Clean Energy Fuels Corp. (NASDAQ:CLNE)

I have been watching this company for over a year now. While I am not a fan of T. Boon Pickens - I think this company is going to have great success. They are very proactive about creating new or taking over existing fueling stations for their CLN / LNG. With the our domestic car production companies suffering so badly (GMC said today that they are fairly certain that they don't have enough cash on hand to keep operations going through the end of the year) - natural gas a fantastic alternative. It really doesn't matter that electric / hydrogen / whatever is competing with natural gas as an alternative energy because the technology for natural gas is already developed and easier to implement quicker for car production operations.

Honda makes a natural gas car - that if it was available in my state - I would purchase. They can't keep up with demand in Utah (natural gas is something like 80 cents a gallon there). They sell on eBay for more then the MSRP. I know that there is enough demand throughout the country; so when one of the car manufactures finally mass produces one - the industry will grow significantly.

While I wouldn't go as far as saying this company has a very attractive balance sheet - they are healthy enough and expanding at a respectable rate. I just know that natural gas will play an important role in the near future. I am in this for a long term play - HOWEVER - if you are simply looking to make some short term profit - this stock WILL come roaring back when gas prices spike again (and they will come back up in a year or two).

I will say that it is quite foolish to simply invest in this company because Boone Pickens has his hand in it - don't forget that he has been selling his share off for a while now (his wife as well). Although I will give him props for generating some really good television advertisements. He also is lobbying for federal funding (which is why I don't like him - use your own money and start mass producing fueling stations - the car production will follow).

Ask yourself if you believe natural gas will have a large place in the transportation of the future - I believe it will... But then again I still play games on my Dreamcast and long for a big can of Planter's Cheez Balls...

Perfectly positioned to captilize on America's need to move to alternate sources of energy for Transportation, Electric power, etc.

Right place at right time.

High potential growth, we'll see how the next administration pursues alternative energies.

If you are betting on this company you are making a bet on "big government". CLNE can't turn a profit without massive government handouts, land grabs, and regulations. Look at the contracts that the company has gotten so far. By and large they are all government contracts. What does this mean? Well it means that if you are a business with a big heart and limitless funds you can invest in Natural Gas vehicles. Only government (which doesn't have to worry about proftis) can buy into something that has no economic return value. There has been no value for private companies to buy into the technology because it doesn't increase financial returns. The public is in no mood for any new company government subsidies at a time that oil is plummeting and the new technologies are unproven. Pickens is a man that is in business for himself and himself only, not his stockholders. His commercials are a sham. He pretends to be in business to help the country when we all know that is entire life has revolved around building up the countries and industry which he now pretends to be against. If he doesn't get the government subsidies he needs he will high take himself, and his investments right out of the company before any investors know what hit them. CLNE is leveraged on Natural Gas technologies, and wind farms. Windfarms?? Windfarms cost more to produce than they ever produce in actual energy. Everybody wants them as long as they don't have to ever see them. Natural gas is competing with electric cars, hydrogen technology, ethanol, etc... Will they win? Depends on government subsidies. I would never make an investment that is dependent on government involvement in ANYTHING. He is pressuring the government very hard with his repetitive commercials, and hounding to give him taxpayer money to fund his investment. He is a billionaire. If he believes in his company he should put his money in it. Not mine. Capatalism means surviving or failing on your own without the government. Just reading a headline that mentions CLNE as "a Hot Stock" tells you you should probably sell it. If your veternarian is telling you to buy CLNE it is time to sell, sell, sell...

There is a lot of room for growth with this company. There are only 44million outstanding shares. The only thing that I am worried about hindering growth is the formation of OGEC. Sure this will increase profits for the natural gas companies just as OPEC does for the oil companies, but cartels such as these are a parasite on the underbelly of overall ecomic growth.

If natural gas prices are inflated to the point that it is no longer a cheaper alternative energy in comparison with oil, then you can throw CNG vehicles out the window and put your chips in on electric cars, coal, and energy cells (batteries) companies.

Drive clean.

Alt fuel LNG/CNG is the way to go. CLNE leaders can't keep their phones from ringing from new business. If you like them, check out GPX. They build the LNG fuel stations...

T.Boone pickens company. Don't really need to say much more than that. This company is destined for greatness and is trading well below what it will be in the next few years. Big growth here.

The stock has been hammered and is near its all time lows. At sme point the market will come around and I'd expect that this stock will come around with it.

