Tag Archive | "electric replacing gas"

Electric Investments


Yesterday’s message looked at high voltage investments ideas.

In a moment we’ll see an Ecuador income idea.

First, here are some more electric thoughts about investing in energy.

wind-turbine

Investments in alternate energy can be profitable.  For example in 2006 we introduced the idea of investing in the Vestas Wind Turbine company.  The chart below from finance.yahoo.uk shows that this share has done really well… up four times even after the great 2008 correction.

Vestas-shares

Jyske can buy the VESTAS WIND ADR (VWDRY) of this share for US investors by the way.  Here is a chart from finance.yahoo.com of the ADR since it was introduced.

wind-turbine-chart

Jyske Bank currently has a buy recommendation with the current price of 378.50 Danish kroner  and a target price of 550 Danish kroner. Jyske considers this a HIGH RISK share and says:  Thanks to its market share of about 23% in 2007, Vestas Wind Systems is the world’s largest producer of wind turbines. The company began its production of wind turbines in 1979, and was listed on the stock exchange in 1998. Today Vestas produces and sells wind turbines in sizes from 850 kW to 3.0 MW. The company’s vision is to turn wind into an energy source equal to oil and gas.

They believe the shares are available at an attractive valuation. The company’s streamlining will continue to the benefit the earnings margins and despite the financial crisis, Vestas is facing high growth past 2009, and the management is experienced and strong.

You can get more details from Thomas Fischer at Jyske Global Asset Management at fischer@jgam.com (US investors) or Rene Mathys at Jyske Bank (non US investors) at mathys@jbpb.dk

Yet we must understand that not all alternate energy investments will go well.  See what I mean here.

Of course one malfunction does not mean much… this was just a dramatization… pointing out that we have to invest in a future…that we cannot truly see.

What can we do?

First, we can understand that we may not know the technology but we can know the trends.  Part of the future is in the here and now and we can pick up these trends.

Here are seven trends we can use to reflect upon when looking at new ideas for the future.

Trend #1: The rate of change will increase. This is self evident. Change is speeding up… so new products will not remain “in” as long.  This means bigger is not better. Ian Pierson, a futurist whom I know and respect, said that the value of a company is its idea… less its size and experience.  Fast and small have an advantage now.

Trend #2: The rate of private consumption will grow. From 1884 to 1995 private consumption just about doubled, but increased 25% in the past ten years. This means that the amount of money spent per person will continue to grow. This also means that the amount of discretionary income per person is growing.  There will be more people producing more.

Trend #3: There will be more automation. In the process of automation, mankind supplements muscles first, brains second and feelings third.

Trend #4: Age, gender and wealth are becoming increasingly irrelevant.

Trend #5: There will be a shift of attitude from our brain to heart.

Trend #6: Families will turn more and more of their responsibilities to the market place.

Trend #7: The growth in markets will be for stories, not products.

When looking at new technology… run it past this list.  This will not tell you if the technology is best… but may help you understand if the product fits the trends.

Take electric cars as an example.

We have been thinking about electricity here at the farm for some time as we have great hydro potential.

Mark Owen has been helping us research this and sent us this note about electric cars.

Electric Car Idea

Those readers who were able to get to the final paragraphs of my Electric Bicycle article might remember that I myself wondered what the Electric Bike Industry might lead to. I questioned how the industry could become more mainstream, how could it address safety concerns, convenience, and of course speed. I also pondered the question: “Two wheels or Three?”

Aptera answers “Three.”

electric-car

Aptera

After completing the article I researched a new electric “car” named the Aptera Typ-2e. This is an extraordinary vehicle on many accounts. The reason I italicized the word car when describing this vehicle is that it will be considered a motorcycle by the US government. It has three wheels, two in front, one in back. The cockpit is teardrop shaped cocoon with airbags, two comfy-looking seats, and a very sophisticated dashboard. Many have said the interior of the cockpit makes it seem like you are in a small airplane.

I have seen this car featured by videographers, and it is purported to have extraordinary acceleration and top speed. Please visit the Aptera Forum for the latest specifications sheets

I am sure it will be faster, safer, and more convenient than my electric bike.

It will cost a little more, though. Aptera reports they will be delivering the first of their vehicles in October of 2009, for an estimated cost of between $25,000.00 and $40,000. This vehicle is by far my favorite of all the electrics You may see the Aptera and 26 other electric cars reviewed here

If any reader has access to the Aptera, please invite me for a test drive, no matter where you are.

