Small position - Medium to Long Term Trade - MUEL.PK in $22

In small position of thinly traded pink sheet stock MUEL.PK . This stock reminds me of an old stock of mine DIT (because of earnings and share structure). Total Outstanding shares is only 1.2mm per yahoo. They did $2.96 in EPS this last quarter. I would never take a large position on a low float thinly traded stock but a small position was warranted to me by the latest result and the sector seems right.

Paul Mueller Company, together with its subsidiaries, manufactures and sells stainless steel tanks and industrial processing equipment worldwide. The company operates in four segments: Dairy Farm Equipment, Industrial Equipment, Field Fabrication, and Transportation. The Dairy Farm Equipment segment provides milk cooling and storage equipment and accessories, refrigeration units, and heat recovery equipment for use on dairy farms. This segment sells its products directly to farmers and independent dealers for resale, as well as provides service for farmers and milk coolers for rent to farmers. The Industrial Equipment segment sells food, beverage, chemical, and industrial processing equipment; biopharmaceutical equipment; pure water equipment; and thermal energy storage equipment to industrial customers. The Field Fabrication segment offers large field-fabricated tanks and vessels, such as large stainless steel storage tanks for sanitary and industrial process applications. The Transportation segment delivers products to customers, and backhauls of materials and components. This segment also offers contract carriage services for third parties. The company’s products are used in dairy farms and various industrial applications, including food, dairy, and beverage processing; pharmaceutical, biotechnological, and chemical processing; water distillation; heat transfer; HVAC; heat recovery; process cooling; and thermal energy storage. Paul Mueller Company was founded in 1940 and is headquartered in Springfield, Missouri.


Paul Mueller Releases Unaudited Earnings for the Year 2011 Read Earnings Release

Follow me on twitter @super_trades !!! Last 4 tweets winners !!!

Last 4 stocks LIVE $3 to $7, ESTE $17 to $23, FORD $2 to $3, GBR $2.5 to $3.70 #SUPER

@super_trades

LIVE Update

I started accumulating LIVE in the low $3's Read Original Blog Post not for their existing business performance but because they have a new CEO that runs a successful fund. That fund took a 17% stake in LIVE and stated :

Item 4. Purpose of Transaction
ICG acquired the Shares to change the composition of the Issuer’s board in the belief that the Issuer and its shareholders would benefit from the diversification of the Issuer’s business. ICG intends to diversify the Issuer’s business, and may seek suitable acquisition candidates through acquisition, merger, reverse merger or other suitable business combination method and/or to restructure the Issuer into a holding company by merger into a subsidiary.


Here is something I gleaned from the latest filing :

Recent Developments

We have embarked on a significant change in business strategy to re-emphasize our legacy business (directory services offering) and update it to meet current market requirements and move ahead of our competitors in this market segment.

that from LIVE 10q Link

legacy biz was internet yellow pages and online classifieds (is that what they mean by directory services offering?)

I am excited what the new CEO has in store for this 600k float Company. It has been trading strongly for the past few weeks since the new CEO announcement.

Great ADES article with $50 Target

ADA Environmental Solutions Benefiting From EPA's New Coal-Fired Power Plant Regulations

"Based on our estimates, the share price can easily trade from the current share price of $20 to $50/share in 2012."

Read ADES Article on Seeking Alpha

Accumulating LIVE in the low $3's for a hold

New CEO is taking $1 salary. Effective as of January 20, 2012, the Company appointed Jon Isaac to serve as its President and Chief Executive Officer. Mr. Isaac was previously appointed to the Company's Board of Directors on December 12, 2011. Although the Company has not entered into a written employment agreement with Mr. Isaac as of the date of this filing, he will be paid an annual salary of $1 for his services as President and Chief Executive Officer and also be eligible to receive bonuses in such forms and amounts as may be determined by the Company's Compensation Committee in its sole discretion.

Mr. Isaac, 29, is founder of the Isaac Organization and head of Isaac Capital Group, a privately held investment company. In that capacity, Mr. Isaac has closed a variety of multi-faceted real estate transactions, including transactions involving the U.S. federal government and publicly traded companies. Mr. Isaac also has experience in aiding publicly traded companies in implementing turnarounds and in raising capital. Mr. Isaac studied economics and finance at the University of Ottawa, Canada. Read Filing

His firm just bought a 17% stake. Read Filing

The filing says this is why : Item 4. Purpose of Transaction
ICG acquired the Shares to change the composition of the Issuer’s board in the belief that the Issuer and its shareholders would benefit from the diversification of the Issuer’s business. ICG intends to diversify the Issuer’s business, and may seek suitable acquisition candidates through acquisition, merger, reverse merger or other suitable business combination method and/or to restructure the Issuer into a holding company by merger into a subsidiary.

