subject:"\[Vo\]\:eCat Portfolio"

Eric, take a look at this:

http://www.google.ca/trends/explore#q=lenr%2C%20andrea%20rossi%2C%20e-catcmpt=q

If we decide the report is fully credible and those graphs make historical
highs, I think that's a good time to short.


On Fri, May 30, 2014 at 9:58 PM, Eric Walker eric.wal...@gmail.com wrote:

 On Fri, May 30, 2014 at 2:19 AM, Blaze Spinnaker blazespinna...@gmail.com
  wrote:

 Start shorting any of the alt energy plays.


 The challenge with short selling is when to start?  Immediately?  A few
 weeks or months after news of cold fusion is starting to spread?  (Note
 that rumors already appear to be circulating, e.g., in connection with the
 X Prize.)  A year or two after?  If one starts a short sale too early, it
 will be the cause of much sadness.

 Eric

Re: [Vo]:eCat Portfolio

If we decide  Exactly how is that supposed to play out in your mind?

And note that you overlook (so far) entirely the mechanics  how-to's of
shorting oil, Exxon, Solar, or anything else.  It has been posted before,
on your own thread... that you have abandoned.
http://www.mail-archive.com/vortex-l%40eskimo.com/msg93568.html



Are you here to obfuscate?  Are you here to make a buck on fellow
vorticians?  Why did you abandon the previous thread on Vortex that covered
most of the same ground?  Why did you offer 10:1 odds when you first
arrived and now you're at 2:1 odds which is about the same as any ordinary
technical project?  What are you trying to establish?




On Fri, May 30, 2014 at 11:11 PM, Blaze Spinnaker blazespinna...@gmail.com
wrote:

 Eric, take a look at this:


 http://www.google.ca/trends/explore#q=lenr%2C%20andrea%20rossi%2C%20e-catcmpt=q

 If we decide the report is fully credible and those graphs make historical
 highs, I think that's a good time to short.


 On Fri, May 30, 2014 at 9:58 PM, Eric Walker eric.wal...@gmail.com
 wrote:

 On Fri, May 30, 2014 at 2:19 AM, Blaze Spinnaker 
 blazespinna...@gmail.com wrote:

 Start shorting any of the alt energy plays.


 The challenge with short selling is when to start?  Immediately?  A few
 weeks or months after news of cold fusion is starting to spread?  (Note
 that rumors already appear to be circulating, e.g., in connection with the
 X Prize.)  A year or two after?  If one starts a short sale too early, it
 will be the cause of much sadness.

 Eric

Re: [Vo]:eCat Portfolio

Ok sure, not really we, but rather vortex.  There's a group of  folks of
vortex that I feel are fairly credible / not gullible.  They reacted very
smartly to defkalion, so I'll be looking to their reaction to this report
carefully.

They have a track record of being correct which is what bayesian analysis
relies on.

I've shorted stocks in my time.  I'm pretty familiar with the strategy 
mechanics of buying put options, for example.


On Fri, May 30, 2014 at 11:30 PM, Kevin O'Malley kevmol...@gmail.com
wrote:

 If we decide  Exactly how is that supposed to play out in your
 mind?

 And note that you overlook (so far) entirely the mechanics  how-to's of
 shorting oil, Exxon, Solar, or anything else.  It has been posted before,
 on your own thread... that you have abandoned.
 http://www.mail-archive.com/vortex-l%40eskimo.com/msg93568.html



 Are you here to obfuscate?  Are you here to make a buck on fellow
 vorticians?  Why did you abandon the previous thread on Vortex that covered
 most of the same ground?  Why did you offer 10:1 odds when you first
 arrived and now you're at 2:1 odds which is about the same as any ordinary
 technical project?  What are you trying to establish?




 On Fri, May 30, 2014 at 11:11 PM, Blaze Spinnaker 
 blazespinna...@gmail.com wrote:

 Eric, take a look at this:


 http://www.google.ca/trends/explore#q=lenr%2C%20andrea%20rossi%2C%20e-catcmpt=q

 If we decide the report is fully credible and those graphs make
 historical highs, I think that's a good time to short.


 On Fri, May 30, 2014 at 9:58 PM, Eric Walker eric.wal...@gmail.com
 wrote:

 On Fri, May 30, 2014 at 2:19 AM, Blaze Spinnaker 
 blazespinna...@gmail.com wrote:

 Start shorting any of the alt energy plays.


