Investor Ideas #Renewable Portfolio - Out performs S&P 500 almost 8 Times - 235% vs 31%- J Peter Lynch

Investor Ideas #Renewable Portfolio - Out performs S&P 500 almost 8 Times - 235% vs 31%- J Peter Lynch

 

Point Roberts WA, Delta BC – Feburary 17, 2021 (Investorideas.com Newswire) Investorideas.com, a global news source and leading investor resource covering Cleantech and renewable energy stocks issues today's Cleantech column at Investorideas.com and Renewableenergystocks.com with J.Peter Lynch.

 

Read this in full at https://www.investorideas.com/news/2021/renewable-energy/02171J-Peter-Lynch-Renewable-Portfolio.asp

 

 

 

As I said in past articles we are at an historic junction in human history in which we are transitioning from the age of fossil fuels to the age of renewables and distributed energy, in effect a planetary paradigm shift.  The tide has turned and worldwide momentum is irreversible. This change is occurring around the world and has been accelerating dramatically for the last 3 years.

 

The two most compelling factors in this transition to renewables are:

1. Cost: Renewables have a far lower initial cost, much faster time to build and a far lower cost to operate

 

2. Need for Water: Renewables have very little need for fresh water to operate and generate power. Fossil fuels need enormous amounts of fresh water which we need for drinking and food production.

 

Strangely neither of these advantages are seldom highlighted or even mentioned in most articles about the future of energy. It is even more amazing, given that both of these compelling advantages are truly insurmountable!

 

1. Cost – Renewables are cheaper NOW** than any other energy generating technology and they are getting cheaper every year at an accelerated rate, whereas fossil fuel technologies are getting more expensive every year.

 

**Renewables are in fact FAR cheaper than all forms of fossil fuels, when you compare all of the relevant factors – initial cost, timing of cash flows (cost of money), absence of variable fuel costs for decades, far superior job creation, no pollution, no huge resultant cleanup costs and few if any health related costs.

 

2. Need for Water – We cannot keep using enormous amounts of fresh water for the extraction of fossil fuels, fracking, coal mining and electric power plants, including nuclear plants. For example, a large nuclear plant can use up to a BILLION gallons of fresh water a day – which is heated, turn into steam to turn turbines to generate electricity. Renewables on the other hand use almost no water for the production of their electrical energy.

 

** It was shocking, at least to me, how small the amount of fresh water on Earth is and how little of that small amount is actually available for use.

 

Only 3% of the water on Earth is fresh. Of that surprisingly small amount 83% of that fresh water is unavailable: locked up in glaciers, polar ice caps, atmosphere, and soil; highly polluted; or lies too far under the earth's surface to be extracted at an affordable cost. As a result – fresh water is far more precious and scarce that most of us think and it is critical that it be carefully conserved and managed.

 

** These are two of the major reasons I think the renewable energy sector will continue to out preform for perhaps decades.

 

As we said in our last article on 29 January 2021:

“It will be the savvy and aware investors and corporations that will take advantage of this. Now that the economics are much more obvious this will spark the investment community and they will further accelerate the transition. It will become increasingly difficult to ignore the superior financial numbers of renewables as a result:  the best investment in the history of mankind and most important factor in saving our planet will be the identical – renewables.”

 

Investor Ideas Renewable Energy Portfolio Update

 

 Our portfolio started on June 26 2020 – has returned 235% in a little more than 7 months, compared to a 31% return for the S&P 500, almost 8X out performance as of the close of trading 2/12/21.

 

It has performed, far better than I thought it would. It was diversified being divided into among companies with dividends (stronger companies), two ETF’s covering solar companies and electric car companies, three companies in the wind sector, two in the fuel cell sector, two in the solar inverter sector and one in the silicon production sector.

 

    These are the companies currently in the Investor Ideas Renewable Energy Portfolio

1. Northland Power, NPI-TO (symbol my vary - listed on Toronto Exchange), Yield = 3.59%,

2. Brookfield Renewable Partners, BEP, Yield = 4.57%

3. NextEra Energy L.P. , NEP, Yield = 4.37%

4. Hannon Armstrong, HASI, Yield = 1.75%

    These two ETF’s are focused on the solar energy sector and the electric car sector

5. Invesco Solar, TAN, Yield = 0.25%

6. KraneShares Electric Cars and Future Mobility, KARS, Yield = 1.75%

    These two companies are in the Wind Sector

7. Orsted ADR, DNNGY, Yield = 0.85%

8. Vestas Wind, VWDRY, Yield = 0.81%

    These companies are mostly smaller and not as financially strong. They are more volatile and therefore can be either a bigger winner or a bigger loser.