Maybe in a few years, when Aptera gets their initial “bugs” worked out, and the price slides down a bit due to enhanced production, you will see me and my daughter grinning behind the wheel of one of these cars.

This car differs a lot from the Fisker Karma we reviewed in yesterday’s post.

Will people buy the stylish Karma or the more functional Aptera?

Each of these technologies may help a bit.  Some solar… some wind… hydro… better batteries and such plus most importantly energy use reduction.

Perhaps micro production and savings will be the in thing instead just as the PC overwhelmed the mainframe computer.

Mark for example has been looking at micro wind power for us.  Wind energy is normal considered expensive… but Mark shows here that it does not need to be.  He writes:

Gary, I was at the farm a couple of times this winter. I went to the top and felt the consistency and strength of the wind up there. I have done lots of research on the cost-effectiveness of installing a windmill system. These pre-made windmill systems are expensive. Even with consistent wind, it takes a long time for a windmill system to pay back its initial investment costs.

I researched making our own windmill. It will be easy and cost eight cents on the dollar. I have already purchased a 33 foot aluminum sailboat mast. It is quite strong and will handle a medium-sized windmill. I would like to purchase the remaining components. The motor would cost about $200.00 (motor/generator, they are both the same thing). I would also like to purchase a fan blade kit. I think after the initial purchase, I will be able to manufacture our own fan blades. I will produce a template from the purchased blades, then manufacture future blade systems from the template. I think I can purchase the blade kit for another $100.

Perhaps the way of we receive, store and use energy will evolve into many inexpensive, small devices each saving a bit… as PCs and then lap tops and now hand helped devices have altered the way we receive and transmit information.   

We can see a bit of this at Neuton Power.  I have used a Neuton Electric lawn mower for five or six years and finally the battery died.  When I called to get a new one, I discovered they also have electric weed eaters, chain saws, hedge trimmers, blowers and power carts. The rep explained that when they introduced their weed eater they were overwhelmed with 1,500 orders.

I have mine on back order. It will take months for them to fill demand… so electric replacing gas is in… perhaps for now in small ways… but watch for this trend to grow.

Here is another nifty idea that saves energy and could create a business opportunity in Ecuador… the solar or sun oven.

sun-oven

Sun ovens cook with the sun… no electricity… fossil fuel, wood, charcoal or any pollution are required.   This may offer a  business opportunity in Ecuador or anywhere sunny.  Learn more about solar ovens here.

Whether the savings are large…

wind-turbine

Worlds-Largest-Wind-Turbine-Generator

or small…

energy-saver

Neuton electric weed eater.

Investing in alternate energy is wise for the future.

Gary

The greatest asset of all is the ability to earn wherever you live, which brings everlasting wealth.

This is why we offer our course Tangled Web… How to Have an Internet Business.

A clear mind and healthy body are also a vital assets… plus a second language is a powerful diversification tool.

This is why I am willing to pay you $300 to attend either our Ecuador Super Thinking plus Spanish seminar in September or our North Carolina International Business & Investing seminar in October.  Sign up for either seminar and I will email you our Tangled Web… How to Have an Internet Business Course (offered at $299) free plus I’ll knock an extra dollar off your seminar fee…. to round up the $300 savings.

Here are comments from a reader about the way we help:  Thank you for your inspiration and information outlining foreign banking and retirement.  Your comments and suggestions are welcome for planning the steps to evaluate the early stages of living abroad.

Sept. 17-21 Ecuador Super Thinking + Spanish Course

Sept. 23-24 Imbabura Real Estate Tour

Sept. 25-28 Ecuador Coastal Real Estate Tour

Learn more about global investing, how to have an international business and diversification in Ecuador at the seminar.

Oct. 9-11 IBEZ North Carolina with our webmaster  David Cross & Thomas Fischer of JGAM

October 16-18 Ecuador Southern coastal tour (early sign up before Sept. 1, $499 per person).

Oct. 21-24 Ecuador Import Export Tour

Oct. 25-26 Imbabura Real Estate Tour

Nov. 6-8 IBEZ Ecuador Seminar

Nov. 9-10 Imbabura Real Estate Tour

Nov. 11-14 Ecuador Coastal Real Estate Tour

Attend any two Ecuador seminar or tours in a calendar month…$949 for one.  $1,349 for two.

