Thursday, June 22, 2006

ZOLT

I discovered ZOLT during my TIE due diligence.
ZOLT makes a special carbon fiber used in planes to replace steel and aluminum. Like TIE it is limited in supply and used to enable better fuel efficiency.

ZOLT has one more trick - wind turbines. It performs better than aluminum and is in demand for wind farms. It has fallen in price because of politics - specifically a major wind farm development was blocked by Sen Kennedy.

That block was removed. read about it here.
http://news.yahoo.com/s/ap/20060621/ap_on_go_co/cape_wind;_ylt=Aow.6jt0OLe9yhvR0cDGEotvieAA;_ylu=X3oDMTA5aHJvMDdwBHNlYwN5bmNhdA--
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3 comments:

  1. Anonymous8:33 PM

    Hi.
    I was wondering two things.

    1) is disney still part of LiveRocket portfolio?
    I never saw them stop out (thus I'm still holding that stock).

    2) what are (y)our stops for the latest purchases?

    thx.

    ReplyDelete
  2. Anonymous8:13 AM

    looks like the anonymous above wants to repeat Andrew's trades step by step :)

    ReplyDelete
  3. Network Samurai11:40 AM

    Great pick on ZOLT. Up 3% already in my portfolio. And Go Jblu, up 11%..

    ReplyDelete