Focus on Plutonic Power Corporation (TSX:PCC) Shaw Capital Management News
Plutonic Power Corporation develops environmentally friendly run-of river hydro projects in
British Columbia.
Now before we get into the specifics on this one, let s first answer the question: What is run-ofriver hydro?
Plutonic defines it quite well, stating...
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Focus on Plutonic Power Corporation (TSX:PCC) Shaw Capital Management News Plutonic Power Corporation develops environmentally friendly run-of river hydro projects in British Columbia. Now before we get into the specifics on this one, let s first answer the question: What is run-ofriver hydro? Plutonic defines it quite well, stating that run-of-river projects do not actually require any damming of water. Instead, some of the water in a river is diverted and sent into a pipe called a penstock. This penstock feeds the water downhill to a generating station. The natural force of gravity creates the energy required to spin the turbines that in turn generate electricity. The water leaves the generating station and is returned to the river without altering the existing flow or water levels. All of Plutonic s component specifications and construction methods are consistent with providing the least amount of environmental and visual impacts. In fact, in a comparison of environmental imp
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From Peter Kennedy
Government bond Markets: Shaw Capital Management February Newsletter
Government bond markets have ended 2009 on a very disappointing note.
A further
improvement in sentiment about the prospects for the global economic recovery, and
indications that some central banks might be preparing to introduce early “exit
strategies” from the...
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Government bond Markets: Shaw Capital Management February Newsletter Government bond markets have ended 2009 on a very disappointing note. A further improvement in sentiment about the prospects for the global economic recovery, and indications that some central banks might be preparing to introduce early “exit strategies” from the measures that had been introduced to counter the recession, have been important factors in producing a more cautious attitude amongst bond investors. But a further significant consideration towards year-end has been the fear of possible defaults on sovereign debts after the decision by Dubai World, a government-owned company, to seek a moratorium on the servicing of its debts, and the downgrade in the credit rating of Greece because of its deteriorating fiscal situation. Shaw Capital Management Korea February Newsletter: There was always the risk that the funding requirements resulting from recent policies, and particularly from the measures to counter the
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From Peter Kennedy
Government bond
Markets Part 2 of 3: Shaw Capital Management Newsletter
Shaw Capital Management Korea February Newsletter: Article two of three - Bond
markets in mainland Europe have also fallen back towards year-end.
There are signs of
a modest improvement in the background economic situation in the euro-zone; and this
seems to be...
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Government bond Markets Part 2 of 3: Shaw Capital Management Newsletter Shaw Capital Management Korea February Newsletter: Article two of three - Bond markets in mainland Europe have also fallen back towards year-end. There are signs of a modest improvement in the background economic situation in the euro-zone; and this seems to be persuading the European Central Bank to withdraw some of the liquidity measures that it introduced to counter the recession as part of a general tightening of monetary policy that might soon include higher short-term interest rates. Shaw Capital Management Korea February Newsletter: Article two of three - But a more serious immediate consideration for the markets has been the decision by some of the rating agencies to downgrade the credit rating of Greek government bonds, and to warn that other periphery member countries of the euro-zone have been placed on “credit watch” and might suffer the same fate. Investors have responded by widening the yield sprea
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From Peter Kennedy
Shaw Capital Management February Newsletter: Government bond Markets 3 of 3
Shaw Capital Management Korea February Newsletter: Article three of three - The
markets are assuming that the more powerful members of the eurozone will support the
weaker members in order to prevent defaults that might threaten the single currency
structure;...
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Shaw Capital Management February Newsletter: Government bond Markets 3 of 3 Shaw Capital Management Korea February Newsletter: Article three of three - The markets are assuming that the more powerful members of the eurozone will support the weaker members in order to prevent defaults that might threaten the single currency structure; but the yield spreads have widened considerably to reflect the increased risks. Our tentative view is that the markets will “muddle through”, and that defaults will be avoided; but higher overall yield levels seem unavoidable. Prospects in these markets are therefore very unattractive. The gilt edged market has also come under pressure over the past month; short-term yields have remained basically unchanged, but there have been increases in medium and longer-term yields that has produced a much steeper yield curve. Shaw Capital Management Korea February Newsletter: Article three of three - There has been evidence of a modest improvement in the economic
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From Peter Kennedy
Shaw Capital Management News: Washington Waxes Brazilian
Brazil provides us with an example of a rapidly developing, energy-hungry economy in the
Western Hemisphere, where biofuel is a fact of life.
Biofuel is also an investment imperative for
energy investors and companies that want to make money in Brazil.
As an important part of...
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Shaw Capital Management News: Washington Waxes Brazilian Brazil provides us with an example of a rapidly developing, energy-hungry economy in the Western Hemisphere, where biofuel is a fact of life. Biofuel is also an investment imperative for energy investors and companies that want to make money in Brazil. As an important part of the #3 economy in the Americas, ethanol can t be ignored by the United States. (Sugar) Ethanol as a Global Commodity; Focus on Cosan Ltd. (NYSE: CZZ) Cosan is entering into a joint venture with an oil giant that could be worth $12 billion, and its happy beginning to 2010 signals a renewal of interest in ethanol and entrance of some unlikely participants into biofuels. Cosan, a Brazilian company that processes more sugar than anyone else in the world, is now joining with Royal Dutch Shell (NYSE: RDS), the #2 oil producer in Europe. Shell is paying Cosan $1. 625 billion for half of its core assets. As part of the joint venture that will emerge, Shell is
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From Peter Kennedy