Blowing Smoke

All eyes are on Davos...and now you don’t even need to get on a plane to take part in the action…

This year it is clearly about climate change and sustainability. But as is common with such complex topics there is as much confusion as clarity. At Davos there is a consensus that developmental models impacting the environment need to be rethought in the context of global development, especially in the case of India and China. Today, 70% of the world’s carbon emissions originate from the US and Europe. The carbon emission per capita in the US is 24 tons per annum, whereas it is 4 tons in China and 2 tons in India. Everyone agrees that if India and China achieve the same standard of living as the US, we will need more than one planet for all of us to live together. Forum Blog

Get out of the mainstream and park your browser at this one-stop shop

We will be looking to get into the green as we paddle around with Wayne again...pester him about his favorite theme...and try to get him to do some work on Fuel-Tech Inc (FTEK-NASDAQ)

Pat Dorsey of Morningstar piqued our interest in the stock when he pitched it on Bulls & Bears some time ago…

Pat strikes us a deep value guy, and normally champions low P/E stocks with bad charts.

This caught our eye today

7:01AM Fuel-Tech awarded $2.6 mln NOxOUT Ultra contract in the People’s Republic of China (FTEK) 26.11 : Co announces it was awarded its second NOxOUT Ultra contract in the People’s Republic of China. This $2.6 mln order calls for the installation of a NOxOUT Ultra system at Huaneng Beijing Co-Generation in support of four coal-fired thermal electric generating units to be retrofitted with selective catalytic reduction systems for NOx control. Project completion is scheduled for late 2007, in advance of the 2008 Summer Olympics. Briefing/Yahoo

The stock is a bit thin, the valuation dear and and the theme trendy, but we want to roll up our sleeves on this one
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The content contained in this blog represents the opinions of 1440 Wall Street. This commentary in no way constitutes a solicitation of business or investment advice. It is intended solely for the entertainment of the reader, and the author. Underthecounter has no positions in any securities mentioned .Wayne Nef and Sniper Research have no positions in securities mentioned.

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