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Powering India – OPG Power Ventures

Following a financial clemin of a year like 2011, it's good to take a little time out to define at least one non-negotiable. A given. Something you can hang your hat on moving forward. Here's a starter for ten. India will consume all of the energy it produces in 2012. India's energy gap is not breaking news. For a country with a population only second to China's - 1,170 billion compared to China's 1,338 billion in 2010 - and an enviable recent record of economic growth, India's energy consumption figures compared to that of its northern neighbour, provide a glimpse of...

Purchase – Alecto Energy

The fundamental change in our portfolio mix continues. With the recent sale of all our Renesola, Clipper Windpower and OPG Power Ventures holdings and what for us is a fairly heavy (in terms of portfolio percentage) investment in Berkeley Mineral Resources, we've taken a leap into more speculative mineral waters. Ouch! Sorry, do pardon the pun. Well, that's a subjective call I guess. What's speculative to some is rock solid to others. Many would argue that the labels: solar (Renesola), wind-power (Clipper) and India (OPG) in terms of investment have speculation written all over them. My personal investment philosophy though sees no...

Sale – OPG Power Ventures

It's been a busy fortnight and it ain't over yet. On Tuesday we sold off our entire holding of OPG Power Ventures for 68 pence a share after buying in at 66 pence a share in April. With the meagre profit, we covered our dealing costs. Mid to long term I have no doubt that the imbalance in supply and demand of Indian electricity will see OPG Power Ventures forge ahead but for the time being at least we have a couple of other more speculative plays for our coin. Sometimes investing is like that. You've got to shuffle limited funds to...

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...

Purchase – Ceramic Fuel Cells

Following Friday's meteoric rise of 31.2% in the share price, we've jumped on board with Ceramic Fuel Cells purchasing 5,546 shares at 8.835 pence a share for a total outlay of £489.99 (okay, not huge numbers but the coffers aren't as deep as they used to be). I'm pretty happy with the price as the spread was showing 8.75 to 9.00 pence and as with many penny shares, a hefty spread can often be a big impediment to purchase. Let's hope this bad boy hasn't bolted. Sentiment on the bulletin boards is generally good and with a huge potential upside (again, note...

On the Radar – Ceramic Fuel Cells

Okay, this may be a case of the horse already bolting but I'll be very interested to see what happens come market open on Tuesday. Last Friday, Melbourne based, Ceramic Fuel Cells Limited gained a rather juicy 1.95 pence (31.2%) on the day, closing at 8.20 pence (after testing 9+ pence earlier). The gains came after an RNS quoting that Ceramic Fuel Cells "has launched a dishwasher-sized low emission generator for the home." Check out the news in full at Interactive Investor. Ceramic Fuel Cells ticks a lot of lot of boxes on my investment criteria checklist. Because I ain't no scientist I'm going...

On the Radar – BlackRock New Energy IT

Those of you who've dropped by more than once will know I have a bit of a thing for green energy. And although I've always seen Investment Trusts as erring a little too far in the risk averse direction for my liking, if you love a sector, you love a sector. So it's with that confused logic that I've added BlackRock New Energy IT to the radar. For you chartists out there, I think we've seen a nice double bottom (there's a Benny Hill type gag in there somewhere). There will be no imminent buying but we'll keep an eye on...

Wind Farms – A Breath of Fresh Air

Today marked the opening of Europe's largest wind farm on Eaglesham Moor in Scotland, not far from Glasgow. The Whitelee Wind Farm has 140 turbines (each 110 metres high) and the potential to generate enough electricity to power 180,000 homes. As I type this, our Clipper Windpower holdings are up 5.7% on the day. Check out more information from the Daily Telegraph and get an aerial tour of the site over at BBC....

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!...

Day 9 – Portfolio Value £4,421 Up £123 On The Day

Despite my earlier skepticism, ReneSola made further gains today finishing up another 5.5p and adding another £130.74 to our portfolio. The strong gains made so far this week were no doubt partly spurred on by Tuesday's RNS that stated: "SHANGHAI, May 5 (Reuters) - China is set to smash its target for a roll-out of solar power by 2020 more than fivefold and possibly even tenfold, a researcher with the National Development and Reform Commission, the economic planning ministry, said on Tuesday." Climate Exchange and Low Carbon Accelerator both did little on Wednesday but there's no rush for these two long-term holds....