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CPST: Its Evolving Operation Model and Cost Cutting
February 20, 2020
Capstone has been striving to execute on its profitability strategy over the past couple of years. Higher after-market revenue is critical to success, but so is streamlining operations and manufacturing to grow product margins. The company has a target product gross margin of 9% in 1Q2021 ending June 30, 2020 compared to a negative...
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BLDP: Its Manufacturing Capabilities and Production Facilities
December 17, 2019
We believe that the growing global interest in fuel cell power solutions for transportation is driven by the converging megatrends of decarbonization, renewable energy and electrification of transportation which is moving toward commercial scale. As demand and volumes grow, the manufacturing challenges are likely to increase and become an even more critical part of...
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Capstone Turbine (CPST) and the Renewable Future
December 10, 2019
A combination of increased corporate focus on ESG (Environmental, Social and Governance) principals, government policies, regulations and better economics are creating strong tailwinds for the broader renewable energy sectors. This plays very well into Capstone’s core product offerings, in our view, as they are able to effectively and economically supply power while reducing both...
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NNO.V alphaDIRECT Overview Report
October 28, 2019
Nano One Materials Corp (TSXV: NNO.V) has developed patented technology for the low-cost production of high performance lithium ion battery cathode materials used in electric vehicles, energy storage and consumer electronics. The processing technology enables lower cost feedstocks, simplifies production and advances performance for a wide range of cathode materials. Nano One has built...
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WPRT: Its Long-Term Strategic Outlook and Drivers
October 16, 2019
The market and industry for natural gas and other gaseous fuel systems technologies are at a critical point as the world is starting to recognize the urgent need to decarbonize the transportation sector. Westport Fuel Systems has a strong global presence and a leading market share both internationally and domestically through its CWI joint...
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Polar Power, Inc. and the International Telecom Market
September 4, 2019
With more than 5.4 million telecom sites globally, the international telecom market offers a significant opportunity for Polar and the company has been taking steps to accelerate the commercialization of these markets. In our view Polar has some distinct technology advantages over incumbent AC technologies and existing DC suppliers. These include the ability to...
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BLDP: Its Product Evolution
August 27, 2019
Ballard launched its new eighth generation heavy-duty fuel cell power module, part of its FCmoveTM family, in June this year, with the key objective being reduced product lifecycle cost, which is essential for commercialization and competitiveness of fuel cell electric vehicles, or FCEVs. In addition to reducing lifecycle cost, the new power module is...
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CPST: The Microgrid Opportunitity and Drivers
August 27, 2019
Capstone’s distribution network has been developing microgrid projects for many years, and the Company continues to invest to expand and compete in the market. In our opinion, some of the main advantages with microgrids are that they are compact, quiet and easy to install in multiples allowing for redundancy with less overall kWs. Capstone’s...
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BLDP: Its Strategy in China
June 10, 2019
IN FOCUS: BALLARD POWER SYSTEMS AND ITS CHINA STATEGY
The alphaDIRECT Insight
The China fuel cell market presents a tremendous growth opportunity and the country...
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POLA: Its Expansion Plans and Recent Investments in Growth
June 6, 2019
IN FOCUS: Polar Power and Its Expansion Plans and Recent Investments in Growth
The alphaDIRECT Insight
Since Polar Power’s IPO, the company has been focused...
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REGI: A Strategic Review With the New President and CEO, Cynthia J. Warner
April 16, 2019
IN FOCUS: A STRATEGIC REVIEW OF REGI'S OPERATIONS AND BUSINESS WITH THE NEW PRESIDENT & CEO, CYNTHIA J. WARNER
The alphaDIRECT Insight
This alphaDIRECT Management...
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NNO.V: Its Technology and Applications in the Energy Storage Supply Chain
April 3, 2019
IN FOCUS: NANO ONE MATERIALS CORP. AND ITS TECHNOLOGY AND APPLICATIONS IN THE ENERGY STORAGE SUPPLY CHAIN
The alphaDIRECT Insight
Nano One Material has developed...
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BLDP: The Evolution of the European Fuel Cell Market
March 25, 2019
The European fuel cell market is expected to see an annual growth rate of up to 70% over the next decade and Ballard is well positioned to take advantage of this growth opportunity, in our view. The Company has operated in Europe for many years and has developed strong relationships with key partners such...
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GEVO: Avfuel Corp. and the "Fly Green Day" at the Van Nuys Airport
March 21, 2019
An important element of the “Fly Green Day” held at Van Nuys Airport on January 17 was to demonstrate that renewable jet fuel can become a main stream drop-in alternative to today’s fossil-based jet fuel. With a multi-year supply agreement in place, Gevo and Avfuel are collaborating to grow the use of Gevo’s ATJ...
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POLA: Its Corporate Structure and Business Strategy
December 18, 2018
POLA POWER, INC. and its corporate structure, organization and business strategy.
The alphaDIRECT Insight
Polar Power develops technologies and products that produce reliable energy for...
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GEVO: Its Low Carbon Ethanol
December 18, 2018
Using non-food, low carbon corn (NFLCC) as the main feedstock, Gevo produces two types of oxygenate blend stocks, ethanol and isobutanol. This alphaDIRECT Management Series focuses on low carbon ethanol and how it fits into Gevo’s short- term strategy. With its low carbon ethanol and its long-term goal to decarbonize the Luverne plant, Gevo...
