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bizcamp · 12-03-2009, 09:03 AM

Quote:

Originally Posted by RedSHED

Bob Lutz comments at LA auto show tonight (from Autoblog)

11:55 - "The auto industry can no longer rely on oil for 98% of its power."
11:56 - GM's working to get China off petroleum.
...
12:09 - Lutz says we're going to look back at this moment as the "tipping point" for electric vehicles and it will prove to be as momentous as the transition from horse and buddy buggy to cars.
...
12:20 - The way to electrify the infrastructure is ("sadly") a federal tax on fuel. Cheap gas means fewer electric cars.

Betcha Mullaly and Sergio (Ford and Fiat/Chrysler) have a very similar speech available.

The new Capstone Supercar powerplant will obviate the need to change the infrastructure, extend our need for oil for cars by a factor of five and this will allow China to have all the cars they want without pollution or rise in price of oil... No need for taxes if you don't have to change anything, eh?

Lutz sees the future and it is Microturbines....

Breathing easier,
Bizcamp

bizcamp · 12-30-2009, 08:12 AM

Dollar update:

Anyone notice that the USD has appreciated since our last note?

Gotta Play to Pay....

Take the money and put it into a new Airstream?

Money for nothin....
Bizcamp

Gene · 12-30-2009, 11:00 AM

Valero, the largest US refiner, just shut down a refinery in Delaware. Several other refineries have been shut down recently as we now have more fuel capacity in the US than demand. Quite change from 2 years ago.

"Experts" are predicting we will never again see gas and diesel demands to be what it was before the Great Recession. Closing refineries keeps prices up, but refining is not very profitable and that's why all the large oil companies have sold their refineries to companies like Valero recently.

There's also an oversupply of ethanol now as many companies build ethanol refineries thinking they would cash in. The frenzy resulted in too many refineries for demand. Ethanol is priced artificially low because of politics, tax breaks and import restrictions.

Gene

bizcamp · 01-04-2010, 06:28 AM

Quote:

Originally Posted by CrawfordGene

Valero, the largest US refiner, just shut down a refinery in Delaware. Several other refineries have been shut down recently as we now have more fuel capacity in the US than demand. Quite change from 2 years ago.

"Experts" are predicting we will never again see gas and diesel demands to be what it was before the Great Recession. Closing refineries keeps prices up, but refining is not very profitable and that's why all the large oil companies have sold their refineries to companies like Valero recently.

There's also an oversupply of ethanol now as many companies build ethanol refineries thinking they would cash in. The frenzy resulted in too many refineries for demand. Ethanol is priced artificially low because of politics, tax breaks and import restrictions.

Gene

The "Experts" are wrong again...we will see consumption higher than the last peak...that is the nature of progress and the history of oil. More using more but the difference will be that supply will meet demand through the wonder of technology and efficiency. Find more oil, cheaper and burn more, more cleanly and you have the formula that has always worked in the past, working into the future
PS: Ethanol was such a boondoggle from the very beginning...so wrong on so many levels that it is doomed to fail ...
We are just starting to see the damage this ethanol experiment is wreaking on combustion engines...this stuff is bad, why do you think they won't pipelline the stuff? The only way to transport is stainless steel, now that would be a costly pipeline, eh? Fuel instead of Food, now that's genius, eh?
You can get more fuel out of the Biomass leftover from corn production than using the corn itself...where was that thought about?
Go Figure,
Bizcamp

bizcamp · 03-09-2010, 08:21 AM

Since our last update oil has moved from the low 70s to the mid 80s. The dollar has appreciated nicely....Did you take advantage of the opportunity?
America is back and the "calls" are on track...
Next up to the podium is the "new" solution for the combustion/electric hybrid transportation powerplant...
Stay tuned for the second coming of the automobile...
The golden age of daytrippin is now in our grasp!
Bizcamp

bizcamp · 03-11-2010, 07:41 AM

Quote:

Originally Posted by bizcamp

The "Experts" are wrong again...we will see consumption higher than the last peak...that is the nature of progress and the history of oil. More using more but the difference will be that supply will meet demand through the wonder of technology and efficiency. Find more oil, cheaper and burn more, more cleanly and you have the formula that has always worked in the past, working into the future
PS: Ethanol was such a boondoggle from the very beginning...so wrong on so many levels that it is doomed to fail ...
We are just starting to see the damage this ethanol experiment is wreaking on combustion engines...this stuff is bad, why do you think they won't pipelline the stuff? The only way to transport is stainless steel, now that would be a costly pipeline, eh? Fuel instead of Food, now that's genius, eh?
You can get more fuel out of the Biomass leftover from corn production than using the corn itself...where was that thought about?
Go Figure,
Bizcamp

IOA just upped the consumption estimates going forward for oil up 900,000 bbl per day for the next 12 months...
Here we go!

