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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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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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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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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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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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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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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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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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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 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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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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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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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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WPRT: The Financial Aspects of Westport Fuel Systems, Inc.
February 7, 2018
We continue to believe that alternative fuel vehicles will play an important part of the new energy vehicle portfolio both in terms of passenger and commercial platforms. Westport Fuel Systems is well positioned to take advantage of that megatrend and the recent turnaround and operational excellence initiatives are positioning the company for a critical...
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VVPR: VivoPower International PLC and the Solae Value Chain
January 25, 2018
VivoPower is uniquely positioned to capture the immense opportunity in the dynamic and evolving solar industry, driven by three major factors. First, solar power has emerged as a major source of electricity world-wide, particularly as commercial and industrial companies buy power directly. Second, the small and mid-sized sector offers attractive partnership opportunities with local...
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