Oooh, oil spill recovery. THE ADMINISTRATION FINALLY CAME UP WITH A REAL JOBS PLAN!!! :smug2: (winkies)
So, what ARE YOU GOING TO DO to get a piece of the pie?
I worked a bit on the last oil spill in San Francisco Bay (Cosco Busan).
There will be LOTS OF EASY money flowing from the admin and BP in the gulf.
What is your plan to siphon a bit off the top?
Just a few ideas for your further rumination…
So, what ARE YOU GOING TO DO to get a piece of the pie?
I worked a bit on the last oil spill in San Francisco Bay (Cosco Busan).
There will be LOTS OF EASY money flowing from the admin and BP in the gulf.
What is your plan to siphon a bit off the top?
- Invest in Dawn (the BEST oil spill dispersant, anywhere)
- BP is down 15%. Buy the bad news? Haliburton/WEL also immediate plays. [WEL is actually a really interesting one since it is also a buyout/price arbitrage play off Haliburton, who announced the firms purchase last week]
- Who will SUPPLY the FOOD for all the cleanup crews on the south coast? Get a part of that.
- Increased government and BP contracts for the typical hazmat response firms, especially those in SE USA.
- Will Price of Oil go up or down? What about the substitutes? Make a play on both the underlying substituted commodity (e.g. play nat gas via ETF UNG) or buy the solar/nuclear equipment manufacturers.
- Consultants will get a payday heyday. Both the big firms that do env response design (URS, TT, Bechtel, CH2M etc)
- Who makes the booms, pads, pigs, nitrile gloves, scrubbers and other gear (hint Dupont makes TYVEK! )
Just a few ideas for your further rumination…
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