More consumption, not less...
Whoop, there it is...

bizcamp · 06-03-2010, 07:43 AM

Quote:

Originally Posted by bizcamp

The recent high (over $4/gal.) and credit crunch from the mortgage industry have coincided to slapdown RVing temporarily. Look at the stock price comeback in Winnebago Industries in the last few days...
Credit is coming back to the market and gas is coming down...
We should be in the $90-$60/bbl which should be $2.25/gal. equivalent soon...
If you need a good price on a TV or RV go get'em now!

Don't worry about the price of gas long term just buy the oil companies or the DIG ETF and that should hedge the price you pay long term.

Be Smart,
BIZCAMP

The above quote is from 8/09:

Currently oil is at $73bbl. Up five dollars from pre-BP accident. Ok, so 68-73 is at the low end of my estimates...lower is better for your pocketbook and the naysayers about $200bbl oil ain't saying no more, eh!

How about the 40% increase in RV sales in the industry? Did you buy 'em when they were givin'em away?

P.S. Price of gas at the pump 2.52! Not 4.

You gotta pay to play!
Have a good day,
I've said all I can say,
Today!

Bizcamp

fmr.capt.evi · 06-03-2010, 07:54 AM

Bizcamp, what is your advice to those of us who are considering buying a new Airstream this year?

bizcamp · 06-03-2010, 07:59 AM

Quote:

Originally Posted by bizcamp

Dollar update:

Anyone notice that the USD has appreciated since our last note?

Gotta Play to Pay....

Take the money and put it into a new Airstream?

Money for nothin....
Bizcamp

Dollar is back, up 12% since Oct. 09.
The talk about America in decline was just another ignorant agenda ploy.
Hear any more talk about The Euro being the answer to the dollar...yeah, right! Ok, it's lesson time....

You gotta know what you know but,
It's more important to know what you don't know!
It's the ignorance that kills!

Kill Ignorance!

What do I know?

Bizcamp

bizcamp · 06-03-2010, 08:13 AM

Here's the next tidbit....

If you are one of those "new" owners of Gold...
You bot it because the ads on TV educated you to the "opportunity."
Or you think that the US has got too much debt, or that "inflation" is going to come roaring back in the next few years...

Get real, you are about to get your head handed to you.

Gold is at 1215.80 an ounce, pretty near the all time high, right?

Bet you all think it's going to $2000 an ounce!
Cause that's what the "experts" have said.

Think twice about shortcutting what "you don't know" by listening to these jokers, instead of doing your homework.

Can you say "going down?"

I'm golden,
Bizcamp

bizcamp · 06-03-2010, 08:55 AM

Quote:

Originally Posted by fmrcaptevil

Bizcamp, what is your advice to those of us who are considering buying a new Airstream this year?

Buy gently used. This seems to be in the 2-5 year timeframe.

Save biggest piece of price depreciation, a good chunk of that is the first year diff. in price due to maufacturer profit, dealer markup, gewgaw add ons premiums, delivery/prep costs, taxes on full retail price.

These will add up to 40-50% typically.

It's nice to buy at half price, eh?

Here's how my transaction went: 2006 Basecamp, 29-30k all in new.
I purchased 2 years out, it was used maybe twice. In pristine condition,
15.6k out the door.

Percent saved... Over 50%!

Do your homework, know what you want, put the word out, be patient, nail that bad-boy!

Fight the urge to buy it "right now."
Buy it when it's right!

How now?
Bizcamp

bizcamp · 07-02-2010, 05:37 PM

Why did gold drop $35 an ounce yesterday?
Where did that money go?
Wink, wink!

Golden opportunity,
BizCamp

Minnie's Mate · 07-06-2010, 07:47 AM

Quote:

Originally Posted by bizcamp

Why did gold drop $35 an ounce yesterday?
Where did that money go?
Wink, wink!

