Alternative and Renewable Energy Stocks
51 replies to this topic
Posted 18 October 2004 - 03:30 PM
With energy prices soaring and power in short supply, alternative/Renewable energy have been getting wide attentions
PLUG Plug Power, Fuel Cells
FCEL Fuel Cells
HYGS Hydrogenics, Fule cells and test equipemts
BLDP BALLARD POWER SYSTEM, Fuel cells, with emphasis on cars
ESLR Evergreen solar, Solar film with String Ribbon technology
DSTI DayStar Technologies, solar cells
AMSC American Superconductor
ACPW ACTIVE POWER, Flywheels for backup power
BCON BEACON POWER, Larger flywheels for telecom customers
CPST Capstone Turbine
CMI Cummins Inc
ENER Energy Conversion Devices Inc
CHP C&D TECHNOLOGIES, Batteries for backup (CHP)
IMCO Impco Technologies Inc
MCEL Millennium Cell Inc
SATC SatCon Technology Corporation
SPIR Spire Corp, solar equipment, solar systems
(list to be completed)
Posted 18 October 2004 - 05:20 PM
tanks for starting this thread. I've been looking for the right place to discuss these stocks on the Stool for a while, trying here sounds good to me. I think it makes sense to discuss them as a group because there are often fuzzy lines between the sectors within the sector.
Here's a list I refer to for a glance at the sector - I've added a couple from your list I didn't have before:
Beer's Malternative Energy List
I find this list handy for getting news on the group (near bottom of the page). For a while it was difficult to maintain the list given frequent moves to the pink sheets, delistings, etc, but that's settled down a bit for now.
I left out Cummins, as well as GE and UTX - all are becoming bigger players but of course it's still a relatively small part of their business. But their actiivity in the area must be tracked to evaluate the purer plays.
Posted 18 October 2004 - 05:30 PM
as for subsectors within the sector, I think batteries and hydrogen storage are important ones, with batteries I think providing the best near term profit potential. This is one of those cases of overlap given that NiMH batteries (currently the choice for most hybrid vehicles and many consumer applications) share some technology with metal hydride based storage of hydrogen. However batteries themselves are in some cases threatened by fuel cells even today (for powering laptops, PDAs, etc). This is an example of why I agree it's best to discuss them as a group.
Posted 18 October 2004 - 06:49 PM
stanley, good idea on the thread,
to many companies to keep track of alone
I have been trading BLDP and PLUG since this Aug. I made some nice coin too.
currently flat but looking for my re-entry point.
"In order to form an immaculate member of a flock of sheep one must, above all, be a sheep."
"We can't solve problems by using the same kind of thinking we used when we created them."
Posted 18 October 2004 - 08:59 PM
I hold MCEL (I am underwater from the $1.20s, but GREAT opportunity right now due to just last week becoming under exchange capitalization requirements; IMVVVHO), and DESC (love the prospects here), BCON, BLDP, FCEL and HYGS. Looking to reenter CPST and ACPW.
Posted 20 October 2004 - 04:24 PM
small fuel cells may see widespread use well before automotive apps. MKTY up today on govt contracts:
MTI Micro Receives Direct Methanol Fuel Cell Contracts
in fact, several companies were planning to market products this year, but NEC just delayed introduction and said it may be almost 2 years - claiming it's legal problems, not tech holding them back:
NEC Delays Fuel Cell Launch
probably some truth to all this, but for example the standardization issue shouldn't hold back the launch of a 1st generation product. cell phones don't use standardized batteries, and it's a pain, but the market deals with it for now.
Posted 24 October 2004 - 11:03 PM
Special report: Alternative energy powers up
Racing to Energy's Great Green Future http://www.businessw..._4026_tc181.htm
Toward Tomorrow's Fuels http://www.businessw..._1005_tc181.htm
Enter the New American Dream House
Turning Manure into Black Gold
Posted 27 October 2004 - 03:00 PM
EATONTOWN, N.J.--(BUSINESS WIRE)--Oct. 19, 2004--Millennium Cell Inc. (NASDAQ:MCEL), a leading technology development company that offers a proprietary process to safely store, generate and deliver pure hydrogen, received a letter from Nasdaq on October 7, 2004, indicating that the Company was not currently in compliance with certain requirements necessary for continued listing on the Nasdaq National Market. The Company is evaluating several options available to either maintain its listing on the Nasdaq National Market or to the Nasdaq SmallCap Market.
Posted 27 October 2004 - 07:45 PM
VW does a 180 on hybrids, who's next?
VW Changes Its Mind and Announces Hybrid Vehicles are In Its Future
resistance is futile
Posted 27 October 2004 - 07:50 PM
Tasman Resources to Convert 10,000 Beijing Buses to Hydrogen
well, hythane actually - and the hydrogen is a byproduct of the steel industry!
Posted 29 October 2004 - 11:14 AM
Here's one of the reasons I like ENER:
Ford faces battery shortage problem in '05 for Escape Hybrid
for the record, as far as I know Sanyo is a licensee in good standing of ENER's technology. ENER, through their COBASYS joint venture with CVX, has significant battery manufacturing capability that has recently received needed certifications:
These batteries would not be drop in replacements for the Sanyos but if nothing else might be designed into other models by Ford or others.
I want to make it clear to all here that this is a LTBH for me, so do your own DD. Mgmt is far from ideal, they provide few details and currently the company is in need of financing of some sort (may sell technology, enter another JV or simply refinance the solar plant). I think we'll know a lot more about whether ENER will finally amount to something in the next 6-18 mo. They need to see continued increases in solar sales, real battery contracts and product announcements (probably by partners) related to their non-volatile memory technology.
Posted 29 October 2004 - 11:39 AM
Posted 31 October 2004 - 10:47 PM
glad you found the post useful, stanley. I want to try to help keep this thread about how to make money in these stocks but given the stage of development most of these companies are in, I find it useful to track funnymental developments. Especially when the TA doesn't make me want to buy or sell at the moment.
An update to the article in my earlier post, Mecedes is joining the hybrid crowd:
Next S goes hybrid
This is not entirely new but is the most specific info I've seen.
If you could "recharge" these with hot air from our politicians, you might be on to something, but as it is this amounts to another way to run a car on electricity, and there's some doubt about the efficiency:
Car runs on compressed air, but will it sell?
Posted 02 November 2004 - 01:10 PM
Not Many Alternatives for Energy Investors
Saturday October 2, 5:10 pm ET
By Meg Richards, AP Business Writer
Here Comes the Sun
Friday September 24, 4:42 pm ET
By Brian Gorman
It's time investors got serious about solar power
Edit: link obsolete
Edited by stanley, 02 February 2005 - 05:13 PM.
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