Heavy Electrical Equipment


I always look at economics of the business
A bird in the hand is worth 2 in the bush and the question is how sure are you there are 2 in the bush and how long you have to wait to get them out
1. How many birds are in the bush?
2. When you gonna get them out?
3. How sure are you?
If interest rates are 15% roughly you've got 2 birds out of bush in 5 years equal to bird in the hand but if interest rates are 3% and you can get 2 birds out in 20 years it still makes sense to give up the bird in the hand because it's all gets back to discounting an interest rate. Often you don't know not only how many birds in the bush but in the case of internet companies there were not any birds in the bush but they still take the bird that you give them from the hand
Loop through all the subindustries and try to understand how many birds are in the bush from the perspective of economics of the business

Revenue

200020012002200320042005200620072008200920102011201220132014201520162017201820192020
Display GDP grow per year to compare with Revenue Change
1. Mitsubishi Electric Corporation MIELY35,60633,30227,43630,3264,069,20435,98504,238,6664,431,1984,519,9214,462,509
2. TPI Composites, Inc TPIC3215867559301,0301,437
3. AZZ Inc AZZ931211531831361521872603204123573814695717528179038648109271,043
4. Babcock & Wilcox Enterprises, Inc BW1,9211,5901,7571,4211,3411,062859
5. Bloom Energy Corporation BE248173209366633785
6. Power Solutions International, Inc PSIX155202238348389339417496546
7. Broadwind, Inc BWEN4.0230217198137186211216241199181147125178
8. Capstone Turbine Corporation CPST233619.5312.6116.972421314462821091281331153828539777423838369
9. XT Energy Group, Inc XTEG0002110.849.5215.2753
10. Polar Power, Inc POLA5.26.852314.422425
11. Pioneer Power Solutions, Inc PPSI41476984889210711410110621
12. Clean Energy Technologies, Inc CETY6.887.42.152.84.554.963.553.532.362.050.961.331.61
13. Ocean Power Technologies, Inc OPTT1.752.534.774.055.16.695.743.621.54.110.70.840.510.631.68
14. EnerDynamic Hybrid Technologies Corp EDYYF3.569.422.181.720.980.810.14
15. PowerVerde, Inc PWVI0.050.010.120.090.090.10.040.030.020.030.030.190.190.360.430.530.590.850.190.02
16. CellCube Energy Storage Systems Inc CECBF0000000000.74
17. The Dewey Electronics Corporation DEWY10.4110.898.926.366.026.27.345.439.6311.128.437.499.068.266.526.615.853.33000
18. Sauer Energy, Inc SENY00000000
19. Arista Power, Inc ASPW0.490.7822.2
20. Helix Wind, Corp HLXW001.240.1
21. Renewal Fuels, Inc RNWF1.020.570.410.240.262.361.840.79
22. Mass Megawatts Wind Power, Inc MMMW00000000.030.030.1600.0200
23. Ener-Core, Inc ENCR0.020.87000


Revenue Growth

200020012002200320042005200620072008200920102011201220132014201520162017201820192020
Display GDP growth per year to compare with Revenue Change
1. Mitsubishi Electric Corporation MIELY0.940.940.821.11134.180.010INF1.051.020.99
2. TPI Composites, Inc TPIC1.831.831.291.231.111.4
3. AZZ Inc AZZ1.311.311.261.20.741.121.231.391.231.290.871.071.231.221.321.091.110.960.941.141.13
4. Babcock & Wilcox Enterprises, Inc BW0.830.831.110.810.940.790.81
5. Bloom Energy Corporation BE0.70.71.211.751.731.24
6. Power Solutions International, Inc PSIX1.311.311.181.461.120.871.231.191.1
7. Broadwind, Inc BWEN7.417.417.290.910.691.361.131.021.120.830.910.810.851.42
8. Capstone Turbine Corporation CPST1.551.550.540.651.351.420.871.491.41.41.331.341.171.040.873.310.224.660.195.480.21.010.83
9. XT Energy Group, Inc XTEGNANNANNANINF0.520.881.63.48
10. Polar Power, Inc POLA1.321.323.330.631.671.03
11. Pioneer Power Solutions, Inc PPSI1.161.161.461.221.051.051.161.070.891.050.19
12. Clean Energy Technologies, Inc CETY1.071.070.291.31.631.090.7210.670.870.471.391.21
13. Ocean Power Technologies, Inc OPTT1.451.451.890.851.261.310.860.630.412.740.171.20.611.242.66
14. EnerDynamic Hybrid Technologies Corp EDYYF2.642.640.230.790.570.830.17
15. PowerVerde, Inc PWVI0.230.2310.250.7311.090.440.580.961.4215.681.011.851.191.241.111.450.220.13
16. CellCube Energy Storage Systems Inc CECBFNANNANNANNANNANNANNANNANNANINF
17. The Dewey Electronics Corporation DEWY1.051.050.820.710.951.031.180.741.771.150.760.891.210.910.791.010.880.570NANNAN
18. Sauer Energy, Inc SENYNANNANNANNANNANNANNANNAN
19. Arista Power, Inc ASPW1.581.582.551.1
20. Helix Wind, Corp HLXWINFINF275.420.08
21. Renewal Fuels, Inc RNWF0.560.560.720.581.19.090.780.43
22. Mass Megawatts Wind Power, Inc MMMWNANNANNANNANNANNANNANINF0.936.360INF0NAN
23. Ener-Core, Inc ENCR54.2554.250NANNAN