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Showing posts with label green penny stocks. Show all posts
Showing posts with label green penny stocks. Show all posts

Thursday, May 24, 2012

Are China's solar energy stocks nearing bottom?


When will the stock price of China solar panel makers stop collapsing? When China starts switching to solar power. In other words, unless there are bottom feeders in the market with a long-term bullish outlook on the sector, 2012 promises to be a killer for China solar.
Yet, despite U.S. government’s anti-dumping charge against them on Friday, industry insiders said at a conference in Shanghai that they were hopeful for a rebound.
On Friday, the U.S. Commerce Department announced it would start charging 31% higher import duties on China made solar panels and equipment after a finding that Chinese solar panel makers were selling goods in the U.S. below market prices. If approved, the tariffs are expected to have a significant effect on the industry, which exports nearly $2 billion worth of solar panels to the U.S.
Immediately following the announcement, Shen Danyang, spokesman for the Ministry of Commerce in Beijing, said the U.S. was being protectionist.
“(Washington is) deliberately provoking trade friction in the clean energy sector, andsending the world a negative signal about trade protectionism,” Shen said in a statement.
Shares of China’s biggest solar makers have suffered a crushing defeat in the markets with JA Solar (JASO) wiping out 15% of its share price on Friday. The stock is now at the risk of being delisted, trading at just $0.89 a share. It’s down 33.5% year to date, but down even more — 84% — over the last year.
The European debt crisis hasn’t helped either. Nearly all of China’s solar market depends on solar subsidies in Europe. When countries like Italy opted to cancel those solar subsidy programs last year to save money, China solar stocks took it on the chin.
Suntech Power Holdings (STP) is down 74% over the last 12 months as investors holding these stocks will have to rethink profit margins now that President Obama has ordered the tariff hikes.
So when will this sector turn around?
“I believe the market will revive in 12 to 18 months,” Brian Lau, director of DEK Solar, said at the Sixth SNEC PV Power Expo, held in Shanghai from Wednesday to Friday.
The China Daily noted that in addition to the new tariff and European subsidy cuts, oversupply of polysilicon, a key component in manufacturing solar panels, has depressed the price of solar cells. Lau told conference attendees that the current surplus is driving solar prices down. That’s adding to the already dismal outlook for the sector. But that’s short term.
As prices become lower, there will be more customers.
“After all, the industry cannot always rely on subsidies,” Lau said. “Currently, more output is not what they want, what they want is a cost-effective, and accurate production line,” he said, noting the new platform will save space by 50%, and also largely reduce energy consumption, while improving the battery conversion rate,China Daily reported from Shanghai.
More than 90% of solar panel products made in China are bound for export. Industry insiders are hoping that as China gets serious about green technologies, from solar power to lithium batteries that power electric cars, Beijing will mandate its own use of solar energy in the near future, priming the pump for an industry that’s grown too dependent on the wrong countries.


Sunday, February 26, 2012

Green energy stocks in bargain-basement territory

The plunge in pure-play green-tech stocks

Company Country Sector Symbol Exchange Price (Feb. 23) Change since January, 2008

Suntech Power China Solar panels STP NYSE $3.23 (U.S.) -96%
JA Solar China Solar cells JASO Nasdaq $1.94 -92%
First Solar U.S. Solar modules FSLR Nasdaq $37.20 -86%
SunPower U.S. Solar panels SPWR Nasdaq $7.91 -94%
Q-Cells Germany Solar cells QCE Frankfurt €0.32 -99%
Renewable Energy Norway Silicon REC Oslo 4.62 kroner -98%
Vestas Wind Systems Denmark Wind turbines VWS Copenhagen 57.10 kroner -90%
Gamesa Spain Wind turbines GAM Madrid €2.67 -91%
Suzlon Energy India Wind turbines SUZL Mumbai 27.95 rupees -93%


Green energy's deadly doldrums

by RICHARD BLACKWELL, Globe and Mail

The numbers are dismal. The stock of Denmark’s Vestas Wind Systems AS, the world’s biggest wind turbine maker, has plunged 90 per cent over the past four years. The United States’ leading solar firm, First Solar Inc., (FSLR-Q35.58-1.62-4.35%) has fallen from more than $250 (U.S.) to just over $40 in that same period. And Norway’s huge solar equipment maker Renewable Energy Corp. is trading at one-fortieth of its price at the start of 2008.

