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Freeport-McMoRan Inc. Logo
  • commented 7/26/12
  • tags: FCX
  • Freeport-McMoran's Potentially Large Upside

    Comment by Ogden Hammond:

    There is an additional highly speculative upside to Freeport-Mcmoran. It holds a large amount of convertible preferred in Mcmoran Exploration. This company has virtually the same officers and directors as Freeport. It has acquired-and CONTINUES to acquire-about 1,000,000 acres of leases, some in partnership with Chevron. IF the same geology as found in Brazil and West Africa - namely large oil deposits below the salt layer formed when the asteroid(s) killed off the dinosaurs at the end of the cretaceous period - is found in shallow gulf water and on land in the Missisippi valley - and IF the salt layer kept the pressure high enough to prevent the oil from decomposing- this could raise the market cap of Mcmoran Exploration from its present 2 billion to 20 billion or more - and Freeport would own about half of that. This would represent a very significant increase to Freeport's market cap.

    Disclosure:

    I predicted that major oil deposits would be found beneath the salt layer in 1976 when I worked at The MIT Energy lab. The first confirmation came with the Brazilian discoveries at about 34,000 feet. I own stock in Freeport and both stock and options in MMR. I have, without compensation, suggested to Mcmoran exploration that they would find oil both on land and in the shallow gulf waters at depths of between 26,000 and 35,000 feet. MMR has not disclosed to me - nor in any public forum - that it may actually be drilling for OIL not gas. One might suspect that some sort of disclosure was made to CVX - because I doubt CVX is interested in drilling 30,000 foot gas wells with the current natural gas market. I also own stock and options in CVX. All of the above are my personal opinions and should not be taken as any form of investment advice -but rather as an expression of my hope that I will live to see my prediction fulfilled. [ less... ]
    Freeport-McMoran's Potentially Large Upside Comment by Ogden Hammond: There is an additional highly speculative upside to Freeport-Mcmoran. It holds a large amount of convertible preferred in Mcmoran Exploration. This company has virtually the same officers and directors as Freeport. It has acquired-and CONTINUES to acquire-about 1,000,000 acres of leases, some in partnership with Chevron. IF the same geology as found in Brazil and West Africa - namely large oil deposits below the salt layer formed when the asteroid(s) killed off the dinosaurs at the end of the cretaceous period - is found in shallow gulf water and on land in the Missisippi valley - and IF the salt layer kept the pressure high enough to prevent the oil from decomposing- this could raise the market cap of Mcmoran Exploration from its present 2 billion to 20 billion or more - and Freeport would own about half of that. This would represent a very significant increase to Freeport's market cap. Disclosure: I predicted that major oil deposits would be found beneath the salt layer in 1976 when I worked at The MIT Energy lab. The first confirmation came with the Brazilian discoveries at about 34,000 feet. I own stock in Freeport and both stock and options in MMR. I have, without compensation, suggested to Mcmoran exploration that they would find oil both on land and in the shallow gulf waters at depths of between 26,000 and 35,000 feet. MMR has not disclosed to me - nor in any public forum - that it may actually be drilling for OIL not gas. One might suspect that some sort of disclosure was made to CVX - because I doubt CVX is interested in drilling 30,000 foot gas wells with the current natural gas market. I also own stock and options in CVX. All of the above are my personal opinions and should not be taken as any form of investment advice -but rather as an expression of my hope that I will live to see my prediction fulfilled.
    Tesla Motors Logo
  • commented 1/10/12
  • tags: TSLA F GM
  • Reply to: Tesla Motors Charged Up for Big Growth in 2012

    Posted by Martin Schwartz in reply to this article

    Unlike hybrids, Tesla is a purely electric vehicle. Unlike other
    potential future all electric vehicles, Tesla's sedan has been
    engineered from the ground up to be an electric vehicle. Their roadster
    was an adaptation of a lotus chasis (gasoline powered) to Tesla's
    proprietary battery/motor system and was used to prove the technology
    over millions of miles.

    Tesla's first sedans will be the most
    expensive, with each subsequent model to be lesser in price. So the
    four door sedan available in mid 2012 will be priced at over 80K with
    subsequent versions a few months later at 65K followed a few months
    later by versions of the sedan at 50K.

