02 Dec

SKYX Platforms (SKYX): Revolutionizing Smart Homes with Strategic Investors and Partnerships Clearing the Path for Long Term Growth

By Chris AbbottIndustrials, Technology, ,
SKYX is redefining smart home technology and saving lives with its innovative SkyPlug and smart ceiling platform technologies. What began as a simple yet groundbreaking idea has evolved into a far more ambitious vision. The company is integrating its plug-and-play ceiling receptacle into a state-of-the-art smart home platform. Compatible with leading smart home devices like Apple, Google, Samsung, and Matter, the SKYX platform offers more than just convenience. With features like security monitoring, WiFi extension, CO2 monitoring, and music integration, SKYX promises to make homes "truly smart in minutes" and at a fraction of traditional costs. At the heart of…
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31 Jul

Terran Orbital: Live Long and Prosper with Lockheed Martin’s Frenemy in Space.

By Chris AbbottIndustrials,
Terran Orbital is a leader in the development of small satellites, a sector that has recently gained significant attention due to the success of Starlink and its constellation. The effectiveness of Starlink during the Russia-Ukraine war, where it was quickly deployed and operated in environments where traditional geospatial satellites were ineffective, has further highlighted the value of small satellites. Although the market was already trending towards small cube satellites, this event solidified their importance. Consequently, there is now enormous demand from various government and commercial customers eager to develop and launch their own distributed small satellite constellations. We believe that…
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28 Mar

Midwest Energy Emissions: Market Cap In Cash With Numerous Large Growth Opportunities

By Chris AbbottIndustrials, ,
We've had a lot of requests to add another article to our series on MEEC to reflect the recent trial win. This article serves as a follow-up to our previous piece, which outlined the settlement reached with approximately half of the defendants involved in MEEC's refined coal lawsuit. Both of these articles build upon our initial piece from June 2021. For those seeking insight into the company's background and the lawsuit, we recommend starting with our first article. In this note, we provide updates on several aspects covered in our previous articles, including the trial outcome, damage amount, potential for enhanced damages, updated valuation, and…
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21 Nov

Midwest Energy Emissions: Tax Credit Settlement Provides The Cash For The Next Leg Of Growth

By Chris AbbottIndustrials, ,
Given news of the recent refined coal settlement that encompasses about half the defendants in MEEC’s (MEEC) ongoing refined coal lawsuit, we are putting together a quick update to our previous article from June 2021, which can be found here. For those who are interested in the background of the company and the lawsuit we recommend starting with our first article. In this article, we update a few pieces from our original article, including the methane gas opportunity, the Refined Coal lawsuit as well as add a short discussion on the new forever chemicals and SE Asia opportunities, as well as…
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10 Jun

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

By Chris AbbottIndustrials,
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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03 Dec

LiqTech International Inc.: Pounding The Table As O&G Takes Shape Plus Black Carbon And NOx Opportunities Are Ahead Of Plan

By Chris AbbottIndustrials,
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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04 Mar

AeroVironment Inc: Opportunistic Bargain Buy For This Leading Player In Drone Manufacturing

By Chris AbbottIndustrials, ,
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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26 Dec

LiqTech International: Investors Are Missing The Forest For The Trees

By Chris AbbottIndustrials,
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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30 Oct

IMO 2020 Drives Lower Fuel Costs And Creates Additional Demand For Scorpio Tankers, Inc.

By Chris AbbottIndustrials, ,
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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