ReNew Power is evidently all about renewable energy services and as it is based in India, a country that is in desperate need of cleaner fuels due to the large population and the effects of carbon on human life ReNew Power has come to the rescue for India. The CEO Sumant Sinha is known to be an innovative but thorough leader of the company that has received investment backing from Financial Times, Goldman Sachs and Fortune. He has authored more than 100 articles in global publications and is also a pioneer of the UN Global Compact SDG (sustainable development goals) 2021.

The initiative of clean energy transition is embedded in the company’s ethos due to Sumant’s persistence and he displays this by also being an active member of the Stewardship Board on shaping the future of Energy at the World Economic Forum.

The business model relies on renewable energy PPA’s with their different business sectors “myGreen”, “GreenTouch”, “Green Advance” that claim a 100% green quote. They have an ambitious goal of 1GW of power from green energy. The competitive advantage is within the PPA as India is rich in culture with different backgrounds, there is a culture of togetherness and the PPA agreement is something that is underrated in a country that revolves around empowering the community. The backing received from notorious investment banks is great as the potential for a long term investment being profitable.

The total income as of September 30th 2021 is $56.6 Million (£41.9 Million) which is a 13.4% increase in comparison to the income of 30/09/2020 at $49.9 Million (£36.94 Million). Profit after tax of this time period also quadrupled (312.5% increase) which is a great factor towards sustainability in India.

As of the 28th of January 2022 the stock price ended at $5.74 but the risk is high in investing in this company as the company has been on a downtrend for the last 6 months. The ReNew Power company is one I would back for it’s innovation and promoting cleaner fuels in India however although last week saw an increase in stock percentage by 10%, unless I see innovation in carbon storage, hydrogen fuel cells or battery storage this is a company I suggest we should wait before investing. Unfortunately, India has had serious flooding in recent times which also is a factor that affects the way this company’s stock moves.

Terna Energy, the Greek energy company is one that will be here for the ages. In the fast paced society that we live in today I would normally introduce the CEO but in the earlier days of business’ corporate structure the most important member was the president of the business. Terna Energy’s growth in large has come from the accomplishments of their president Georgios Peristeries who is the chairman of the Hellenic Association of Renewable energy electricity producers since 2000. The entrepreneurial spirit landed him business throughout Europe, USA and Middle East.

The business model is situated about being the most dominant projects in renewable energy in Greece. They have had 2 billion euros (£1.67 billion) invested in renewable energy solutions as they are aiming for 3GW of renewable energy solution plants by 2025. Their plants consist of these clean energy technologies: hydroelectric, pumped storage, hybrid projects (wind turbine & pumped storage), solar energy projects (very prosperous considering Greece has one of the highest solar power potentials in the EU because of its sunny climate) and biogas projects and waste management.

The competitive advantage comes from their solar projects as the government in Greece has incentivized investment by providing for high tariffs and capital subsidies for photovoltaic energy and biogas projects and waste management. The IPECI Hydrogen projects of common European interest marks a milestone for energy transition through hydrogen technologies. Terna energy and Heron have recently agreed on PPA in Greece and Terna Energy has also partnered with TITAN cement group for mechanical and biological waste treatment plants in Attica and central Macedonia.

With their revenue net cash from operating activities reduced in percentage by 52% from 133.712 million euros (30/06/2020) to 64.28 million euros (30/06/2021); however they’re in a positive at 30.312 million euros (30/06/2021) compared to last year in minus 27.284 million euros. The profit margin of this same time period increased by 2.5% from 22.983million euros to 23.566 million euros.

As of the 28th January 2022 the price of the Terna Energy stock is 12.46 Euros (£10.36) recovering from a dip on the 24th of January. The new projects on the horizon gives hope for further longevity to this renewable energy company but the risk is still relatively high due to natural disasters from global warming with wildfires in Greece and the country’s economy extremely reliant on tourism.

This is a company I would put in the emerging market sector as the innovation is futuristic but most importantly clean. The CEO and president Andy Marsh has a focus on building a company that has a combination of technology expertise. This is not his first endeavour in the energy market as he previously was a co-founder and CEO of Valere Power. Valere became a profitable global operation with over 200 employees and $90 Million invested (£66.3 million) with the guidance from Marsh who is an expert in sales sector for technology. Marsh is also a member of the board of directors for the California Hydrogen Business council.

