Energy 4.0 - The foundation of a new industry Part 1.2

11H

@Da_Fischi
Thank you for the tip. Spain was there early on, that's true. But Gemasolar, Andasol and PS20 are classic first-generation CSP plants. What China is building today is a completely different system.

The difference lies in three points:

1. hybrid instead of single plant
Spain: pure CSP with limited storage.
China: CSP + PV + large thermal storage + BESS + HVDC.
Thus real 24/7 base load.

2nd scaling
Spain: 50-150 MW per plant.
China: 1-3 GW base load, up to 5+ GW peak.
These are different dimensions.

3. construction time
Spain: 7-10 years.
China: 18-24 months.
Standardized technology, fast approval, EPC from a single source.

In short: Spain has laid the foundations, China is now building the large industrial scale.

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Chris@Multibagger

11H

A good morning from me too and a happy 1st Advent, dear Elsa.
As always, lots of interesting input. Thank you for that. I'm currently only invested in $FLNC. I'm more on the side of the small outsiders. 😉😂I've also had $BE on my watchlist for some time.

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10H

@Multibagger $BE I also have my sights set on that. And a happy first Advent to everyone too. 🕯️

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@Multibagger
I hope you also have a wonderful first Advent. And yes, both of the companies you mentioned are really exciting. Bloom Energy alone because of the strong support from the US government. That makes the whole topic of fuel cells, hydrogen processing and the infrastructure behind it extremely interesting.

Fluence Energy is also a heavyweight in this area. Purely US stocks with great influence and a lot of potential. I know that you like to bet on smaller underdogs because the chance of rapid share price gains is naturally higher there than with the big players, which are more stable but not growing as explosively. I myself have taken a few growth stocks in the energy sector as high-risk positions. Among others, I have a small stake in $ITM. Let's see where the journey takes us, but the important thing is to have a foothold in the market in the first place.

And especially for investors like you, who like to look at smaller projects, I have deliberately filtered out many hidden champions from the big names in my contributions. I have also included the shovel manufacturers, who are crucial in every boom, because they are often the most stable profiteers. As always, there is something for everyone, even if it is of course ultimately impossible to invest in every interesting company. In the end, you are spoiled for choice.

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Chris@Multibagger

@EpsEra You've done a really great job again

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Mega Mega Mega.
Have a nice first Advent.
$KSB $PRY and I've had $NKT on my watch for a long time.
Linde is a basic investment for me.
Where we Germans say it can't be done, the Chinese simply do it.

I once saw a report about Africa.
And how faeces are disposed of here due to a lack of sewage systems in order to avoid epidemics.
The conclusion was that electricity is generated from this waste.

Another conclusion was that a single-family household with a system in the garden or cellar could supply itself with electricity and heat from its faeces.
This would even protect sewers and could even be used by robots for parcel services.

That's why I find $2GB interesting.

Thank you dear

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@Tenbagger2024 $2GB I found it so interesting that I immediately opened a small position after the presentation. 🙈

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@TradingHase
I think you also need a little patience

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@TradingHase
My dear, would you perhaps like to make a great Advent calendar for us.
And present us with a new bunny photo in the little door every day. Maybe @Simpson would also like to make one with photos of his family and friends and boss

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@Tenbagger2024
Thank you very much for your encouragement. That always means a lot to me, especially when it comes from you. Regarding the companies you mentioned: These are classic infrastructure and energy profiteers. Shovel manufacturers that should never be underestimated. I also had KSB in my portfolio for a while, but then sold it for a small profit for reasons of reduction. In hindsight, perhaps not the best decision. When they are attractively valued again, I will certainly look at them again.

Prysmian and NKT are of course absolute key players when it comes to electricity grids, lines and connections. Very exciting, but as you say, you can't be invested in everything. 2G Energy is also an interesting, albeit specific, topic. I'm not invested there, but I think the model is definitely worth mentioning.

What I really wanted to tell you: Your reference to MBB has stuck with me. On Saturday there was an episode of "Alles auf Aktien" in which the CFO, Torben Teichler, was a guest. And the man completely won me over. MBB has a clean structure, Friedrich Vorwerk is its clear top performer and the buy-and-grow strategy is convincing. No sales, no quick exit mentality, but long-term development and scaling. Exactly what is often lacking in the SME sector.

The assessment there was identical to ours: MBB looks clearly undervalued. A doubling is absolutely realistic if they continue with their strategy. I will therefore start with a savings plan and simply add to any setbacks. I can only recommend the episode, which highlights some exciting companies that are not yet in the MDAX or SDAX but have the potential to appear there at some point.

