Friday, June 04, 2021

Energy in the Sun: Beach Boys Index

There are significant investment opportunities in companies focused on renewable energy, the environment, conservation and pollution abatement.  To pursue the theme Crystal Equity Research has maintained a collection of company lists to aid investors in finding and following canny technology developers and strong producers.

Our early ancestors worshiped the sun.  After all the centuries of scientific accomplishment, we are still at the same alter  -  looking to the sun to solve our energy problems.  Our Beach Boys Index includes companies, privately held and publicly traded alike, that are sun worshippers.  Their products and processes rely directly or indirectly on the photosynthetic processes of plants.

We have divided this highly populated index into sub-groups  -  eight altogether.  There are oil drillers and coal miners on this list  -  after all fossil fuel is just very old, highly concentrated organic matter.  It makes sense during the transition to renewable fuel sources to invest in technology that will reduce the most negative environmental impact of fossil fuel combustion.  There are also biomass developers attempting to capture the sun’s energy trapped in more recently grown plants.  Like every other alternative fuel list, we include conventional and cellulosic ethanol producers, but we divide them into separate groups.  Even if they are not plants, algae are also sun worshippers and they show promise in their simple cellular structures to harness the energy of the sun.  Capturing the energy left over in waste is also included in this group.

Maturation could be observed among the Beach Boys companies as renewable energy became more accepted among consumers and in commerce.  Advanced Disposal Services, a waste-to-energy player, was acquired by Waste Management (WM:  NYSE).  Cellulosic ethanol producer Mascoma was sold and parted out.  However, there appeared to be even more turmoil among the algae developers.  Affinity Energy & Health  shifted its business model to algae-based nutraceuticals.  OriginClear (OCLN:  OTC) turned exclusively to water conservation.  Biomass energy was nixed in favor of protein food ingredients by management at Parabel.  Some just gave up such as Kent BioEnergy and Muradel.    

 

 

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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