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Hi again Londoner 7,
Here's the report about the fund we spoke about earlier. FiveT is it's name..
https://www.rechargenews.com/energy-transition/catalytic-billion-euro-hydrogen-fund-led-by-former-air-liquide-vp-launched/2-1-993043
I was picking memories from 8 pages ago so they were slightly fragmented in nature..
Just a few ideas, not of names but technology, the basic energy generation processes still have some interesting things to add to the pot. For example the movement from Niobium magnets to ferrous magnets offer some real benefits, the use of tidal and current sea turbines and kite mechanisms look interesting. But I agree they will become more utilities with steady income streams rather than bounding share prices.
Hi londoner7, thanks for the comprehensive summary. It's hard to find suitable companies in the UK that are publicly traded isn't it? A deep dive into funds that invest in unquoted companies might throw up a suitable fund... although my investment in Woodford Patient Capital didn't work out very well.
The only companies I'm currently invested in that I think meet your conditions are
Invinity Energy Systems
Nexus Infrastructure (sort of)
Velocys.
Velocys may not qualify if Waste to Fuel is too similar to Waste to Energy.
Naturally DYOR applies and, if further caveat is required, I'm currently down 32% on Invinity.
toneman, as a hobby investor I invest in a small number of companies, currently 9. I'm a value investor and like to fully understand the operations of my investments. As an Electronics Engineer I worked on a few leading edge technologies which highlighted to me the difficulties of investing in that area. For that reason I don't directly invest in technology stocks. I have funds which cover those areas.
Which begs the question, why am I looking at ITM?
I am fascinated by the technological activities around clean energy in transport and more generally. Following companies like ITM gives me a good sense of the struggle to find and implement the best solutions for the real world. More so than an article in a science report - it's the engineer in me.
Yesterday, I considered putting 'skin in the game', but my reservations about investing in tech prompted me to consider a more scatter gun approach on the basis that my experience suggests that very few companies will succeed in the space. and by the time those few companies show clear and sustainable progress their valuations are in the stratosphere e.g. Tesla. With that in mind I was considering small investments in say 5-10 UK companies across the space - hence the reason for my post.
I have nothing against wind, solar or waste solutions to energy as investments, but they are established technologies, commodities even. That's why I excluded them.
I thought the same initially, but have bought some of the L&G Hydrogen ETF. Toyota and Daimler there for what may be good reason.. they are both doing Hydrogen.. Its got some good diversification including Doosan Fuel cell... BTW.. does anyone know how Doosan came to do fuel cells? Did they get them from our UK Bab****? ie Doosan Bab****... If so that would have been a terrible move by Bab**** to have sold the crown jewels..
also we have PPS.
londoner7, if you're still there, do you mind if I ask why not wind, solar and waste to energy? Do you already have too much of that or is there an interesting reason to avoid it? Appreciate your feedback.
Hi McBoatFace, thanks for the heads up.
I hadn't considered ETFs. I thought the field too specialised but I guess not. I wen t back a few pages and didn't find a link but found a recent offering from L&G, Hydrogen Economy UCITS exchange traded fund (ETF). No UK companies in the top ten holdings and surprised to find Daimler at the top. I'm not looking to invest in a car manufacturer so not one for me, but you've put me on track for a review of other ETFs.
I thought I might find 5-10 UK companies in the space, but a quick look at the ETF's suggests there are probably 10 times that number based in the US, which prompts a rethink.
Best.
londoner7
Howdy Londoner7
I can't quite remember which prior page but one of the regular posters on this forum put up a new H2 ETF investment along with the link not long ago. See what pies they have their fingers in. Scroll back through our jibberish and you will find it.
Hi, I'd like to know what UK listed companies operate in clean energy technology. I'm not interested in wind, solar or waste to energy, so I guess that leaves Hydrogen, EV and the fuel cell world. Any other technologies?
I have CWR, ITM & AFC Energy.
I appreciate anyone adding to my list, or commenting on wider knowledge of the area.