ACES News and Press, ALPS Clean Energy From 05/19/22

Bioenergy, a form of renewable energy derived from organic materials (or biomass), will play a pivotal role in helping the world achieve net-zero emissions by 2050. The main federal policy to support the US biofuels market is the renewable fuel standard (RFS), which requires refiners ...

ChargePoint is an industry leader, with significant revenue growth. Both the EV market and the EV charging infrastructure market are expected to experience tremendous growth in the coming years. ChargePoint's fundamentals remain elevated, trading at 12-13x revenue, despite widely ...

The Southeast Asia (SEA) region has ambitious goals to achieve net-zero emissions between 2050 and 2065. Indonesia obviously stepped up its ambitions in achieving net-zero emissions by 2060, but concerns linger over the execution. Thailand intends to ramp up the renewable energy s...

Plug Power reported another set of disappointing quarterly results with record cash burn amid ongoing margin issues. The core material handling operations remain an unmitigated disaster as the business continues to suffer from highly unfavorable service contracts with key customers li...

Plug Power's Q1 card was nothing short of a disaster, as it missed estimates on revenue and profitability. The company was impacted by natural gas costs and supply chain snarls. We believe that Plug's path to profitability by 2025 could be at significant risk. Furthermore, the Street ...

Gainers: Alps Clean Energy ETF (ACES) +2%. Alerian MLP Index ETN JP Morgan (AMJ) +5%. Alps Alerian MLP ETF (AMLP) +5%. Etracs Alerian MLP Index ETN Series B (AMUB) +5%. Infracap MLP ETF (AMZA) +5%. Losers: Microsectors -3X U.S. Big Oil Index ETN (NRGD) 7153%. Microsectors Oil & Gas Exp. &...

Since my previous article, PBD has lost ~22% vs a loss of ~10% for the S&P 500 and has clearly underperformed the market. PBD still trades at over 20x earnings, which is expensive, and I believe the current price doesn't provide a good margin of safety. There might be more dow...

The U.S. solar industry is warning of a sharp slowdown in installations this year due to global supply chain disruptions and the potential for new tariffs on panel imports from Asia, Reuters reports. Southern Co. (NYSE:SO) said on Thursday that it would delay nearly 1 GW of planned solar ener...

The Fed has little control over today’s goods inflation, driven by supply-chain, COVID stimulus, and war. Every time the Fed has increased rates to fight inflation historically, unemployment has increased. Recent events have put an even greater spotlight on energy independe...

As the war in Ukraine goes on way longer than Vladimir Putin appears to have anticipated, the Russian leader is getting increasingly aggressive. Moscow has cut off key gas supplies to Poland and Bulgaria, threatening to do the same for other "unfriendly nations" that refuse to pay for fuel in...