    The crossover, to follow
    in 2013 will be priced with versions still lower and the X (SUV)
    models in 2014 at 35K. Tesla's work force is doubling every 6 months
    and there are 200 applicants for every position available. Lithion ion
    batteries are becoming less expensive and recent breakthroughs in speed
    of recharging and magnitude of storage capacity will result in dramatic
    rethinking in the all electric markets. Tesla will be a leader in the
    as it is easily capable of being early adaptors of all advances in
    battery technology. [ less... ]
    Reply to: Tesla Motors Charged Up for Big Growth in 2012 Posted by Martin Schwartz in reply to this article Unlike hybrids, Tesla is a purely electric vehicle. Unlike other potential future all electric vehicles, Tesla's sedan has been engineered from the ground up to be an electric vehicle. Their roadster was an adaptation of a lotus chasis (gasoline powered) to Tesla's proprietary battery/motor system and was used to prove the technology over millions of miles. Tesla's first sedans will be the most expensive, with each subsequent model to be lesser in price. So the four door sedan available in mid 2012 will be priced at over 80K with subsequent versions a few months later at 65K followed a few months later by versions of the sedan at 50K. The crossover, to follow in 2013 will be priced with versions still lower and the X (SUV) models in 2014 at 35K. Tesla's work force is doubling every 6 months and there are 200 applicants for every position available. Lithion ion batteries are becoming less expensive and recent breakthroughs in speed of recharging and magnitude of storage capacity will result in dramatic rethinking in the all electric markets. Tesla will be a leader in the as it is easily capable of being early adaptors of all advances in battery technology.
    chart of the day, sai, text messaging use, jan 3 2012
  • shared a clip 1/3/12
  • tags: S T VZ
  • IM sure AT&T, VZ and S are stoked !

    http://mrgan.tumblr.com/post/15224283355/what-imessage-did-to-my-text-messaging-usage



    Clipped from businessinsider.com using the Trefis clipping tool:
    Apple's iMessage is killing off the overpriced text message, at least for a narrow group of iPhone owners.

    Graphic designer Neven Mrgan posted this chart showing how his text messaging use changed after Apple released iOS 5 with
    ... Read more [ less... ]
    IM sure AT&T, VZ and S are stoked ! http://mrgan.tumblr.com/post/15224283355/what-imessage-did-to-my-text-messaging-usage Clipped from businessinsider.com using the Trefis clipping tool: Apple's iMessage is killing off the overpriced text message, at least for a narrow group of iPhone owners. Graphic designer Neven Mrgan posted this chart showing how his text messaging use changed after Apple released iOS 5 with ... Read more



    Alphabet Inc. Logo
  • commented 12/14/11
  • tags: GOOG
  • Goog

    testing on production with problem spotted [ less... ]
    Goog testing on production with problem spotted
    Patent Wars
  • shared a clip 11/28/11
  • tags: GOOG AAPL MMI NOK
  • Not sure if this humongous infographic will come through but interesting link nonetheless regarding patent showdown in smartphone corral.



    Clipped from mashable.com using the Trefis clipping tool:
    Patents are a source of constant lawsuits between large tech companies like Apple, Microsoft and Samsung. They're one reason Google wants to pay $12.5 billion for Motorola Mobility. And many entrepreneurs believe these documents stunt innovation rather ... Read more [ less... ]
    Not sure if this humongous infographic will come through but interesting link nonetheless regarding patent showdown in smartphone corral. Clipped from mashable.com using the Trefis clipping tool: Patents are a source of constant lawsuits between large tech companies like Apple, Microsoft and Samsung. They're one reason Google wants to pay $12.5 billion for Motorola Mobility. And many entrepreneurs believe these documents stunt innovation rather ... Read more



    Harley-Davidson Logo
  • shared a clip 11/28/11
  • tags: HOG F
  • Wandell is Harley's come back kid. Interesting note on turn around modeled after Ford

    Clipped from bloomberg.com using the Trefis clipping tool:
    Keith Wandell is trying to do at Harley-Davidson Inc. (HOG) what Alan Mulally did at Ford Motor Co. (F)

