-
EVs,
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."
-
Capstone
Turbine Ramps Revenue, Earnings Not So Much Debra Fiakas
questions Capstone Turbine (CPST)
management's ability to turn rapidly growing revenues into
profits.
-
Are
IPOs good for early-stage companies and advanced biofuels? Jim Lane looks at
how biofuel IPOs have fared, and compares the results to raising
private money.
-
Natural
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.)
-
Rentech
Retrenches Debra
Fiakas CFA looks at Rentech (RTK)
and wonders if the company can make its renewables business pay.
-
Waterfurnace
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
perform.
-
Musings
From The EV Black Knight John Petersen embraces the
epithet "The EV Black Knight" and lists the reasons he's
skeptical about EVs.
-
Voices
from VODville: Lessons learned in the journey towards advanced
biofuels Jim Lane draws lessons from how biofuels
companies have negotiated the Valley of Death.
-
How
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
when.
-
11
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.
-
Alterra
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.
-
Special
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
Editor, AltEnergyStocks.com