 The challenge with short selling is when to start?  Immediately?  A few
 weeks or months after news of cold fusion is starting to spread?  (Note
 that rumors already appear to be circulating, e.g., in connection with the
 X Prize.)  A year or two after?  If one starts a short sale too early, it
 will be the cause of much sadness.

 Eric

Re: [Vo]:eCat Portfolio

You've been trying to milk Vortex members since you first arrived.
Otherwise, you would have explained how to short long ago.  Not only did
you shy away from your original 10:1 odds that I jumped at, but you haven't
done anything to further vortician interests since you've been aboard.

Otherwise, you'd have gone to your original thread and answered every
contention put towards you.

You won't do that on that thread, you won't do it on this thread, you won't
do it here nor there.  You won't do it anywhere, BlazeIam.





On Fri, May 30, 2014 at 11:42 PM, Blaze Spinnaker blazespinna...@gmail.com
wrote:

 Ok sure, not really we, but rather vortex.  There's a group of  folks of
 vortex that I feel are fairly credible / not gullible.  They reacted very
 smartly to defkalion, so I'll be looking to their reaction to this report
 carefully.

 They have a track record of being correct which is what bayesian analysis
 relies on.

 I've shorted stocks in my time.  I'm pretty familiar with the strategy 
 mechanics of buying put options, for example.


 On Fri, May 30, 2014 at 11:30 PM, Kevin O'Malley kevmol...@gmail.com
 wrote:

 If we decide  Exactly how is that supposed to play out in your
 mind?

 And note that you overlook (so far) entirely the mechanics  how-to's of
 shorting oil, Exxon, Solar, or anything else.  It has been posted before,
 on your own thread... that you have abandoned.
 http://www.mail-archive.com/vortex-l%40eskimo.com/msg93568.html



 Are you here to obfuscate?  Are you here to make a buck on fellow
 vorticians?  Why did you abandon the previous thread on Vortex that covered
 most of the same ground?  Why did you offer 10:1 odds when you first
 arrived and now you're at 2:1 odds which is about the same as any ordinary
 technical project?  What are you trying to establish?




 On Fri, May 30, 2014 at 11:11 PM, Blaze Spinnaker 
 blazespinna...@gmail.com wrote:

 Eric, take a look at this:


 http://www.google.ca/trends/explore#q=lenr%2C%20andrea%20rossi%2C%20e-catcmpt=q

 If we decide the report is fully credible and those graphs make
 historical highs, I think that's a good time to short.


 On Fri, May 30, 2014 at 9:58 PM, Eric Walker eric.wal...@gmail.com
 wrote:

 On Fri, May 30, 2014 at 2:19 AM, Blaze Spinnaker 
 blazespinna...@gmail.com wrote:

 Start shorting any of the alt energy plays.


 The challenge with short selling is when to start?  Immediately?  A few
 weeks or months after news of cold fusion is starting to spread?  (Note
 that rumors already appear to be circulating, e.g., in connection with the
 X Prize.)  A year or two after?  If one starts a short sale too early, it
 will be the cause of much sadness.

 Eric

Re: [Vo]:eCat Portfolio

Kevin O'Malley kevmol...@gmail.com wrote:


 Looks like I'll need to revise my estimate downwards, YET AGAIN, that
 Blaze will pull it out.  Down to 7.88%.


Nuh-uh. It is 7.64%. You forgot to take into account the Coriolis effect on
this year's election cycle.

- Jed

Re: [Vo]:eCat Portfolio

2014-05-31 Thread Terry Blanton

On Sat, May 31, 2014 at 7:47 AM, Jed Rothwell jedrothw...@gmail.com wrote:
 Kevin O'Malley kevmol...@gmail.com wrote:


 Looks like I'll need to revise my estimate downwards, YET AGAIN, that
 Blaze will pull it out.  Down to 7.88%.


 Nuh-uh. It is 7.64%. You forgot to take into account the Coriolis effect on
 this year's election cycle.

I think you rounded up when you should have rounded down.  I get 7.63%.  ;-)

Re: [Vo]:eCat Portfolio

Terry Blanton hohlr...@gmail.com wrote:


  Nuh-uh. It is 7.64%. You forgot to take into account the Coriolis effect
 on
  this year's election cycle.

 I think you rounded up when you should have rounded down.  I get 7.63%.
  ;-)


You must be in Australia.