All in all, I just wanted to say that I wouldn't have gotten so deeply into MBB without your earlier contribution. Thanks again for that.

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@EpsEra
Thank you, I still have secunet on my watch. Because I still see potential here in Germany. But from this perspective, MBB could also be a good alternative.
I am somewhat critical of the mattress manufacturer MBB, because there is a lot of competition here and some have already had to file for bankruptcy.
But I haven't really analyzed how good the MBB holding is here. The same applies to Hanke Tissue.

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@EpsEra
Here are your two investments for Sunday

https://youtu.be/35K9LsmPK8I?si=OskquzvXgjDBJdf6

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@Tenbagger2024 Be patient :)

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@TradingHase
Womit?

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@Tenbagger2024 So I've gained patience - well, a little of it in any case ;)

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@Tenbagger2024 Every day the rabbit has to make a new outfit? The union will be here before you know it. But I had another post planned for today anyway and of course there will be a new outfit in it ;)

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misinvest@misinvest

10H

So good article as always 😍 thank you!

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10H

Very interesting and I'm sure I've read the preliminary reports.
I have a few points that came to my mind and should perhaps be examined in more detail.
1. what is the operating time of such a park?
2. how quickly is the facility profitable?
3. after construction, is there regular work, i.e. maintenance companies that have not yet been seen, that generate regular income?
4. who is the operator - here I see the biggest regular and scaling point?

Do you think the companies involved in the production have a long-term added value or is there no more turnover after construction?

Sorry, lots of ideas and questions, but your detailed report didn't stop there 😉

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@TradingHase
First of all, thank you for your great feedback. It's questions like this that show you're thinking outside the box. And yes, all the points you raise are absolutely valid.

Regarding the service life: A CSP park usually runs for between 25 and 35 years. The thermal storage and mirror systems can be modernized or replaced, which means that the plants practically last even longer. These are long-term systems that are designed for continuous operation.

Profitability: In China, such a system pays for itself much more quickly, usually within five to eight years, because construction, financing and land use are cheaper. In the West, it would take longer, simply because the costs are higher and the bureaucracy takes up more time.

On the subject of maintenance: yes, there is regular work. Mirror cleaning, calibration, pumps, valves, heat accumulators and software updates. This is precisely what creates its own maintenance ecosystem that generates constant income over decades.

Regarding the operator and the scaling point: In China, this is usually done by state energy suppliers or state-subsidized joint ventures. However, the real leverage lies in the grid connection and the guaranteed power purchase. This makes the economic viability politically stable and ensures that such projects can be scaled at will as long as the government gives the green light.

Added value for the companies involved: During construction, high one-off revenues are generated for engineering and construction. Component manufacturers benefit in the long term because parts have to be replaced regularly. Maintenance companies earn consistently over the entire service life. And the operators themselves have the greatest leverage because they generate income from the sale of electricity for decades. Everyone benefits, but in different ways.

The bottom line remains: Regulation and transparency are never as clear-cut in China as they are here. Nevertheless, the massive expansion shows that CSP is politically desirable and works because the entire process, from planning and construction to operation, remains in China. In purely technical terms, this model would also be feasible in the West, but it would be much more expensive and much slower due to bureaucracy. Nevertheless, it would be the best and most stable solution in the long term.

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@EpsEra Thank you for the additional input. I see a lot of potential here. Certainly more difficult in Europe, as it requires space and public acceptance.
In Germany, we see the many complaints about wind turbines being too close to residential areas, etc.
I therefore see little chance of implementation here.
I think it will be difficult to find the players who will participate sufficiently in the implementation of the projects to make a scalable investment.

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Wolf@Eurosammler

@EpsEra Thank you so much for your contribution and wake-up call :-)! I am delighted that you have delved so deeply into this topic.
The Fraunhofer Institute is also working intensively on this new technology for energy generation, you can read about it here:

https://www.ise.fraunhofer.de/de/forschungsprojekte/hybridkraft.html

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@Eurosammler
Thank you for your feedback 😍
Very interesting article 👍

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Markus@KohleKompass

11H

Good morning @EpsEra, great contribution, thank you very much! 🤗
I wonder how the energy-hungry countries in (Northern) Europe and North America can benefit from this? Perhaps hydrogen will become increasingly important as an energy source? In any case, it sounds like an exciting solution to the "clean energy" challenge.

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