A Look At Solar Stocks And How Much Lower They Will Go (Part 1) [View article]
If massive power plant tenders stop forcing fossil fuel base in deserts , the solar stocks could see a big market open.
I spent considerable time on contract with Shec Energy, a Canadian CSP and storage innovator. I was seeking power purchase agreements in order to build a very profitable solar farm. I was amazed how politics effectively barred renewables from bidding on billion dollar tenders, even though Shec's solar would come in at a much lower cost than oil and just slightly higher than coal. Shec is a game changer about 6 months away from commercialization and selling shares to accredited investors. Worth doing DD.
Silver Is Once Again Beginning A Run Up [View article]
Does not a Greek default + chaos and fear and a rush to PMs, gold and silver included and a higher dollar? Does silvers save haven ability not counter it's potential losses from lessened commercial uses?
Solar And The Boom-Bust-Boom Of Technology Markets [View article]
Hi Dana, Shec has been in the trenches for sixteen years and appears to be about 6 months from going commercial. For any investor willing to do DD, the ROI opportunity is in the range of 10-30 X in three to five years. Engineers make the popular investor class for the company. If any of the three major advances claimed are for real, it is hard to imagine the market can ignore such innovations. Disclosure: Shec Energy is my largest holding.
Implications Of Venezuelan Gold Repatriation [View article]
Chavez saw that the west can simply declare any suddenly appearing rebels the ligit government - and seize any foreign held assets they want, anytime they want. This way, if the gold is in Venezuela, it's fate will be decided in the country.
Solar And The Boom-Bust-Boom Of Technology Markets [View article]
Canada's SHEC ENERGY reports patenting an number of inventions in utility scale concentrated solar thermal power and storage that when scaled up, represent a major reduction in costs per KW hour and would be disruptive to the CSP industry. SHEC reports a rapid manufacturing process that is at least eight times faster than the fastest parabolic mirror forming methodology.
SHEC's main breakthrough is a solar beam receiver that can process heat over 825 degrees C and is likely the only such technology in the world, having an emissivity loss of only about 2%. (parabolic trough technology is about 55% loss)
SHEC has a proprietary liquid that can store heat at 850 degrees C (conventional medium molten salt is only at 560 degrees or lower) with implications for baseload power and increased turbine efficiencies.
SHEC ENERGY has an MOU with Sweden's Cleanergy to build waterless (no steam turbine needed)solar sterling engines which can make PV obsolete. Swedens’ Cleanergy has an order for 10,000 solar sterling engines that can be made with SHEC’s receiver. Efficiency conversion rate is about 32% or about double that of typical PV tech. SHEC ENERGY is a private company engaged in a funding round at this time. SHEC ENERGY was selected to participate in the Obama administrations solar trade mission to India in 2009 and has solar farm MOU’s in the region dependent on completing the integrated pilot plant. There is an MOU being negotiated with a South African jurisdiction to build a solar farm up to 500 MW. Germany ( after a due diligence visit to SHEC’s lab)has offered a $40,000,000.00 grant to build a parts factory there , but this requires matching funds. There are a number of applications for these technologies including utility and village scale power both, efficient energy storage, hot water, air conditioning, industrial heat for smelters and any remote power needs where there is no grid connection. Institutional funders are waiting in the wings for the next integrated technology pilot to be completed (by end of the year at this rate imo) at which point parts factories can be built and literally billions of dollars worth of projects capitalized. Imho this company is worth doing DD on. shecenergy.com
Swiss Franc Takes Its Last Stand Against The Ultimate Safety Of Gold [View article]
RE “SNB will buy higher-quality eurozone government bonds as a result of its intervention, countering the ECB’s own action in bond markets to help weaker members of Europe’s monetary union--notably Italy.” How does that *counter* ECB bond buys? Off the top I would think this augments what the ECB is doing. Can anyone explain to this newbie what the heck is going on?
Time For Some Sunshine For Canadian Solar Shareholders [View article]
Shec Energy shecenergy.com is a Canadian game changer in CSP and storage. The private company is selling shares to accredited investors likely for at least another quarter.
Is The Solar Sector Facing An Eclipse? [View article]
A shareholder website designer was gung ho. The company imho is worth doing some DD on. They were selected to participate in the Obama administrations solar trade mission to India in 2009 and the *hype* can be measured by any competent engineer. Indeed engineers make up the majority of the important investors for this company. While not on the website, Shec has an MOU with Sweden's Cleanergy as is in the process of creating what I believe to be the world's first commercial scale solar sterling engine. There is also a $40 M grant offer from Germany ( who did DD and sent their engineer to Saskatoon) to set up a parts plant in Germany. This requires matching private capital, which should be no problem once the work on the PPA's is done and a deal signed or the first large order from Cleanergy is in. My best guess is that an order for 10,000 solar sterling units should be had in January with a good profit margin. What excites me about this is that the water problem for CSP in deserts is gone and off grid villages with no power suddenly become customers for a technology much more efficient than the best PV out there - with a novel baseload power and storage solution for larger centres.