- Jed

Re: [Vo]:eCat Portfolio

Are you here to make a buck on fellow vorticians?

Yes, but I'd like to think everyone here can share in the wealth if they
were paying attention.  Certainly they deserve it.

Some people though, I guesss, for whatever bizarre reasons I'll never
understand -   profoundly believe they don't deserve it.



On Sat, May 31, 2014 at 10:00 AM, Jed Rothwell jedrothw...@gmail.com
wrote:

 Terry Blanton hohlr...@gmail.com wrote:


  Nuh-uh. It is 7.64%. You forgot to take into account the Coriolis
 effect on
  this year's election cycle.

 I think you rounded up when you should have rounded down.  I get 7.63%.
  ;-)


 You must be in Australia.

 - Jed

Re: [Vo]:eCat Portfolio

2014-05-31 Thread Eric Walker

On Fri, May 30, 2014 at 11:11 PM, Blaze Spinnaker blazespinna...@gmail.com
wrote:

If we decide the report is fully credible and those graphs make historical
 highs, I think that's a good time to short.


I'm less confident on getting the timing right for a breakout development
than you.  Even if we saw a spike of interest comparable to the one shown
for the first Elforsk test, I very much doubt there will be more publicity
following upon it than happened the last time.  Even if the test results
are stellar, I do not think they would cause a movement in the oil markets
at this point.  If I had to guess, there would need to be three or four
credible, completely independent reproductions that were given high degree
of visibility in the mainstream media before cold fusion is even
sufficiently funded.  And then only after the implications of the new
technology became apparent to risk-averse pension managers would you start
to see some kind of downward movement in oil stocks.  Just my random,
uninformed guess.

Only indirectly relevant to this, there is word that Rossi has been seen in
Sweden.  This isn't necessarily a positive development, although it could
be benign.  What if the E-Cat became quiescent at some point, and he was
there to try to kickstart it again?

Eric

Re: [Vo]:eCat Portfolio

Blaze Spinnaker blazespinna...@gmail.com wrote:


 Some people though, I guesss, for whatever bizarre reasons I'll never
 understand -   profoundly believe they don't deserve it.


Goodness gracious! Who do you have in mind? Tell them to send me their
share of the moola.

When they gave Martin Fleischmann a medal at an ICCF conference, he turned
to me and said something like: this is the only recognition I have ever
gotten out of cold fusion, other than a swift kick in the butt.

- Jed

Re: [Vo]:eCat Portfolio

Eric Walker eric.wal...@gmail.com wrote:

I'm less confident on getting the timing right for a breakout development
 than you.  Even if we saw a spike of interest comparable to the one shown
 for the first Elforsk test, I very much doubt there will be more publicity
 following upon it than happened the last time.


I agree. I doubt that ELFORSK wants people to know, other than the small
circle of people who follow this field. I doubt they will keep the paper
secret. They probably couldn't; it would leak. I expect them to publish at
arXiv again.



 Even if the test results are stellar, I do not think they would cause a
 movement in the oil markets at this point.


If stellar results could have any effect on public opinion or industry, the
whole world would have believed in cold fusion after McKubre published.
Experts such as Gerisher and later Duncan looked at the data and were
instantly convinced. Fully replicated, high sigma, top quality experimental
proof from hundreds of world class laboratories plus $18 will buy you a 30
Hershey Bars at Amazon.com. That is all it is good for.



  If I had to guess, there would need to be three or four credible,
 completely independent reproductions that were given high degree of
 visibility in the mainstream media before cold fusion is even sufficiently
 funded.


The mainstream media would never publish any report, no matter how
convincing. Not from ELFORSK, EPRI or any other power company organization.
The physics establishment will say that power companies know nothing about
nuclear physics so they must be wrong. The mass media will only report on
what the physics establishment blesses.

Other than that, the mass media would only report:

1. A famous mogul such as Bill Gates is funding cold fusion OR

2. A commercial cold fusion device has actually gone sale.

Anything less newsworthy will never see the light of day.

That does not matter much. We do not not need the mass media. What we need
is money, from someone like Gates, and we need experiments that work.

- Jed

Re: [Vo]:eCat Portfolio

2014-05-31 Thread Patrick Ellul

You are so right Jed. (not that it means anything from me)

But remember the chain:

Rossi - Tom Darden (Cherokee/IH) - Bill McDonough (
Cherokee/McDonough Challenge)
-Larry Page, Richard Branson, Elon Musk, Jimmy Wales etc

see:
https://picasaweb.google.com/lh/photo/HO64ew8KwyUfNz-RD63k69MTjNZETYmyPJy0liipFm0

So there is hope.

