Clear Blue Technologies awarded 10-15 Million Dollar Contract by NuRAN

Company: Clear Blue Technologies International Inc
Listings : TSX Venture , US OTC
Ticker: CBLU.V and CBUTF
Market cap at time of publication: $22.36 MCAD
Stock price at time of publication: $0.34 CAD
Business: Off-grid Solar powered telecommunications and Solar powered lightning
Website: https://www.clearbluetechnologies.com/

ESGFIRE portfolio company Clear Blue Technologies today (29/7 2021) announced their biggest order in the history of the company!

Clear Blue technologies has signed anagreement with NuRAN Wireless Inc. (‘NuRAN’), a leading supplier of mobile and broadband wireless infrastructure solutions, with an initial estimated value between $8 million to $10 million CAD in revenues over the next three years. Clear Blue’s 2021 third and fourth-quarter earnings will reflect initial sales numbers for the contract, but the Company is providing estimated pro forma revenues for its shareholders in this release. Unless stated otherwise, all dollar amounts are in Canadian dollars, with gross margins in line with what the Company has historically reported.

Key highlights:

  • NuRAN awarded Clear Blue the contract to power an estimated minimum of 1,333 telecom sites in the Democratic Republic of the Congo (DRC);
  • Clear Blue’s first order will realize $750,000 of revenues, in the remainder of 2021, with the initial orders due to start shipping in July;
  • Clear Blue estimates approx. $2.5 million per year in revenues between 2022 – 2025, totaling a minimum additional $7.5 million;
  • The contract includes Energy-as-a-Service, which will provide additional minimum recurring revenues of $100,000 per year, contracted for a minimum of three years, with expansion growth and renewals thereafter.

“This is one of the largest deals secured to date and provides significant upside for Clear Blue’s revenues over the next three years,” says Miriam Tuerk, Co-founder and CEO, Clear Blue Technologies. “We see this as part of a trend, as we emerge from the global pandemic, where corporations are looking to be more sustainable. Projects are being greenlit and orders for our smart off-grid systems are picking up. As a result, Management is highly optimistic about revenue and top-line growth during the remainder of 2021 and into 2022.”

Clear Blue is contracted to provide its smart off-grid power in the form of the Nano-Grid Power Packs and Energy-as-a-Service to at least 1,333 telecom sites operated by NuRAN in the DRC. This total number of sites represents two-thirds of the total installation, with NuRAN choosing to retain vendor diversity by awarding the remaining sites to other third-party suppliers given the size of the project.

Francis Létourneau, President and Chief Executive Officer at NuRAN stated: “Clear Blue’s Smart Power and Energy-as-a-Service are key components to our planned telecom roll-out in the DRC, offering the lowest CAPEX/OPEX as well as the best performance and uptime. Because of that, it enables these rural sites to be simultaneously cost-effective and reliable for a strong, viable and profitable business model.”

Of the 89.56 million people living in DRC, approx.18% have access to the internet, according to Statista, demonstrating a clear need to increase connectivity in the region.1 Further, the World Bank estimates that the population of the DRC will have reached 120 million by 2030, providing an even greater opportunity for growth in the telecom market.2

NuRAN could increase its current order for Clear Blue’s Smart Power systems by between 30 – 50%, depending on the success of the initial installations and available financing for follow-on projects. In addition, as the capacity of each site grows, and if NuRAN extends its contract for Energy-as-a-Service beyond the initial 3-year period, Clear Blue expects that the total value of this contract could be $15 million over 10 years.

Clear Blue has a long-standing relationship with NuRAN that has grown to multiple projects since the Company’s first installation with the telecom operator in 2018. Most recently, NuRAN awarded Clear Blue a contract in Q4 2020 for Cameroon that was valued at $1.45 million.

Tuerk adds: “We value the trust that NuRAN has placed in us to deliver power to their telecom sites and look forward to working with them on this latest installation.”

ESGFIRE comment:
We are extremely pleased to read today’s announcement from Clear Blue Technologies. The order announced today is groundbreaking especially since the total turnover for Clear Blue Technologies in 2020 was 4 MCAD. It is projected that this deal with Nuran is worth in total betwen 10-15 million CAD over the next 10 years. The immediate financial effect of the order is revenues of 750 000 CAD for 2021 and with an annual revenue stream of 2,5 MCAD between 2022-2025. In addition to this the contract includes Energy-as-a-Service revenues which will provide additional minimum recurring revenues of $100,000 per year, contracted for a minimum of three years, with expansion growth and renewals thereafter.

What we also find exciting about this announcement is that it shows the great business relationship between Nuran and Clear Blue Technologies is flourishing and may add even more contracts to come in the future.

Legal Disclaimer:

We own shares of this company personally.

Investing in stocks is combined with certain risks and it is possible to lose your entire investment. My posts are made for Educational purposes only and are not to be interpreted as tips , financial advise or recommendations of any kind to either buy or sell any stocks.