Attend any three Ecuador courses or tours in a calendar month…$1,199 for one.  $1,799

High Voltage International Investing


Here are some international investing ideas that could bring a shock.

We can add energy to our international investment portfolios with investments in green energy!

electric-car

Will the new Chevy Volt add energy into an investment portfolio?

But which green investments make sense?

Ecuador for example is regreening the Galapagos. We’ll see why and how in a moment.  Does investing there provide an opportunity?

Green and alternate energy is important because the world has a lot of wasted energy in modern lifestyles…. that the environment can no longer afford.

Investing in electric energy not always simple though.

One main rule of good investing is to invest in what you know.  Yet the nature of the next new era of productivity is unknown.

In the computer era, who knew anything about Windows when Microsoft began?  In the .com era who knew what impact the internet would bring?  How can we imagine the unimaginable?

Who knows what will be …”the thing” of sustainability in the future?

For example, a recent message Investing in Chaos looked at the ideas of investing in new battery technology.  The idea looked pretty good to me… but a reader just sent me this note:

Hello Gary,  Your columns are a daily joy to read for me, including yesterday’s “Investing in Chaos” and the article it referenced about Ceramatec’s ‘wonder battery’.  Being a specialist in renewable solar electric energy, I’ve read hundreds of articles over three decades written for purposes of sensationalizing hardware equivalents of software ‘vaporware’, and this one fits the bill perfectly.

Identifying truly new technologies possessing wide ranging, paradigm-busting potential, is not easy, especially for readers and investors depending upon what they read in popular sources like newspapers as being bona-fide journalism.

Having received a great deal of very high value from your writings, I thought I’d send back a few words given this topic is so near and dear to my own heart and personal passion for purity in all things energetic (physical and otherwise).

Because breakthrough technologies involving renewable energy – especially solar-electric (photovoltaic) power, including batteries of all types – is core and central to my own life career work as an electrical engineer and research scientist in this field, I believe I can offer your readers a bit of technical feedback:

First and foremost, it is valid that storage of electricity generated by photovoltaic solar power sources – in batteries of many types, sizes and costs – is nearly as vital a technology as the solar cells that charge them. The claim in this article, though, that Ceramatec’s battery ‘concept’ (NOT a product yet, by a very long shot)”… could be the single most important breakthrough for clean, alternative energy since Socrates first noted solar heating 2,400 years ago.”

This is a huge overstatement, to say the least.

In no way would their technology, if and when ultimately developed into a useful product, compare to any one of a long list of truly authentic alternative energy breakthroughs, such as: silicon semiconductors (solar cells), electronic devices (MOSFET transistors, integrated circuits galore), power conversion methods (inverters), optical lenses (fresnel and others), super-insulators (thermal barriers), or even plain old window glass (for passive heating and active heat collectors).

Although several errors and misstatements fill the article, one in particular really stands out.

Readers may recognize its error quickly when explained economically: …”With the batteries expected to sell in the neighborhood of $2,000, that translates to less than 3 cents per kilowatt hour over the battery’s life. Conventional power from the grid typically costs in the neighborhood of 8 cents per kilowatt hour”

Re-read that last paragraph and let the information really sink in.

Knowing that batteries, like bank accounts, only store what’s put into them, the essential question  is: where do deposits come from, and what do they cost?

In solar energy systems, it’s solar energy in that equals energy out.  With the battery being not a SOURCE of energy but simply a ‘bank’, or RESERVOIR in which to temporarily store what’s generated by day for use at night.

Stating the daily cost of a battery (“less than 3 cents per kilowatt hour”), which, remember, supplies NO power (it only stores it) while in the same sentence making NO mention of the cost of what DOES supply the power, whether it be solar panels, wind turbines or just the normal electric-utility grid, implies at best and misleads at worst that the battery cost is all that counts, as if it were the SOURCE of the power itself.

And then comparing it so favorably to the cost of electricity from the utility (8 cents per kilowatt hour) which DOES SUPPLY ALL the power, is obviously grossly misleading; the TOTAL cost would be the sum of BOTH, or 3 + 8 or 11 cents per kilowatt hour!