Thanks to Frank Acland for re-digging that link.

Regards.

Patrick



On Sun, Jun 1, 2014 at 8:54 AM, Jed Rothwell jedrothw...@gmail.com wrote:

 Eric Walker eric.wal...@gmail.com wrote:

 I'm less confident on getting the timing right for a breakout development
 than you.  Even if we saw a spike of interest comparable to the one shown
 for the first Elforsk test, I very much doubt there will be more publicity
 following upon it than happened the last time.


 I agree. I doubt that ELFORSK wants people to know, other than the small
 circle of people who follow this field. I doubt they will keep the paper
 secret. They probably couldn't; it would leak. I expect them to publish at
 arXiv again.



 Even if the test results are stellar, I do not think they would cause a
 movement in the oil markets at this point.


 If stellar results could have any effect on public opinion or industry,
 the whole world would have believed in cold fusion after McKubre published.
 Experts such as Gerisher and later Duncan looked at the data and were
 instantly convinced. Fully replicated, high sigma, top quality experimental
 proof from hundreds of world class laboratories plus $18 will buy you a 30
 Hershey Bars at Amazon.com. That is all it is good for.



  If I had to guess, there would need to be three or four credible,
 completely independent reproductions that were given high degree of
 visibility in the mainstream media before cold fusion is even sufficiently
 funded.


 The mainstream media would never publish any report, no matter how
 convincing. Not from ELFORSK, EPRI or any other power company organization.
 The physics establishment will say that power companies know nothing about
 nuclear physics so they must be wrong. The mass media will only report on
 what the physics establishment blesses.

 Other than that, the mass media would only report:

 1. A famous mogul such as Bill Gates is funding cold fusion OR

 2. A commercial cold fusion device has actually gone sale.

 Anything less newsworthy will never see the light of day.

 That does not matter much. We do not not need the mass media. What we need
 is money, from someone like Gates, and we need experiments that work.

 - Jed




-- 
Patrick

www.tRacePerfect.com
The daily puzzle everyone can finish but not everyone can perfect!
The quickest puzzle ever!

Re: [Vo]:eCat Portfolio

Patrick Ellul ellulpatr...@gmail.com wrote:


 But remember the chain:

 Rossi - Tom Darden (Cherokee/IH) - Bill McDonough ( Cherokee/McDonough 
 Challenge)
 -Larry Page, Richard Branson, Elon Musk, Jimmy Wales etc


Yup. That is who I had in mind. So far there is nothing in the mass media.
I suppose those people are keeping a low profile. That's fine with me. I
want their money, not a mass media circus they might trigger.

Jimmy Wales, yuch! The others are fine. Jimmy rubs me the wrong way. It
would be ironic if he had a positive influence on this field, given all
trouble Wikipedia has caused us. Make no mistake, it does cause trouble.

- Jed

Re: [Vo]:eCat Portfolio

On Sat, May 31, 2014 at 2:17 PM, Eric Walker eric.wal...@gmail.com wrote:

 On Fri, May 30, 2014 at 11:11 PM, Blaze Spinnaker 
 blazespinna...@gmail.com wrote:

 If we decide the report is fully credible and those graphs make historical
 highs, I think that's a good time to short.


 I'm less confident on getting the timing right for a breakout development
 than you.


Yes, there is always risk of course, profit without risk is not possible -
but you can always reduce the risk through careful study.

It's important to short before the market in general recognizes what's
going on.   I'm not looking to get in at the time of the breakout, just
before the breakout and knowing that a breakout will come within 2 years.
 Considering there was no explosion of interest when the last results came
in, I believe if there is one this time it will indicate real penetration.

Re: [Vo]:eCat Portfolio

Here's a possible portfolio so far:

FSLR Put Options (2 years): 60%
XOM Put Options (2 years): 20%
CPST: 10%
CYPW: 10%

Entry will occur on a combination of google trends and when these equities
make coordinated movements that aren't influenced by other factors such as
general market conditions.

Re: [Vo]:eCat Portfolio

Are you here to make a buck on fellow vorticians?

Yes

***Then my criticism of you is justified.

Re: [Vo]:eCat Portfolio

 I want their money, not a mass media circus they might trigger.
***Jed, I like to think you are probably one of the few that will
financially benefit from such a mass media circus.


