I'm not sure where I stored Jed's book on my computer but I presume he analyzed the critical point in EROEI where it no longer makes sense to use various grades of the in-the-ground reserves even as chemical feedstocks. As long as a given grade of reserve remains valuable as chemical feedstock, the other valuations will remain to the extent they are related to those grades.
On Sun, Feb 9, 2014 at 2:09 PM, Blaze Spinnaker <[email protected]>wrote: > A lot of their valuation is also the tribal knowledge, infrastructure, > relationships, brand, and good will. If LENR really takes off quickly, > much of that will quickly go to zero. > > It's also not hard to imagine Saudia Arabia and others panic dumping onto > the market in order to get out while the getting is good, thus driving the > price of oil down quickly. > > > On Sun, Feb 9, 2014 at 12:05 PM, James Bowery <[email protected]> wrote: > >> How much of their valuation is in the ground reserves? >> >> >> On Sun, Feb 9, 2014 at 1:29 PM, Blaze Spinnaker <[email protected] >> > wrote: >> >>> Also, anyone notice that XOM/Chevron are down 10% YTD? >>> >>> >>> On Sun, Feb 9, 2014 at 11:25 AM, Blaze Spinnaker < >>> [email protected]> wrote: >>> >>>> Increasing the probability to 47% on the basis on Nanor / MIT videos. >>>> >>>> >>>> >>>> On Fri, Jan 24, 2014 at 3:42 PM, Blaze Spinnaker < >>>> [email protected]> wrote: >>>> >>>>> Put that back to 43%: >>>>> >>>>> Mr. Darden earned an MRP in environmental planning from the University >>>>> of North Carolina at Chapel Hill,* a JD from Yale Law School* and a >>>>> BA from the University of North Carolina at Chapel Hill, where he was a >>>>> Morehead Scholar. >>>>> >>>>> >>>>> On Fri, Jan 24, 2014 at 3:22 PM, Blaze Spinnaker < >>>>> [email protected]> wrote: >>>>> >>>>>> Correction, make that 41%. It's not Cherokee but rather Tom Darden >>>>>> (investor, co founder of Cherokee) and Mr. Vaughn (senior analyst at >>>>>> Cherokee, BA Economics) who are the players here. >>>>>> >>>>>> It'd be good to find out who those other investors are. >>>>>> >>>>>> >>>>>> >>>>>> On Fri, Jan 24, 2014 at 2:35 PM, Blaze Spinnaker < >>>>>> [email protected]> wrote: >>>>>> >>>>>>> Increasing the probability to 44% on the basis of Cherokee PR >>>>>>> release. >>>>>>> >>>>>>> Big big BIG news. Now this is no longer about Rossi, but about >>>>>>> Cherokee. >>>>>>> >>>>>>> I know you guys think I'm a git for my doubt, but hey, my model is >>>>>>> waaaay ahead of the curve than the vast majority of the investing >>>>>>> universe. >>>>>>> XOM is still trading near historical highs, for example. >>>>>>> >>>>>>> >>>>>>> >>>>>>> >>>>>>> On Thu, Jan 16, 2014 at 12:39 PM, Blaze Spinnaker < >>>>>>> [email protected]> wrote: >>>>>>> >>>>>>>> Increasing the probability back to 35% based on the latest news >>>>>>>> coming out of BLP and McKubre. >>>>>>>> >>>>>>>> Hopefully we'll see some more encouraging things soon. The next >>>>>>>> indie report on the ecat should be an interesting inflection report. >>>>>>>> >>>>>>>> >>>>>>>> On Mon, Jan 6, 2014 at 7:52 AM, Blaze Spinnaker < >>>>>>>> [email protected]> wrote: >>>>>>>> >>>>>>>>> Fulvio , the tech Director & R.D. at Leonardo Corporation MIAMI - >>>>>>>>> FL - USA previous job was: >>>>>>>>> >>>>>>>>> " Frelance >>>>>>>>> Consultant<http://www.linkedin.com/search?search=&title=Frelance+Consultant&sortCriteria=R&keepFacets=true¤tTitle=CP&trk=prof-exp-title> >>>>>>>>> European >>>>>>>>> Gaming and Gambling Tech >>>>>>>>> Market<http://www.linkedin.com/search?search=&company=European+Gaming+and+Gambling+Tech+Market&sortCriteria=R&keepFacets=true&trk=prof-exp-company-name> >>>>>>>>> " >>>>>>>>> >>>>>>>>> -4% >>>>>>>>> >>>>>>>>> Now back to 31%. >>>>>>>>> >>>>>>>>> >>>>>>>>> On Mon, Jan 6, 2014 at 6:21 AM, Blaze Spinnaker < >>>>>>>>> [email protected]> wrote: >>>>>>>>> >>>>>>>>>> This is based on >>>>>>>>>> >>>>>>>>>> - STMicro patent (Increased about 4.5%) >>>>>>>>>> - Cherokee Investments (Increased about 2.5%) >>>>>>>>>> - Rossi stating third party reports in March (increased 2%) >>>>>>>>>> - Lack of news from Defkalion (-1%) >>>>>>>>>> >>>>>>>>>> News seems to be coming in fairly rapidly at this point. Could >>>>>>>>>> be updating this probability more frequently. >>>>>>>>>> >>>>>>>>>> >>>>>>>>>> >>>>>>>>>> >>>>>>>>>> >>>>>>>>> >>>>>>>> >>>>>>> >>>>>> >>>>> >>>> >>> >> >