It’s a similar story at Spain’s turbine maker Gamesa Corp., China’s big solar cell maker Suntech Power Holdings, (STP-N3.06-0.15-4.67%) and India’s turbine manufacturer Suzlon Energy Inc. All have seen their shares tank over the past few years. Q-Cells, Germany’s huge solar cell maker, had to restructure its debt to stave off bankruptcy.

What’s happened to these former high fliers? “They’ve been hit with a quadruple whammy,” said Tom Konrad, editor of the AltEnergyStocks.com website. The key issues:

-Low natural gas prices (NG-FT2.52-0.03-1.10%) have made that fuel a cheap means of generating power, cutting into renewables.

-Massive new production, particularly in China, has caused a glut of solar panels, pushing prices down sharply.

-The political climate has become less favourable to renewables, both in Europe and North America.

-The global economic downturn has prompted governments and corporations to tighten support and spending on renewables. And things could get worse: On Thursday, Germany said it will cut its solar subsidies more quickly than expected.

Mr. Konrad said he thinks some of these renewable-energy companies – particularly in the solar sector – are ready for a rebound. However, they are not likely to get back to their 2007-08 levels in the short or medium term, he said. Some companies probably will disappear through consolidation, although the incentive to buy up rivals right now is diminished by the overcapacity in the sector.

Analyst MacMurray Whale of Cormark Securities Inc. said he thinks it is unlikely there will be any kind of widespread recovery among renewable stocks until the global economy improves. “Green [is seen] as a luxury you can afford when everybody feels rich,” he said.

While some solar stocks have improved a bit recently, there will likely not be any significant rebound in that sub-sector until there is consolidation and production capacity is reduced, Mr. Whale said. “There is just not enough demand to soak up that capacity. We are seeing bankruptcies and real struggles, and we are going to continue to see that.”

Big companies, such as Vestas and First Solar, have strong balance sheets, he said, allowing them to survive – albeit with lower margins – until things pick up. But stock prices are not going to show any significant recovery for a considerable time, he predicts. “They could bounce around [at these levels] for years.”

The approach many investors are taking is to look for individual stocks in the clean-technology space that appear to have some momentum, Mr. Whale said. Some are buying Canadian natural gas engine-maker Westport Innovations, (WPT-T43.961.533.61%) for example because it is a play on low gas prices. But they are not diving into renewables more broadly.

Ric Palombi, a portfolio manager at McLean & Partners in Calgary, said the big pure-play clean technology firms pop up on his screen as potential investments because the stocks are so cheap at the moment. But that’s not a good enough reason to invest, because the current prospects for the industry are still poor until governments start to spend on the sector again. Until that happens, “What is the catalyst? What is going to move the stock?” he asks.

A better bet for investors is to consider utilities, power producers or developers who can actually take advantage of the downward pressure in equipment prices. Mr. Palombi said he owns Brookfield Renewable Energy Partners LP, (BEP.UN-T27.39-0.20-0.72%) a Canadian dividend-paying stock with power plants in Canada, the U.S. and Brazil. In contrast to the equipment makers, it has seen its stock rise about 35 per cent since the beginning of 2008.

Friday, September 9, 2011

Green Stocks to WATCH; Solar, Thorium, Clean Water

Here are a few green stocks worth keeping an eye on, and perhaps accumulating on any Autumn general market weakness (notes from company websites and Nick Hodge of Energy & Capital):


Amtech Systems (NASDAQ: ASYS), maker of the furnaces, cell transfer systems, and vapor deposition products necessary to produce today's solar panels. They win no matter which solar company wins: GE, First Solar, Sharp — it doesn't matter... They all need solar panel production equipment.


