Midwest Energy Emissions: SEA Change Underway, Don’t Miss The Rising Tide Lifting This Boat

Just a few years ago the outlook for Midwest Energy Emissions (MEEC) was pretty bleak. However, with CEO Richard MacPherson's leadership, the company re-envisioned its strategy, cut costs, and pivoted away from manufacturing and product trials toward tightening up its patent portfolio in preparation for lawsuits. Additionally, the company has been cleaning up its balance sheet in preparation for a Nasdaq up-listing within the next month or so. Concurrently, management is also laying the groundwork to enter three new business verticals mentioned above by leveraging their proprietary SEA core product. MEEC has numerous clear catalysts to improve sales growth both…
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LiqTech International Inc.: Pounding The Table As O&G Takes Shape Plus Black Carbon And NOx Opportunities Are Ahead Of Plan

LiqTech International is in the middle stages of supplying ceramic silicon carbide filters to closed-loop scrubber manufacturers for the IMO 2020 regulatory implementation cycle, which is expected to peak in 2024. Large shipowners are returning to the market ordering and installing scrubbers, taking a longer-term view of the opportunity. Over 120 ports worldwide have banned the use of open-loop scrubbers. Additionally, the European Parliament's environmental committee recently voted to support an open-loop ban, potentially adding 4000 ships to LiqTech International’s TAM. The company is entering the O&G filtration market through a JV in the Middle East. The O&G market provides…
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AeroVironment Inc: Opportunistic Bargain Buy For This Leading Player In Drone Manufacturing

AeroVironment Inc (AVAV) is the leading provider of unmanned aerospace solutions. The company is primarily known for its Puma, Wasp, Raven and Switchblade drones. The company is at the intersection of 4 very large secular growth drivers including connectivity, robotics, software analytics, and sensors. Since 9/11, AVAV has been a major beneficiary of the Department of Defense's interest in unmanned aerial systems (UAS). AVAV has won more than 90% of all the US Army's small UAS deliveries since 2013. As commercial drones become a bigger part of our everyday lives, AVAV is positioned well for continued long-term growth. Read more…
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LiqTech International: Investors Are Missing The Forest For The Trees

LiqTech International (LIQT) offers a unique mix of growth drivers that should allow the company to expand at a strong pace for the foreseeable future. It’s currently at an inflection point with ramping orders and installations for IMO 2020-compliant marine scrubbers. With the recent launch of its conversion kit, LIQT is well-positioned to benefit from the market’s shift away from open loop scrubbers and toward closed loop. Beyond the marine scrubber market, LIQT is entering several new and large markets that will provide revenue diversification and growth including Oil and Gas water filtration, power plant wastewater, and industrial membranes. Read…
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IMO 2020 Drives Lower Fuel Costs And Creates Additional Demand For Scorpio Tankers, Inc.

At 1035 Capital, our investment strategy is to look for catalysts that positively improve the fundamentals of the companies we invest in. With IMO 2020, Scorpio Tankers (NYSE: STNG) has a significant regulatory catalyst ahead of it that should help increase demand for its services for the long term. Additionally, due to management's foresight, STNG has the world's largest, scrubber equipped product tanker fleet which positions the company well to take advantage of lower priced HSFO driven by IMO 2020 implementation. We believe these factors combined with historically low new ship builds places STNG as the best positioned public tanker…
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LiqTech International Is An Under The Radar GARP Idea With Multiple Catalysts

LiqTech International (NASDAQ: LIQT) is an exciting clean technology filtration company positioned well to benefit from several significant catalysts which are providing meaningful growth opportunities for this relatively unknown small-cap company. This stock has been punished due to a misunderstanding of LIQT’s unique position within the marine scrubber market. Additionally, some investors express concern over the durability of LIQT’s earning power beyond the implementation of IMO 2020. This uncertainty, combined with a generally soft small cap market, has contributed to the currently depressed share price. Read More on Seeking Alpha.
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