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FT Lurker Nov 6, 2009 2:59 pm


Originally Posted by gbryan84 (Post 12780432)
But the Egypt Air people told him to just put his United number down so thats what he did. I guess Ill have him send this in anyway with a letter.

Sorry I misread the original post... thought he got on the flight without a number on his boarding pass.

:o

xFF Nov 6, 2009 3:00 pm

I'm waiting for 5PM EST, then going to feed dogs early, and go in and get a snack of McDonald's Cinnamon McNuggets or whatever they call them, and some Starbucks.

And check on availability of guardian wart hogs.

It's now 5PM EST. Later.

Mackieman Nov 6, 2009 3:00 pm


Originally Posted by GTITAN (Post 12780532)
Since we're talking finance and electricity, assuming federal subsidy, IMHO, the next great play in structured finance/securitization/project finance will be in green technology, and in particular selling cash flows from windmills/solar power panels and the like. Where I hope to transition if commercial real estate continues to falter.

I would argue (complete without fact basis or merit) that efficiency is where the money will be made. We have solar, wind, and several other collection methods now. The key is to boost the efficiencies of those technologies so that the cost to deploy them is not so far and away higher than the return on investment. Battery efficiency comes into play there too.

ssullivan Nov 6, 2009 3:04 pm

Sweet! Just got an upgrade for Monday on UA to C on a three class 763. This will be my first chance to check out their new C seat. Unfortunately it's a pretty short flight.

xFF Nov 6, 2009 3:06 pm


Originally Posted by sbm12 (Post 12780545)
It is 3 degrees C in munich. I'm not cold in short sleeves outside. Very worrisome.

When exhausted and sleep deprived, the brain starts to shut down unnecessary processing. Or maybe starts looking for ways to die. ;) Get some rest!

GTITAN Nov 6, 2009 3:10 pm


Originally Posted by Mackieman (Post 12780563)
I would argue (complete without fact basis or merit) that efficiency is where the money will be made. We have solar, wind, and several other collection methods now. The key is to boost the efficiencies of those technologies so that the cost to deploy them is not so far and away higher than the return on investment. Battery efficiency comes into play there too.

Seems reasonable to me. It is my guess from talking with the I-bankers that folks will be interested to start lending on these assets, and if you can sell the cash flows from them, the capital markets will come into play, and someone will need a humble ol' attorney to make sure there is thousands of sheets of paper related thereto.;)

xFF Nov 6, 2009 3:12 pm


Originally Posted by GTITAN (Post 12780532)
Since we're talking finance and electricity, assuming federal subsidy, IMHO, the next great play in structured finance/securitization/project finance will be in green technology, and in particular selling cash flows from windmills/solar power panels and the like. Where I hope to transition if commercial real estate continues to falter.

All kidding aside, I think that you're probably right. The subsidies will persist, almost certainly, and the market for output is certain. On the other hand, commercial real estate is probably going to continue to operate in a 1990's Japan-like environment.

GTITAN Nov 6, 2009 3:19 pm


Originally Posted by xFF (Post 12780626)
On the other hand, commercial real estate is probably going to continue to operate in a 1990's Japan-like environment.

Sigh, I know ....:(:( My huge regret is that I was an associate during these boom years making the partners wealthy, and then my turn comes, and the wheels come off. Again, my clients are warning of exactly what you suggest. A lost decade.:td:

icurhere2 Nov 6, 2009 3:22 pm

Snacking in the real ATL E Lounge - couscous with shrimp, roasted tomatoes with goat cheese, wraps, cheese, dried fruit, and Woodford Reserve. Think I can make it through the afternoon.

xFF Nov 6, 2009 3:23 pm


Originally Posted by GTITAN (Post 12780616)
...humble ol' attorney...

Did you ever watch the Watergate hearings? Sam Ervin, at one point, referred to himself as a "simple country lawyer." He was, of course, a Harvard Law grad.

GTITAN Nov 6, 2009 3:24 pm


Originally Posted by xFF (Post 12780685)
Did you ever watch the Watergate hearings? Sam Ervin, at one point, referred to himself as a "simple country lawyer." He was, of course, a Harvard Law grad.

Yep.:D Yep, though what's in a pedigree really?;):D

Mackieman Nov 6, 2009 3:25 pm


Originally Posted by icurhere2 (Post 12780680)
Snacking in the real ATL E Lounge - couscous with shrimp, roasted tomatoes with goat cheese, wraps, cheese, dried fruit, and Woodford Reserve. Think I can make it through the afternoon.

Life's tough but someone has to do it.

cheepneezy Nov 6, 2009 3:27 pm

Extra mayo on that sandwich?

xFF Nov 6, 2009 3:28 pm


Originally Posted by GTITAN (Post 12780664)
and then my turn comes, and the wheels come off.

A quote from Adam Smith (pseud. Gerry Goodman) book Supermoney, concerning a major change in strategies, from "the Great Winfield" (pseud.) to the author: "Times change, my boy, and you have to recognize it when they do."

icurhere2 Nov 6, 2009 3:30 pm


Originally Posted by Mackieman (Post 12780702)
Life's tough but someone has to do it.

My flight departs from B in 1hr20mins (at least last time I checked). I made a strategic decision on which lounge to visit ...


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