tag:blogger.com,1999:blog-2335748440449035592.post7749722344464971076..comments2007-12-06T15:13:16.097-05:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-2335748440449035592.post-62663405892133598302007-12-06T15:13:00.000-05:002007-12-06T15:13:00.000-05:00Hi, I've looked at SSL before and always liked it; especially being outside the USA. Just never bought it. Have not heard of RTK but I believe there are a few of those speculative names like FTEK (?) that are all trying to get into the game. Thanks for the links.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-39197892840393276282007-12-06T14:28:00.000-05:002007-12-06T14:28:00.000-05:00While not pure plays like some you mention, you should take a closer look at Sasol (SSL) as well. The specialize in coal-to-liquids, which should gain in popularity, even in the US, over the next few years. In addition to them, I also own Rentech (RTK) which is a more speculative pick but they are set to benefit the most in the US as they continue to drive their technology to commercialization. Rentech has a strategic partnership with Peabody (BTU) to develop their technology at the mouth of their coalmines.<BR/><BR/>Here's a write-up I did on Rentech...<BR/><BR/>http://seekingalpha.com/article/50675-is-rentech-the-answer-to-u-s-energy-problems<BR/><BR/>Parker<BR/><BR/>http://parkercapital.blogspot.comParker Capital Managementhttp://www.blogger.com/profile/01904833105340219331noreply@blogger.com