How to invest in "Biden World" - Jan 6
Posted: Wed Jan 06, 2021 7:15 pm
I get emails from time to time suggesting that I am anti-EV or against renewables because all of my background is in oil & gas.
The only renewable that I believe is total BS is biofuels because we need farmland for food. I am an "all of the above" energy guy. Oil, gas and coal cannot produce all of the energy needed to meet this world's relentless need for more energy. I am super bullish on rechargeable batteries. I just don't think oil, gas and coal are BAD and all renewables are GOOD. Even in the most aggressive New Green Deal plans, oil, gas and coal will be providing 70% if the world's energy in 2030. IMO we won't see peak oil demand until 2040 and I will probably be dead by then.
I am anti "Story Stocks". IMO there is no way to justify the stock price of Tesla, I think the money will be made on finding companies that are "off the radar screen". I've introduced EPG members to small niche companies that I believe have the teams, the assets and the funding to make it big in the shift to more renewable energy.
Here are the small-caps that I believe have HUGE upside for us as we move to more power storage demand and EVs.
> Nano One Materials Corp. (NNOMF), a company that is making better technology for rechargeable batteries. NNOMF is up 400% since late June and they are close to announcing some major JVs with some very large battery manufacturing companies and car companies like VW.
> Exro Technologies (EXROF), a company that makes electric motors run better and use less energy. The first time that I met Sue Ozdemir in Houston, I knew she had the drive and the team to be successful. EXROF is up over 300% since hosting our August webinar.
> Nouveau Monde Graphite (NMGRF) a company developing a high quality graphite mine in Quebec that is up 500% since hosting our July webinar. High quality graphite is required for rechargeable batteries. I highly recommend that you register for this Friday's webinar, hosted by Eric Desaulniers, President & CEO of NMGRF.
> E3 Metals (ETMC.V) a lithium company that is up over 200% since the end of August. I hope to get E3 to host a luncheon for us in a few weeks.
Abundant and affordable energy is key to our high standard of living. It is all good. My "mission" is to find the "diamonds in the rough" for us to invest in.
The only renewable that I believe is total BS is biofuels because we need farmland for food. I am an "all of the above" energy guy. Oil, gas and coal cannot produce all of the energy needed to meet this world's relentless need for more energy. I am super bullish on rechargeable batteries. I just don't think oil, gas and coal are BAD and all renewables are GOOD. Even in the most aggressive New Green Deal plans, oil, gas and coal will be providing 70% if the world's energy in 2030. IMO we won't see peak oil demand until 2040 and I will probably be dead by then.
I am anti "Story Stocks". IMO there is no way to justify the stock price of Tesla, I think the money will be made on finding companies that are "off the radar screen". I've introduced EPG members to small niche companies that I believe have the teams, the assets and the funding to make it big in the shift to more renewable energy.
Here are the small-caps that I believe have HUGE upside for us as we move to more power storage demand and EVs.
> Nano One Materials Corp. (NNOMF), a company that is making better technology for rechargeable batteries. NNOMF is up 400% since late June and they are close to announcing some major JVs with some very large battery manufacturing companies and car companies like VW.
> Exro Technologies (EXROF), a company that makes electric motors run better and use less energy. The first time that I met Sue Ozdemir in Houston, I knew she had the drive and the team to be successful. EXROF is up over 300% since hosting our August webinar.
> Nouveau Monde Graphite (NMGRF) a company developing a high quality graphite mine in Quebec that is up 500% since hosting our July webinar. High quality graphite is required for rechargeable batteries. I highly recommend that you register for this Friday's webinar, hosted by Eric Desaulniers, President & CEO of NMGRF.
> E3 Metals (ETMC.V) a lithium company that is up over 200% since the end of August. I hope to get E3 to host a luncheon for us in a few weeks.
Abundant and affordable energy is key to our high standard of living. It is all good. My "mission" is to find the "diamonds in the rough" for us to invest in.