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Adam Johnson anchored several business programs at Bloomberg Television over five years, interviewing CEOs, heads of state, and Nobel laureates. His daily video investment blog, Insight and Action was sponsored by a major U.S. lender. Previously he managed global risk assets for ING Furman Selz and Louis Dreyfus, trading oil futures, listed equities and equity options. Adam began his career at Merrill Lynch with a degree in economics at Princeton.
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Going Green at Scale
#1 Fuel Cell Pioneer
- Hydrogen fuel cells use hydrogen to create electricity and produce only water as a byproduct
- Market for hydrogen fuel cells is estimated at $200-500B over the next decade according to JPMorgan
- One US company leads the world in the production of liquified hydrogen and hydrogen fuel cells
Going Green – The recently enacted Inflation Reduction Act (IRA) turbocharges clean energy with $370B in incentives, encouraging companies like Amazon and FedEx to accelerate adoption of ultra-clean hydrogen fuel cell technology (FCEL). These portable, battery-like power plants use hydrogen and oxygen to create electricity, producing only water and heat in the process. While historically uncompetitive on a stand-alone basis, large-scale deployments of fuel cell vehicles are proving cheaper than EV and gas-powered fleets after calculating total lifetime operating costs, according to McKinsey & Company… especially since generous IRA provisions offset initial investment costs. Additionally, hydrogen fuel cells have twice the range of lithium ion batteries, they recharge 15 times faster and weigh one-tenth as much. The leading hydrogen fuel cell company sold $750M of equipment and fuel last year, with the goal of doubling revenue this year. I am reiterating my positive view, and adding at current prices.
March 31, 2023Read More
Minerals and Magnets
Leveraging Rare Earths
- Electric vehicles (EV) account for 6% of all new vehicles sold in the US and over 10% globally
- EV manufacturers are pivoting to permanent magnet motors from induction motors to improve efficiency
- One California mine accounts for 15% of global rare earths production with 6x mineral concentration
Pay Dirt – Texas oilmen have long referred to oil producing wells as pay dirt, since that’s where the oil is and that’s how you get paid. Fast forward to 2023, and a new type of pay dirt is emerging that might be even more profitable: Concentrated deposits of rare earth minerals needed for high-tech applications like electro-magnets and EV batteries. China owns the vast majority of these increasingly essential inputs, with Australia as a distant second, but the single largest and most productive rare earths mine sits in California… about an 90 minutes from Las Vegas. The property represents 15% of the world’s know reserves but could satisfy decades worth of electric vehicle demand, since its mineral concentration is six times greater than mines operating elsewhere. As a result, this single operation in California is the world’s lowest cost producer, and since the owners are also building a nearby electro-magnet production facility, it’s evolving into the only truly vertical operation of its kind. The company is profitable and the stock is reasonably cheap. I love seeing an American company leading the world in clean energy technology, and I’m adding it the the Bullseye portfolio.
March 31, 2023Read More
Warehouse of the Future
Machines Do the Work
- 80% of warehouses rely on people to sort and store products while 15% are partially mechanized (DHL)
- Fewer than 5% of warehouses incorporate new robotic technology to speed handling and lower costs
- One newly-public, automated logistics company has 400 patents and contracts with three top-tier retailers
Tech Meets Tangible – I’ve been looking to add an industrial company to the portfolio that combines manufacturing might with technological prowess, and I’ve finally found one. This fast-growing business automates warehouses and virtually eliminates the need for human hands. Given its first-mover advantage and deep-pocketed partners who’ve already generated a $11B backlog, this company has the potential to revolutionize the entire logistics business. Unlike mechanized factories that came of age in the 60s and 70s… think identical coke bottles being filled along a conveyor built… we’re talking about robots which unpack, sort, store, repack and ship items of any shape or size. They speed transit times, lower costs and often pay for themselves in the first five years. Only one company has 400 patents to protect this ground-breaking technology. It’s a great example of American Ingenuity and this week’s new pick.
March 31, 2023Read More
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