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To: que seria who wrote (39312)	10/8/2003 3:27:18 AM
From: Seeker of Truth	Respond to of 74559

Hi que seria, I've nothing too useful to contribute about that. I think the rankings as the most energy saving companies will vary, perhaps vary extremely, with time. At the present I think the greatest savings in energy are being achieved by manufacturing in China and doing back office stuff,(IDB) in India or systems management and software production(CTSH) in India. So a company like 0177.HK, Jiangsu Expressway, has been doing quite well as you would expect since the Chinese manufacturing "system" results in drastically lower energy expenditure than the same manufacturing in rich countries. Hence a way to truck the goods out of China to the ports is extremely important. Similarly for SinoTrans which handles parcels. A company like VWS.CO, Vestas Wind Systems is like the CPST that you mention, i.e. they don't make money yet so it's still a wild gamble from which I stay away. Like you I avoid stocks which depend on government whims and subsidies. Nonetheless I think there will be a day when wind power comes into its own; then the oil price in real terms will be twice what it is today and wind and water power will be prized and profitable. Then VWS.CO will be, I suppose, a fine investment; of course it will have to be caught when the P/E is still reasonable. I also like coal mines since unlike the prophet of doom, I think that burning coal with the proper clean up of the gases will be VERY profitable. It will save energy compared to burning the then expensive oil. The point is, what's good to buy depends on what is currently the most drastic way to reduce energy consumption for a given essential task. Great new technology for handling uranium is being developed at MIT, I hear. That could be a company some day. We just have to keep our ears to the ground. Sorry nothing concrete. Good luck. Malcolm

To: que seria who wrote (39312)	10/8/2003 9:02:39 AM
From: TheSlowLane	Respond to of 74559

que seria - You asked about companies with products that drastically save energy. One microcap that I have been following for several months is Carmanah Technologies (CMH-V). They have brought together solar-power and LED technology to produce very long life, low maintenance, low cost lighting solutions. The technology was initially developed for the marine environment, about as harsh as it gets, so adapting it for other uses is now occuring rapidly. For example, they just recently launched products for use in aviation lighting and were awarded a USAF contract to provide all of the lighting for an air base in Iraq. Likewise, the USCG just deployed Carmanah lighted channel markers along a critical Iraq waterway (USCG approval took 2 years to obtain). In the transit area - they have just won a contract to provide a few hundred bus shelters to London and have a couple dozen field trials ongoing in N. America for their bus stop product. I would look at the products, management team, intellectual property, deployments, vertical markets potential to get a sense of where this little company might go.