Sunday, June 8, 2008


Wednesday, March 5, 2008

Tuesday, February 19, 2008

TXCO Resources Inc (TXCO)

is close to all time highs and that has to have the short sellers nervous, especially with headlines like this THIS

TXCO Resources Inc., formerly The Exploration Company of Delaware, Inc., is engaged in the exploration, exploitation, development, production and acquisition of onshore domestic oil and gas reserves. The Company's oil and gas enterprise interests are located in the Maverick Basin in Southwest Texas, and the Marfa Basin of West Texas. The Company's principal products are crude oil and natural gas. Generally, the Company sells all of its oil and gas under short-term contracts that can be terminated with 30 days notice, or less. The Company operates and directs the drilling of oil and gas wells and also participates in non-operated wells. As operator, the Company contracts service companies, such as drilling contractors, cementing contractors, for specific tasks. In some non-operated wells, the Company participates as an overriding royalty interest owner. In April 2007, the Company completed the acquisition of Output Exploration LLC, a privately held exploration and production firm.

Friday, January 11, 2008

Sequenom, Inc. (Public, NASDAQ:SQNM)

Shares of SQNM have held up really well in a downward market, if I were one the people who are short a combined 1.5 million shares I would be nervous. It is a biotech company and those stocks are prone to volatile swings so be sure to have an exit strategy in mind if it moves lower. I like the stock above 9.40 with a stop just under 9.00.

Sequenom, Inc. is a genetics company engaged in the provision of genetic analysis products and services that translate genomic science into solutions for the biomedical research, molecular medicine, agricultural and non-invasive prenatal testing markets. The Company’s MassARRAY system, comprising of hardware, software applications, and consumable chips and reagents, is a high-performance nucleic acid analysis platform that quantitatively and precisely measures genetic target material and variations therein. Its contract research services business provides genetic analysis services to customers as a complement and as an alternative to its systems product offerings

Wednesday, December 26, 2007

It May Be Time

For China Sunergy (CSUN) to catch up to some of the other solar plays. The stock held above 10.00 since the last post (see below) and now it looks ready for a move from the rising 10 DMA.

Friday, December 21, 2007

Turbochef Technologies (OVEN)

recently reported TURBO CHARGED EARNINGS The maker of fast cook ovens has been a target of short sellers for a while but with the stock poised for a breakout, those shorts appear to be pressing their luck. I am looking for the stock to make a run for the 20 dollar level and I am long the January 17.50 calls. I think a reasonable stop is near 15.50.

TurboChef Technologies, Inc. (TurboChef) provides equipment, technology and services focused on the high-speed preparation of food products. The Company has three primary commercial oven models: C3, Tornado and High h Batch ovens. The Company’s speed cook ovens employ combinations of heating technologies, such as convection, air impingement, microwave energy and other advanced methods, to cook food products at speeds up to 12 times faster than conventional heating methods. In addition to its primary products and services, TurboChef offers certain consumables related to its ovens, such as ceramic platters, cooking utensils and oven cleaners, and replacement parts for its ovens, in each case to support its customers’ use of its ovens. The Company’s commercial ovens are used by a diverse base of foodservice operators, including quick-service and full-service restaurants, hotels, stadiums, coffee shops and convenience stores.

Wednesday, December 19, 2007

China Sunergy Co., Ltd. (ADR) (Public, NASDAQ:CSUN)

Solar stocks have been on a huge tear recently and one China Sunergy has not kept up with some of the others. The large short position could become trouble for the skeptics in the near term. I own a little and plan on adding to it. A stop below the 50 dma just under 10.00 seems to make sense.

China Sunergy Co., Ltd. (China Sunergy) is a manufacturer of solar cell products in the People’s Republic of China. The Company conducts substantially all of its operations through CEEG (Nanjing) PV-Tech Co. Ltd., operating subsidiary. China Sunergy manufactures its solar cells from silicon wafers utilizing crystalline silicon solar cell technology to convert sunlight directly into electricity through a process known as the photovoltaic effect. As of May 17, 2007, the Company produced both mono-crystalline and multi-crystalline silicon solar cells. As of December 2006, the Company had six solar cell manufacturing lines with an aggregate production capacity of 192 megawatts per year, assuming the use of 156-millimeter, mono-crystalline silicon wafers. The Company sells its solar cell products to Chinese and overseas module manufacturers and system integrators, who assemble the solar cells into solar modules and solar power systems for use in various markets.

Wednesday, November 14, 2007

Capstone Turbine (CPST)

has not shown strength for entry above 1.30. On Monday I sold the small position I was holding from Friday. I Continue to watch this one closely but the overall weak market environment doesn't favor these stocks right now.

Sunday, November 11, 2007


are the business of Capstone MicroTurbine (CPST) and it is not just and alternative energy concept, the company is showing some impressive growth. Second Quarter Revenue of $7.2 Million Increased 145% from Same Period Last Year and 28% from Prior Quarter You can see the full earnings report from November 8 HERE

The monthly chart shows a longer term consolidation and big moves often come from such periods of low volatility.

The shorts have been steadily covering since but maybe they will panic with the remaining 10 million shares?

The stock needs a catalyst here, especially with such a weak market. On Monday evenings show, Cramer is supposed to reveal some of his "green plays". In November 05, he mentioned the stock and it ran from 2.50 to 4.50 in just a couple OF DAYS Now the stock is $1.25. Will he mention it again and motivate buyers to pushi it past short term resistance at 1.30 which would pressure the shorts?

I own a little bit (bought some on Friday) but will wait for a push past resistance at 1.30 before I establish a real position. Once it clears 1.30 I dont see any reason to risk more than a dime.

Capstone Turbine Corporation (Capstone) develop, manufacture, market and service microturbine technology solutions for use in stationary distributed power generation applications, including cogeneration (combined heat and power (CHP) and combined cooling, heat and power (CCHP), resource recovery and secure power. Its microturbines can be used as generators for hybrid electric vehicle applications and allow customers to produce power onsite. Capstone's 30 kilowatt (Model C30) and 60 and 65-kilowatt (C60 Series) products are designed to produce electricity for commercial and small industrial users. The Model C30 product can be fueled by various sources, including natural gas, propane, sour gas, renewable fuels, such as landfill or digester gas, kerosene and diesel. The C60 Series can be fueled by natural gas or renewable fuels, such as landfill or digester gas

Wednesday, October 31, 2007

Because I Write It!!

It started as an experiment because I wasn't sure I would stick with it. I am surprised that only two people ever asked me if I was the author because of how often I mention short squeezes at Alphatrends. I also wanted to see if yahoo paid more than google for advertising but I will just say that the data is inconclusive. I will probably continue posting short squeeze ideas at ALPHATRENDS