IBC Advanced Alloys (IB), is a leading manufacturer and developer of advanced alloys for the global market with a focus on specialty copper alloys and high performance beryllium aluminum castings. IBC’s engineered solutions are essential for many high technology products used in a broad range of market sectors including nuclear power, automotive, oil and gas, electronics and aerospace. Complementing the Company’s manufacturing operations are R&D programs and natural resource initiatives focused on enhancing and supporting IBC growing US manufacturing base.


Lightbridge Corp. (NASDAQ: LTBR), formerly known as Thorium Power Corp., researching thorium powered reactors, and possibly in the future, cars. According to the website txchnologist.com, owned by GE:

A 250-kilowatt unit (equivalent to about 335 horsepower) weighing about 500 pounds would be small and light enough to put under the hood of a car, Stevens claims. And because a gram of thorium has the equivalent potential energy content of 7,500 gallons of gasoline, LPS calculates that using just 8 grams of thorium in the unit could power an average car for 5,000 hours, or about 300,000 miles of normal driving.



Urban Barns (OTCBB: URBF) is the next generation of agriculture. We use advanced farming methods to grow fruits and vegetables in a controlled indoor environment, and our crop yields are much greater than a traditional greenhouse. We plan to put an Urban Barn in every major urban centre, so that our food can be on the shelf within 48 hours of being picked, for an unprecedented level of freshness and quality.


Seawater Greenhouse is a UK company not yet public, that builds greenhouses that use seawater and sunshine and produce vegetables and fresh water. A 2,000-square-meter version has already been completed in South Australia. It cost $2 million to build and will produce over 220,000 pounds of tomatoes per year. It needs no fossil fuels or pesticides, so its costs are up to 25% less than traditional greenhouses. Abu Dhabi, Oman, Jordan, and other arid countries by the sea are all in line to get them.

Wednesday, August 31, 2011

3 Green Microcaps for speculative investors

CAUTION: Individual equity securities are for higher-risk, longterm investors, and speculative penny stocks are extremely high risk and should only be considered for gambling money or less then 3% of an investment portfolio.

ALCL, SAVW and XPWR: Three Green Tech Stocks in the News


ALCL announced a “green” acquisition, SAVW announced that their LED lighting solutions will appear at the IFA trade show and XPWR gets itself ready for stock promotions.

By John Udovich, SmallCapNetwork.com


Atlas Capital Holdings (OTC: ALCL), SavWatt USA (OTC: SAVW) and Xzeres Corp. (OTC: XPWR) are three small cap green or clean tech stocks that recently issued press releases or had other updates to report to investors. Specifically, ALCL announced the acquisition of a maker of "green" synthetic ground cover, SAVW announced that their LED lighting solutions will appear at the IFA trade show in Berlin and XPWR will present at the Ardour Capital 9th Annual Energy Technology Conference (and gear up for promotions). Of course, there is nothing wrong with small cap green or clean tech stocks issuing press releases or updates to investors about their activities. However, its also important to remember that just one well placed or well written press release or update from a small cap green or clean tech stock like ALCL, SAVW or XPWR can send shares soaring (and likewise, cause them to sink). Hence, here is a closer look at all three to help you decide whether their recent press releases or updates warrant further due diligence:


Atlas Capital Holdings (OTC: ALCL) Acquires a “Green” Synthetic Ground Cover Maker

Atlas Capital Holdings, formerly known as Micro Mammoth Solutions, is a development stage company. On Tuesday, Atlas Capital Holdings announced a letter of intent to acquire Textraw, Inc. a Florida corporation that makes and distributes an environmentally-friendly "green" synthetic ground cover that is made from recycled materials coming from common landfill items. The COO of Atlas Capital Holdings also added that the company plans to announce additional acquisitions of providers of alternative green products and services over the next few weeks. Nevertheless, Atlas Capital Holdings fell 43.83% to $0.132 (ALCL has a 52 week trading range of $0.05 to $10.50 a share) but it appears that the stock is soaring in after hours trading. Investors should also note that on Monday, Atlas Capital Holdings also announced the hiring of an “award winning green expert” as their new COO while earlier in August, the company announced a name change to GreenTech Holdings, Inc. However and on the financial front, Atlas Capital Holdings has been fairly inactive up until the end of the 1Q2011. Hence, ALCL should be considered a very speculative green stock at this point in time.



