Settle Down, Investors: Clean Energy Fuels' Q4 Wasn't That Bad

Clean Energy Fuels (NASDAQ: CLNE  ) reported fourth-quarter and full-year earnings after the bell yesterday, and shares are being punished in Friday trading. 

Motley Fool analyst Sara Hov explains that it's likely an overreaction. The year-ago quarter benefited from a one-time bump in top-line growth, so the most recent quarter was up against a tough comparison. Overall, revenue and volumes were positive, so Sara considers it a good quarter. Additionally, Clean Energy Fuels is pursuing major contracts both domestically and abroad.

Clean Energy Fuels has dramatically underperformed the broader market in the past year, but Sara believes the long-term bull thesis for the company remains intact.

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  • Report this Comment On March 01, 2014, at 8:59 AM, whassup44 wrote:

    So how do they replace $45 mil in VTEC revenue, $ 14 mil in the gain for sale of BAF, BAF $13 mil in revenues reported in the first six months of 2013 and the $ 4 mil sale of the Peru sub?

    If VTEC is re-instated they may re_coup $25 mil.

    So 2014 worst case they need to REPLACE one time revenues of $75 mil with best case $ 50 mil in lost one time revenues.

    If they plan on using this as an excuse, which seems to be their modus of operation, 2014 which already looks bad from wprt truck sale guidance, a really bad yr.

    Oh, yea, interest expense will also hit full yr on the $ 250 mil debt deal they did in the 4 the quarter.

  • Report this Comment On March 02, 2014, at 7:14 PM, oscar wrote:

    short all you can - this one is going to zero

  • Report this Comment On March 02, 2014, at 8:31 PM, skypilot2005 wrote:

    Is this true?:

    "Fast fill Compressed Natural Gas (CNG) stations are selling CNG at a $0.5 - 1.0/DGE discount to Clean Energy Fuels' (CLNE) Liquefied Natural Gas "LNG" stations."

    I've also heard that it takes much less time to refuel than at (CLNE) Liquefied Natural Gas "LNG" stations."

    Thanks

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