9. Gamesa Corp., GCTAF, Wind Sector, Yield = 1.18%

    These two are in the Fuel Cell Sector (Energy Storage)

10. Plug Power, PLUG, Yield = 0.91%

11. Ballard Power, BLDP, Yield = 1.58%

    These two companies are the leading companies in Inverters (devices that convert DC to AC power)

12. Solar edge Technologies, SEDG, Yield = 0.95%

13. Enphase Energy, ENPH, Yield = 1.0%

    This last company is a leading company in the manufacturing of Silicon for solar company’s products

14. Daqo New Energy, DQ, Yield = 0.94%

 

Here are the individual returns of each of the stocks in the Portfolio

1. Northland Power, NPI-TO = + 52.31%

2. Brookfield Renewable Partners, BEP = + 85.47%  

3. NextEra Energy L.P.  NEP = + 66.48%

4. Hannon Armstrong, HASI = + 129.71%

5. Invesco Solar, TAN = + 247.99%

6. KraneShares Electric Cars and Future Mobility, KARS = + 94.71%

7. Orsted ADR, DNNGY = +49.04%

8. Vestas Wind, VWDRY = +113.00%

9. Gamesa Corp., GCTAF = + 133.78%

10. Plug Power, PLUG = + 825.18%

11. Ballard Power, BLDP = + 163.66%

12. Solar Edge Technologies, SEDG = +155.45%

13. Enphase Energy, ENPH, Yield = + 355.87%

14. Daqo New Energy, DQ = + 787.54%

 

What To Do Now

Given the amazing and rapid rise of the portfolio, with the worst stock returning 49.04% I would advise taking a minimum of 100% of your initial investment off the table. When I constructed the portfolio I assumed that an investor put $5,000 into each stock, the number could obviously be higher or lower. Assuming you invested $5,000 in 14 stocks you would have invested $70,000.  With the portfolio retrurning 235% that would mean it is now worth $164,500 ($70,000x14).

 

Aa a result, you could take $5,000 out of each stock and continue to hold the portfolio with zero cost.

 

However, I would personally recommend, at a minimum, considering the speed and the magnitude of the portfolios gain to take out an addition $5,000 dollars from each, in my opinion, of the 7 highest risk stocks – DQ, ENPH, SEDG, BLDP, PLUG, TAN and GCTAF for an additional $35,000.

 

In doing this you would take out your initial investment of $70,000 + $35,000 for a healthy profit of 50%. Leaving $59,500 in the portfolio to let it play out. This would also give you $105,000 of “dry powder” to take advantage of other future opportunities as they present themselves.

 

In future articles I will keep updating the porfolios status and any actions I feel are warranted. Plus information on new situations, technologies and any overviews of how they will be implemented as the transition to a Renewable Energy Future advances.

Mr. Lynch worked, for 36 years as a Wall Street security analyst, an independent security analyst and private investor in small emerging technology companies. He has been actively involved in following developments in the renewable energy sector since 1977 and is regarded as an expert in this field. He was the contributing editor for 17 years to the Photovoltaic Insider Report, an early publication in PV that was directed at industrial subscribers, such as major energy companies, utilities and governments around the world. He is currently a private investor and has from time to time been a financial/technology consultant to a number of companies. He can be reached via e-mail at: solarjpl@aol.com

 

Peter Lynch
solarjpl@aol.com

 

There can be no greater crime against humanity than the deliberate and methodical, destruction of conditions that make human life possible on Earth. It is cruel, insane and there is NO defense for the amoral perpetrators of this horrific crime.

