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The aim of this 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) and IPOs.
Winners
and losers: January 4th
- 11th 2008
THE WINNERS
1.
Sao
Martinho SA +28.08%
Last
week, Raw
Sugar Futures hit a 1 year high and this has encouraged
investors to buy into Brazilian sugar and ethanol
listed companies. Such rising investor interest has
led to Sao Martinho being included
in the IBrX Brazil Index of the Sao Paulo Stock Exchange
(see under News Section) from Jan 2nd - April 30th
2008.
2.
Western
Wind Energy Corp +25.00%
WWEC
only produces 34.5 MW of wind power but has many more
projects in the pipeline due to the ownership of 1000s
of acres of land, zoned and permitted in various degrees
for wind farm development. Late last year, the
company has also been diversifying into solar power
with Solon America Corporation, for a planned development
of 5-40 MW pv in California and 5-40 MW of solar pv
in Ontario, Canada.
3.
Actelios
SpA +22.58%
Actelios
has recently diversified - albeit on a minor scale
- out of waste gas and biomass-fuelled power plants
into a 1
MW solar power plant. Actelios represents an Italian
play on Europe's high and demanding renewable energy
targets.
4.
Japan Wind Development +19.11%
JWD,
a windfarm developer has 100 wind turbines and an
installed base of 148 MW. Since late November, when
Idemitsu
Kosan took a 5.4% stake, there has been a big
recovery in this once very high-flying stock, from
a price of around JPY 200,000 to 300,000 per share.
5.
Finavera
Renewables +14.89%
On
the 8th
January, it was reported by International
Water Power and Dam Construction (and a couple
of weeks earlier elsewhere) that the US Federal Energy
Regulatory Commission (FERC) approved a wave power
project licence for four 250 kw wave energy conversion
buoys - aka the AquaBuOY. They will be deployed at
Makah Bay in Washington State.
THE
LOSERS
1.
Solarfun
Power Holdings
-33.05%
Despite
signing several long-term wafer contracts of late,
Solarfun has had to dampen expectations of polysilicion
supply, anticipating a "significantly
less" amount of polysilicon to be delivered
in 2008 and 2009.
2.
Carnegie
Corp
-27.50%
Since
enjoying a meteoric climb from the beginning of December
until January 4th 2008, Carnegie Corp is coming off
its highs. On the 11th
January, Carnegie made a new issue announcement
for 3 million unlisted options.
3.
Biopetrol
Industries
-26.45%
BI
is suffering hard from the
decline in biodiesel subsidies that started in Germany
at the beginning of the year. Prior to this date,
in
November 2007, they were showing much improved
metrics such as sales up 60%, gross profit up 12.3%
and net income up by more than 28%.
4.
Ceres
Power
-23.26%
CP has had a very volatile 12 months. Not
everyone is convinced that the numbers behind
the claims for this first potential mass market CHP
fuel cell add up. Nevertheless, today, Centrica Plc,
a large gas supplier in the UK, acquired
a 10% stake, leading to a big jump of 32% since
Friday.
5.
China
Sunergy
-22.70%
CS
has just set up an
office in Munich, Germany in order to better exploit
the world's no. 1 solar market. Perhaps the analysts
at Lazard Capital who made a sell recommendation last
November with a
target price of $6 were not wrong - just premature.
The stock closed tonight at $11.62.
___________________________________________________________
FORTHCOMING
COMPANY DATES & IPOS
COMPANY - Effective
Dates (mm/dd/yyyy) - Corporate
Action
SUZLON
ENERGY 01/21/2008
- 5
FOR 1 STOCK SPLIT
XETHANOL
CORP 01/22/2008
- ANNUAL
SHAREHOLDER MEETING
BALLARD
POWER SYSTEMS 01/25/2008
- EXTRAORDINARY
SHAREHOLDER MEETING
KUALA
LUMPUR KEPONG 02/19/2008
- CASH
DIVIDEND
_______________________________________________
FORTHCOMING INITIAL PUBLIC
OFFERINGS
EOLIA RENOVABLES - Q1 2008
OCEANLINX
- 2008
FALCK RENEWABLES
- On the horizon
EVERQ
- On the horizon
_______________________________________________
Questions, comments?
Please send an email to
dan@altenergyinvestor.org
Dan Lewis, Editor. | 