thermal-energy-international-june-2014-27-638

Clean technology companies and emerging trends:

Thermal Energy International – Turning Up The Heat On Energy Savings

Summary

  • My position on what will continue to drive growth in 2017 for this energy efficiency play.
  • Review of the companies recent financial releases, backorder and sales contracts.
  • A compelling, proven product line offering institutional, commercial and industrial clients energy savings.

As global energy cost continue to rise, energy users such as mid to large scale industrial and institutional facilities continue to seek out opportunities which will allow for the reduction in energy consumption. Energy efficiency not only reduces the amount of electrons consumed but also directly reduces carbon emissions. As an investor it is important to identify key global macro level patterns to understand where money will flow in the years ahead which now include energy efficiency, as it is the lowest cost of energy optimization and savings. Ottawa based, Thermal Energy International (OTC:TMGEF) is a unique product and sales organization who is poised to take advantage of the upcoming investment wave in energy efficiency technologies.

My recommendation to investors who have a level of appetite for speculation is buy and hold shares in Thermal Energy. It is my position that Thermal is a speculative investment with potentially high levels of return should the company continue to execute on its current backorder while further illustrating its ability to harvest new partners and build out additional sites with existing customers. Further, Thermal Energy will give investors exposure to the growing level of momentum in the energy efficiency business.

The company is positioned to give investors exposure to the emerging energy efficiency business with a portfolio of proven products that directly reduce fuel consumption for a variety of energy intense end users. Further, the global sales organization is already generating a significant amount of revenue on different continents with a solid backlog and does not require any additional funding to grow the business. Thermal Energy offers investors a proven product offering with compelling cost savings of one to three years, strong FY2016 revenues and strong backorder for the balance of FY2017. Further, the company already boast a confidential list of Fortune 500 companies as customers and a growing list of institutional and government organizations.

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Investing In The Lithium Oligopoly

Summary

  • Overview of applications and technologies that are driving the next wave of lithium investment.
  • Snap shot of the geographically regions where the top producers operate.
  • A summary of the producers dividends, geopolitical risk, price to earning and an ETF focused on lithium.

Since Sony Corp. (NYSE:SNE) launched their lithium ion battery in the early 1990s the world has been moving towards an increasingly mobile society where consumer electronics have dominated the retail and consumer markets. Everything from laptops, tablet PCs, mobile and smart phone, consumer gadgets and digital cameras have all benefited from the rapid advancements in the lithium ion battery.

Demand for lithium is taking flight

Today, lithium ion batteries are now in demand more so than ever due to an increase in the number of consumer products that are being sold. For example, low cost mobile phones are being widely deployed in third world and developing parts of the world. Next, the numbers of product applications which utilize lithium ion batteries are increasing and several emerging products are demanding more lithium per unit sold. A mobile phone requires a small amount of lithium carbonate while an electric vehicle requires a significant amount of the white metal. In addition to electric vehicles, automotive manufacturers are rolling out various hybrids and plug in hybrid vehicles. Stationary energy storage systems are also gaining significant traction, primarily in mature solar PV markets such as Hawaii, Germany, California, and Japan. As the cost of solar PV plus battery systems fall and electricity rates increase the economic model for these types of stationary storage systems become more feasible without government incentive.

In addition to solar PV self consumption markets there are a number of other applications that are consuming lithium ion batteries such as frequency regulation, battery backup and demand charge management amongst others. A paradigm shift is taking place regarding how the world produces, stores and distributes energy as the cost to produce solar PV has fallen below the cost to procure electricity from grid providers in select regions of the world.

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