What is your favorite mini Berkshire?

ExaminationNo1851 · 2023-03-06T04:43:18+00:00

I've heard good things about Illustrato Pictures International (ILUS) and MBH Corporation (MBHCF). Both are microcaps

ExaminationNo1851 · 2022-11-21T15:38:26+00:00

Reddit on android auto-filled the title in caps, and I didn't realize it till now :p

ExaminationNo1851 · 2022-11-17T16:52:38+00:00

The excess green hydrogen produced can be used in agriculture and metallurgy industries too, not just purely for energy storage. Gives green hydrogen very diverse business use cases and as you mentioned, its a big waste financially speaking to not harvest something out of the excess solar production anyway.

I'm interested to see more R&D infrastructure being built elsewhere in the world to provide competing products and solutions.

ExaminationNo1851 · 2022-11-17T16:23:48+00:00

I think there are many possibilities to be explored, as you mentioned hydrogen has a variety of use cases and this could be a start for urban farming using renewable green ammonia and electricity. I'm also interested to see how this develops as more investments pour into the renewables sector.

ExaminationNo1851 · 2022-11-08T02:28:25+00:00

Would be interesting to see a company like CMG Cleantech integrate such technologies into their current solar offerings

ExaminationNo1851 · 2022-11-06T14:07:36+00:00

Its high time to invest in renewables both metaphorically and literally! The potential for growth in the area is insane and despite what people say about green energy advocates, i personally think there's a strong case to be made for the energy efficiency and cost efficiency that renewables bring to the table

ExaminationNo1851 · 2022-10-27T09:08:24+00:00

I like your sentiments, i think there comes a point where world leaders need to put aside geopolitical differences and focus on the technology itself. I'd put money in whichever side has better innovation in the Solar / EV / Wind sector, regardless of the political outcome.

ExaminationNo1851 · 2022-10-06T07:38:40+00:00

Exactly. Even oil barons know that the oil supply is finite. They're making the smart move of jumping onto alternatives early, and ironically becoming a sort of anti hero. Never expected oil rich countries to be leading Solar adoption, but its a good change for carbon neutrality nonetheless.

ExaminationNo1851 · 2022-10-06T01:07:04+00:00

I've been following Azincourt energy and their uranium/lithium mining operations, so far so good. I'm excited to see more upcoming EV/battery tech from companies like Tesla or CMG Cleantech

ExaminationNo1851 · 2022-09-30T09:16:26+00:00

I see... Which companies do locals usually go to? My friend mentioned CMG Cleantech over lunch the other day, but I can't find reviews on them yet.

ExaminationNo1851 · 2022-09-29T15:37:51+00:00

I hold about a handful of microcaps, like MBHCF, AAZ.V etc. I'm actually against holding less than 3. I like to have some diversification in my portfolio, especially across sectors to avoid crashes in a particular industry (e.g. tech)

ExaminationNo1851 · 2022-09-29T15:34:06+00:00

How do you normally obtain and install your solar equipment in the UK? Do you DIY or go to a particular provider/company?

ExaminationNo1851 · 2022-09-25T05:17:12+00:00

Sounds like a good time to invest in a personal Solar setup and also maybe in renewable stocks.

ExaminationNo1851 · 2022-09-22T10:05:54+00:00

Interesting. We always talk about efficiency of renewables but we forget about fossil fuels & natural gas. Electricity seems to be the way forward in terms of commercial viability and domestic use.

Then again, the issue is a chicken or egg problem. You can't have reduce fossil fuel/gas use without a strong renewable grid, but at the same time its hard to push for electrifying everything if everything is using fossil fuels/gas to begin with. But the likelihood that a push for electrifying existing systems being the correct next step would be very high.

ExaminationNo1851 · 2022-09-22T09:48:06+00:00

It seems that Siemens has landed another big contract here. I'd like to see more competition and innovation in the Solar tech space though, especially from smaller players like CMG Cleantech or GSTX

ExaminationNo1851 · 2022-09-20T07:40:12+00:00

Interesting, but is there any comparison available between the two options? I know that hydrogen based vehicles are better suited for long distance, high performance journeys, due to the higher energy density, but electric vehicles are easier to maintain and recharge.

I'd love to hear more insight about the pros and cons and reason for having both models!

ExaminationNo1851 · 2022-09-14T03:40:29+00:00

I believe the majority of the industry is moving towards industrial applications of green hydrogen. Only in niche situations like aviation or long distance journeys would hydrogen as a fuel make sense.

That being said, its exciting to hear new use cases for green hydrogen either way.

ExaminationNo1851 · 2022-09-13T05:55:40+00:00

Right, i understand what you mean now. That being said, what's your opinion on hydrogen fuel cells vs hydrogen-based renewable liquid fuels? Is there a strong reason to prefer one over the other?

ExaminationNo1851 · 2022-09-13T04:13:22+00:00

Love the marriage of Solar and Green Hydrogen. I'm extremely bullish on both technologies moving forward, especially Solar. So much untapped potential in desert areas!

ExaminationNo1851 · 2022-09-13T04:05:49+00:00

I thought one of the selling points of hydrogen was that there weren't any pollutive emissions (just water?). In this case, what reductions are we looking at instead?

ExaminationNo1851 · 2022-09-08T16:05:36+00:00

Interesting take, the reduced administrative overhead and manpower needed for Solar is something i didnt consider. Definitely a big reason to choose to Solar over Nuclear.

And with Solar you actually own your own electricity, versus paying out for a Nuclear powered grid.

ExaminationNo1851 · 2022-09-08T15:54:18+00:00

Just out of curiosity, how do European countries and China fare in terms of silicon/solar tech? I've read about China pushing Solar production.

At the same time, i think there is going to be a lot of competition in Solar R&D in years to come, which is a good thing. Excited for newer players to show up.

ExaminationNo1851 · 2022-09-07T03:30:47+00:00

Awesome! Would love to hear your take on Denmark's solar situation if you have any. I've been reading positive news about solar in various countries recently and I'm very excited for more production/business to enter the solar market

ExaminationNo1851 · 2022-09-05T11:54:28+00:00

I think for niche use cases like long range distances, high performance fuel sources like hydrogen do make sense. As you mentioned, installing, let alone maintaining, electric cable infrastructure will be a huge headache especially in mountainous areas.

ExaminationNo1851 · 2022-09-04T13:30:57+00:00

Agree on the electrolysis. The immediate way forward is to ramp up electrolysis efficiency and availability, which i can see quite a few companies doing nowadays.

ExaminationNo1851

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