Merrill Lynch New Energy Tech Share Discussion Threads

[asparks] 14/12/2006 09:59

An alternative energy investment well worth a look:
The Times today:
Romag Holdings (ROM)
Renewable energy companies that actually produce profits are thin on the ground - but not in Co Durham, where Consett's Romag has flourished in the ashes of the town's steel industry. The AIM-listed company has capitalised on development grants and the region's clean air, once tinged red with iron oxide particles, to carve out a niche as a maker of specialist glass. Its initial focus was on blast and bullet-resistant glass, but latterly Romag has turned to building-integrated photovoltaic (BIPV) glass: solar cells contained within laminates that are produced for architectural use. BIPV showed stellar growth within yesterday's full-year numbers, up 300 per cent and accounting for nearly one third of total sales - and this is where investor interest lies.

Estimates suggest that the BIPV market will see 40 per cent annual growth in the next five years, helped by planning rules and tariffs that encourage renewable power generation. Romag has a foothold in France and Spain, Europe's early adopters, and, through a tie-up with BP Solar, is picking up clients in Asia. At 133½p, the shares, trading at 27.6 times 2008 forecasts, are not cheap but should look better value if, as expected, new manufacturing fosters upgrades to forecasts. Worth a look.

[praipus] 13/12/2006 22:28

Sechillienne-Sidec PSECH...one of MNE's holding is forming an O'Niels cup and handle chart pattern. Is also having Ecofin's (ECWC,ECWO,ECW) 24% holding hawked ropund the institutions by Rothschilds....expect shafre price action for thhis quality wind farm business IMHO strong buy.

[praipus] 12/12/2006 21:52

What else have you got in the yam114 LT port?

[yam114] 12/12/2006 17:31

I'm a happy LT holder.

[praipus] 12/12/2006 14:44

yam114 many of the underlying arent producing sufficient income flows yet. One or two diamonds are.....PSECH for example. So if you have some hold if you havent only buy an amount you can afford to leave alone IMHO. If your a trader you may be better off elsewhere.

[yam114] 11/12/2006 22:24

do you think there as been a stock over hang to clear? If this has now cleared the price should continue improving.

[praipus] 11/12/2006 14:27

ECWC and MNE have PSECH holdings all worth a look IMHO

[praipus] 11/12/2006 14:25

Take a look at PSECH Sechilienne-Sidec

[wh0sthedaddy] 11/12/2006 12:28

fair enough... thanks anyway.

[garth] 11/12/2006 12:19

wh0sthedaddy,

No, I don't pay much attention to them. I bought low, once in a while trade a few but mainly I'm holding and letting them get on with it while I more actively manage other aspects of my portfolio.

G.

[wh0sthedaddy] 11/12/2006 11:49

do you keep an eye on the major MNE holdings garth? any idea why the rise today?

i see vestas is up, but not that much...

[garth] 11/12/2006 11:02

Very nice :0)

[wh0sthedaddy] 11/12/2006 11:01

nice move so far today...

[hoggetwood] 10/12/2006 14:01

I'm convinced photovoltaic panels will be the biggest thing in green energy in the years to come. I've heard it said – but haven't tried to verify - that if all the rooftops in the uk were to be tiled in photovoltaic panels we'd meet the country's energy needs three times over. But not at night. Storing energy cheaply and on a large scale is another problem to be solved.

As for hot water, can't see any advantage of photovoltaics over old-fashioned solar collectors. Napier University - I've no connection - developed a cheap, simple, easy-to-fit rooftop solar collector system which is being marketed successfully. But you'll never get piping hot water first thing in the morning from a pure solar system!

[hectorp] 09/12/2006 11:23

Spangle, thanks for your informative post above.. havea good weekend.

garth, that also helpful. Also New Scientist this week has a story and picture of new solar panels that use up only 20% of the space of current ones, but overall, the price saving on the current models may only be around 30%. BUT their application where a concentration of solar power is essential, could benefit.
Hope Carclo's CIT have hit the button. Someone whill come up with cheap solar power eg for domestic heating of water in due course it is inevitable - and will be a godsend ( though would then ruin the price of gas, lol).

