Catch the Wind (CTW.CA) is without a doubt my worst loss ever. It’s the last stock I want to think about and for that reason it is the stock that I’m forcing myself to review today. I wish I’d taken my own advice to follow Peter Lynch’s advice to wait until they turn a profit to invest. Those elusive earnings seem as far away today as they did when I first wrote about Catch The Wind a year ago.

Ceres Power and Ceramic Fuel Cells are the two leading competitors in small scale combined heat and power (CHP) products. Both are targeting the residential market in Europe and have partnerships with German manufacturers and European gas suppliers. Both use technology based on Solid Oxide Fuel Cells (SOFCs) and if you believe their respective marketing both are the leading company in this niche area. So who is the leader and who is the pretender?

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

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 …

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

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

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

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.”

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

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 …