On Sat, May 31, 2014 at 4:24 PM, Jed Rothwell jedrothw...@gmail.com wrote:

 Patrick Ellul ellulpatr...@gmail.com wrote:


 But remember the chain:

 Rossi - Tom Darden (Cherokee/IH) - Bill McDonough ( Cherokee/McDonough 
 Challenge)
 -Larry Page, Richard Branson, Elon Musk, Jimmy Wales etc


 Yup. That is who I had in mind. So far there is nothing in the mass media.
 I suppose those people are keeping a low profile. That's fine with me. I
 want their money, not a mass media circus they might trigger.

 Jimmy Wales, yuch! The others are fine. Jimmy rubs me the wrong way. It
 would be ironic if he had a positive influence on this field, given all
 trouble Wikipedia has caused us. Make no mistake, it does cause trouble.

 - Jed

Re: [Vo]:eCat Portfolio

Interesting portfolio.  There's a couple of hitches in yer giddyup.


FSLR Put Options (2 years): 60%
XOM Put Options (2 years): 20%
***I dunno how to do put options, and if the breakout comes in 2 years + 1
day, you lost everything without the benefit of what you were actually
betting on.


CPST: 10%
***Reasonably healthy penny stock that should be reasonably healthy in 2
years + 1 day.

CYPW: 10%
***Unhealthy penny stock due to development money starvation.  In the past
it has seen a  100x spike based upon conventional news.  Dr. Yeong Kim
consults with them. If this black swan event does not happen in 2 years,
this company probably will be bankrupt unless it can produce a reliable
engine.

My approach has been 100% CYPW, but that's based upon the prior research I
did, some personal deadlines,  and not knowing about CPST.

 My recommendation for Vorticians is a less risky approach of 60% CPST, 20%
CYPW , and 20% whatever else presents itself as an opportunity such as
publicly traded companies that sell desalination plants.






On Sat, May 31, 2014 at 7:25 PM, Blaze Spinnaker blazespinna...@gmail.com
wrote:

 Here's a possible portfolio so far:

 FSLR Put Options (2 years): 60%
 XOM Put Options (2 years): 20%
 CPST: 10%
 CYPW: 10%

 Entry will occur on a combination of google trends and when these equities
 make coordinated movements that aren't influenced by other factors such as
 general market conditions.

Re: [Vo]:eCat Portfolio

I'm going to remove CPST from the portfolio.  They are in bed with the oil
 gas industry.  I think they will piss off their customers if they jump on
CF.
FSLR Put Options (2 years): 50%
XOM Put Options (2 years): 20%
CYPW: 20%

I agree we need to find more companies that make thermocouples and sterling
type devices.




On Sat, May 31, 2014 at 7:25 PM, Blaze Spinnaker blazespinna...@gmail.com
wrote:

 Here's a possible portfolio so far:

 FSLR Put Options (2 years): 60%
 XOM Put Options (2 years): 20%
 CPST: 10%
 CYPW: 10%

 Entry will occur on a combination of google trends and when these equities
 make coordinated movements that aren't influenced by other factors such as
 general market conditions.

Re: [Vo]:eCat Portfolio

CPST: 10%
***Reasonably healthy penny stock that should be reasonably healthy in 2
years + 1 day.  

CPST is listed on the nasdaq with a 496.52M market cap.  They are not a
penny stock.


On Sat, May 31, 2014 at 9:18 PM, Kevin O'Malley kevmol...@gmail.com wrote:

 Interesting portfolio.  There's a couple of hitches in yer giddyup.


 FSLR Put Options (2 years): 60%
 XOM Put Options (2 years): 20%
 ***I dunno how to do put options, and if the breakout comes in 2 years + 1
 day, you lost everything without the benefit of what you were actually
 betting on.


 CPST: 10%
 ***Reasonably healthy penny stock that should be reasonably healthy in 2
 years + 1 day.

 CYPW: 10%
 ***Unhealthy penny stock due to development money starvation.  In the past
 it has seen a  100x spike based upon conventional news.  Dr. Yeong Kim
 consults with them. If this black swan event does not happen in 2 years,
 this company probably will be bankrupt unless it can produce a reliable
 engine.

 My approach has been 100% CYPW, but that's based upon the prior research I
 did, some personal deadlines,  and not knowing about CPST.