SavWatt USA (OTC: SAVW) Announces That Their LED Lighting Solutions Will Appear at the IFA Trade Show But…

SavWatt USA focuses on developing energy-efficient and cost-effective LED lighting solutions. On Tuesday, SavWatt USA announced that their water resistant LED lights will be displayed at IFA - the world's largest trade show for consumer electronics and home appliances which will take place from September 2 to 7, 2011 in Berlin. The product itself will be available to commercial customers during the first quarter of 2012. Nevertheless, SavWatt USA fell 5% to $0.0019 on 2.5 times its normal trading volume. However, investors should note that SavWatt USA was late filing their latest 10-Q for the 2Q2011. Moreover and for the quarter ended March 31, 2011, SavWatt USA reported only $4k in revenue; net losses of $1,323k, $2,056k, $249k and $130k for the previous four quarters respectively; and $27k in cash to cover $2,029k in current liabilities – not the most exciting financial picture.



Xzeres Corp. (OTC: XPWR) Will Present at the Ardour Capital 9th Annual Energy Technology Conference (And Gears Up for Promotions)

Xzeres is a renewable energy and clean energy technology company focused on designing, developing, manufacturing and marketing distributed generation and, wind power systems for the small wind power market. On Tuesday, Xzeres announced that it will present at the Ardour Capital 9th Annual Energy Technology Conference to be held on September 16th, 2011. Xzeres’ Chairman and CEO also noted that the appearance will be the beginning of an active investment community visibility program moving forward. In other words, XPWR is gearing up to actively promote itself to investors. Nevertheless, Xzeres closed at $0.750 (XPWR has a 52 week trading range of $0.50 to $3 a share). Investors should note that for the first fiscal quarter 0f 2011, revenue rose 57% over the previous fiscal quarter to $1,017,217. However, Xzeres also has net losses of $1,999k, $1,861k, $1,272k and $1,324k for each of the last four quarters and $324k in cash to cover $1,059k in current liabilities.


The Bottom Line: As with most green or clean tech stocks, ALCL, SAVW and XPWR remain speculative investments that have the potential for big gains or losses for investors.

Tuesday, May 3, 2011

10 Solar-related stocks to profit from global solar energy capacity growth


Global PV Solar Capacity Growth 2000-2020


After last week's takeover/investment of 60% interest in SunPower (SPWRA) by Total Petroleum (NYSE: TOT) for US$1.38 billion (Total paid a 44% premium for its shares of SunPower — $23.25 per share versus the prior day's closing price of $16.22), investors may be seeking additional solar photovoltaic industry and related companies for longterm growth plus takeover possibilities.

Here are 10 solar energy industry companies worth looking into further:

Daqo New Energy (NYSE: DQ)

First Solar (NASDAQ: FSLR)

GT Solar (NASDAQ: SOLR)

JA Solar (NASDAQ: JASO)

ReneSola (NYSE: SOL)

Satcon Technology Corporation (NASDAQ: SATC)

Sharp Corporation (ADR) SHCAY 9.73* +0.56 (6.11%)

Suntech Power (NYSE: STP)

Trina Solar (NYSE: TSL)

Yingli Green Energy (NASDAQ:YGE)



Happy hunting!!!

