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AEI NEWSLETTER ISSUE 21:

11th January - 1st February 2008

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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 - 1st February 2008

THE WINNERS

1. Ceres Power +21.72%

On the 14th January, Centrica acquired a 9.99% stake in Ceres Power and this was approved by shareholders on the 1st February.

2. Climate Exchange Plc +17.98%

On the 15th January, Climate Exchange was able to report major increases in annual trading volumes on 3 of its exchanges for 2007. The Chicago Climate Exchange was up 123%, the European Climate Exchange up 129% and the Chicago Climate Futures Exchange, up 881%.

3. Emcore Corp +17.69%

On January 23rd, Emcore received additional orders for its concentrated solar photovoltaic components and systems in Spain. Collectively, the order is worth $18m.

4. Medis Technologies +17.68%

MT has had quite a low media profile of late. It has the first mobile fuel cell for consumer use, but I have yet to see let alone hear of anyone using them. The company is working on a hybrid fuel cell system that includes a very small lithium battery in the cable to provide high peaks of power for short bursts of time.

5. Actelios SPA +14.63%

Actelios, an italian waste-to-energy and biomass-fuelled power renewable energy utility, announced on the 11th January, that the Sicilian projects were still awaiting confirmation of the incentivization tariffs.

THE LOSERS

1. Sunopta -53.06%

One of SunOpta's 3 divisions, the Bioprocess Group is involved in processing cellulosic raw materials into ethanol. On the 24th January, indications were provided for 2007 financial results of revenues of slightly over $800m, a 34% increase on 2006.

2. Renewable Energy Corp -41.41%

On Friday 18th January, during a four and a half hour conference call, REC revealed that the proportion of annual revenue spent on expansion costs would be 5% in 2008, compared to 2% in 2007 and that this would result in a lower profit margin.

3. DayStar Technologies -40.35%

DayStar is at least partially suffering from the wider fall out in alternative energy stocks that has been apparent since mid-January. Unlike most solar companies though, despite their cutting edge technology, they have no revenue to show for Q3 2007, marking it out as a highly speculative stock in a volatile sector.

4. Yingli Green Energy -38.65%

On the 15th January, Yingli shares sank following a report by CFRA that the company was offering easy credit to customers, suggesting that the revenue stream was of poor quality.

5. Verbio Vereinigte Bioenergie Intl -35.71%

As I blogged earlier in the year, German biodiesel companies are facing up to much tougher conditions as the nation's biofuel subsidies are phased out. ___________________________________________________________

FORTHCOMING COMPANY DATES & IPOS

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

QUESTAIR TECHNOLOGIES 02/06/2008 - Q1 2008

ENERGY CONVERSION DEVICES 02/07/2008 - Q2 2008

MGP INGREDIENTS 02/07/2008 - Q2 2008

EMCORE CORP 02/07/2008 - Q2 2008

THE ANDERSONS INC 02/07/2008 - Q4 2008

EDF ENERGIES NOUVELLES 02/07/2008 - Q4 2007 SALES/REVENUE

PLUG POWER 02/08/2008 - Q4 2007

GS YUASA 02/12/2008 - Q3 2008

JAPAN WIND DEVELOPMENT 02/13/2008 - C3 2008

THEOLIA 02/13/2008 - FINANCIAL YEAR SALES/REVENUE 2007

FIRST SOLAR 02/13/2008 - Q4 2007

MILLENNIUM CELL 02/13/2008 - Q4 2007

GREEN PLAINS RENEWABLE ENERGY 02/13/2008 - Q4 2007

_______________________________________________

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.

 

AEI YTD Key Indicators

31st Dec 2007 - 1st February 2008

Oil WTI $96.45 (30th Dec.) - 88.97 down 7.76%

ECX Carbon Dec '08 EUR: 22.21(28th Dec.) - 19.22 down 13.46%

CCX Carbon Vintage '08 $1.90 - $2.60 - up 36.84%

Uranium U308 US$/lb $90.00 - $75.00 down 16.67%

Wilderhill Clean Energy Index 288.22 - 232.41 - down 19.36%

1st February close - Ethanol - CBOT March 2008 - 2.100

1st February close - Corn - CBOT March 2008 - 500-4

Top 5 performing stocks - 2008 YTD to 1st February

1. Distributed Energy Systems +40.00%

2. Sao Martinho SA +29.33%

3. Western Wind Energy +20.00%

4. Japan Wind Development +18.29%

5. Mechanical Technology Inc +17.33%

 

Bottom 5 losing stocks - 2008 YTD to 1st February

1. Sunopta -58.05%

2. Solarfun Power Holdings -48.82%

3. Renewable Energy Corp -47.03%

4. Daystar Technologies -45.60%

5. Yingli Green Energy -45.53%