A minor correction to your bit on Ameron (AMN). Ameron does not make wind turbines. It makes the steel towers that wind turbines sit upon. Big difference, but demand for both is growing fast due to increased demand for renewable energy. It manufactures wind towers in Southern California and ships them throughout the West to a number of different wind turbine manufacturers. Some wind turbine mfgs are vertically integrated (make turbine plus the tower) and some are not. This wind tower business has grown from zero to a fairly significant (non-disclosed) number in just a few years. Just setting the record straight.
Charles, Although I don't know a lot about this company (for instance, why is threatened with delisting by Nasdaq), you could add Zoltek (ZOLT) to your "turbines and parts" list, as it makes carbon fiber and you can't make turbine blades as long as a football field without carbon fiber. Gary Holdsworth
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Although I don't know a lot about this company (for instance, why is threatened with delisting by Nasdaq), you could add Zoltek (ZOLT) to your "turbines and parts" list, as it makes carbon fiber and you can't make turbine blades as long as a football field without carbon fiber.
Gary Holdsworth