Dear Reader, Here’s a speculative stock idea for you to kick off the new year. One you’ll need to look into quickly if you want to get in before the wheels start moving as I expect. Wind turbines, big batteries and solar energy plants stole the limelight — and many of the stock gains — in 2020. But, as you’ll see here, hydrogen is shaping up to be the headline-getter in ‘21. It’s the most plentiful element in the observed universe. And yet companies that are producing it or working to turn it into clean energy are like hens’ teeth right now. As investors move from obvious to less obvious clean energy opportunities this year, hydrogen stocks should start seeing increasing attention. Especially ones with solid plans in development in the first quarter of this year… Which brings me to this sub 20-cent ASX-listed stock. These guys are very small. At the time of writing, they have a market cap of just under $100 million. But their immediate aim is to start producing hydrogen from an area 550 kilometres north of Adelaide. Now…it’s in the super-early stage. That’s why shares are so cheap. Operations aren’t officially slated to start until late 2024. BUT… Its first big milestone is in March 2021. That’s when it gets 3D seismic work done on a side project to get early revenue coming in. It also stands to benefit from government investment in the burgeoning Australian hydrogen industries. I’ll repeat: Hydrogen plays are very rare. As the clean energy scramble escalates in 2021, it’s little companies like this — ones hitting their milestones, revenue plans and a strategic vision — that investors, or bigger companies, could look to scoop up. Still super-speculative, and risky, at this stage. But that risk could potentially pay off big time. To learn more, click here to read the ‘Australia’s Clean Energy Second Order’ report. Regards, James Woodburn, Group Publisher |