Is The Solar Sector Facing An Eclipse? [View article]
There is a paradigm shift in CSP and storage. Shec Energy, a Canadian innovator is accepting accredited investment, likely until the end of the year. The technology collects and processes heat in the 850 degrees C range, compared to molten salt at 560 degrees C max. shecenergy.com
The author is another idiot that puts zero value on the lives lost to cancer as chemicals leach into local communities from TAR sands operations. Big oil has gouged the tax payer in Canada for billions of dollars in corporate welfare subsidies to operate in the tar sands while at once getting dirt cheap royalty rates compared to any sane country. The Conservative government in Canada keeps the pork coming to oilcos so donations to the Conservative party can keep rolling in, again, mostly subsidized by the majority of tax payer who voted against the Conservatives. To reduce embarrassment, the Conservatives have slashed hundreds of jobs from Environment Canada and fired whistle blowers. the Cons are the same crowd that blocked the electric car from operating in Canada for years to protect oilcos and gasoline makers.
The Harbin Land Shuffle: A Classic Bait And Switch [View article]
Why You Should Stay Away From Silver [View article]
A Look At Solar Stocks And How Much Lower They Will Go (Part 1) [View article]
I spent considerable time on contract with Shec Energy, a Canadian CSP and storage innovator. I was seeking power purchase agreements in order to build a very profitable solar farm.
I was amazed how politics effectively barred renewables from bidding on billion dollar tenders, even though Shec's solar would come in at a much lower cost than oil and just slightly higher than coal. Shec is a game changer about 6 months away from commercialization and selling shares to accredited investors. Worth doing DD.
http://bit.ly/rs0O9H
Mining Companies Not The Best Way To Bet On Silver [View article]
Silver Is Once Again Beginning A Run Up [View article]
Does silvers save haven ability not counter it's potential losses from lessened commercial uses?
Is there any material on this balance issue?
IMUC's Pipeline Update Provides Key Notes And Catalysts For The Future [View article]
Solar And The Boom-Bust-Boom Of Technology Markets [View article]
Shec has been in the trenches for sixteen years and appears to be about 6 months from going commercial. For any investor willing to do DD, the ROI opportunity is in the range of 10-30 X in three to five years.
Engineers make the popular investor class for the company. If any of the three major advances claimed are for real, it is hard to imagine the market can ignore such innovations.
Disclosure: Shec Energy is my largest holding.
Implications Of Venezuelan Gold Repatriation [View article]
This way, if the gold is in Venezuela, it's fate will be decided in the country.
Solar And The Boom-Bust-Boom Of Technology Markets [View article]
SHEC's main breakthrough is a solar beam receiver that can process heat over 825 degrees C and is likely the only such technology in the world, having an emissivity loss of only about 2%. (parabolic trough technology is about 55% loss)
SHEC has a proprietary liquid that can store heat at 850 degrees C (conventional medium molten salt is only at 560 degrees or lower) with implications for baseload power and increased turbine efficiencies.
SHEC ENERGY has an MOU with Sweden's Cleanergy to build waterless (no steam turbine needed)solar sterling engines which can make PV obsolete. Swedens’ Cleanergy has an order for 10,000 solar sterling engines that can be made with SHEC’s receiver. Efficiency conversion rate is about 32% or about double that of typical PV tech. SHEC ENERGY is a private company engaged in a funding round at this time.
SHEC ENERGY was selected to participate in the Obama administrations solar trade mission to India in 2009 and has solar farm MOU’s in the region dependent on completing the integrated pilot plant. There is an MOU being negotiated with a South African jurisdiction to build a solar farm up to 500 MW.
Germany ( after a due diligence visit to SHEC’s lab)has offered a $40,000,000.00 grant to build a parts factory there , but this requires matching funds. There are a number of applications for these technologies including utility and village scale power both, efficient energy storage, hot water, air conditioning, industrial heat for smelters and any remote power needs where there is no grid connection. Institutional funders are waiting in the wings for the next integrated technology pilot to be completed (by end of the year at this rate imo) at which point parts factories can be built and literally billions of dollars worth of projects capitalized. Imho this company is worth doing DD on.
shecenergy.com
Swiss Franc Takes Its Last Stand Against The Ultimate Safety Of Gold [View article]
How does that *counter* ECB bond buys? Off the top I would think this augments what the ECB is doing. Can anyone explain to this newbie what the heck is going on?
Time For Some Sunshine For Canadian Solar Shareholders [View article]
Is The Solar Sector Facing An Eclipse? [View article]
Is The Solar Sector Facing An Eclipse? [View article]
Is The Solar Sector Facing An Eclipse? [View article]
shecenergy.com
Disclosure: Long Shec Energy
Oil And The Canadian Dollar [View article]