http://ecostocks.wordpress.com/
You will not find much news of the major players in solar (BP, Siemens,
Sharp, Sanyo, Kyocera), biomass (ADM, Cargill, International Paper),
wind (GE, FPL), or the other non-fossil alternatives - nuclear and
hydro (GE, Excelon) as this website appears devoted to the furry little
rodents dancing under the feet of the lumbering giant thunder lizards.
Well-intentioned rich people who want to throw their excess money at
the problem can purchase the products and a share of potential future
profits of the tiny tikes reported on the ecostocks web site. Some may
even enjoy phenomenal success like that of boutique grocer WholeFoods
by tapping the same wealthy elite demographic. Who knows?
Standard disclaimer: this is not intended as advice to buy or sell
shares.
-dl
>
> http://ecostocks.wordpress.com/
>
> You will not find much news of the major players in solar (BP, Siemens,
> Sharp, Sanyo, Kyocera), biomass (ADM, Cargill, International Paper),
> wind (GE, FPL), or the other non-fossil alternatives - nuclear and
> hydro (GE, Excelon) as this website appears devoted to the furry little
> rodents dancing under the feet of the lumbering giant thunder lizards.
Just for fun, I checked to see how it's going so far, and it appears the
rodents are slightly out-performing the giants:
Company 8/1/2006 5/1/2008 Change
FPL $43.40 $67.55 56%
Siemens $80.17 $119.95 50%
Exelon $58.92 $86.91 48%
Sanyo $9.71 $12.45 28%
Kyocera $80.49 $92.82 15%
Sharp $16.80 $16.90 1%
ADM $43.90 $43.19 -2%
GE $34.39 $33.12 -4%
BP $77.50 $71.91 -7%
IP $33.29 $26.20 -21%
Average 16%
PBW $17.27 $21.15 22%
PBW tracks the WilderHill New Energy Global Innovation Index.
"The WilderHill New Energy Global Innovation Index is comprised of companies
worldwide whose innovative technologies and services focus on generation and
use of cleaner energy, conservation and efficiency, and advancing renewable
energy generally."
http://www.nexindex.com/
Standard disclaimer applies: this is not advice to buy or sell shares.
-dl
The question is: will new small companies out-perform giant companies
involved in the alternative energy field? As a group, Great Thunder Lizards
did better than tiny rodents when giant asteroid hit global financial
system:
Company 8/1/2006 8/3/2009 Change
FPL 43.4 56.41 30%
Siemens 80.17 82.34 3%
Exelon 58.92 50.92 -14%
Sanyo deleted
Kyocera 80.49 80.32 0%
Sharp deleted
ADM 43.9 28.81 -34%
GE 34.39 13.82 -60%
BP 77.5 51.72 -33%
IP 33.29 19.82 -40%
Average -19%
PBW 17.27 10.84 -37%
Ecological lesson: diversity enhances stability. Big companies with
multiple product lines came through better than small single product firms,
with notable exception of gigantic conglomerate GE, which had a total
disaster in its financing unit.
I don't know who bought the solar PV businesses of Sayno or Sharp, but those
companies appear to be no longer in business, or at least, no longer
publicly owned. If anybody knows the story, do tell. I suppose if I had
included them in the average as -100% then the small fry might compare more
favorably, but these two companies probably didn't wink out of existence:
their productive assets were eaten by bigger fish.
-dl
Poor google skills I guess. Sanyo and Sharp are both still in the solar
cell business:
Company 8/1/2006 8/3/2009 Change
FPL 43.4 56.41 30%
Siemens 80.17 82.34 3%
Exelon 58.92 50.92 -14%
Sanyo (yen) 246 211 -14%
Kyocera 80.49 80.32 0%
Sharp (yen) 2100 1043 -50%
ADM 43.9 28.81 -34%
GE 34.39 13.82 -60%
BP 77.5 51.72 -33%
IP 33.29 19.82 -40%
Average -21%
PBW 17.27 10.84 -37%
-dl