[garth] 07/12/2006 11:51

Hectorp,

Carclo(CAR) announced this week that their CIT subsidiary had successful printed onto silicon using its conductive inkjet process. This represents a potentially substantial breakthrough in the manufacture of solar panels.

DYOR.

G.

[asparks] 07/12/2006 11:31

The pre-budget report is great news for the Biofuels industry.

D1 Oils (DOO) are a great prospect. Worth a look

[spangle93] 07/12/2006 11:05

Hectorp-
We can probably argue on here as to whether global warming is a real phenomenon or a temporary cyclical outage, but there's enough people doing that elsewhere. You already know from TLW that I work in oil and gas, and I agree that production will carry on for years (well, at least until I retire, hopefully!!).

My belief, FWIW, is that demand for hydrocarbon products will continue to rise, while the ability of the industry to meet demand will either become restricted (if you're a Peak oil believer) or expensive (remote, harsh, challenging location, or expensive extraction like shales). Either way, I don't foresee the average oil price over the next 10 years being below current levels. At these sorts of levels, alternatives become competitive, and demand sustainable unlike the tech bubble. MNE for me is very much a long term holding.

You may want/prefer to take a look at IEM - that's an IT that is 40% in new energy, 30% in water resources and 30% in waste management.

cheers

[hectorp] 07/12/2006 10:45

I bought some MNE last month around lows and she'd looking find chart wise. I am inherently cynical regarding wind power and some other 'technologies' however while the 'sentiment' is in favour of so called renewables and thus new punters buying trendy Trust, I should keep a steady holding here. But I'll sell into strength too, after all, we are here to make a profit , not save the planet. In any case, I don't agree that there is such a thing as golbal warming, it is more likely increased sun activity in one such cycle.
Accordingly, my cynicism leads me to suspect that half of the companies that this and similar trusts invest in, may end up like the old Tecdh stocks, a popular 'bubble'.
There is LOT of milage to be had for many years yet on good old gas and crude oil etc.
Perhaps the new ceramic heating units, and ground heat exchange , will be good technologies, and eventually, we should get a genuine breakthrough in solar panels. I suspect these are a few years away.

[praipus] 01/12/2006 13:42

PSECH notching up another high

[praipus] 29/11/2006 17:06

Could be an exciting day tomorrow Sechilienne-Sidec PSECH on ADVFN (one of MNE's wind power holdings nothing to do with mince pies) closed on its recent high one to watch IMHO.

[spangle93] 28/11/2006 14:07

You about to start generating wind power yourself, Volsung??

[volsung] 28/11/2006 13:59

I have just eaten 4 mince pies and a long draught of sweetened fresh cream. I know I shouldn't but I had to...I tell you you would have gorged yourself too. I also had a little quaff of mulled wine.

[praipus] 28/11/2006 13:43

E.ON Ag Iberdrola denies talks with private equity co to break up Scottish Power UPDATE
(Updates with comments on regulatory implications)
MADRID (AFX) - Iberdrola SA's chairman Ignacio Sanchez Galan has denied
holding talks with private equity firms over the possible breakup of Scottish
Power Plc or financing the 11.6 bln stg merger between the two utilities.
Speaking to journalists, Galan said: "There has been no conversation with
any private equity firm".
Galan added Iberdrola had always targeted 100 pct of Scottish Power.
The possibility of a private equity firm acquiring the UK firm's attractive
domestic and US renewables operations had been slated in the press prior to
announcement of the bid.
Earlier, Galan said the deal "will facilitate" future energy tie-ups as the
enlarged utility, Europe's third largest, will fall under EU regulatory
jurisdiction.
European regulation is "much more flexible" regarding sector consolidation
than Spanish regulation, Galan noted.
[e-mail]
jdy/cmr

COPYRIGHT

Copyright AFX News Limited 2006. All rights reserved.
The copying, republication or redistribution of AFX News Content, including by
framing or similar means, is expressly prohibited without the prior written
consent of AFX News.

AFX News and AFX Financial News Logo are registered trademarks of AFX News
Limited

Sechilien-Sidec wind farms languishing prior to another Spanish conquest perhaps...or even the return of Terra Firma...

[asparks] 27/11/2006 09:52

has anyone checked out Solar Int Res (SIT) up 20% today on almost no buys. Something happening. recovery underway?