This is the fund's website : Isaac Fund Website

Why ESTE may be the Next Big Oil Momentum Stock

Years ago when oil stocks were strong, I picked a low float oil stock on the AMEX PDO at $5. In a few weeks it hit $45. Is ESTE may be the Next Big Oil Momentum Stock?

Earthstone Energy, Inc.(ESTE) has only 1.7m shares outstanding and a public float of 1.2m.

ESTE had EPS for the last 6 months of $0.81. The oil revenue for the last 3 months has been booked at an average price of $87 per barrel of oil and they did $0.43 EPS for the quarter. (Recently oil is over $100 per barrel). Reserves increased 2% and the Company has been investing in new Bakken wells participation. Read 10-Q

The Company is expanding with new wells in the Bakken territory (where they mostly reside) and is partners with some of the major Bakken oil players CLR and BEXP.

Recent comment from their President in a press release:

"The Company expects to continue its strategy of participating in drilling non-operated, horizontal wells which now includes both the Bakken and Three Forks formations." Singleton continued, "The next few quarters should prove to be exciting. In addition to the new wells mentioned above coming on production, we are evaluating two non-Bakken opportunities which could positively impact the Company's reserves and production and hope to announce progress on these ventures in the future. With numerous efforts both underway and in the planning process, we eagerly anticipate increasing the Company's profitability and cash flow." Read Press Release

Bakken oil stocks have been very strong as of late. Domestic oil production is a theme growing stronger each day. KOG, CLR, NOG are 3 of them.

CLR is at $75 and is expected to do $2.53 EPS this year for a P/E of 29 See Numbers

KOG is at $10 and is expected to do $0.25 EPS this year for a P/E of 41 See Numbers

NOG is at $25 and is expected to do $0.63 EPS this year for a P/E of 40 See Numbers

Let's assume that ESTE only conservatively doubles first half EPS to end the year at $1.62 EPS. Applying the P/E ratios of CLR, KOG, and NOG would give ESTE a price range of $53 to $75. It is currently at $16. Throw in the fact this has a minuscule float and number of outstanding shares and that is why I think ESTE has potential to be the next big oil momentum stock. I am long at $15.75.

Low float stocks can be volatile and dangerous and are not for chasing or large positions in my opinion.

ADES - DD in at $19.91

ADA-ES Provides Update on Progress with Refined Coal Activities
First Three M45 Facilities Successfully Placed in Service


Press Release: ADA-ES, Inc. – Tue, Nov 29, 2011 4:27 PM EST



LITTLETON, Colo.--(BUSINESS WIRE)-- ADA-ES, Inc. (NASDAQ:ADES - News) (“ADA”) today provided an update on the progress of Clean Coal Solutions, LLC (“Clean Coal”), its joint venture with an affiliate of NexGen Resources Corporation and an affiliate of The Goldman Sachs Group, Inc. Clean Coal is marketing two different technologies, CyClean and M45, both of which reduce emissions of NOx and mercury, and qualify for IRS Section 45 tax credits of over $6.33 per ton of coal.

To date, Clean Coal has installed and operated 15 Refined Coal (“RC”) facilities, consisting of both CyClean and M45 technologies, at various utility sites, with three more RC facilities scheduled to be qualified by the end of next week. ADA expects that each of these 18 facilities will satisfy the “placed-in-service” requirements from initial operations, which would make these facilities available for full-time operation in 2012 and qualify for the IRS Section 45 tax credits for a ten-year period. Clean Coal’s goal is to install and operate up to eight additional RC facilities by year-end, for a total of 26 facilities installed in 2011.

After initial operation, it takes an average of approximately six months to obtain permits for full-time operation, secure necessary approvals from Public Utility Commissions and complete all necessary contracts. If all planned RC facilities become fully operational, which we expect to occur throughout 2012, they should produce a total of more than 40 million tons of RC per year. At this level of production, ADA expects to generate pre-tax income of approximately $50 million per year after payments to minority partners for the 10-year life of the tax credits. Based on continued progress with permitting and contract negotiations between the lessees of the facilities and the utilities where the facilities are sited, ADA hopes to have several of these additional facilities processing more than 15 million tons of coal per year in routine operations within the next two months.

Clean Coal is financing the construction and installation of the new RC facilities with a $15 million line of credit with a commercial bank, internal cash flows of approximately $20 million per year from the first two RC facilities in operation since June 2010, and deposits received to secure participation in the facilities. To date, Clean Coal has received $11 million in deposits from the likely lessees.

