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PV Crystalox Solar – I’m In

Now it's no news to anyone who has followed us on our little journey that we've a penchant for a highly speculative buy. Add a green energy aspect to the mix and it's like a waving a pizza, at mid-70's Elvis (too soon?). So, when PV Crystalox Solar plunged to below 10 pence a share late last year, we placed it on the radar. When it fell below five pence it was like adding another layer of cheese, there seemed no way I couldn't take a little speculative slice (well three actually: at 4.4, then 5.15 and 5.4 pence to be exact).   [caption...

Sale – PV Crystalox Solar

The 30th December 2010 marked a sad day for Investor Trader. Following the sale of our entire holding of PV Crystalox Solar (PVCS.L) it was the first time since we began our little project in April 2009, that our portfolio held no wind or solar energy shares. Over the journey at different stages a large percentage of our portfolio has been tied up in Renesola. That is until they packed up their AIM listing and took all their toys to the New York Stock Exchange in November. We also held shares in Clipper Windpower until they became a UTC takeover target...

Sale – Clipper Windpower

Late last week, following our sad farewell to Renesola, we sold off our final cache of another Investor Trader stalwart, Clipper Windpower. The once proud Clipper Windpower whose price previously stormed its way toward ten quid recently became a takeover target for UTC and not for the first time if memory serves me correct. Anyway, to cut a long story short, the offer came in at 65 pence a share and not being one to hang a round for the last rites, we sold out at 64.15 pence to put our money to work elsewhere. At the time of the deal 65...

Purchase – PV Crystalox Solar

So with my Renesola adventures due to come to an end in the coming weeks, the first of my four purchases this week, will come as a no-brainer to those who've followed Investor Trader over the journey. PV Crystalox Solar is a, yep, you guessed it, solar energy company. Though it lacks the Chinese connection it's still a major player in Asia (especially Japan). We purchased 1,719 shares at 57.21 pence a share. To quote from the tin: With 25 years (28 now) in solar technology development, PV Crystalox Solar is a leading manufacturer of multicrystalline silicon ingots and wafers, the key component...

Clipper, Copenhagen and Christmas

Following on from my semi-forced uptake of Lloyds earlier in the month, this week I received another timely email from my broker informing me of a Tender Offer whereby I could part with some or all of my holding of Clipper Windpower at the slightly higher than current market price of 180 pence per share. As I type we're trading in the range of 164 and 167 pence, so to be honest, the offer - though far from tender - is looking better by the minute. I had high hopes for my Clipper Windpower shares this week on the back of...

ReneSola Results

Earlier today ReneSola announced its third quarter results (for the period ending 30th September 2009) and the future is looking pretty rosy for our vertically integrated Chinese manufacturer of solar power products. Highlights included: Third quarter net revenues exceeded guidance coming in at US$140.9 million, an increase of 70.6% over second quarter net revenue figures of US$82.6 million. Total solar product shipments in the third quarter were a record 146.9 megawatts (MW), an increase of 71% from 85.9 MW in the second quarter of this year. Mr. Charles Bai, ReneSola's Chief Financial Officer had this to say: "We were pleased to see strong improvements in...

On the Move – Ceramic Fuel Cells

With finals due out in the next week, Ceramic Fuel Cells (CFU.L) has spurted again, pushing north 16% on the day as I type. There's been a nice upturn in press too extolling the virtues of fuel cells and the Ceramic Fuel Cells product in particular. Here's a couple from the Guardian and EcoGeneration. The boards are abuzz and the feeling is that the news will be good. Long term we love Ceramic Fuel Cells, short term things are looking pretty rosy too....

There’s Plenty of Sun in the Sahara

It's estimated that $555 billion will be needed to realise a planned project to harness the sun that beats down on the Sahara Desert and pipe it to European homes, according to sources from Siemens AG quoted in an article on Bloomberg.com. Some big players such as Siemens AG and Munich Re - amongst others - will meet today in Munich to sign a memorandum of understanding to proceed with the ambitious project, that if implemented, could supply up to 15% of Europe's electricity needs my the middle of the century. Obviously there are any number of potential pitfalls and problems that...

On the Radar – Renewable Energy Holdings

On the advice of one of our readers (thanks Justin) we've placed Renewable Energy Holdings (REH.L) on the radar. As its name suggests, Renewable Energy Holdings is all about sustainable renewable energy. They seem to have their finger in a few alternative energy pies from wind, wave and solar through to methane capture and hydro power generation. Obviously we love the sector with all it's crunchy green goodness and with its diversity, REH.L, looks in a good position to cash in on this increasingly important niche of the energy sector. This diversification provides shareholders with the benefit of access to distinct opportunities in these...

Green Jobs on the Rise

According to a recent article from Reuters, despite a slowdown in practically all sectors, Britain's green job market is thriving. "Job opportunities in Britain's renewable energy, energy efficiency, sustainability and corporate social responsibility sectors grow by 58 percent in the past year". Read the entire article on the Reuters web site....

On the Move – Clipper Windpower

Whether it was down to an inspired piece of investment research or unashamed blind luck, Friday's purchase of Clipper Windpower paid off almost immediately as the share finished 24% up on the day on the back of no news and only slightly higher than average volumes. I'm pretty sure it was the latter. But something is afoot, there's a breeze a blowin' and Clipper is in as good a position as any to cash in on the inevitable shift toward alternative energy....

Purchase – Clipper Windpower

We've set sail for a green future and taken the plunge with Clipper Windpower by adding 895 shares of theirs to our portfolio. The trade set us back £1.0495 pr share for a total outlay of £939.30. Here's to windy days ahead!...