Merrill Lynch New Energy Tech Share Discussion Threads

[praipus] 01/4/2008 11:21

The 2004 annual report shows Chicago Environmental PLC which I think was the predecessor to Climate Exchange PLC. The 2005 annual report shows them holding £1,840,000 worth of Climate Exchange PLC.

Suspect share price growth.

[gsands] 01/4/2008 00:07

Crikey - yes they do! Now in the top ten largest holdings. I wonder if this is by growth or share purchase?

[gsands] 01/4/2008 00:04

Do MNE hold CLE?

[praipus] 25/3/2008 16:27

Gsands what does your charting analysis say about CLE?

[gsands] 25/3/2008 10:49

rainydays,

I agree. The chart shows that whilst the main market has been falling, MNE has held a trading range. This consolidation is very bullish. It shows the fund has strength relative to the rest of the market. This fits with the fundamental outlook for green energy stocks, which is surely better now that at any time before.

I expect that when this consolidation period resolves itself upwards, that the move should be a strong one.

[gsands] 12/3/2008 16:58

Yes - I agree. I am very happy with the management of this fund and so I intend to add to my position here as time goes by.

The world, it is a changing:

[gsands] 12/3/2008 15:25

Still performing well given the wider market turmoil.

Hopefully the market can sustain this rally which began yesterday off this double bottom:

[gsands] 27/2/2008 21:00

Nice day for AMSC

[gsands] 22/2/2008 08:49

A lot of familiar names in the GAAEX holdings list:

[gsands] 22/2/2008 08:44

Thanks RD.

For those who missed yesterdays Working Lunch, you can see the piece on Alternative technology funds if you fast forward to 24.3 minutes on this video (wait for the intro to play out)

[gsands] 21/2/2008 21:09

RD, do you have any info on the Guiness fund?

[gsands] 21/2/2008 17:39

To any lurking DEA's, surveyors or HIP providers:

I have just listed this very useful drawing aid on eBay. I use one myself and it is very handy.
Take a look:




Very sorry to everyone else for the off-topic.

[john hampton] 21/2/2008 15:58

Thanks G Sands, I'll have a few of these. But I'm still keen on a major turnaround on (PEC)

[asparks] 21/2/2008 15:28

MT - views on ECWC please?

[m.t.glass] 21/2/2008 14:59

Eco stocks inevitably include some adventurous cutting edge companies, some of whom will crash. Such moments tend to briefly knock sentiment throughout the sector, generating useful price dips in the ones that are OK. As long as investors can identify which ones those are ;o)

I am not always impressed by the lists of stocks that fund managers rope into their green portfolios - both from the questionable degree of greenness, and from the sheer riskiness of the selected companies!

[gsands] 21/2/2008 14:24

This week on BBC's Working Lunch there has been a feature on renewable energy technologies, starting with solar power on Mondays episode.

Very interesting for investors like us who are believers in the renewable energy revolution.

All the episodes are archived on BBC's iPlayer website:



A must see for all MNE holders and other renewable technolgy investors.

[gsands] 21/2/2008 14:23

This week on BBC's Working Lunch there has been a feature on renewable energy technologies, starting with solar power on Mondays episode.

Very interesting for investors like us who are believers in the renewable energy revolution.

All the episodes are archived on BBC's iPlayer website:



A must see for all MNE holders and other renewable technolgy investors.

[gsands] 20/2/2008 09:31

Looks like the alternative energy 'penny' has dropped for Carver:

[gsands] 19/2/2008 08:14

HW,

When I looked at the holdings list for JGC it wasn't for me. Not pure enough. It's got bus companies etc in there.

I'd be interested to know what ECWC was holding. Bit nervous about the reference to hedge funds and long/short plays. A different animal to MNE. Will have to dig deeper.

[hoggetwood] 18/2/2008 23:17

GS. JGC isn't as volatile as it looks, when you note the scale. But that cuts both ways... Probably not exciting enough for me, and in any case the chart's not very inviting. But ECWC is another matter. Quite strongly geared, but looks tempting. Less US involvement than MNE. Not much photovoltaics, I'm guessing.