Success with M45 Technology
Included in the 26 new facilities expected to be installed by year-end are six facilities designed to operate using ADA’s new patent-pending M45 technology. In September, ADA announced it had successfully demonstrated this new technology for producing RC that complements and expands Clean Coal’s market for RC beyond the patented and currently operating CyClean technology, which is limited to cyclone boilers. In November, ADA signed a non-binding term sheet granting an exclusive license of M45 to Clean Coal. The exclusive license that would result from the expected definitive agreement will include a royalty based on a percent of operating income on future production of M45 RC and prepaid royalties up to $10 million, in addition to ADA’s 42.5% distributions from the JV.

Over the past few weeks, ADA has successfully placed-in-service three RC facilities based upon the M45 technology. This includes the first system off the line designed exclusively for M45 and two facilities originally built for CyClean. In the full-scale operation of these facilities, the M45 technology demonstrated mercury removal over 40% and up to 70%, and NOx reductions over 20% and up to 30%. The capability of using CyClean facilities with the M45 technology gives Clean Coal greater flexibility in deciding where to locate the plants, increasing the potential RC production.
Dr. Michael Durham, President and CEO, stated, “We have established a very aggressive schedule for optimizing RC opportunities and are making great progress getting these facilities installed and operating. These business opportunities do not depend upon any new environmental or tax regulations. The current 10-year tax credits do not require any additional approval by Congress, which provides us with confidence that CyClean and the M45 technologies will generate long-term cash flows.”

The Company will be presenting this update at the 2011 Baird Clean Technology Conference at 2:15 pm Pacific Time on Wednesday, November 30, 2011 at the Four Seasons Hotel in San Francisco, CA. A copy of the slides will be available via the Investor Information section of ADA’s website at www.adaes.com. The presentation slides will also be filed as a Current Report on Form 8-K with the U.S. Securities and Exchange Commission on or before November 30, 2011.

About ADA-ES
ADA-ES is a leader in clean coal technology and the associated specialty chemicals, serving the coal-fueled power plant industry. Our proprietary environmental technologies and specialty chemicals enable power plants to enhance existing air pollution control equipment, minimize mercury, CO2 and other emissions, maximize capacity, and improve operating efficiencies, to meet the challenges of existing and pending emission control regulations.
With respect to mercury emissions:
We supply activated carbon (“AC”) injection systems, mercury measurement instrumentation, and related services.
Under an exclusive development and licensing agreement with Arch Coal, we are developing and commercializing an enhanced Powder River Basin (“PRB”) coal with reduced emissions of mercury and other metals.
Through our consolidated subsidiary, Clean Coal Solutions, LLC (“CCS”), we provide our patented refined coal technology, CyClean, to enhance combustion of and reduce emissions from burning PRB coals in cyclone boilers and expect to provide our patent pending refined coal technology M-45 which both reduce emissions of NOx and mercury in coal fired boilers.
In addition, we are developing CO2 emissions technologies under projects funded by the U.S. Department of Energy (“DOE”) and industry participants.
This press release includes forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, which provides a "safe harbor" for such statements in certain circumstances. The forward-looking statements include statements or expectations regarding whether the refined coal facilities satisfy the “placed-in-service” requirements and will qualify for IRS Section 45 tax credits; amount and timing of revenues, earnings, operating income, cash flows and other financial measures; timelines for our projects and timing of when the RC facilities will become fully operational; the number of refined coal facilities to be installed by year end and the amount of refined coal capable of being produced from such facilities; the execution and content of the definitive agreement with CCS for the M45 technology; and related matters. These statements are based on current expectations, estimates, projections, beliefs and assumptions of our management. Such statements involve significant risks and uncertainties. Actual events or results could differ materially from those discussed in the forward-looking statements as a result of various factors, including but not limited to, changes in laws and regulations, government funding, prices, economic conditions and market demand; timing of regulations and any legal challenges to them; impact of competition; availability, cost of and demand for alternative energy sources and other technologies; technical, start-up and operational difficulties; inability to commercialize our technologies on favorable terms; our inability to ramp up operations to effectively address expected growth in our target markets; failure of CCS’ leased facilities to continue to produce coal which qualifies for IRS Section 45 tax credits; termination of the leases for such facilities; decreases in the production of refined coal by the lessee; seasonality; failure to build or monetize new CyClean and M45 facilities to meet the Section 45 tax credit placed-in-service date; issues arising out of CCS’s due diligence review of the M45 technology and our inability to address those concerns or negotiate, execute and close on definitive agreements; availability of raw materials and equipment for our businesses; loss of key personnel; intellectual property infringement claims from third parties; and other factors discussed in greater detail in our filings with the Securities and Exchange Commission (SEC). You are cautioned not to place undue reliance on such statements and to consult our SEC filings for additional risks and uncertainties that may apply to our business and the ownership of our securities. Our forward-looking statements are presented as of the date made, and we disclaim any duty to update such statements unless required by law to do so.