Vertical Integration In Graphite Industry
by Debra Fiakas, CFA
Grand View Research, another industry research group, estimates that the graphite market could reach $93 billion by 2025, boosted mostly by new demand for electric vehicle batteries as well as batteries for electronic devices and grid-storage systems. According to Technavio, an industry research firm, the graphite industry is estimated to grow more than 5% annually through 2025, largely on new demand for highly purified graphite material used in lithium ion battery anodes.
Among the immediate beneficiaries of this growth trend are the established graphite producers and those among the most recent entrants that have begun ringing up sales...
Water Utilities Keeping The Flow In Cash Flow
Fiakas Water Utilities Keeping The Flow In Cash Flow by Debra Fiakas CFA After a long series of posts on suppliers of water infrastructure, from fire hydrants to filters and from taps to treatments, it is now time to look at the companies selling water. The majority of water utilities is owned by municipalities and is beyond the reach of investors. However, there is a clutch of publicly traded companies that peddle water as a business. Which water utilities make sense to return hungry and risk wary investors? A short...
Alt Energy Investment Opportunities In The Ag Sector: Intro
I just got back from Growing the Margins, a conference and trade show focused on the bio-mass/gas/energy/products sectors with a focus on the farm and food industries. These are not sectors I have traditionally paid a great deal of attention to, despite the fact that there are very interesting things happening in both. The most notable contribution to alt energy from farm industry over the past five years has been corn ethanol, an enterprise I have long believed to be economically and environmentally unsustainable. To be sure, ethanol, but especially second-generation ethanol, got a fair...
Water Gleaner Stocks: Value In Sludge
by Debra Fiakas CFA There are well over 3,000 companies around the world that are involved in some element of wastewater treatment, providing a broad mix of technology, equipment or engineering services to generators and collectors of fouled water. A small group in this wide field is gaining visibility - the ‘water gleaners.’ Like the peasant women picking up stray grains of wheat left behind in the empty field of Millets famous painting, some see value in effluents, sewage and run-off. In this post we look at three small-companies with novel technologies to harvest water. New Sky...
Producing Graphene Filaments
In March 2019, Graphene 3D Lab (GGG: TSX-V) completed a private placement of 9.4 million units of its common stock and warrants at CA$0.06 per unit to raise CA$525,000 in new capital. The proceeds will be used for working capital and the company begins commercial sales of its graphene conductive filament. The filaments are designed for three-dimensional printing of electronic circuitry, sensor or radio frequency shielding.
The company is under new management that just took the helm in November 2018. Earlier new sales leadership in sales had been added to accelerate market penetration. The team is quick to tell potential customers and investors about its products, but...
Mueller: Solid Profits In Liquid Infrastructure
by Debra Fiakas CFA The dire condition of drinking water systems in the U.S. has been made glaringly apparent with the recent debacle in Flint, Michigan that has left numerous citizens in the community suffering from chronic health conditions as a result of contaminated water. We had no further than our own coverage group to find a company that could help solve problems the drinking water system. Mueller Water Products (MWA: NYSE) is a supplier of water meters, pipe fittings, valves, pipe repair components, and fire hydrants. Mueller’s Echologics leak detection solution gives water utilities details on water...
Alternative Energy Gadget Site
I stumbled onto an Alternative Energy Gadget site today. I personally love gadgets and frequent some of the well known sites like Engadget, Gizmodo, and Cool Tools. I just added Treehugger.com to my list of daily gadget reads. The article that sparked my attention is the review of the Power House from Mindware. This project looks like an great way to introduce my daughter into the world of Alternative Energy.
Investing In Water Desalination
By Jeff Siegel The million-dollar manicured lawns of Montecito, CA have withered, died, and gone to seed. The polo fields are little more than dust now, and many have traded the good china for paper plates so as to avoid using the dishwasher. There’s no doubt about it Mother Nature doesn’t care if you’re rich or poor, black or white, fat or skinny. When she lays the smack down, we all feel it. And there is no better example of this than the debilitating drought that’s wringing the Golden State dry. Of course, for those who can afford...
Keep Up With AltEnergyStocks.com On Twitter!
Dear Readers, You can now keep up with AltEnergyStocks.com on Twitter by visiting our Twitter page. We will post updates when we blog as well as other useful info about what we're up to and relevant news stories. Be sure to check us out! All the best, The AltEnergyStocks.com Team
An X-Prize for Alternative Energy?
I read several financial sites and feeds throughout the day and I have an entire section devoted to various stock blogs in my Bloglines feed reader account. A post on Andrew Tobias's website today really caught my attention where he was talking about his $100,000 “idea� contest. In response to the $100,000 “idea� contest, Alan Q writes: “Here’s mine and it’s a damn fine idea. Building on the success of the X Prize in reusable spacecraft: Expand government funded X Prizes in areas where innovation is vital to the nation's economic future and national security. For...
Recycled Holiday Cards
A couple of weeks back the Treehugger.com website had a link to a company called Green Field paper that makes recycled holiday cards. Well I needed to purchase some cards to send out to clients. So I decided to give them a try. I went to the website and was amazed at all the different choices in recycled card stock. But the cards that suprised me the most are the Grow-a-Note cards. These cards are made from handmade paper and are embedded with a variety of wildflower seeds. So the receipient of the...
Alternative Energy Mutual Fund?
I recently received an e-mail question from Don that asked, Have you come across any mutual funds that invest in alt. energy stocks? Here was my response, Don, I haven't found any specific mutual funds that are entirely in this sector. I know that the Pax funds have a few holdings of Alt E stocks. This sector has been hot recently, so I know many of the stocks that I follow are in many mutual fund portfolios. Most mutual fund managers are momentum players and when they see stocks moving quickly in any specific quarter,...
How to Build Your Sustainable Portfolio
Rona Fried at SustainableBusiness.com has written a good article on how to get started on building a Green portfolio.
Iluminated LED Bathtub
This has nothing to do with energy efficiency or anything else pertaining to this website. But while doing some additional research on LED's this morning I stumbled onto this amazing use of LED technology. These are manufactured by Generate and they have several LED based products for the home. (Thanks to Strange New Products)
Producing Graphene Materials
Build up of the graphene materials industry has progressed a bit more slowly than originally expected a decade ago as scientists and engineers peered through their electron microscopes at single atoms of carbon and counted their many attributes. At the time the potential to improve performance in end products like metal alloys and electronics seemed limitless. Unfortunately, reality has not imitated early dreams. Those companies that have brought graphene to the commercial market will attest to the challenges of jumping off the laboratory bench and into a factory.
Even more frustrating is the sourcing of graphene to use in research, product development and...
Good Luck Tom (and everyone else)!
A quick note to wish AltEnergyStocks.com Analyst Tom Konrad the best of luck with his CFA Level III exam today. We also want to wish good luck to all of our readers who are also taking one of the CFA exams today, break a leg! We will be taking a break from The Week In Cleantech this week and will be back on Monday with a special feature.