Plug power is promoting sustainable technology which a lot of people believe will thrive for the long run especially with the goal for carbon neutrality in several countries by 2030 and global net zero carbon footprint by 2050 at various conferences (Paris agreement 2015/2016 and most recent Glasgow COP26). The business is revolved around building the green hydrogen economy. To elaborate, this depends on clean hydrogen and zero emission fuel cell solutions that are both cost effective and reliable. Plug power has backup power technology, hydrogen fuel cells for aerospace activities and robotics. This a serious competitive edge as this could be a direct source to NASA and small networks willing to set up satellites for new clean telecommunication purposes.

In terms of the revenues for Plug Power, with innovative ideas comes a expensive cost and that is why there is an increase in gross losses to $31078000 (30/09/2021) from $28584000 (30/09/2020). The net revenue increased by 34.4% in the same time period from $107048000 to $143922000. The profit margin also increased by 47.2% from $44.9 million to $66.1 million.

As of the 28th January 2022, Plug power share price is at $18.76 (£13.99) and this whole year the company price on a whole has been on a downtrend but with time, this is one to buy in bulk as many will wait for bullish market to appear as the company is building a legacy.

Blink charging is a company with a lot of buzz as it is a top tier candidate in its competitive field. The founder and CEO Michael D Farkas is known to be a successful principal investor across a variety of industries including automotive, retail, telecommunications, agriculture and aerospace.

The business is self explanatory, Blink charging is providing charging hubs for electric vehicles. They design, manufacture, own and operate EV charging stations. They have more than a decade of EV infrastructure. According to Blink’s data analysis team, global EV purchases are forecasted to rise to 10 million by 2025. They have specific services depending on what customers/organisations would need: hybrid owned, blink as a service, blink owned and host owned.

The competitive edge doesn’t just come from the ground work for the last decade but also the strategic business clients they source in the U.S, Europe and Middle East. Just recently, Blink charging has announced agreement with Bridgestone retail operations to bring EV charging stations to fire and vehicle service centres and blink charging to supply electric vehicle chargers to GM car dealerships in U.S and Canada.

The net income increased in price by 244% in a year from $3.777 million (30/09/2020) to $12.99 million (30/09/2021). The blink charging share price (28/01/2022) $18.89 (£14.09) is on the downtrend but this is definitely a stock to buy and hold for a long term investment. They are outpacing their competitors due to their early preparation; the risk on this investment would be moderate and I would definitely buy this stock in bulk.

Scottish power is hugely dependent on the renewable technology as the generated electricity from offshore wind turbines has been extraordinary. The CEO Keith Anderson (formerly CEO of Scottish Power Renewables for 14 years and 7 months before change of company name to align the investments purely to the green sector) has been an essential figure in growing the company portfolio to where it is now. Scottish power is working on green tariffs backed by 100% green electricity; they are focusing their business model on EV charging hubs, smart solar, green hydrogen and smart heat technology.

The competitive advantage for Scottish power stems from solar battery, home insulation and smart heat tariffs which mean possibility for real estate opportunities or land acquisition for more projects. Scottish power has recently celebrated 7GW offshore wind success. The recent merger with Shell for a floating wind power project is massive as I have had experience in the oil and gas sector and not only is the pollution from explorations an issue but the decommissioning stage is also an issue. The left overs from the decommissioning stage of offshore projects could be pipework and waste material oil companies have notoriously left embedded in the ocean impacting marine life. Offshore platforms that can be recycled material for offshore wind turbines.

Unfortunately, scarcity in financial information regarding the 2021 revenue income and profit margins are not around ; 2020 financial highlights: revenue £5164000000 operating profit: £991100000; 2019 financial highlights: revenue: £5124500000 and the operating profit £828700000.

Scottish power is going to be one of the energy companies spearheading the carbon issue upfront with their green tariffs and thorough investments. Share price (28/01/2022): £107.13 but Scottish power has been on a downtrend for the last 5 years. This is a stock I would watch and wait on as it in a bearish state where traders are selling but the company ethos is outstanding.

This blog was written by the founder Emmanuel Odunayo an Energy market expert analyst with previous experience in the low energy carbon consultancy and reservoir engineering for energy companies. This blog is a portfolio that is going to be used for automation trading with energy, tech and crypto stocks with the use of algorithmic trading data science tools.