Either the author has near zero understanding of what batteries do (store energy) and do not do (generate it), or as is often the case in local newspapers writing about local businesses, another agenda is being served.  To tell readers that “buckets deliver water cheap without being refilled”, can only cause misplaced interest.   Unfortunately, every bucket and battery and bank account must be refilled at some cost. The cost of the bucket should be, and usually is, nearly negligible. Cheap buckets do not mean cheap water.

Many thanks for all you do to bring so many new ideas, concepts, tools and awareness to all of us readers who tune into your thinking regularly.

The reminder from this reader provides a good lesson that we always have to use diligence in understanding the future. And aren’t we thankful when readers can come forth with information on these complicated subjects!  When we invest in new ideas and technology that we do not know… go slow!

The same questions can be raised about electric cars.

electric-car

The picture above is from a USA Today article entitled “Plug-in Fisker Karma car is stylishly environmental” by Chris Woodyard.  Here is an excerpt: Even as Ferraris, Lamborghinis and Rolls-Royces prowled the avenue, the obscure silver sedan parked at the curb gathered its share of stares and curiosity.

The Fisker Karma, as it is called, has looks that rival a Mercedes-Benz roadster. Yet the key to what makes it different is emblazoned on the sides in chrome letters:

The maker, Fisker Automotive, is trying to carve out a niche in what is fast becoming a crowded field of next-generation electric vehicles: a high-performance eco-car loaded with style.

The company has taken more than 1,400 refundable deposits so far for the Karma, which has a starting price of $87,900 and can top $100,000. The car can be driven for 50 miles on electric power alone before its auxiliary gasoline engine fires up to generate more juice and extend the range to up to 300 miles. The engine never directly drives the wheels.

The point never mentioned is the cost of electricity to charge the Karma.

This cost may not be much… I do not know and this is the point.  Use diligence as we move into new technologies.

See Jyske TV for an interview with Henrik Fisker the head of this company

Galapagos Green

Even Galapagos is turning to solar and wind power. Every year, more than 140,000 tourists descend on Galapagos and the island’s population has tripled to nearly 30,000 in the past two decades. To support all those people, 10 million gallons of diesel fuel and gasoline are shipped to the Galápagos annually, a fifth of which is used just to generate electricity. Regular tanker traffic in one of Earth’s most fragile ecosystems is a disaster waiting to happen (just ask an Alaskan), so the Ecuadoran government is trying to go green. Naturally, the remote location involves challenges, but several projects to cut fuel use and boost protections are up and running, with more in the works. See how Galapagos is becoming more green here.

Gary

The greatest asset of all is the ability to earn wherever you live, which brings everlasting wealth.

This is why we offer our course Tangled Web… How to Have an Internet Business.

A clear mind and healthy body are also a vital assets… plus a second language is a powerful diversification tool.

This is why I am willing to pay you $300 to attend either our Ecuador Super Thinking plus Spanish seminar in September or our North Carolina International Business & Investing seminar in October.  Sign up for either seminar and I will email you our Tangled Web… How to Have an Internet Business Course (offered at $299) free plus I’ll knock an extra dollar off your seminar fee…. to round up the $300 savings.

Here are comments from a reader about the way we help:  Merri, I am sitting here with a smile on my face.  I am always amazed at the turn around that I get from my emails to you.  I know you are busy with all of the projects that you and Gary address on a daily basis and appreciate very much you making time for mine.

Sept. 17-21 Ecuador Super Thinking + Spanish Course

Sept. 23-24 Imbabura Real Estate Tour

Sept. 25-28 Ecuador Coastal Real Estate Tour

Learn more about global investing, how to have an international business and diversification in Ecuador at the seminar.

Oct. 9-11 IBEZ North Carolina with our webmaster  David Cross & Thomas Fischer of JGAM

October 16-18 Ecuador Southern coastal tour (early sign up before Sept. 1, $499 per person).

Oct. 21-24 Ecuador Import Export Tour

Oct. 25-26 Imbabura Real Estate Tour

Nov. 6-8 IBEZ Ecuador Seminar

Nov. 9-10 Imbabura Real Estate Tour

Nov. 11-14 Ecuador Coastal Real Estate Tour

Attend any two Ecuador seminar or tours in a calendar month…$949 for one.  $1,349 for two.

Attend any three Ecuador courses or tours in a calendar month…$1,199 for one.  $1,799

Read the entire USA Today article Plug-in Fisker Karma car is stylishly environmental