    Both were brought in as chief executive officer from outside the company -- even from a different
    ... Read more [ less... ]
    Wandell is Harley's come back kid. Interesting note on turn around modeled after Ford Clipped from bloomberg.com using the Trefis clipping tool: Keith Wandell is trying to do at Harley-Davidson Inc. (HOG) what Alan Mulally did at Ford Motor Co. (F) Both were brought in as chief executive officer from outside the company -- even from a different ... Read more
    Atsushi Saito, left, who heads the Tokyo Stock Exchange Group, and Michio Yoneda, leader of the Osaka Securities Exchange, in Tokyo on Tuesday.
  • shared a clip 11/22/11
  • tags: NDAQ CME NYX
  • Osaka and Tokyo exchanges are merging. Further consolidation among global exchanges will continue. This is a big trend that we will see in the coming years as technology and greater demand for global trading capabilities will favor those with scale. Electronic exchanges such as ICE in the US are taking up share rapidly too.



    Clipped from dealbook.nytimes.com using the Trefis clipping tool:
    The Tokyo Stock Exchange, Japan's largest, on Tuesday announced a $1.1 billion merger deal with the Osaka Securities Exchange that would create the world's third-largest exchange, measured by the value of listed stock

    ... Read more [ less... ]
    Osaka and Tokyo exchanges are merging. Further consolidation among global exchanges will continue. This is a big trend that we will see in the coming years as technology and greater demand for global trading capabilities will favor those with scale. Electronic exchanges such as ICE in the US are taking up share rapidly too. Clipped from dealbook.nytimes.com using the Trefis clipping tool: The Tokyo Stock Exchange, Japan's largest, on Tuesday announced a $1.1 billion merger deal with the Osaka Securities Exchange that would create the world's third-largest exchange, measured by the value of listed stock ... Read more



    E-Trade Logo
  • shared a clip 11/10/11
  • tags: ETFC
  • Ken Griffin can't be pleased with eTrade's decision to scrap looking at a sale. eTrade dumped MS and kept GS in getting to this conclusion.

    Clipped from online.wsj.com using the Trefis clipping tool:
    E*Trade Financial Corp., following the recommendation of Goldman Sachs Group Inc., said it isn't for sale and will continue to execute its business plan.

    Investors were disappointed by the news, sending shares of the down 5.3% on heavy volume.
    ... Read more [ less... ]
    Ken Griffin can't be pleased with eTrade's decision to scrap looking at a sale. eTrade dumped MS and kept GS in getting to this conclusion. Clipped from online.wsj.com using the Trefis clipping tool: E*Trade Financial Corp., following the recommendation of Goldman Sachs Group Inc., said it isn't for sale and will continue to execute its business plan. Investors were disappointed by the news, sending shares of the down 5.3% on heavy volume. ... Read more
    Caterpillar Logo
  • shared a clip 11/10/11
  • tags: CAT
  • CAT buys HK listed ERA to beef up its capacity for China's expansion. CAT trails other lower cost peers like Komatsu and Sany and this looks like a move to help gain share quickly.

    Until recently Caterpillar, of Peoria, Ill., was losing market share in China, which accounts for around half of total world demand for construction equipment, to such rivals as Komatsu Ltd. of Japan and Sany Heavy Industry Co. of China. In 2010, it had 7% of China's excavator market, trailing Komatsu's 15% and Sany's 9%, according Off-Highway Research, a London-based research and consulting firm.

    Clipped from online.wsj.com using the Trefis clipping tool:
    HONG KONG—Caterpillar Inc. has reached an agreement to buy Hong Kong-listed ERA Mining Machinery Ltd. in a deal worth up to around 6.9 billion Hong Kong dollars (US$887 million), said people familiar with the matter.
    ... Read more [ less... ]
    CAT buys HK listed ERA to beef up its capacity for China's expansion. CAT trails other lower cost peers like Komatsu and Sany and this looks like a move to help gain share quickly. Until recently Caterpillar, of Peoria, Ill., was losing market share in China, which accounts for around half of total world demand for construction equipment, to such rivals as Komatsu Ltd. of Japan and Sany Heavy Industry Co. of China. In 2010, it had 7% of China's excavator market, trailing Komatsu's 15% and Sany's 9%, according Off-Highway Research, a London-based research and consulting firm. Clipped from online.wsj.com using the Trefis clipping tool: HONG KONG—Caterpillar Inc. has reached an agreement to buy Hong Kong-listed ERA Mining Machinery Ltd. in a deal worth up to around 6.9 billion Hong Kong dollars (US$887 million), said people familiar with the matter. ... Read more
    Screen Shot-2011-11-01-at-11-1-12
  • shared a clip 11/9/11
  • tags: AAPL


