Launching Green Growth: Boost Your Portfolio With Hydrogen And Renewables

Summary

• Today I launch Green Growth in Seeking Alpha's Marketplace.
• The service provides an actionable portfolio of hydrogen and renewable energy stocks. The U.S. and the world are covered.
• Green Growth Ideas lists more than 50 stocks in hydrogen, solar and renewable infrastructure with actionable intel you can browse yourself.
• Green Growth's ideas are supported by extensive and exclusive research. It's an extension to articles with a convenient portfolio, a browsable ideas tool, and a live chat room.
• Discover what Green Growth means for your portfolio.

Photo by Galeanu Mihai/iStock via Getty Images

Editors' note: This article is meant to introduce the new Marketplace service from Enterprising Investors, Green Growth.

Allow me to introduce Green Growth, the new marketplace service about hydrogen and renewable energy. I believe this is a sector everyone should have in a portfolio.

If you're in a rush and don't want to read the whole story, just go to the Green Growth page and sign up (there is a two-week free trial). You'll find a portfolio of my best ideas thoroughly researched, actionable information about renewable investments, and a live chat room.

Key Features Of Green Growth

• The Green Growth Portfolio with my best ideas. I'm personally long on all stocks of the portfolio.
• The Ideas List with 50-plus stocks in hydrogen and renewable energy to browse yourself. All stocks are detailed with valuation ratios and financials. They get a rating after a thorough review.
• The chat room offers a place to brew new ideas and discuss possible investments in the fast-growing sector of renewables.

Specialized In Renewables

I know the ins and outs of the renewable energy space. It's important to know what companies are doing, how their management performs, and if they have a technological advantage. There are vast growth opportunities without a doubt, but only the best companies will use them correctly and turn the opportunity into a profit.

I combine classic valuation methods with a long-term view and thorough analysis of the profitability. The growth pace, accessible market, and valuation all matter when considering a stock.

Hydrogen and renewables for everyone

The world is transitioning from coal, oil, and gas to renewable energy from solar, wind, and hydro energy. The traditional energy sources will run out at some point which puts a limit on their use.

Renewable energy became the economically sensible choice. Fast learning curves decreased the cost price of solar and wind energy. The same is happening for energy storage. Batteries are becoming more cheap thanks to innovation and increased scale. We're only at the beginning of the transition. Solar and wind are mature technologies that are cheap enough to be deployed on a large scale. This opens up possibilities for large solar companies like JinkoSolar (JKS).

Renewable infrastructure companies like Brookfield Renewable Partners (BEP) profit from this trend as well. They're steadily growing their assets while paying out a dividend.

Hydrogen is the next step in renewable energy. It's an energy carrier that can be used to store excess energy. A lot of hydrogen production is still gas based and not clean. The transition to green hydrogen will take a lot of time and capital. It signifies a massive opportunity over the next couple of decades.

This opens up new markets that attract existing companies like Linde (LIN) and Air Products and Chemicals (APD). There're also a lot of small companies profiting from the hydrogen boom.

The investments in renewable energy don't exclude other investments. I'm aware that oil and gas will stay around for several reasons. Renewable energy offers a more interesting long-term growth path. There's a large push for more electricity usage which further supports this.

Use The Renewables Correction To Your Advantage

After a great run in 2020, renewables corrected more than 20% from the peak in January. This is a good time to diversify your portfolio with the right stocks. Hydrogen and renewable energy have a growth path paved out over the next couple of decades. This is an opportunity you don't want to miss.

Subscribe To Green Growth And Get:

• The Green Growth Portfolio with my best ideas. Both US stocks and the rest of the world are covered.
• The Green Growth Ideas list offers oversight of the investable hydrogen and renewable energy universe. You can easily browse this tool to discover hydrogen and renewable energy stocks.
• Individual stock coverage of the stocks on the portfolio. You can see why I'm bullish on these specific stocks in detail.
• Coverage of the hydrogen sector with a focus on the most interesting and profitable stocks.
• Renewable energy investments are thoroughly reviewed and dissected. The best ideas get exclusive coverage on Green Growth.
• Meet other members of Green Growth in the private group chat. I'm directly available in the chat for questions. Exchange thoughts with like-minded investors.

Join Green Growth today and explore the portfolio.

Portfolio Built Up From Scratch

The green growth portfolio is built from scratch with my current best investment ideas in the renewable energy space. The portfolio represents the top stocks of this moment. Stocks will be evaluated as targets are reached. I'll remove stocks from the portfolio if the stock price becomes overvalued or if the investment case doesn't apply anymore.

Every stock in the portfolio gets a clear explanation of why it's added. I'll also include the risks of the stocks and possible catalysts that can move the stock price.

The portfolio will range from more stable infrastructure stocks like Clearway Energy (CWEN) to small-cap companies with high-growth potential like Fusion Fuel (HTOO).

There's a group of starter stocks on the portfolio. In the next month, I expect to have a portfolio of 10-plus stocks. This fluctuates depending on opportunities that emerge. These are my top ideas.

I'm long on every stock in the portfolio. This can be your renewable investment portfolio within a larger portfolio.

Explore Stocks With The Green Growth Ideas List

The tool to explore the investable universe allows you to compare stocks yourself. The Green Growth Ideas list is complete with 50-plus stocks to discover. It will only gradually change as new stocks enter the market. The sheet is updated daily. It offers quick oversight with all relevant ratios and clear descriptions of the companies. I wrote articles about the hydrogen sector and solar sector. I expect to add an overview of renewable infrastructure soon.

Come Chat With Me And Like-Minded Investors

At Green Growth the chat room will be an easy way to get immediate answers to questions and opportunities. The community of investors can propose stocks to research and add to the investable universe.