 

For investors following renewable energy and solar stocks, visit the directory of publicly traded stocks https://www.investorideas.com/Companies/RenewableEnergy/Stock_List.asp

 

Visit the Cleantech and Climate Change Podcast page at Investorideas.com

 

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#Mining #Stocks News: Defense Metals (TSX-V: $DEFN.V) (OTCQB: $DFMTF) Pre-Pilot Hydrometallurgy Testing Yields 97.3% #REE Extraction From Wicheeda Flotation Concentrate; @DefenseMetals

#Mining #Stocks News: Defense Metals (TSX-V: $DEFN.V) (OTCQB: $DFMTF) Pre-Pilot Hydrometallurgy Testing Yields 97.3% #REE Extraction From Wicheeda Flotation Concentrate; @DefenseMetals

 

Vancouver, British Columbia – February 17, 2021: Investorideas.com Newswire, MiningSectorStocks.com and RenewableEnergyStocks.com -Mining/Metals/ Green Energy Stock News- Defense Metals Corp. (“Defense Metals”) (TSX-V:DEFN / OTCQB:DFMTF/ 35D: FSE) is pleased to announce that it has received additional pre-pilot hydrometallurgical test work utilizing high-grade rare earth element (REE) mineral concentrate produced during Defense Metals’ highly successful 26-tonne flotation pilot-plant that yielded a mineral concentrate averaging 7.4% NdPr oxide (neodymium-praseodymium)[1].

 

Read this news featuring DEFN in full at https://www.investorideas.com/news/2021/mining/02171DEFN-Wicheeda-Flotation.asp

 

The road accessible Wicheeda REE Property is located close to infrastructure approximately 80 kilometres northeast of Prince George, British Columbia (BC). The Wicheeda project has indicated mineral resources of 4,890,000 tonnes averaging 3.02% LREO (Light Rare Earth Elements) and inferred mineral resources of 12,100,000 tonnes averaging 2.90% LREO[2].

 

Highlights of the additional infill hydrometallurgical test results conducted at SGS Canada Inc. (“SGS”) Lakefield Site are as follows:

 

·        Increased REE extraction from 91.5% to 97.3% from flotation concentrate (~75% from bulk sample feed) into a chloride-based leach solution compared to initial testing³ (CC-21, Table 1)

·        Decreased REE losses via milder gangue leach compared to the base-case flowsheet[3]

·        Simplification of flowsheet by removing re-grind step and reducing caustic dosage on re-crack (CC-20) yielded comparable REE extraction of 95.8% from flotation concentrate (~74% from bulk sample feed)

 

Craig Taylor, CEO of Defense Metals, stated: “Our decision to conduct additional infill hydrometallurgical test-work has yielded significant REE recovery gains approaching 100% REE extraction from the flotation concentrate. Perhaps more importantly, this additional testing has advanced the Wicheeda REE separation flowsheet such that we able to “tune” process variables (chiefly: grind size, acid, and caustic concentrations) to achieve a balance of minimizing REE leach losses and maximizing impurity removal. This level of process control will de-risk our planned hydrometallurgical pilot plant and contribute to greater flexibility in design of a future commercial-scale hydrometallurgical plant.”

 

Table 1. Comparison of 2019/2020 and 2021 Hydrometallurgical Nd Recoveries

Initial Bench Program (2019-2020)	Stage Extraction (Nd)	Nd Recovery from Bulk Sample Feed	Nd Recovery from Conc.
Ore
Flotation Conc.	86%	85.7%	100%
Gangue Leach	8%
Caustic Crack 1	100%
Acid Leach 1	91%	71.7%	83.7%
Caustic Crack 2	100%
Acid Leach 2	86%	77.8%	91.5%
Second Bench Program (2020-2021) CC21 Data Set	Stage Extraction (Nd)	Nd Recovery from Bulk Sample Feed	Nd Recovery from Conc.
Ore
Flotation Conc.	77%	77.3%	100%
Gangue Leach	0%
Caustic Crack 1	0%
Acid Leach 1	89%	68.6%	88.7%
Caustic Crack 2	0%
Acid Leach 2	76%	75.2%	97.3%

 

About the Wicheeda REE Property

The 1,708 hectare Wicheeda REE Property, located approximately 80 km northeast of the city of Prince George, British Columbia, is readily accessible by all-weather gravel roads and is nearby to infrastructure, including power transmission lines, the CN railway and major highways.

 

Geologically, the property is situated in the Foreland Belt and within the Rocky Mountain Trench, a major continental geologic feature. The Foreland Belt contains part of a large alkaline igneous province, stretching from the Canadian Cordillera to the southwestern United States, which includes several carbonatite and alkaline intrusive complexes hosting the Aley (niobium), Rock Canyon (REE), and Wicheeda (REE) deposits.

