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AEI NEWSLETTER ISSUE 10:

22nd - 29th June 2007

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The aim of this weekly newsletter is to complement the news-based website, with a primary focus on price-based information over the previous week and to advise of forthcoming company announcements (see bottom).

Winners and losers: 22nd - 29th June 2007

THE WINNERS

1. DayStar Technologies +39.07%

On 26th June, Daystar jumped on news that it may have secured a $25m cash infusion to construct a 25 MW production line in Santa Clara. DayStar makes copper indium gallium selenide cells, or CIGS, a thin-film flexible solar cell that can bend. Of critical interest to investors was that GE has identified DayStar as a potential vendor for a DoE multi-million dollar funded solar cell research programme.

2. Ceres Power +25.68%

Ceres Power, a product development company specialising in small scale distributed power generation using intermediate temperature solid oxide fuel cells is very closer to a full commercial rollout of its product and already has commercial development programmes in place with British Gas and EDF.

3. Hoku Scientific +23.23%

Hoku Scientific announced on June 24th that they would remain in Hawaii despite its plan to sell its solar module manufacturing facility in Kapolei. The company plans instead to buy modules from other contractors, eliminating the need for a factory in Kapolei whilst realising a real estate gain from the sale of Kapolei.

4. Petratherm +22.55%

Petratherm appears to be still riding the wave of investor interest in Australian geothermal stocks, following strong political backing from the Australian Opposition leader, Kevin Rudd. More recently, they can point to a new venture outside of Australia in the Canary Islands using their technology.

5. Roth & Rau AG +20.91%

Roth & Rau AG can point to a five-fold increase in orders for the first 5 months of 2007, compared to the year before. Roth & Rau's photovoltaic business focuses on providing antireflective coating facilities for crystalline silicon solar cells. With a global market share (excluding Japan) of around 60 %, Roth & Rau can claim to be the global market leader in this area.

THE LOSERS

1. Biofuels Corp -52.85%

Biofuels Corp are very close to throwing the towel in. On June 26th, the company announced that it faced "unavoidable" bankruptcy without a massive financial overhaul. The company is set to delist on the 2nd of August.

2. Cosan SA -11.94%

Cosan SA, a refiner of sugar and ethanol from sugarcane which it also cultivates and harvests, may be party to some investor concern about a possible bubble in Brazilian ethanol.

3. Catalytica Energy Systems -11.11%

CES develops fuel processing systems for fuel cell applications in stationary, auxiliary, and back-up power applications. They have also recently become involved in a joint biomass power venture.

4. Solar² AG -9.35%

Solar2 AG - pronounced as "solar squared" in English or "solar hoch zwei" in German - is unusually a supplier and installer of solar thermal and solar pv systems.

5. Voller Energy -8.16%

Voller Energy, a microcap fuel cell stock, has just started sea trials for its 1 KW fuel cell for yachts.

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FORTHCOMING COMPANY DATES

COMPANY - Action - Effective Dates mm/dd/yyyy)

ECO SECURITIES EQUITY OFFERING 07/03/2007

CHINA BIODIESEL CASH DIVIDEND 07/04/2007

KUALA LUMPUR KEPONG CASH DIVIDEND 07/12/2007

MEDIS TECHNOLOGIES CORPORATE MEETING07/17/2007

MOTECH INDUSTRIES CORPORATE MEETING 07/17/2007

SUZLON ENERGY CORPORATE MEETING 07/25/2007

EVERGREEN SOLAR CORPORATE MEETING 07/25/2007



Questions, comments?

Please send an email to dan@altenergyinvestor.org

Dan Lewis, Editor.

 

AEI YTD Key Indicators

29th Dec 2006 - 29th June 2007

Oil WTI $61.06 - $70.69 up 15.77%

ECX Carbon Dec '08 EUR: 18.25 - 22.29 up 22.14%

CCX Carbon Vintage '08 $3.75 - $3.30 - down 12.00%

Wilderhill Clean Energy Index 182.06 - 216.96- up 19.17%

29th June close - Ethanol - CBOT July 2007 - 1.950

29th June close - Corn - CBOT July 2007 - 330-4

Top 5 performing stocks - 2007 YTD to 29th June

1. Geothermal Resources +585.71%

2. Hoku Scientific +312.64%

3. Climate Exchange +257.49%

4. Roth & Rau +229.21%

5. Petratherm +213.04%

 

Bottom 5 losing stocks - 2007 YTD to 29th June

1. Biofuels Corp -81.84%

2. AgCert Intl -74.60%

3. Australian Biodiesel Group -72%

4. Biofutures -71.35%

5. Distributed Energy Systems -63.89%