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BLDP: Its Work in the Area of Unmanned Vehicles
October 10, 2018
Ballard’s advanced hydrogen fuel cell technology enables UAVs to fly approximately three times longer than with the leading battery systems. By decreasing the cost for users by as much as 90%, together with a growing commercial market, in our view Ballard is creating a clear competitive advantage within the commercial unmanned vehicle market.
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REGI: Its Technology Roadmap
October 2, 2018
We believe REG has industry leading technology including the ability to work with a wide range of feedstocks. Specifically, the company has the ability to use lower cost feedstocks as well as those with less carbon intensity. In our view, feedstock flexibility as well as the ability to produce consistency in quality are critical...
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NovoCarbon and the Demand Drivers For The Market
September 27, 2018
IN FOCUS: NOVOCARBON, INC. (GLKIF) AND THE DEMAND DRIVERS FOR THE MARKET AND THE GROWING BATTERY AND ENERGY STORAGE INDUSTRY.
The alphaDIRECT Insight
With a...
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WPRT: Its Independent Aftermarket Business and Delayed OEM Solutions
September 24, 2018
Westport Fuel Systems IAM business has a global market share of approximately 25% and the company has comprehensive industry experience with a large network of independent distributors located all over the world. The company targets the development of new technologies for direct injection engines and improved selfcalibration tools to further reduce installation time and...
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BLDP: The Heavy-Duty Transportation Market
August 15, 2018
Ballard has the technology readiness in the hydrogen industry to enable full scale production of commercial hydrogen fuel cells for a range of Heavy Duty Motive applications. The underlying trends that are driving interest in fuel cell technology favor the company’s two major growth platforms: Power Products and Technology Solutions. Given its focus on...
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Licella: Its Corporate Structure and Market Strategy
August 7, 2018
Licella is a global leader in hydrothermal upgrading with its trademarked Catalytic Hydrothermal Reactor (Cat-HTR) platform. Through its unique partnership strategy, Licella is focusing on helping its partners fully leverage all aspects of their business by utilizing its proprietary Cat-HTR technology to convert low value products and waste streams into high value products, such...
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GLKIF: Its Technology and Science Platform
July 24, 2018
By utilizing several different methods and techniques of measuring the porous structure of different carbon-based materials, NovoCarbon seeks to create a technological advantage within its industry and market. The Company uses the latest development in porous, carbon and graphite materials to gain a better understanding of the high-end usage of the electrode material in...
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GLKIF: Its Corporate Structure and Market Strategy
July 9, 2018
NovoCarbon focuses on the rapid battery market evolution and specifically the lithium ion batteries used in EV vehicles by processing natural graphite, allowing elements like lithium, cobalt and vanadium to fire electrolytes and work properly inside the batteries. By targeting the energy storage market within the North American region, NovoCarbon provides endusers focusing on...
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CPST: Its Recent Developments Within the Aftermarket Service Business
June 19, 2018
IN FOCUS: CAPSTONE TURBINE CORP., AND ITS RECENT DEVELOPMENTS WITHIN THE AFTERMARKET SERVICE BUSINESS
The alphaDIRECT Insight
Capstone offers an industry leading factory protection plan...
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GEVO: Its Renewable Gasoline/Isooctane
June 12, 2018
We believe that the demand for low carbon fuels, including renewable gasoline/isooctane, will continue to increase as more industries and companies look to reduce their GHG emissions and lower their overall carbon footprint (decarbonization) in order to comply with more stringent regulations as well as higher levels of corporate responsibility and accountability. We believe...
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VivoPower International alphaDIRECT Overview Report
June 5, 2018
VivoPower International PLC (VivoPower) is a global solar power company. Its focus is to develop, own and operate solar projects to establish an installed solar power asset base in a capital efficient manner. The company does this by developing photovoltaic (PV) solar projects underpinned by long-term power purchasing agreements and then to maximize the...
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REGI: Its Biomass-Based Diesel, Market Strategy and Business Model
May 30, 2018
With more than 20% market share, REGI is the largest biomass-based diesel producer in the United States, converting low value waste, fats and oils into high quality diesel fuel referred to as renewable biomassbased diesel. REGI differentiates itself by having a strong supply chain with the ability to collect and deliver waste oils and...
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WPRT: Its Position As A Global Tier 1 OEM Supplier
May 30, 2018
As alternative fuels are starting to become a critical part of OEMs’ product portfolios, we believe that Westport Fuel Systems owns a significant portion of the global alternative fuel vehicle volumes with its LPG, CNG and LNG fuel systems. As a fully integrated Tier 1 supplier, Westport Fuel Systems supplies customers with products, processes,...
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BLDP: Its Catalyst Technology
April 19, 2018
We view ongoing cost reduction as one of the keys to the increase in fuel cell adoption at commercial scale. An important underpinning of the product cost curve is the catalyst used in a proton exchange membrane (PEM) fuel cells. This is a key focus for Ballard, as one would expect, and with recent...
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