I have owned TNB, TRN for some time based on the need to improve the ele ut infrastructure - the grid. I recently bought into BGC, and through them found CPTC. I like the analysis of William Blair - look to the ACCC market as its primary driver of profit and the wind stuff comes along for the ride. With the opportunity to greatly reduce grid line loss, the ACCC product will be the one to watch. Just think - do nothing but upgrade the transmission wire and the efficency of the entire system greatly improves - it is like adding more generating capacity. This is where the best future for CTPC lies - not in the fickle and speculative wind business.
Eight Wind Energy Related Stocks [View article]