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Launching Green Growth: Boost Your Portfolio With Hydrogen And Renewables

Enterprising Investors profile picture
Enterprising Investors


  • 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.
Gloeilamp is gelegen op de bodem, en plant groeien. Hernieuwbare energieopwekking is in de toekomst essentieel.
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

This article was written by

Enterprising Investors profile picture
In short: focus on free cash flow growth, GARP, value, thorough analysis, and a lot of common sense. I follow value investing principles and do my research through publicly accessible knowledge. I look for stocks trading below their actual value. Buying at the right time and holding shares for a long time leads to attractive profits. All expressions are my own. I do not represent a company. I cover stocks worldwide, mainly in North America and Europe. All my experience in stock picking comes from reading books and articles. Any investments you would take after a piece or discussions with me are your own responsibility. You should do your own due diligence before an investment.

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.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (10)

DartThrowing profile picture
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 profile picture
@DartThrowing Thank you and have a nice weekend!
Davewmart profile picture
Here is an early stage investible company which economises on land use for solar:






' 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:

SMRT profile picture
@Davewmart TubeSolar looks very interesting.
Chris Lau profile picture
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.
Enterprising Investors profile picture
@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 profile picture
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:


' 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 profile picture
Best of luck with your service. You need help with research? Most of my coverage is green tech so let me know.
Enterprising Investors profile picture
@another Mountain's Rock Investing Thanks! Green tech needs a lot of coverage!
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