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Charlie Hayter Energy Picks

Nanoco – Update

11 Apr 2013 @ 15:15
Nanoco has continued rise from 130p, to touching 200p intraday and back down to 160p as interest has waned, sellers have appeared, and short interest by GMT Capital has grown. Having talked to the CEO, Michael Edelman, a few interesting details can be added to the general picture about the Dow deal, production process, competition, Nanoco’s strategy, LCD’s, LED’s and catalysts for the share...
 

Tanzanian Energy and Growth – From Dire Straits to the Telegraph Road?

11 Apr 2013 @ 14:59
Tanzania is fundamentally rural and not connected to the grid, so it’s no surprise that 90% of its primary energy needs come from Biomass – leading to rapid deforestation – with Petroleum making up 7.8%, natural gas 2.4% and hydropower 1.2%. Less than 10% of Tanzania’s 40m plus population have access to electricity. In 2009 Electricity itself only took up 0.6% of energy consumption, with...
 

Oil and Gas in East Africa - Boom

11 Apr 2013 @ 14:51
Since the turn of the millennium, Companies have been gradually placing their bets along East Africa, in the rift margins and coastal areas – and so far it has turned out to be a high payout roulette wheel. The Chinese started to dominate Kenyan exploration after Kibaki’s turn to the East in 2004, but their lack of exploration expertise meant they did not discover much, and this led to their...
 

East African Geopolitics – Tanzania’s Friendship Status - “In a Relationship”

11 Apr 2013 @ 14:43
The recent host of oil and gas finds across east Africa have led to a new scramble for resources. It’s no surprise that the Americans have formed their own African taskforce in 2007, Africom, “to promote a stable and secure African environment in support of U.S. foreign policy” mainly based in Germany. On the flipside there is the Chinese invasion, with1-2million estimated to be on the ground...
 

Global LNG

11 Apr 2013 @ 14:38
LNG is liquefied natural where it is reduced by cooling at -162C to 1/600th of its normal volume. CNG, compressed natural gas, and LNG, are both methods for transporting gas to where it is needed. The problem that is both need heavy investment in infrastructure to allow the stranded gas to be monetised where the demand is – and in the case of LNG you have to transport it, liquefy it, transport...
 

Morocco - A hot Thematic play on unlocking the Atlantic rift margin pre-salt.

18 Feb 2013 @ 16:19
Morocco has been a hotbed of activity in the last few years as King Mohammed VI has structured a favourable regime for oil and gas exploration. A host of foreign Companies, such as Kosmos, Cairn, Galp, Chariot, Genel, Long Reach, San Leon, Fastnet, Tangiers and Circle, have staked their claim to various blocks with farm ins becoming the order of the day. The most recent move has been by...
 

PVCS – Selling/Profit taking the shine off recent rises

18 Feb 2013 @ 16:15
PVCS (LSE:PVCS) investors are patiently waiting for an announcement from management to tell them how much of the surplus cash they are going to get. The rise in Jan from the 10-12p to the 12-13 pence range can be attributed to the Investors Chronicle piece aiming for 30% upside on a balance sheet investing strategy. However the last few days has seen a break out from this range pulling the...
 

Herbalife: Morality-Money vs. Mega-Money = Volatility

18 Feb 2013 @ 15:42
Herbalife has had a rocky ride for the past year. It all started when the poker playing David Einhorn asked astute questions regarding the business model last April in a results call. The next play was made by Bill Ackmann and Pershing Square Capital management in December, where he alleged in a 300 plus page presentation that Herbalife was not a Multi-Level-Marketing-Scheme but your modern...
 

The Rise of the Nanoco (NANO) and the efficiency game – Quantum Dots in Solar, LED’s and LCD TV’s

23 Jan 2013 @ 14:41
Quantum Dots were discovered in 1980 by Alexei Ekimov, and have been playing an ever more important role in tech advances for televisions and solar cells, as well as a host of applications further away from commercialisation. The unique properties of quantum dots allow the photonic emissions to be tuned by the size of the dot and this has meaningful benefits to solar cell efficiency and LCD...
 

PVCS – “cash conservation” to “cash to shareholders”- Potential Value: Closing up Shop?

19 Nov 2012 @ 10:53
PV Crystalox (LSE:PVCS) have issued their interim management statement stating they are expecting full year wafer sales of 100-105MW at significantly above spot prices. They last paragraph is more exciting and implies management are going to give up the ghost as they rightly should, but it still leaves a huge amount of uncertainty as to the levels of cash shareholders can expect: The Group has...
 
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