Batteries and Tales From The Valley of Death John
Petersen worries about Tesla's (TSLA)
chance of crossing the Valley of Death as it launches it's
"first credible commercial product."
Turbine Ramps Revenue, Earnings Not So Much Debra Fiakas
questions Capstone Turbine (CPST)
management's ability to turn rapidly growing revenues into
IPOs good for early-stage companies and advanced biofuels? Jim Lane looks at
how biofuel IPOs have fared, and compares the results to raising
Gas Liquids are Following Natural Gas Off a Fracking Cliff Tom
Konrad looks at how natural gas developers' shift from "lean" to
"rich" natural gas plays will affect the market for natural gas
liquids (ethane, propane, butane, etc.)
Fiakas CFA looks at Rentech (RTK)
and wonders if the company can make its renewables business pay.
7 Series vs. Climatemaster Trilogy Geothermal Heat Pumps: The
Best of the Best Tom Konrad compares two new variable
speed geothermal heat pumps from Waterfurnace (WFIFF)
and Climatemaster (LXU).
A comment made him revisit this analysis, and write an even
more in-depth look at how well these impressive machines
From The EV Black Knight John Petersen embraces the
epithet "The EV Black Knight" and lists the reasons he's
skeptical about EVs.
from VODville: Lessons learned in the journey towards advanced
biofuels Jim Lane draws lessons from how biofuels
companies have negotiated the Valley of Death.
to Play the Solar Revival Tom Konrad uses a report from GTM
Research as the basis for tips on which solar stocks to buy and
Clean Energy Stocks for 2012: July Update Tom Konrad looks
at what's happened to his eleven annual stock picks in the last
month, and what the events mean.
Power: Cash to Invest Tom Konrad notes that Alterra power
has a much stronger balance sheet than many other renewable
IPPs, but its valuation does not reflect this.
Report on Drought and Biofuels Jim Lane looks at how the
drought in much of the US will affect biofuels companies.
- Where's Western Wind Energy's Cash Grant? Tom Konrad investigates the fate of Western Wind's delayed 1603 Cash Grant. A reduced grant has since been awarded (as he predicted), and the company is arguing the case in Wahington for the whole grant to be reinstated.
Also in this email:
- An Actively Managed Green ETF: HECO Tom Konrad looks at the case for active management in a green ETF, and looks at past performance (really!) for the recently launched Huntington EcoLogical Strategy ETF (NYSE:HECO.)
Sorry for any inconvenience the delayed emails caused readers.
Tom Konrad, CFA