it'll be at least another eight to ten years before we can get our hands on an electric car that can deliver enough range for those 10-hour road trips to Lake Champlain. But at least I can take solace knowing that with an average fuel economy of 50 mpg, we'll be less reliant on petroleum than most gas-guzzlers. Still, it is increasingly frustrating to read about OPEC production manipulations and secret oil meetings between Iran and Venezuela. Anytime those two get in a room, nothing good can come from it. But that's not something we can control. What we can control, however, is how long we continue to allow this nation to be screwed by OPEC. The OPEC Gravy Train I apologize if I'm coming off a bit hostile today. But quite frankly, I'm done with this nonsense. Between the integration of electric vehicles, natural gas-powered trucks and buses, and domestic oil production... we can absolutely cut OPEC off from its most loyal customer. Hell, just two weeks ago we got the results of an independent review of a new kind of enhanced oil recovery system that's now being tested in Canada. Those results indicate this technology could actually triple domestic oil production – and do so without breaking the bank. Advertisement Profit from the Greatest Markup in History Over the next ten years, up to 500 trillion cubic feet of natural gas will flow from Canadian shores to an energy-starved China for a record profit. The deal — agreed to in November — hands one small group of companies (and smart shareholders) payments four times larger than what any domestic energy company could ever get away with charging. The full story — and details about how you could take advantage of it today — are all right here in your free report. And as I've written before, transitioning our truck and bus fleets from diesel to natural gas would allow us to displace 42% of what we currently import from OPEC nations. Not to mention make a few bucks from a few select natural gas plays that are making a fortune. Then there's the move to raise fuel economy standards to 54.5 mpg by 2025 (which is absolutely doable according to nearly every major automaker on the planet). This can allow us to displace 1.7 million barrels per day. And the increase in public transportation planning and development is expected to cut vehicle miles traveled 30% by 2025. That will also result in the displacement of more than a million barrels per day. If we combine the utilization of the latest oil recovery technology, the transition to natural gas-powered trucks and buses, and the increase in fuel economy standards, we can put a stop to OPEC's gravy train once and for all. Of course, I must admit, my motivations aren't solely dictated by the patriotic act of cutting off OPEC. They're also dictated by the opportunity to make a boatload of cash. But then again, profiting from the demise of OPEC seems pretty patriotic, too. To a new way of life and a new generation of wealth... Jeff Siegel @JeffSiegel on Twitter Jeff is the co-founder and managing editor of Green Chip Stocks, an independent investment research service focusing primarily on alternative energy and organic & natural food markets. He has been a featured guest on Fox, CNBC, and Bloomberg Asia, and is the author of the best-selling book, Investing in Renewable Energy: Making Money on Green Chip Stocks. For more on Jeff, go to his editor's page. I liked this article | I did not like this article Follow Energy and Capital on The Bottom Line Related Articles Enhanced Oil Recovery Investing Energy Technology Investing Oil Recovery Opportunities Recently... Second Chance for Oil Crushed by Obama's Solar Legacy Industry to Double by 2015 Water, Water, No Where You Could Be Arrested for Doing THIS

This email was sent to jorgeus.george@gmail.com . You can manage your subscription and get our privacy policy here. Energy and Capital, Copyright © 2012, Angel Publishing LLC, 1012 Morton St, Baltimore, MD 21201. All rights reserved. No statement or expression of opinion, or any other matter herein, directly or indirectly, is an offer or the solicitation of an offer to buy or sell the securities or financial instruments mentioned. While we believe the sources of information to be reliable, we in no way represent or guarantee the accuracy of the statements made herein. Energy and Capital does not provide individual investment counseling, act as an investment advisor, or individually advocate the purchase or sale of any security or investment. Neither the publisher nor the editors are registered investment advisors. Subscribers should not view this publication as offering personalized legal or investment counseling. Investments recommended in this publication should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company in question. Unauthorized reproduction of this newsletter or its contents by Xerography, facsimile, or any other means is illegal and punishable by law. Please note: It is not our intention to send email to anyone who doesn't want it. If you're not sure why you're getting this e-letter, or no longer wish to receive it, get more info here, including our privacy policy and information on how to manage your subscription.

--