Golden opportunity,
BizCamp

I know you know why, but obviously the strength of the dollar has increased, even if temporarily, so that you can buy more gold with less dollars. Perhaps this isn't good news to all those people who bought gold as a hedge against the falling value of the dollar...but hey, it means less inflation to eat up that profit from investing in gold.

bizcamp · 07-14-2010, 05:37 PM

Quote:

Originally Posted by Minnie's Mate

I know you know why, but obviously the strength of the dollar has increased, even if temporarily, so that you can buy more gold with less dollars. Perhaps this isn't good news to all those people who bought gold as a hedge against the falling value of the dollar...but hey, it means less inflation to eat up that profit from investing in gold.

In pure terms, gold is down and that means distribution. Most of the big Central Banks are selling and so are some of the big holders like Paulson, so gold is getting crowded... And the Mavens are leaving the dance!

Good as Gold!

Bizcamp

bizcamp · 05-16-2013, 10:11 AM

So, here it is may of 2013 and here comes the cheap nat gas and peak oil has been disproven. Remember, they thought oil production was in decline. They were right but for the wrong reasons...it's called nat gas and it is huge...
Did you get those Rvs when they were giving them away? I did. Gas per gallon 2.97 where I live....
Ps. Nat gas equivalent to gas gallon price is currently eighty five cents....here it comes.
Were you worried about gold and inflation? Well, don't. No inflation and gold peaked at 1900 and is now on its way to 1200 soon to be 500 an oz. National debt, infrastructure, jobs, housing, manufacturing....it's all being fixed due to energy.
Pay attention to Nat gas and enjoy the benefits...
The Golden Age of Capitalism is upon us....if you are negative about the future now you are a nube!
Oh, by the way, bet you don't know the real news...
Here it is.....
Free energy.....
Stay tuned and I'll let you in soon.
Stay smart,

bizcamp · 10-15-2013, 06:56 AM

Gas is now 2.83 a gallon, on its way to $2.
As of last month the U.S. is the number one energy producer in the world.
Update on free energy...
3 months ago in Lynchburg Virginia, net Energy Gain in the production of Hydrogen.
Hydrogen produced by organic catalyst.
Current Hydrogen production is using a toxic catalyst.
Unlimited energy with no toxic effects...
P.S. the RV business has roared back to new highs.
New Ford F150 aluminum body and Nat Gas engine as of a few months ago.
Keep on Truckin!

bizcamp · 10-15-2013, 07:00 AM

Update on my Gold call at $1900 top..
Gold now 1200 and on its way to $900...
Stock market at new All-time highs, predicting a bright future ahead.
Go getcha some.....

bizcamp · 11-09-2013, 07:09 AM

Quote:

Originally Posted by bizcamp

The recent high (over $4/gal.) and credit crunch from the mortgage industry have coincided to slapdown RVing temporarily. Look at the stock price comeback in Winnebago Industries in the last few days...
Credit is coming back to the market and gas is coming down...
We should be in the $90-$60/bbl which should be $2.25/gal. equivalent soon...
If you need a good price on a TV or RV go get'em now!

Don't worry about the price of gas long term just buy the oil companies or the DIG ETF and that should hedge the price you pay long term.

Be Smart,
BIZCAMP

Now that gas per gallon US is going below $3, Acceleration to lower price soon soon.
I hope Y'all bot the RV on the '08 call....Best price, eh?
are we using more or less gas per person now? Less, efficiency and change of habits has helped to accelerate the drop in gas price per gallon...

Burn it up!
Biz

bizcamp · 11-10-2013, 07:38 AM

Financing certainly affects purchases....
But cash is king and buying at the recent high in gas had a lot of sellers of RVs given them away cheaply...
Not concerned with health in the industry, want best deal and time to buy!

Timing is everything...

Gene · 11-12-2013, 02:10 PM

Not too long ago, rejoicing if price for regular was going below $3 would not have happened. Remember when people were predicting a revolt if price went above $2?

I guess we can get used to just about anything for a while anyway.

Requiring vehicles to have better gas mileage plus the wearing out of old gas hogs has a lot to do with dropping gas prices. But as people see lower prices, they will drive more again, causing an increase in demand. We are pumping more oil out of the ground, but that cannot last. Fracking has revived old fields, but there's evidence fracked wells do not produce for very long, a fact that has not received much notice. So, for example, the Bakken formation in N. Dakota is producing a lot of oil and gas now, it can't last the way fields used to produce for decades generations ago.

Gene