Tuesday, March 29, 2011

Green energy stocks up at mid-day; Solar power shining

Clean Power technology stocks on the rise

At the time of writing, the Dow Jones is up 64 and NASDAQ is up 18, with many renewable power companies up 2% to 6% so far today. Here are prices at about 12.50 pm, Tuesday March 29, 2011:


Name Symbol Last price Change▲

Active Power, Inc. ACPW 2.88 +0.21 (7.87%)

ReneSola Ltd. (ADR) SOL 9.95 +0.57 (6.08%)

Sharp Corporation (ADR) SHCAY 9.73* +0.56 (6.11%)

FuelCell Energy, Inc. FCEL 2.14 +0.10 (4.90%)

Broadwind Energy Inc. BWEN 1.35 +0.05 (3.85%)

American Superconductor... AMSC 24.36 +0.78 (3.30%)

Clean Energy Fuels Corp. CLNE 14.92 +0.42 (2.90%)

First Solar, Inc. FSLR 156.68 +3.40 (2.22%)

Sunday, February 13, 2011

Rare Earth Elements used in green energy, smartphones, hybrid cars

Specific Rare Earth Metals and Applications

Cerium

Technological applications:

- Cerium oxide used as a catalytic converter for the reduction of CO emissions in vehicle exhaust, particularly diesel engines

- Cerium oxide is a petroleum cracking catalyst in petroleum refining, resulting in reduced energy usage

- Cerium oxide is considered a very efficient agent for optical component precision polishing of optical components

. Cerium oxides, and other cerium compounds, go into catalytic converters and larger-scale equipment to reduce the sulfur oxide emissions. Cerium is a diesel fuel additive for micro-filtration of pollutants, and promotes more complete fuel combustion for more energy efficiency.


Dyprosium

- Cost has risen from under $7 a pound in 2006 to over $130 per pound in 2011

- Dysprosium is used, in conjunction with vanadium and other elements, in making laser materials

- Dysprosium's high thermal neutron absorption cross-section allows dysprosium oxide-nickel cermets to be used in neutron-absorbing control rods in nuclear reactors

- Dysprosium-cadmium chalcogenides are sources of infrared radiation which is useful for studying chemical reactions

- Dysprosium and its compounds are highly susceptible to magnetization, so are employed in data storage applications, such as hard disks


Erbium

- Silvery-white solid metal when artificially isolated, natural erbium is always found in chemical combination with other elements on Earth

Erbium is a rare earth element which is associated with several other rare elements in the mineral gadolinite from Ytterby in Sweden

- Erbium is often utilized as a photographic filter, and because of its resilience it is useful as a metallurgical additive

- Erbium is used in medical applications including laser surgery


Europium

Europium is not found in nature as a free element, and has no known biological role. It is a by-product of nuclear fission, and is used in television sets, lasers, fluorescent lamps and in medical tests for Down's Syndrome and other genetic illnesses.

Europium's use in fluorescent lighting is significant, as it can reduce power usage by 75% relative to traditional incandescent lighting. In the medical field, europium is used to tag complex biochemical agents, helping to trace these materials during tissue research.


Gadolinium

- Gadoliium is used in Rare-earth magnets, high refractive index glass or garnets, lasers, x-ray tubes, computer memories, neutron capture, as a MRI contrast agent, and as a NMR relaxation agent.


Lanthanum

- Lanthanum is most often found in the mineral bastnasite, and is extracted through a method known as solvent extraction

- Lanthanum is a strategically important REE due to its activity in catalysts that are critical in petroleum refining. Lanthanum additives, called "cracking-agents", increase refinery yield by as much as 10%, and at the same time reduce overall refinery energy consumption.


Lutetium

- Lutetium is named for Lutetia, the ancient city which later became Paris, Lutetium is used in PET Scan detectors, and high refractive index glass


Neodymium

– Used for magnets in hybrid cars including Prius, Insight, LEAF, Focus, pretty much EVERY hybrid car model available. Also used in the Dyson Vacuum's magnets.

- Neodymium is a critical component of strong permanent magnets

- Neodynium is used extensively in Cell phones, portable CD players, computers and most modern sound systems

- Neodynium magnets are used in a large variety of motors and mechanical systems


Praseodymium

- Praseodymium comprises about 4% of the lanthanide content of bastnasite, but is used as a common coloring pigment

- Along with neodymium, praseodymium is used to filter certain wavelengths of light. So praseodymium finds specific uses in photographic filters, airport signal lenses, welder's glasses, as well as broad uses in ceramic tile and glass (usually yellow).