  My recommendation for Vorticians is a less risky approach of 60% CPST,
 20% CYPW , and 20% whatever else presents itself as an opportunity such as
 publicly traded companies that sell desalination plants.






 On Sat, May 31, 2014 at 7:25 PM, Blaze Spinnaker blazespinna...@gmail.com
  wrote:

 Here's a possible portfolio so far:

 FSLR Put Options (2 years): 60%
 XOM Put Options (2 years): 20%
 CPST: 10%
 CYPW: 10%

 Entry will occur on a combination of google trends and when these
 equities make coordinated movements that aren't influenced by other factors
 such as general market conditions.

Re: [Vo]:eCat Portfolio

You're right, even better.  They're trading at about $1.50/share.




On Sat, May 31, 2014 at 9:25 PM, Blaze Spinnaker blazespinna...@gmail.com
wrote:

 CPST: 10%
 ***Reasonably healthy penny stock that should be reasonably healthy in 2
 years + 1 day.  

 CPST is listed on the nasdaq with a 496.52M market cap.  They are not a
 penny stock.


 On Sat, May 31, 2014 at 9:18 PM, Kevin O'Malley kevmol...@gmail.com
 wrote:

 Interesting portfolio.  There's a couple of hitches in yer giddyup.


 FSLR Put Options (2 years): 60%
 XOM Put Options (2 years): 20%
 ***I dunno how to do put options, and if the breakout comes in 2 years +
 1 day, you lost everything without the benefit of what you were actually
 betting on.


 CPST: 10%
 ***Reasonably healthy penny stock that should be reasonably healthy in 2
 years + 1 day.

 CYPW: 10%
 ***Unhealthy penny stock due to development money starvation.  In the
 past it has seen a  100x spike based upon conventional news.  Dr. Yeong
 Kim consults with them. If this black swan event does not happen in 2
 years, this company probably will be bankrupt unless it can produce a
 reliable engine.

 My approach has been 100% CYPW, but that's based upon the prior research
 I did, some personal deadlines,  and not knowing about CPST.

  My recommendation for Vorticians is a less risky approach of 60% CPST,
 20% CYPW , and 20% whatever else presents itself as an opportunity such as
 publicly traded companies that sell desalination plants.






 On Sat, May 31, 2014 at 7:25 PM, Blaze Spinnaker 
 blazespinna...@gmail.com wrote:

 Here's a possible portfolio so far:

 FSLR Put Options (2 years): 60%
 XOM Put Options (2 years): 20%
 CPST: 10%
 CYPW: 10%

 Entry will occur on a combination of google trends and when these
 equities make coordinated movements that aren't influenced by other factors
 such as general market conditions.

Re: [Vo]:eCat Portfolio

I don't think CPST will be pissing off their customers by jumping on CF
when it breaks out. It will be their customers who will be pissing off the
oil gas industry.

When hard drive manufacturers started selling to PC vendors, they didn't
stop selling to minicomputer vendors. They just stopped development in
that area and focused on microcomputing needs. It wasn't about pissing off
their customers, it was about their previous customers no longer funding
their projects and the new ones moving faster taking what they could
get. As a company, you either migrated with the sea change or you died.
Simple disruptive technology issue.

The Innovator's Dilemma: When New Technologies Cause Great Firms to Fail
(Management of Innovation and Change)
by Clayton M. Christensen
http://www.amazon.com/Clayton-M.-Christensen/e/B000APPD3Y/ref=dp_byline_cont_book_1
(Author)

http://www.amazon.com/The-Innovators-Dilemma-Technologies-Management/dp/142219602X/ref=sr_1_2?ie=UTF8qid=1401597910sr=8-2keywords=the+innovators+dilemma

On Sat, May 31, 2014 at 9:21 PM, Blaze Spinnaker blazespinna...@gmail.com
wrote:

I'm going to remove CPST from the portfolio. They are in bed with the oil
gas industry. I think they will piss off their customers if they jump on
CF.
FSLR Put Options (2 years): 50%
XOM Put Options (2 years): 20%
CYPW: 20%

I agree we need to find more companies that make thermocouples and
sterling type devices.

On Sat, May 31, 2014 at 7:25 PM, Blaze Spinnaker blazespinna...@gmail.com
wrote:

Here's a possible portfolio so far:

FSLR Put Options (2 years): 60%
XOM Put Options (2 years): 20%
CPST: 10%
CYPW: 10%

Entry will occur on a combination of google trends and when these
equities make coordinated movements that aren't influenced by other factors
such as general market conditions.

