Piggybank

My Top 5 Alternative Energy Stocks - and 10 Honorable Mentions

1MW turbine's are small stake's compaared to vestas 3.5MW turbine's, the 4.5MW turbine's gamesa is developing, and the 5MW giants that Repower and Suzlon are putting out. And i'm not complaining on the profit im pulling in on wind turbine stocks in Europe.

That the turbine's cant be produced fast enough is because demand is so damn high, sure it takes some time to builmd them, but the wind turbine company's are expanding fast, and even at their rate Vestas is expecting the shortage to stay for a few years. All the more profit for them though. Vestas shot up 15% on last earnings, a week ago. Maybe you should consider Gamesa's earnings on thursday 15th of may.

I know some pretty hefty wind farms in development in Europe going over the 1 gigawatt total output, and even if it takes some space, there is always room in the sea. In the meantime takeovers in this sector are coman, Just recently European utility company SUEZ took over the largest wind farm in America, and Vestas is expanding in USA with a new factory.

Anyway, Andrew wanted to talk solar. Then again clearly he doesn't like any of the European Solar company's neither. this aint new on Seekingalpha, but Europe is well ahead in this sector and you would think that would be important in the grand sheme of things. Most of my solar investments are in renewable energy corp and Q-cells anyway. hey get MY honourable mention atleast.

As to the stocks listed. i have a small position left in ASTI, for reasons of their product, though i cant be all to happy about the stock dillution, lets hope they get really forward with that capital. I hav a large investment though in the bottom listed stock, 5N plus or VNP.TO, the "safe way" to play FSLR, but a company that has many strong advantage's in other fields to. Otherwise i stay somewhat out of the USA, don't like the dollar to much yet. I am following some wind farmers and own a position in NCEN.OB. A few more small positions in USA, but thats for an other topic.

Cleantech "Power 10" Ranking (Vol. I)

@quick, i mentioned above my list that it was incomplete. That shouldn't surprize, if i would list every uttility firm that owns some wind farms the the list would be endless, let alone listing all side bussiness with it to.

Oh and i don't think US investors are unsophisticated.

Cleantech "Power 10" Ranking (Vol. I)

@Pelusin:

I mainly invest in Europe, home turf. I have positions in quite a few turbine manufacturers, i order of size f position now, it's Repower (5MW turbine's), Vestas (up to 3.5MW turbine's, probably developing better ones), Gamesa (3MW turbine's but developing a 4.5MW to 5MW turbine) and nordex AG. I have a position in Greentech energy systems and EDF energys novelle as windfarmers, used to own Air energy as windfarmer before it got taken over.

I have few american stocks in general. I do have a fair position in nacel energy (NCEN.ob) a wind farmer with a fairly ambitious growth plan. Watching AAER.inc as it has been flying up lately. Also hanson transmissions, though i would like to buy them cheaper. Iberdrola also on my watchlist.

And i got good hopes for all these stocks. Been in most turbine manufacturers since 2006 so i got ample green there. hey are good long term investments if one has patience.

Cleantech "Power 10" Ranking (Vol. I)

Wind is better IMO. Saying off the bat that solar will outperform wind in, ... lets throw a dart at the calender ... 5 years is simply speculation, and 2010 is not in 5 years, neither 2-3, its 1.5 years, better keep it to 1 throw with the dart.
I think in the end solar will be better in some places, and for some reasons, but that wind will also be better at other certain locations.

Wind also improves in effeciancy and costs over years like solar. From my (european sources) wind energy is to reach grid parity in 2013 and solar in 2015.

But most of the developed world is in the north where the sun shines somewhat less and wind is somewhat more present.

I am interrested in Jack yetivs reason to guarantee why solar will be cheaper i 5 years than wind energy.

I am in agreement with solar watchers sting towards the poster claiming sharp as the largest solar company. Q-cells is bigger in solar cells ad even the isn't the largest solar company, though as european i have a fair share in Q-cells and i easily find it the most interresting company in the whol solar space, and it really surprizes me that so few is said about it, hence why i symphatize with solars watchers reaction, its like European renewable company's are not to be taled about here, anti-european bias?

Besides, the largest solar company is Renewable energy corp (REC) a Norwegian company.

@ Pelusin, here is a (incomplete) list of wind energy company's:

Wind turbine manufacturers (pure play) (often turbine manufacturers also opperate windfarms)

- Vestas wind systems VWS.CO (copenhagen listing)
- Gamesa tecnologica GAM.MC (Spain listing)
- Nordex Ag NDXGK.DE (German listing)
- Repower RPWGN.DE (German listing)
- Suzlon energy SUZL.NS (India listing)
- Clipper windpower CWP.L (Londen)
- Windflow Technology Ltd WTL.NZ (New Zeeland)
- AAER INC AAE.V (canada)

non pure play turbine manufacturers

- General electric GE (USA)
- Trinity TRN (USA)
- Siemens SI (GERMANY)

Wind farmers (pureplay)

- Greentech Energy Systems GES.CO (denmark)
- Air energy AIR.BR (belgian, taken over)
- Indowind Energy Limited INWI.NS (india)
- Japan Wind Development Co Ltd 2766.T
- Western Wind Energy Corp WND.V (USA)
- EDF Energies Nouvelles Group EEN.PA
- Nacel Energy Corp NCEN.OB (USA)

Others/mixed

Tower Tech Holdings Inc TWRT.OB
Plambeck Neue Energien AG PNEGnk.DE
Iberdrola SA IBR.MC
Hansen transmissions, gearboxes HSNT.L
Renewable Energy Generation Ltd RERWE.L
Cleanfield Alternative Energy AIR.V
Americas Wind Energy AWNE.OB
Composite Technology Corp CPTC.OB
FPL Group Inc FPL
GreenHunter Energy Inc GRH
Novera Energy Ltd NOEN.L
Greenwind Power Corp GWDP.PK
Mass Megawatts Wind Power Inc MMGW.OB
NaiKun Wind Energy Group Inc NKW.V
Sea Breeze Power Corp SBX.V

I would be very quick in researching the american pure play wind energy company's, some of them have made stellar gains the last months. Expect wind energy to be the next hot thing and solar falling a bit to the background, hey Cramer just got started covering wind energy.