Hydrogen/Clean energy projects for 2021

It’s also important to note the different type of stocks in the sector. There are some stocks with further potential for high growth like Ceres, ITM, etc (DYOR), but some of the stocks are income generating, like TRIG, Greencoat etc. and you won’t see explosive growth in stock price here…

For my own ESG considerations and for diversification I like to have a bit of all of the above.

I think a much overlooked sector is energy from waste. For that reason I think two companies to watch in this space are Simec Atlantis and Powerhouse Energy…

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I like ITM and you can’t go wrong with INRG for exposure across the renewables industry as a whole.

It’s been interesting to note that the UK has produced a couple of new green energy trusts in the last couple of months.

Not sure what it is about the UK and energy trusts?

The likes of Johnson Matthey JMAT, Lindel LIN, Brookfield Renewable Partners BEP-BEPC, BP, Royal Dutch Shell RDSB and etc. These amongst others will involved in the hydrogen market and could be considered.

This is Canadian but a really good prospect.

I think my play here is the clean energy ETF as there are so many companies that I find it difficult to work out the duds from the gems

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More good news for AFC

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Nice, thanks for this. Been hovering over AFC for a little while now.

Currently holding a nice chunk of INRG and Ceres that I got in July. Definitely considering ITM and $CWEN has my attention.

$TPIC is surging currently. They make the actual blades for the wind farms, so handy for mixing up your investments with the actual nuts and bolts of what’s already established alongside the newer Hyrdo research/development companies.

I’m new to all this. What is $TPIC

Its the ticker symbol for the company TPI Composites. They are a leading wind Turbine blade maker, they also make some composite vehicle parts. $TPIC is basically a short version for listing and the dollar signifies its a US stock

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Thank you for that. I to have invested in green energy.

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Oil-Rich Abu Dhabi Targets Hydrogen as Future Export Fuel

https://www.bloomberg.com/news/articles/2021-01-17/oil-rich-abu-dhabi-targets-hydrogen-as-fuel-for-future-export

Hydrogen Breaks Through as the Hottest Thing in Green Energy

https://www.bloomberg.com/news/articles/2020-09-24/how-hydrogen-became-the-hottest-thing-in-green-energy-quicktake

There must be a good reason why people with more knowledge and money than me are backing moving liquid hydrogen around instead of liquid ammonia but I don’t know what it is yet! I’m going to keep digging though.

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Because hydrogen is better developed at the present time (and has some advantages over ammonia eg most of the ammonia fuel cells seem to be focused on larger transport needs such as shipping).

This is a reasonable summary of some of the reasons H2 and NH3 – the Perfect Marriage in a Carbon-free Society - Features - The Chemical Engineer

Hi I’m new to this what does AFC, ITM, $TPIC etc mean please?

They are short names for stocks, also known as tickers. When a company lists on a public exchange they get one, and they usually start with currency denomination.

£AFC = AFC Energy :deciduous_tree: (AFC)
£ITM = ITM Power (ITM) :battery: :fog: - Share Chat
$TPIC = TPI Composites

You can usually google just the ticker like “$PLUG” and google will show you a summary of the stock info.

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I have to say I’m a bit optimistic about the green platforms!! As most uk have rocketed in the last few weeks… Will they grow anymore or is it worth waiting for them to dip again… is the general con census that they will grow as much? Curious to see views as a newbie in stocks!!

There is a lot of future value already priced in. If you look at what the stocks have done in the last 12 months, this in no way reflects what the businesses have achieved in the same time frame.
That said, hydrogen is really just in its infancy, it has a long way to go.

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I was reading this article today. I think that would be an interesting read.

I don’t know if it would be necessary to subscribe to gain access. I didn’t need it.

Bom bear thanks for the help.

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