About Me

I'm an investor passionate about finding long-term opportunities in the green energy sector. I concentrate on the renewable energy sector and hydrogen. I firmly believe the growth possibility is huge.

It all started with doing investments in the renewable energy sector for my own portfolio. I had a lot of success and started doing more research about similar investments. I discovered a sector where it's important to distinguish hype from growth. That's why I started covering hydrogen and renewable energy investments on Seeking Alpha. The success of these articles led to the idea of launching a specific service.

To Sum Up Green Growth:

• Portfolio of my best ideas convenient to follow.
• The portfolio is continuously monitored and frequently changed.
• Backed with extensive research.
• The Green Growth Ideas List of hydrogen and renewable energy stocks.
• On live chat, I will foster discussions around renewable investment ideas.

A Unique Opportunity Now

Early bird subscribers get the opportunity to get a 20% extra discount on the yearly subscription price. The launch price of $249 annual (equals $20.75 monthly) is only for the first 10 subscribers. If you prefer monthly, the price is $39. You always get the two-week free trial before you pay anything. Subscribe here today!

Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.

Analyst’s Disclosure: I am/we are long HTOO, CWEN. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Comments

[DartThrowing]

I'm grabbing onto the Clean Energy Thematic band wagon. I'm long and holding PBW, LIT, BATT. Hope to learn from your future articles!
Very well written!! I'm a new follower!

[Enterprising Investors]

@DartThrowing Thank you and have a nice weekend!

[Another Mountain's Rock Investing]

@DartThrowing how do you like ERTH?

[Davewmart]

Here is an early stage investible company which economises on land use for solar:

tubesolar.de/...

And:

www.en-former.com/...

And:

www.investegate.co.uk/...

' Augsburg, March 24, 2020 - TubeSolar AG is an innovative manufacturer of robust thin-film tubes for solar energy generation. As a spin-off, TubeSolar has taken over the laboratory production and patents of OSRAM/LEDVANCE in Augsburg. Since February 14, 2020, a total of 10 million no-par bearer shares (unit shares) of the company have been admitted for trading in the open market on the Düsseldorf Stock Exchange. The initial price at start of listing was set at 1.80 euros. The share is currently traded at prices around 4.00 euros. The market capitalization is thus approx. 40 million euros.

TubeSolar AG has been using the acquired worldwide patented technology from OSRAM/LEDVANCE since 2019 to manufacture photovoltaic thin-film tubes that are assembled into modules. The modules consist of robust, environmentally sealed glass tubes with integrated flexible thin-film solar cells (CIGS). Due to their unique properties, in particular their low weight, their continuity for light/water, low wind load and high weather resistance, they represent a new, innovative solution for the photovoltaic market.

The initial focus is on applications in agriculture (agro-photovoltaics). By roofing agricultural areas, they can be used for agriculture and additionally for solar energy generation. This opens up a double source of income. This efficient and profitable way of double cultivation can only be implemented insufficiently with conventional photovoltaic collectors. Another advantage of the TubeSolar modules, besides the simple and cost-effective installation, is the partial shading, which protects the plants from solar radiation and reduces the water demand in dry regions.
'

The competition is bifacial panels to economise on land use:

www.en-former.com/...

[SMRT]

@Davewmart TubeSolar looks very interesting.

[Chris Lau]

I wrote a "clean energy bubble pop" a while back, which is at polar opposites to your marketplace. I wish you well and look forward to your coverage on the sector. Arguments need two sides and your service will provide it.
Welcome!

[Enterprising Investors]

@Chris Lau Thank you! I'm glad to provide a different opinion.
The clean energy growth attracted a lot of new investors to the stock market. Some companies are overvalued, there are attractive opportunities as well.

[Davewmart]

I will duplicate a post I made today as it is directly relevant to this discussion:

'I think many engineering problems follow an 80:20 rule, where eliminating 80% of the problem can be done at good cost, and the remaining 20% can be costly and tough to do.

So for renewables on pgs 36 & 38:

www.energy-transitions.org/...

' Even at current cost levels, new renewable electricity is cheaper than new coal or gas plants in countries representing 76% of GDP and 90% of current electricity generation43 [Exhibit 2.5] and this advantage will increase and spread to other countries over the next decade. By 2025 or sooner, BloombergNEF expect that solar will outcompete coal in the Philippines, Vietnam, Malaysia and Indonesia.44 In many countries, furthermore, new wind and solar is already cheaper than the marginal cost of running some existing coal or gas plants, and this advantage will also spread and grow over time.45 In both India and China for instance, BloombergNEF shows that new build solar and wind are already in part competitive with some existing coal plants [Exhibit 2.6].'

****

' It is therefore clear that VRE can and should play a dominant role in electricity decarbonisation in almost all countries, and has the potential to deliver bulk electricity cheaper (and in some cases far cheaper) than current fossil fuel-based systems.In addition, there can be a significant role for other zero-carbon sources.'

And page 39:

' As renewables get ever cheaper, the critical question is no longer the relative cost of renewable versus fossil fuel-based generation, but the feasibility and cost of running systems with an increasing percentage of VRE. Running such systems will require the application of new technologies and approaches to system operation, supported by appropriate power market design. Provided those enablers are in place, it will be feasible and cost-effective to run power systems with VRE penetration rates as high as 75% to 90%. '

So the tough bits like grid balancing etc can be covered by otherwise stranded fossil fuel generation in an interim transition period.'

The bottom line is that the cost of new renewables is dropping below the cost of continuing to run coal or gas generation, and so there is increasingly heavy incentive to substitute them, ambitions for climate neutrality aside.

[Another Mountain's Rock Investing]

Best of luck with your service. You need help with research? Most of my coverage is green tech so let me know.

[Enterprising Investors]

@another Mountain's Rock Investing Thanks! Green tech needs a lot of coverage!