Re: [Vo]:eCat Portfolio

2014-05-31 Thread Terry Blanton

On Sun, Jun 1, 2014 at 12:18 AM, Kevin O'Malley kevmol...@gmail.com wrote:

 CYPW: 10%
 ***Unhealthy penny stock due to development money starvation.  In the past
 it has seen a  100x spike based upon conventional news.  Dr. Yeong Kim
 consults with them. If this black swan event does not happen in 2 years,
 this company probably will be bankrupt unless it can produce a reliable
 engine.

I don't think you can make a reliable engine which uses water as a lubricant.

Re: [Vo]:eCat Portfolio

Interesting point.  I was not aware of that aspect of their development.
Are they trying to be so oil-independent that they refuse to use it as a
lubricant?  That would be stupid.


On Sat, May 31, 2014 at 10:16 PM, Terry Blanton hohlr...@gmail.com wrote:

 On Sun, Jun 1, 2014 at 12:18 AM, Kevin O'Malley kevmol...@gmail.com
 wrote:

  CYPW: 10%
  ***Unhealthy penny stock due to development money starvation.  In the
 past
  it has seen a  100x spike based upon conventional news.  Dr. Yeong Kim
  consults with them. If this black swan event does not happen in 2 years,
  this company probably will be bankrupt unless it can produce a reliable
  engine.

 I don't think you can make a reliable engine which uses water as a
 lubricant.

[Vo]:eCat Portfolio

2014-05-30 Thread Blaze Spinnaker

I'm going to use this subject thread for ideas I have for my eCat Porfolio.
 Basically investment opportunities which will profit if the report comes
out to be a full throated vindication of Rossi.

HydroFusion - interesting, but very very weird.  You'd think he'd ask for
money AFTER the report came out.   Very suspicious that's he's asking for
money BEFORE it comes out.

Short on FSLR - if cold fusion is totally viable with massively high COP,
than alt energy is dead dead DEAD.  Start shorting any of the alt energy
plays.

Short on XOM?  I think generally yes.  Their Oil and Gas will long term not
play out.

If other ideas come to me, I'll post here.   Always interested in hearing
other thoughts.

Re: [Vo]:eCat Portfolio

I went for CYPW, Cyclone Power. Dr. Kim consults for them. They're an
unhealthy penny stock so it's real cheap with a high upside potential.
Today's volume was 5Million shares, about triple the usual.

Perhaps Capstone Turbine would be a better
choice:
CPST

On the plus side, they have product that they sell, more than $100M
revenues. Reasonably healthy company.

http://www.marketwatch.com/investing/stock/cpst/charts?symb=CPSTcountrycode=UStime=13startdate=1%2F4%2F1999enddate=5%2F16%2F2014freq=1compidx=nonecompind=nonecomptemptext=Enter+Symbol%28s%29comp=noneuf=7168ma=1maval=50lf=1lf2=4lf3=0type=2size=2style=1013

Of course, all of this was discussed on Blaze's previous thread which he
seems to have abandoned.
http://www.mail-archive.com/vortex-l%40eskimo.com/msg93531.html

So I'll revise my estimate downwards yet again that Blaze will pull his
head out -- down to 8%.

On Fri, May 30, 2014 at 2:19 AM, Blaze Spinnaker blazespinna...@gmail.com
wrote:

I'm going to use this subject thread for ideas I have for my eCat
Porfolio. Basically investment opportunities which will profit if the
report comes out to be a full throated vindication of Rossi.

HydroFusion - interesting, but very very weird. You'd think he'd ask for
money AFTER the report came out. Very suspicious that's he's asking for
money BEFORE it comes out.

Short on FSLR - if cold fusion is totally viable with massively high COP,
than alt energy is dead dead DEAD. Start shorting any of the alt energy
plays.

Short on XOM? I think generally yes. Their Oil and Gas will long term
not play out.

If other ideas come to me, I'll post here. Always interested in hearing
other thoughts.

Re: [Vo]:eCat Portfolio

So of all the things to focus on in that post, Blaze chooses to pick gnat
shit out of pepper. Looks like I'll need to revise my estimate downwards,
YET AGAIN, that Blaze will pull it out. Down to 7.88%.

Does Blaze want to further LENR or its advocates? Only his hairdresser
knows for sure.

