I wish I had gotten out and back in now. Unfortunately I was looking at the company and not the charts - ST at that time and will never do that again. But this is one of many companies in the scheme of the old saying if there is a problem there will be a solution and that solution is where the money is made. Energy is the problem - the complete energy cycle has to be viewed - From the source - raw energy material To processig it Distribution of it Recycling - cleanup NNRI is one major element to this complete cycle
For raw material to processing it my picks are EGP; COIN; SYNM; DAR gov't is mandating these areas be cleaned up and these have the possibility to do it from those raw waste materials Distribution - ACLI, ARII; RAIL; Tanker/Dry Bulk - DRYS CleanUp & Recycling NNRI
Solar has run and the only two technologies long term are thin film and concentrated PV. Thin film is to early to see which new ones win - but AXTI has to supply the material to which either one wins. Concentrated PV - EMKR; WWAT Too mny players in solr know like ethanol - cellusoic is the tech for ethanol but too early - VRMN might be a play here Wind - CPCT So you can see I read a lot on this topic. NNRI still comes out on top for the reasos I have mentioned many times.