 

Qualified Person

The scientific and technical information contained in this news release as it relates to the Wicheeda REE Property has been reviewed and approved by Kristopher J. Raffle, P.Geo. (BC) Principal and Consultant of APEX Geoscience Ltd. of Edmonton, AB, a director of Defense Metals and a “Qualified Person” as defined in National Instrument 43-101 – Standards of Disclosure for Mineral Projects. Mr. Raffle verified the data disclosed which includes a review of the analytical and test data underlying the information and opinions contained therein. 

 

Methodology and QA/QC

Hydrometallurgical product assays for neodymium was determined via lithium-borate fusion of a 0.5-gram sample analyzed via wavelength dispersion X-ray fluorescence (WD-XRF). The remaining rare earth elements for the head sample were determined via 0.5-gram sodium-peroxide fusion multi-element ICP-MS.

 

The SGS analyses included a quality assurance / quality control (QA/QC) program including the insertion of rare earth element standard and blank samples. Defense Metals detected no significant QA/QC issues during review of the data. Defense Metals is not aware of any drilling, sampling, recovery or other factors that could materially affect the accuracy or reliability of the data referred to herein. SGS is an ISO/IEC 17025 and ISO9001:2015 accredited laboratory. SGS is independent of Defense Metals Corp. and the Qualified Person.

 

About Defense Metals Corp.

Defense Metals Corp. is a mineral exploration company focused on the acquisition of mineral deposits containing metals and elements commonly used in the electric power market, military, national security and the production of “GREEN” energy technologies, such as, high strength alloys and rare earth magnets. Defense Metals has an option to acquire 100% of the 1,708 hectare Wicheeda Rare Earth Element Property located near Prince George, British Columbia, Canada. Defense Metals Corp. trades in Canada under the symbol “DEFN” on the TSX Venture Exchange, in the United States, under “DFMTF” on the OTCQB and in Germany on the Frankfurt Exchange under “35D”.

 

For further information, please contact:

Todd Hanas, Bluesky Corporate Communications Ltd.

Vice President, Investor Relations

Tel: (778) 994 8072

Email: todd@blueskycorp.ca

 

Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this news release.

 

Cautionary Statement Regarding “Forward-Looking” Information

This news release contains “forward‐looking information or statements” within the meaning of applicable securities laws, which may include, without limitation, statements relating to the planned hydrometallurgical pilot plant and the expected outcomes therefrom, a future commercial-scale hydrometallurgical plant, plans for its Wicheeda Property, the advancement and development of the Wicheeda Property, the technical, financial and business prospects of the Company, its project and other matters. All statements in this news release, other than statements of historical facts, that address events or developments that the Company expects to occur, are forward-looking statements. Although the Company believes the expectations expressed in such forward-looking statements are based on reasonable assumptions, such statements are not guarantees of future performance and actual results may differ materially from those in the forward-looking statements. Such statements and information are based on numerous assumptions regarding present and future business strategies and the environment in which the Company will operate in the future, including the price of rare earth elements, the ability to achieve its goals, that general business and economic conditions will not change in a material adverse manner, that financing will be available if and when needed and on reasonable terms. Such forward-looking information reflects the Company’s views with respect to future events and is subject to risks, uncertainties and assumptions, including those filed under the Company’s profile on SEDAR at www.sedar.com. While such estimates and assumptions are considered reasonable by the management of the Company, they are inherently subject to significant business, economic, competitive and regulatory uncertainties and risks. Factors that could cause actual results to differ materially from those in forward looking statements include, but are not limited to, continued availability of capital and financing and general economic, market or business conditions, adverse weather conditions, failure to maintain or obtain all necessary government permits, approvals and authorizations, failure to maintain community acceptance (including First Nations), decrease in the price of rare earth elements, the impact of Covid-19 or other viruses and diseases on the Company’s ability to operate increase in costs, litigation, and failure of counterparties to perform their contractual obligations. The Company does not undertake to update forward‐looking statements or forward‐looking information, except as required by law.

 

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[1] See Defense Metals News Release dated September 23, 2020

[2] Technical Report on the Wicheeda Property, British Columbia, effective June 27, 2020 and prepared by APEX Geoscience Ltd. (Steven J. Nicholls, B.A. Sc., MAIG and Kristopher J. Raffle, B.Sc., P.Geo) is available under Defense Metals Corp.’s profile on SEDAR (www.sedar.com)

[3] See Defense Metals News Release dated February 18, 2020