On Fri, May 30, 2014 at 11:39 AM, Blaze Spinnaker blazespinna...@gmail.com
wrote:

Price weighted volume for CYPW is not 5x avg, it's less than 1x

On Fri, May 30, 2014 at 2:47 AM, Kevin O'Malley kevmol...@gmail.com
wrote:

Perhaps Capstone Turbine would be a better
choice:
CPST

On the plus side, they have product that they sell, more than $100M
revenues. Reasonably healthy company.

Of course, all of this was discussed on Blaze's previous thread which he
seems to have abandoned.
http://www.mail-archive.com/vortex-l%40eskimo.com/msg93531.html

So I'll revise my estimate downwards yet again that Blaze will pull his
head out -- down to 8%.

On Fri, May 30, 2014 at 2:19 AM, Blaze Spinnaker
blazespinna...@gmail.com wrote:

I'm going to use this subject thread for ideas I have for my eCat
Porfolio. Basically investment opportunities which will profit if the
report comes out to be a full throated vindication of Rossi.

HydroFusion - interesting, but very very weird. You'd think he'd ask
for money AFTER the report came out. Very suspicious that's he's asking
for money BEFORE it comes out.

Short on FSLR - if cold fusion is totally viable with massively high
COP, than alt energy is dead dead DEAD. Start shorting any of the alt
energy plays.

Short on XOM? I think generally yes. Their Oil and Gas will long term
not play out.

If other ideas come to me, I'll post here. Always interested in
hearing other thoughts.

Re: [Vo]:eCat Portfolio

2014-05-30 Thread Eric Walker

On Fri, May 30, 2014 at 2:19 AM, Blaze Spinnaker blazespinna...@gmail.com
wrote:

Start shorting any of the alt energy plays.


The challenge with short selling is when to start?  Immediately?  A few
weeks or months after news of cold fusion is starting to spread?  (Note
that rumors already appear to be circulating, e.g., in connection with the
X Prize.)  A year or two after?  If one starts a short sale too early, it
will be the cause of much sadness.

Eric

Re: [Vo]:eCat Portfolio

Yup.  Blaze ignored that issue as well on his own thread.  I imagine he'll
ignore it on this thread as well.

http://www.mail-archive.com/vortex-l%40eskimo.com/msg93568.html


On Fri, May 30, 2014 at 9:58 PM, Eric Walker eric.wal...@gmail.com wrote:

 On Fri, May 30, 2014 at 2:19 AM, Blaze Spinnaker blazespinna...@gmail.com
  wrote:

 Start shorting any of the alt energy plays.


 The challenge with short selling is when to start?  Immediately?  A few
 weeks or months after news of cold fusion is starting to spread?  (Note
 that rumors already appear to be circulating, e.g., in connection with the
 X Prize.)  A year or two after?  If one starts a short sale too early, it
 will be the cause of much sadness.

 Eric

Re: [Vo]:eCat Portfolio

On Fri, May 30, 2014 at 9:58 PM, Eric Walker eric.wal...@gmail.com wrote:

(Note that rumors already appear to be circulating, e.g., in connection
 with the X Prize.)  A year or two after?


***What rumors are those?  Is this the same X prize popularity contest that
I submitted was exactly the same as my FQXI essay about the LENR incentive
prize?

https://*fqxi*.org/community/forum/topic/2024

Re: [Vo]:eCat Portfolio

2014-05-30 Thread Eric Walker

On Fri, May 30, 2014 at 10:12 PM, Kevin O'Malley kevmol...@gmail.com
wrote:

***What rumors are those?  Is this the same X prize popularity contest that
 I submitted was exactly the same as my FQXI essay about the LENR incentive
 prize?


I had in mind this quote from a link you shared [1] two days ago:

After participating in a dramatic voting system that involved 3-D printed
 poker chips and glowsticks, the winner was declared: The Forbidden Energy
 XPrize for generating energy from an entirely new source, like cold fusion
 or zero point energy.


I probably inferred too much by thinking that there are rumors about cold
fusion circulating among a wider audience, although it's hard to imagine
the idea of generating energy from a new source arising spontaneously
without further context.  So maybe my inference was ok.

Eric


[1]
http://www.fastcoexist.com/3030775/thinking-big-is-the-easy-part-my-weekend-dreaming-up-the-next-xprize

Re: [Vo]:eCat Portfolio