  • Clipped from asymco.com using the Trefis clipping tool:
    In the recently posted US Smartphone Landscape I used comScore's data to paint a picture of the growth of smartphones in general and the shape of the mobile platforms in the US. The source was survey data measuring ... Read more [ less... ]
    Clipped from asymco.com using the Trefis clipping tool: In the recently posted US Smartphone Landscape I used comScore's data to paint a picture of the growth of smartphones in general and the shape of the mobile platforms in the US. The source was survey data measuring ... Read more



  • commented 10/27/11
  • tags: AAPL S T VZ
  • Sprint believes that the lifetime value of an iPhone customer is 50% more than a regular smartphone customer.



    Clipped from news.cnet.com using the Trefis clipping tool:
    We expect that customer lifetime value for the iPhone customer to be at least 50%, yes, at least 50% greater than a typical smartphone user. Driven primarily by more efficient use of our network and lower churn. In addition, not reflected in this chart, is the upside of more, new revenue to spring, new fans offset the fixed cost of our stadium, if you will, because we expect the iPhone to generate a significantly higher number of new users to Sprint. ... Read more

    [ less... ]
    Sprint believes that the lifetime value of an iPhone customer is 50% more than a regular smartphone customer. Clipped from news.cnet.com using the Trefis clipping tool: We expect that customer lifetime value for the iPhone customer to be at least 50%, yes, at least 50% greater than a typical smartphone user. Driven primarily by more efficient use of our network and lower churn. In addition, not reflected in this chart, is the upside of more, new revenue to spring, new fans offset the fixed cost of our stadium, if you will, because we expect the iPhone to generate a significantly higher number of new users to Sprint. ... Read more



  • commented 10/27/11
  • tags: S
  • Sprint's big ole bet on iPhone isn't NPV positive until 2015



    Clipped from news.cnet.com using the Trefis clipping tool:
    “Our ultimate spend with Apple to depend on many variables including anticipated rate of future subscriber growth, number of different devices offered and the cost of devices offered. We anticipate outperforming the current contract minimum commitment of $15.5 billion, for the iPhone, over the four-year period,” said Euteneuer. ... Read more

    [ less... ]
    Sprint's big ole bet on iPhone isn't NPV positive until 2015 Clipped from news.cnet.com using the Trefis clipping tool: “Our ultimate spend with Apple to depend on many variables including anticipated rate of future subscriber growth, number of different devices offered and the cost of devices offered. We anticipate outperforming the current contract minimum commitment of $15.5 billion, for the iPhone, over the four-year period,” said Euteneuer. ... Read more



  • commented 10/4/11
  • tags: BBY EA
  • Investing News, Articles, and Analysis -- Trefis



    Apple (NASDAQ:AAPL) is expected to launch a new iPhone on October 4 at tomorrow's event. Rumors suggest that Apple might be launching not one, but two new iPhones at the event. One of them will be the iPhone 5, which will be a completely ne...

    Apple (NASDAQ:AAPL) is expected to launch a new iPhone on October 4 at tomorrow's event. Rumors suggest that Apple might be launching not one, but two new iPhones at the event. One of them will be the iPhone 5, which will be a... Read the full article here [ less... ]
    Investing News, Articles, and Analysis -- Trefis Apple (NASDAQ:AAPL) is expected to launch a new iPhone on October 4 at tomorrow's event. Rumors suggest that Apple might be launching not one, but two new iPhones at the event. One of them will be the iPhone 5, which will be a completely ne... Apple (NASDAQ:AAPL) is expected to launch a new iPhone on October 4 at tomorrow's event. Rumors suggest that Apple might be launching not one, but two new iPhones at the event. One of them will be the iPhone 5, which will be a... Read the full article here