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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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GLKIF: The Demand Drivers For The Market
September 27, 2018
IN FOCUS: NOVOCARBON, INC. (GLKIF) - 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
Polar Power develops technologies and products that produce reliable energy for off-grid and backup power applications with a major focus on the telecom market. The company also produces energy efficient cooling and refrigeration systems. Polar has the unique ability to integrate multiple technologies into a single solution meeting the customer’s specific needs. To protect...
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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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BLDP: The Rapid Global Commercial Deployment of Fuel Cell Systems
March 20, 2018
The alphaDIRECT Insight
We believe that the underlying strengthening of the fuel cell business is reflected in Ballard’s record revenue year and strong 2017 year-end results. The Company achieved positive adjusted EBITDA for a full fiscal year and we believe Ballard is well positioned to satisfy the growing global interest and increased demand for fuel...
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GEVO: Fly Green Day at Chicago O’Hare
January 26, 2018
During Fly Green Day at Chicago O’Hare airport, Gevo’s renewable jet fuel was used with the same fueling infrastructure as the petro-based jet fuel for the first time by eight different commercial airlines. We believe this indicates that the airline industry is strongly committed to renewable jet fuels, as they start taking the necessary...
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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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UQM: Its Strategic Partnership with CNHTC
January 29, 2018
The opportunity in China remains a critical aspect for long-term growth at UQM in our opinion. Sinotruk and the CNHTC deal is a key part of that strategy and in this alphaDIRECT Management Series, we look for a progress report on that transaction and CFIUS approval as well as updates on Meritor and other...
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VVPR: VivoPower International PLC
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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SOL: Its Role As A Project Developer And Independent Solar Power Producer
December 21, 2017
The alphaDIRECT Insight
ReneSola was founded in 2005 and with its recent corporate restructuring, the Company is diversifying itself by being more focused in the downstream market with an emphasis on smaller scale projects in different jurisdictions, such as the China DG market as well as community solar in the United States. With overcapacity being...
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CPST: The Market Place from a Distributors' Point of View
December 20, 2017
We believe that Capstone Turbine’s distribution network is a key asset and critical to the long-term growth and success of the company. Capstone currently has approximately 100 distributors in its network selling across multiple geographies with the top 25 making up roughly 80%, but this is diversifying as Capstone enters new markets such as...
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WPRT: Westport Fuel Systems, Inc. and Advanced Alternative Fuel Systems
December 12, 2017
Westport Fuel Systems has experienced a significant transition over the past few years, including a senior management change and a major merger, which streamlined the company into three main business divisions: Automotive, the Cummins Westport joint venture, and Corporate and Technology. The focus of the AlphaDirect Series is to help investors gain a basic...
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