"The important thing in science is not so much to obtain new facts as to
discover new ways of thinking about them." Sir William
The development of fossil fuel alternatives provides investors with a unique
opportunity to participate in an important wave of value creation in the world economy. We have
been following the progress of operations spanning a wide range of fuel and energy developers. From
photovoltaic cells to algae-based fuel to biodiesel from municipal waste, entrepreneurs are hard at work. There
are also impressive energy savings from innovations that help consumers and industry use less energy in
Click on our novel index names in the
column on the right to see which innovators we are following.
Follow along as we investigate these companies. We will be chronicalling our
progress in weekly posts to The Small Cap Strategist web log.
We took a bit different approach in categorizing these companies than most
alternative energy researchers. For example, some investors might look at all types of solar energy
sources and lump them together. However, we see significant differences in capital costs associated with
producing photovoltaic cells versus the mechanical applications in solar concentrating panels. In our view, this
has important implications for the business models of these two types of businesses - and for valuation.
Expect frequent updates to our lists as new companies
start up...and some go out of business. We may change our minds about which is the best
category. Do not be surprised to see companies deleted from our lists.