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"EFR is guiding to exit the year with ~526 Klb U3O8 in inventory; this will set the company up nicely to meet sales contracts in 2014." (11/15/13) Energy Fuels Inc. - Colin Healey, Haywood Securities More >
Companies Commented On
- Acorn Energy Inc.
- Algonquin Power and Utilities Corp.
- Alterra Power Corp.
- BIOX Corp.
- Brookfield Renewable Energy Partners L.P.
- Capstone Turbine Corp.
- Enbridge Inc.
- Etrion Corporation
- Finavera Wind Energy Corp.
- General Electric Co.
- Innergex Renewable Energy Inc.
- Just Energy Group Inc.
- Magma Energy Corp.
- Nevada Geothermal Power Inc.
- Northland Power Inc.
- Ormat Technologies Inc.
- Primary Energy Recycling Corp.
- Ram Power Corp.
- Shear Wind Inc.
- Sprott Power Corp.
- U.S. Geothermal Inc.
- Western Wind Energy Corp.
Jacob Securities Senior Vice President for Research John McIlveen has been with the firm five years and has a total of 26 years' experience in special-situations research and merchant banking. In 2004, he became Canada's first sell-side analyst to focus solely on renewable energy research and consistently has been ranked a top performer by Bloomberg on accuracy of estimates and returns. He is currently treasurer of the Canadian Geothermal Energy Association and a published academic with 15 papers, including his and coauthor Alan Rugman's 1985 best Canadian book-nominated Megafirms: Strategies for Canada's Multinationals.
How to Pick Renewable Energy Stocks in Changing Markets: John McIlveen (11/29/12) It's impossible to generalize when it comes to renewable energy investments. Therefore, investors must approach opportunities on a case-by-case—and state-by-state—basis. But Jacob Securities Senior Vice President of Research John McIlveen knows how to pick his plays in any market environment. In this interview with The Energy Report, John McIlveen names his best bets. As always, safety first.
Renewable Energy Stocks that Deliver: John McIlveen (1/12/12) Retail and institutional traders invested record amounts in renewable energy producers in 2011, but separating the wheat from the chaff can be challenging. In this exclusive interview with The Energy Report, Jacob Securities' Senior Vice President for Research John McIlveen shares how to pick and choose. For steady dividends, high-yield Independent Power Producers deliver shareholder value, while renewable projects in the developing world offer incredible potential returns. Whatever the project, it's the internal rates of return that matter.
John Mcllveen: Renewable Energy Shares Could Bounce Off 52-week Lows (8/9/11) Renewable energy stocks have not been the darlings of Wall Street, but that's just the angle Senior Vice President for Research John McIlveen of Jacob Securities is playing for his institutional investor clientele. He sees renewables as the classic unloved value sector that could pay off big for investors over the next decade. In this exclusive interview with The Energy Report, John shares his best ideas, including some that could offer surprise upside given the right set of deals, power purchasing agreements and joint ventures.
"ZC has an interesting business model; it scours various countries for investments and nurtures a stable of companies." (12/3/13) Zimtu Capital Corp. - The Mining Report Interview with Thomas Drolet More >
"Of note is SYH, which has properties in the Patterson Lake South area and is part of the Western Athabasca Syndicate." (12/3/13) Skyharbour Resources Ltd. - The Mining Report Interview with Thomas Drolet More >
"MVN's Alberta assets can help support cash flow and operations while the company continues to develop its large asset base in the southern cone." (11/26/13) Madalena Energy Inc. - The Energy Report Interview with Xavier Grunauer More >
"Bringing an alternative pipeline on-line will allow MMT to produce more, generate more cash and at the end of the day, increase its dividend." (11/21/13) Mart Resources Inc. - The Energy Report Interview with Amin Haque More >