- When used in an alloy, praseodymium is a component of permanent magnet systems designed for small motors. Praseodymium also has applications in internal combustion engines, as a catalyst for pollution control.

Samarium

- Though classified as a rare earth element, samarium is the 40th most abundant element in the Earth's crust and is more common than such metals as tin

- Samarium occurs with concentration up to 2.8% in several minerals including cerite, gadolinite, samarskite, monazite and bastnäsite, the last two being the most common commercial sources of the element. These minerals are mostly found in China, the USA, Brazil, India, Sri Lanka and Australia; China is by far the world leader in samarium mining and production.

-An important application of samarium is samarium-cobalt magnets, which have a nominal composition of SmCo5 or Sm2Co17. They have high permanent magnetization, which is about 10,000 times that of iron and is second only to that of neodymium magnets. However, samarium-based magnets have higher resistance to demagnetization, as they are stable to temperatures above 700 °C (cf. 300–400 °C for neodymium magnets). These magnets are found in small motors, headphones, high-end magnetic pickups for guitars and related musical instruments.[8] For example, they are used in the motors of a solar-powered electric aircraft Solar Challenger and in the Samarium Cobalt Noiseless electric guitar and bass pickups.

- Samarium and its compounds are utilized as catalyst and chemical reagent. Samarium catalysts assist decomposition of plastics, dechlorination of pollutants such as polychlorinated biphenyls (PCBs), as well as the dehydration and dehydrogenation of ethanol.

- Samarium triflate (Sm(OTf)3, that is Sm(CF3SO3)3) is one of the most efficient Lewis acid catalysts for a halogen-promoted Friedel–Crafts reaction with alkenes.

- Samarium iodide is a very common reducing and coupling agent in organic synthesis, for example in the desulfonylation reactions; annulation; Danishefsky, Kuwajima, Mukaiyama and Holton Taxol total syntheses;strychnine total synthesis; Barbier reaction and other reductions with samarium(II) iodide.



Yttrium

- Rare in bastnasite, it is usually recovered from even more obscure minerals and ores. Still, almost every vehicle on the road contains yttriumbased materials that improve the fuel efficiency of the engine. Another important use of yttrium is in microwave communication devices. Yttrium- Iron-Garnets (YIG) are used as resonators in frequency meters, magnetic field measurement devices, tunable transistors and Gunn oscillators. Yttrium goes into laser crystals specific to spectral characteristics for high-performance communication systems.

Yttrium (Y) is most commonly found in association with Heavy Rare Earth Elements deposits.


Related Green weblinks:

Rare Earth Metals companies info links

List of Publicly-listed Rare Earth Metals stocks

Geothermal energy investing info

21st Century Green Architecture

Friday, July 2, 2010

12 Green Energy Stocks $1 to $5; Green Microcaps

Accumulating volatile shares after a broader market pullback can be extremely rewarding, yet longterm investors must also be aware that even though time is on your side, individual company stocks each carry a risk of going to zero. Less speculative growth investors should consider dollar-cost-averaging as a way to build a portfolio of the best green energy mutual funds.

Prices as July 2nd, 2010 (* = CDN$):

Fuel Cell Energy FCEL $1.16

Western Wind Energy $1.18*

Magma Energy Corp MXY $1.29*

Pristine Power Inc PPX $1.70*

Catch The Wind CTW.S $1.85

Broadwind Energy Inc BWEN $2.79

Advanced Battery Tech ABAT $3.09

ENER 1 Inc HEV $3.26

Spire Corp SPIR $3.74

Hydrogenics Corporation HYG $4.12*

Energy Conversion Devices ENER $3.88

Ultralife Corp ULBI $4.21


More Green Energy Stocks Blogs:













Green Mutual Fund Investing Info

Clean Power Investing; Best Green Stocks for 2009 / 2010

Rare Earth Stocks Research

Energy and Capital

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