Call for names of publicly traded wind energy providers...

[MazeRat7]

I live in Texas and we have a whole bunch of wind farms. I read just the other day that they were planning to largest wind farm in the US off-shore.

So who are "they" ? Gezz I I've got money down on ESLR, STP, and ENER... all great environmental plays. But I can not figure out who I should be backing for the wind play.

Any suggestions folks ? (Other than GE and the likes). Does anyone know of any real shining star in this wind market or should I stick with the component suppliers for now (eg turbines).

At the end of the day, making investments in these companies is the best way I know to support alternative energy. So I've got solar, I've got hydrogen fuel cells, and I NEED wind....


MZr7

[acmejack]

1. I keep rereading your profile, thinking you must be somebody I know

or that I should. My understanding is the Europeans are far ahead of us here as well. I recall reading about a couple of Long Island towns importing turbines from overseas, Sweden, I believe, for that reason. Are you familiar with Wind Energy Weekly?

[MazeRat7]

3. Well, its a big town.. so maybe our paths have not crossed ??

That being said, Yes I have seen that site and several others.. what amazes me it that I have not been able to find one single pure play wind company. While there are several that have a "wind investment".. none that are pure plays which makes me reticent to invest.

Anyway, I'm still looking and thinking about this market. Seems there is a lot of potential there.


As for our being in the same place, hell give me a PM and we'll set up something to meet. Worst case, we'll get out of the house, have a good meal, and yak about alternative energy options.

MZr7

[skids]

2. Personally I'd back the manufacturers...

They have a lot less risk. An individual project can go belly up for a variety of reasons, but demand for the product itself isn't going anywhere. I don't know if you can invest in it, but right now my favorite of the majors is Gamesa, simply because, despite being foreign owned, they are opening a plant in the U.S. employing U.S. citizens to make turbines for the U.S. market.

[MazeRat7]

4. I hope Gamesa can get back on track...

Gamesa sounds interesting, being an Italian company, and are ranked as the 4th largest turbine supplier in the world. However, their Q1 report was well below expectations and as a result have been down graded by Citigroup from Buy to Hold. Not exactly where I care to place a bet.... However, I'll keep my eye on them for sure.....

Thanks,

MZr7