Tuesday, September 02, 2014

More Inventors

The update of the alternative energy indices continues.  This time it is The Mothers of Invention -  a collection of companies trying to bring efficiency to power generation and fuel production.  It is a large and diverse group from battery storage solutions, to materials development, to recyclers of electronics components.

The group that seems to have made the greatest change in membership is the SmartGrid.  Seven new companies have been added to this roster of companies offering innovative solutions to how the distribution of energy.  Most of the additions to this group have brought new electric vehicle charging solutions to the market.  Evtran Group (private), Car Charging Group (CCGI:  Nasdaq), EVgo, Inc. (NRG:  NYSE), and ChargePoint (private) are among the most interesting. 

Accelerating adoption of renewable energy by the utility industry has also inspired new entrants to the Storage Group.  Utilities are also hard pressed to manage varying demand conditions.  American Vanadium (AVC.TSX) and Enervault (private) are two examples.  ViZn Energy Systems, Envia and ENOVIX are also development new storage solutions.

Two of the most interesting additions to the Efficiency Group is Aircuity and AllFacilities.  Recent studies have found that efficiencies have contributed more to solving our energy conundrum than any new energy source.

Most of these companies are private or are at an early stage of development.  Still investors should take the time to get acquainted.  The alternative energy industry is experiencing considerable merger and acquisition activity.  Industry consolidation always creates opportunity for investors.

Neither the author of the Small Cap Strategist web log, Crystal Equity Research nor its affiliates have a beneficial interest in the companies mentioned herein.


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