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Articles tagged with: AE

Analysis, Featured, Purchases »

[15 Jan 2010 | 3 Comments | ]
Catch the Wind Inc

Catch the Wind’s Vindicator has billion dollar blockbuster potential.

Commentary »

[17 Dec 2009 | No Comment | ]

Energy is going to be seriously disrupted over the next two decades. Distributed solutions remains my favourite to do so.
Dan Nocera was talking to the converted when I watched his fantastic video via Infectious Greed. Efficiency doesn’t matter as I discovered last week when researching photosynthesis. What matters is cost. Cost falls as production scale increases. Fantastic video, nothing makes me happier than solutions found based on nature.
While Nocera’s enthusiasm in infectious, by the way he goes on you’d think he’d solved the entire energy puzzle, rather than providing …

Off Topic »

[12 Dec 2009 | No Comment | ]
The Dawn of Energy Kites

This is a must watch for anyone interested in wind power. Heck it’s a must watch for everyone!

Featured, Off Topic »

[11 Dec 2009 | One Comment | ]
OT: Without Hot Air or Within the Box

Photovoltaic production is the world’s fastest-growing energy technology, but does that make it a good investment?

Commentary, Review »

[1 Nov 2009 | No Comment | ]
My Reading List for the Week

Withour Hot Air, Jeremy Grantham’s quarterly letter, Security Analysis and New Scientist.

Commentary, Watchlist »

[1 May 2009 | No Comment | ]
BYD Company Limited (Public, HKG:1211)

This Chinese battery manufacturer has big plans and a leader who could make them happen. A starter for ten. “This little-known upstart has accelerated ahead of its much bigger rivals in the race to build an affordable electric car.”

Commentary »

[8 Apr 2009 | No Comment | ]

The Other day I said doubting that you’re definitely right ensures your decisions are logical rather than emotional. There is a clear and present danger of certainty with my alternative energy (AE) investments

Analysis »

[14 Aug 2008 | No Comment | ]

I decided to invest some of my profits from selling OHI into buying a trading position in Suntech Power Holdings Co. Ltd. (STP). Back in mid June I flagged that I would wait patiently for STP to come to the value point I wanted…and here it is.
STP has once again fallen to a value point I couldn’t ignore. After a quick refresh of my due diligence I have gone overweight in STP. [Neither OHI nor STP are held in the FI Portfolio] The following notes are my half edited notes …