The development
of fossil fuel alternatives provides investors with a unique opportunity to
participate in an important wave of value creation in the world economy. We
have been following the progress of developers spanning a wide range of fuel
and energy technologies. From photovoltaic cells to algae-based fuel to
biodiesel from municipal waste, entrepreneurs are hard to work. There are also
impressive innovations that help consumers and industry use less energy day to
day.
Over the past
several years Crystal Equity Research has been following a diverse group of
companies involved in developing and producing alternative fuels and chemicals
as well as those producing energy without fossil fuels. The company names and website have been
shared in a set of four novel indices:
The Atomics, Beach Boys, Electric Earth and The Mothers of Invention.
At first the
indices grew dramatically in numbers as inventors were drawn to a wide open
market for renewable energy, environmental sustainability and energy
conservation. For every fledgling
company that failed a couple more new start-ups would appear. However, in the last couple years the number
of companies has contracted as a wave of consolidation has swept across
alternative energy sectors. The indices
now include a total just over 700 different companies around the world.
The Beach Boys Index focuses on companies with
products and processes that rely directly or indirectly on the photosynthetic
processes of plants. Like every other
alternative fuel list, we include conventional and cellulosic ethanol
producers, but we divide them into separate groups. We also separate those companies that are
technology developers and not fuel or energy producers on the assumption that
the license-type business models of technology developers could lead to
different valuation parameters than that accorded the fuel producers.
Visit the
Crystal Equity Research website to see the updated Beach Boys Index,
including the following groups:
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Ethanol
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Cellular Ethanol
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Algae
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Biofuel
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Biodiesel
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Waste-to-Energy
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Alternate Oil and Gas
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Alternative Chemicals
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