Obviously has tremendous promise.

A Global Carbon Trading Index
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September 30, 2008 – Comments (1) | RELATED TICKERS: GRN , WMI , CLNE

During recent market turmoil and a meltdown in commodities, the Global Carbon ETN (GRN) has held up better than oil (USO) and natural gas (UNG), but fared slightly worse than the overall market as illustrated in the accompanying three-month chart. Key factors in the demand for carbon credits include overall power demand and the relationship between natural gas and coal prices since burning gas results in the release of less than half of the greenhouse emissions versus coal. Currently, the simplest way for power utilities to reduce greenhouse emissions is to convert from coal to gas. With the price of coal easing over the past few weeks, demand for more carbon credits resulted; although this effect was mitigated by a sharp decline in natural gas as well which has dropped even more than crude oil.

http://www.geocities.com/mikehavrx/carbon.JPG>

My Global Carbon Trading Index is designed to track public companies involved in the nascent industry of carbon credit generation and trading activities. Because this is an evolving industry, I expect to add new stocks to the index in the future to accurately track the performance of pure-play carbon credit companies -- just as the iPath Global Carbon ETN (GRN) specifies on its website that it will incorporate new financial derivatives for carbon prices as they become established as industry standards.

The accompanying table presents the MikeHav Global Carbon Trading Index (sorted from highest to lowest market caps) along with tracking of related commodities and benchmark funds -- including coal prices, iPath Global Carbon ETN (GRN), US Natural Gas Fund (UNG), US Oil Fund (USO), Market Vectors Global Alternative Energy ETF (GEX), PowerShares WilderHill Clean Energy ETF (PBW), and the pending AirShares EU Carbon Allowances Fund. Key factors in the demand for carbon credits include overall power demand and the relationship between natural gas and coal prices since burning gas results in the release of less than half of the greenhouse emissions versus coal.

Currently, the simplest way for power utilities to reduce greenhouse emissions is to convert from coal to gas. Since natural gas prices have declined in sympathy with oil while coal prices have remained at high levels, power companies in Europe have shifted to burning a larger percentage of gas to generate power -- resulting in less greenhouse emissions and thus less demand for carbon credits. The MikeHav Global Carbon Trading Index is equally-weighted and includes 17 companies which are involved in carbon credit generation and trading activities. I will track the index on my blog in the area underneath the last post and will add new public-traded companies which enter the business of carbon credit trading.
The blue-chip, large-cap company in the index is clearly Waste Management (WMI), which is one of the largest private holders of greenhouse gas emission reduction credits in the US thanks to its green initiatives such as the capture/use of landfill gas and waste-to-energy business. As an alternative to the pure-play carbon credit generation and trading companies such as Camco (London: CAO), EcoloCap Solutions (OTCBB: ECOS), and EcoSecurities Group (London: ECO), investors who are bullish on the future of carbon credit trading might also consider an investment in UK-based Climate Exchange (London: CLE). As its name implies, Climate Exchange is engaged in developing financial exchanges that allow for the trading of environmental financial vehicles such as the carbon credits tracked by the iPath Global Carbon ETN. The Company’s three main businesses include the European Climate Exchange [ECX], the Chicago Climate Futures Exchange [CCFE], and the Chicago Climate Exchange [CCX].

Another Nancy fav

For once I agree with Kramer. Sooner or later someone will solve the alt fuel opportunity, its not a matter of if. CLNE is making a good interim play and is a though leader. A rising tide llifts all boats so if you want diversity look at GAAEX.

NATURAL GAS IS PLENTIFUL L IN U.S. THEREFOR CAR USE WILL BE CHEAPER TO USE IN THE FUTURE

Boone Pickens certainly has the right idea. Nancy Pelosi has $250,000 invested in CLNE, and California is going to pass Proposition 10 which will get all their trucks using natural gas. The Pelosi factor is the biggest thing in my eyes. I was waiting for a dip to buy this stock again. I bought it at $12.30 on July 11th. Now I can buy a some more shares today.

Nancy P and hubby ownes between $100k and $250k of shares. That's good enough for me.

This could be the next sleeper stock to skyrocket

wind power pickens and nancy pelosi invested here

Regardless of the Speaker of the House's position in CLNE, America needs the infrastructure to capitalize on cheaper, cleaner fuel for the nations public transportation. This should bode well for CLNE's growth over the next several years. Compressed Natural Gas is the way to go.