Final Segment 1

Final Segment 1 Title: 'Fuel Up' .  .  .  .  . Featured Stock(s): Fuel Systems Solutions, Inc. (FSYS) See FSYS's official investor relations' site here. See the Yahoo! Finance profile for FSYS here. .  .  .  .  . Also bullish on: Westport Innovations, Inc. (WPT.TO) Clean Energy Fuels Corp. (CLNE)

After this segment, you can see Jim's Sudden:Death picks here...

Jim:   We just talked to Cramer hero Aubrey Mcclendon, the CEO of CHK about the possibility of using compressed or liquified natural gas, instead of oil based gasoline, as the future fuel for our cars and buses... It's estimated to be 25-40% cheaper than crude oil and the vehicles that use natural gas supposedly reduce CO2 emissions by 20-25%... it's somewhat renewable... We can extract it from landfills, waste water treatment, coal beds... Most importantly, we're sitting on, and this for energy independent freaks like me, 118 years worth of nat gas supplies at current production levels...

You know that I've been a big backer of the natural gas stocks... And you also know I've gotten burned for my charitable trust... Natural gas has fallen to $9.39, courtesy of so called demand destruction, the price got too high... But I think that using natural gas a fuel for transportation puts a whole new spin on things... Remember, I am not in natural gas for the next six weeks, I will probably be in it for the next six years... especially since the idea has a couple major backer visionaries... like Aubrey Mcclendon... and like Boone Pickens, who wants to use his renewable energy army to make the government convert all its vehicles into natural gas powered ones... it makes sense to me...

Plus, as we use more wind and solar power, which I believe in, they will free up more natural gas to be used to power cars and trucks and buses... This we own, we own natural gas... In the last four or five years we found enough to be able to supplement all of our oil uses... We didn't have it, we couldn't find it... now we have it... Natural gas seems to me to be the totally viable fuel... There are 8 million natural gas vehicles in the world... but even though the United States has tremendous amounts of gas, natural and silent but deadly... only 160,000 of those 8 million natural gas powered vehicles are in the US... That's because, again, we didn't know we had it... We found it in the last four or five years... In Marcellus, in Pennsylvania we found it... we found it in Louisiana... we found it out west...

Obviously, using this natural gas is great way to break our dependence on foreign oil... It's a great way to fight global warming... What we want to know is, how can this make us money?... I think the answer is, write this down, spend the weekend working on it, you buy it after the bell, I'll find you... It's called Fuel Systems Solutions, Inc. (FSYS)...

FSYS makes the technology that allows everything from industrial vehicles like forklifts, to regular transportation vehicles to run on compressed natural gas and liquified petroleum gases...

Now, hold your horses... I saved FSYS because its only $500 million bucks, okay, for speculation Friday... and I do it for a reason... you got to use limit orders when you're buying this stock, and only buy in small amounts or it'll drive the price up and miss out on the upside... My suggestion is to wait five days, people will forget that I recommended it and then you buy it at the end of the week... It would only be jumping because I talked about it... There is nothing near term is going to happen here...

What FSYS makes are products like pressure regulators, fuel injectors, remote control valves... all of this new American tech stuff... Electronic control systems, fuel storage systems... These are all needed to convert regular cars into ones that run on compressed natural gas, or liquified petroleum gases... there you should be thinking propane... And the company will also install these component systems itself, before sending cars to the dealer networks where they'll be sold... Fuel systems may be speculative... but it's not Jimmy Carter dreamland, never going to happen speculative...

The company has real custormers... Hey, how about these... Toyota, Cummins, Caterpillar, Comatsu, Mitsubishi, GM, Fiat, Ford, BMW... They sound like companies to me...

This is a clean tech play... a new tech play, even as the company's products lower emissions and save fuel... Their systems are estimated to be about 40-60% less expensive to run than diesel or gasoline systems... The pay back for installing one of their compressed natural gas fuel systems is supposedly only 6-18 months... Simply put, companies like FSYS because they'll have gotten back the money they spent converting their vehicles in 6-18 months... okay, that's why they're going to use them... It's astronomic... and after that, it's all cost savings...

The EU has set a goal of having 20% of the vehicles in Europe be powered by liquified petroleum gas or natural gas by 2020... People in Europe also get monetary incentives to purchase these cars or convert their existing cars... Australia does it too... Even without much business in this country, FSYS gets 77% of its revenues from abroad...

Its business is already booming... The company opened the second facility in May... It expects to double the number of vehicles it takes from their original manufactorers, installs new fuel systems in it, sends it to the dealers by the end of the year...

But now this technology could be coming to America... not a bad film, by the way... thanks to a November ballad initiative in California that would create a $2.5 billion dollar fund to provide incentives for the purchase of alternative fuel vehciles, starting on the first day of 2009... and invest another $5 billion in projects and incentives to promote renewable energy and alternative fuels... That again, good for fuel systems... I am going to be hitting this stock again and again and again, because remember, this is green year... not green day...

There are some other ways I think you can play this trend of natural gas... Here's a little one... Westport Innovations, Inc. (WPT.TO)...

It only trades in Toronto... I'd wait until it comes here, it's supposed to be coming here... It makes fuel systems for commercial vehicles that let them run on liquified or compressed natural gas... Boone Pickens owns 12% of this company... It has great exposure to a program that's been launched at the port at Long Beach, in California... where there replacing older trucks with cleaner ones, some of which will run on alternative fuels... Speculative again, although I expect it to ramp ahead of its IPO on the NASDEQ... So, you probably want to take a closer look...

Here's another one... Clean Energy Fuels Corp. (CLNE)...

I have historically been against this company... It's too speculative... it's too small... But you know what?... If we're going to have cars that run on natural gas, we would need somebody that will turn it into something that can be used as a fuel, right?... I mean, you've got to have that be filling station, and distribute it... CLNE has its own liquified natural gas plant, and it's building another, in addition to 175 natural gas fueling stations in the US and Canada... This one, like Westport, also should benefit from this port of Long Beach plan... which will make half of the port's trucks run on liquified natural gas... Since CLNE already has a station at the port, and plans to build another two in the area.... Look, this is a lot of good news coming for CLNE, too...

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The Bottom Line!:    Natural gas is a cheaper, cleaner way to fuel our vehicles and the US has plenty of it... In my view, Fuel Systems Solutions, Inc. (FSYS) is the best speculative play a shift, to compress natural gas fueled cars... Westport Innovations, Inc. (WPT.TO) and Clean Energy Fuels Corp. (CLNE) makes sense too... This all makes sense... You're going to hear a lot about these comapnies in the future... I say stick with them... Find one you like.