Friday, September 12, 2014
Who doesn’t like a bargain? I found three especially interesting deals in Crystal Equity Research’s alternative energy indices. All three are trading near ten times net earnings. Yet, the enticing earnings multiple might be only part of the story.
Tuesday, September 09, 2014
Argex Titanium (ARGEF: OTC/PK or RGX: TO) is a small company with a big idea: to penetrate the old-school titanium pigment industry with some new technology. The company’s CEO, Roy Bonnell has been on the road recently pitching the merits of his team’s innovations. Argex plans to produce high purity titanium dioxide pigment or TiO2 from ilmenite ore using a proprietary process the company has been developing with the help of a major user of titanium pigment, paint producer PPG Industries (PPG: NYSE). Apparently PPG has been sufficiently impressed with Argex’s to enter into a technology sharing and supply agreement with Argex.
Friday, September 05, 2014
Tuesday, September 02, 2014
The update of the alternative energy indices continues. This time it is The Mothers of Invention - a collection of companies trying to bring efficiency to power generation and fuel production. It is a large and diverse group from battery storage solutions, to materials development, to recyclers of electronics components.