Companies may or may not be paying us for content posted on this blog.

YOU ASKED FOR IT ! PORTFOLIO UPDATE AS OF JUNE 2021

It’s been a while since we last gave an update on our ESG portfolio. Since our last update we have been active in our reallocation of funds. New additions have been made and old positions have left our portfolio. Moving forward we will aim to update our readers on our portfolio atleast once a month, more often than so if changes are made to the portfolio. We have decided to concentrate our portfolio as it was too diversified previously.

Below you will find a list of our updated portfolio . New additions will have the (NEW!) symbol next to it and will be marked in bold style. To simplify for our readers we have also made a short list of all the positions we’ve sold with a short explanation.

Current holdings:

Cielo Waste Solutions – Ticker: CMC / CWSFF
Environmental Waste International – Ticker: YEWTF / EWS
Clear Blue Technologies – Ticker_ CBLU / CBUTF
Vicinity Motors corp – Ticker: VMC, BUSXF
Nuvve Holding Corp – Ticker:_ NVVE
Landi Renzo – Ticker : LR
Lion E-Mobility – Ticker – LMIG

New positions:

Newlox Gold – (NEW!)
Ticker : LUX
Listings: CSE Canada

Newlox Gold has implemented a unique, environmentally friendly and socially responsible process to profitably produce gold. There will be a comprehensive analysis on this company within the next month. Newlox Gold has identified a lucrative yet neglected niche within the precious metals industry and has commissioned it’s first high-grade, low-cost gold producing plant in Latin America. Newlox focuses on the re-processing and remediation of artisanal tailings and toll milling of artisanally mined ore; a strategy which results in very high margin operations while delivering environmental and social benefits to local stakeholders. We will be doing a bigger analysis on this company in the coming months.

Char Technologies – (NEW!)
Tickers: YES , CTRNF
Listings: TSX venture and US OTC

Char Technologies is the leading cleantech and environmental services company when it comes to converting woody materials and organic waste into renewable gases (RNG), hydrogen and biocarbon.  Char technologies is converting challenging organic streams into greenhouse gas neutral biocoal, second generation Renewable Natural Gas”(RNG)” and hydrogen. You can find our extensive analysis of the company here .



Desert Control – Ticker DSRT ( NEW!)
Ticker: DSRT
Listings: Merkur Market Norway

Desert Control offers the solution that can revolutionise the war against desertification which is one of humanity’s greatest challenges since every year millions of people become climate refugees due to infertile lands. The patented product Liquid Nano Clay (LNC) from Desert Control can turn desert sand into fertile soil in less than 7 hours. A process which previously has taken between 7 and 12 years. This is a true game-changer. Desert Controls product offers a strong value proposition for customers with short payback times. Their LNC product reduces water consumption up to 50% and increases crop yields up to 62%. Payback times for customers on water consumption alone is expected between 1-2 years. Changing desert to the green land also reduces CO2 emissions by between 15 – 25 tons/hectare annually. We will be doing an extensive analysis on this company in the coming months.



Absolicon – (NEW!)
Ticker : ABSL
Listings: Spotlight Stock market Sweden


Absolicon is our only exposure to the solar and thermal heating industry. We’ve previously written an extensive analysis on the company which you can find here . The company has recently raised 6 million USD in funds for its rapid international expansion. Since our analysis the company has signed an additional two framework agreements and also started a massive collaboration with the billion dollar company ABB for international sales and support. The company also has ongoing customer discussions with 10 of the world’s 20 largest beverage producers. We believe its only a matter of time before the “ketchup effect” is visible in Absolicon’s sales pipeline.




Earthrenew – (NEW!)
Ticker: ERTH / VVIVF
Listings: CSE Canada and US OTC


Earthrenew is a very exciting addition to the ESGFIRE portfolio on which we will be doing an extensive analysis on in the coming months. Earthrenews patented thermal processing technology transforms livestock manure into a powerful, all-natural organic fertilizer that promotes plant growth and restores soil health.This means, in simple terms, that farmers which use Earthrenew products not only get higher yields by 20-40 % on their crops but it also enables for the soil to sequester(store) more carbon. Studies have also shown that farmers who use this fertilizer on average saves the climate for aproximately 1 tonne of carbondioxiode for each tonne used compared to chemial fertilizer. The best part of the equation is the product is priced at the same level as chemical fertilizer and with possible carbon credits the products is actually cheaper. No wonder the company is sold out completely for 2021! The company’s plan is to increase their output to 400 000 tonnes by 2024-25 equalling revenues of about 140 million CAD.




Solarvest Bioenergy – (NEW!)
Ticker: SVS
Listings: TSX venture


Solarvest Bioenergy is a new and extremely exciting nanocap position in the ESGFIREAT40 portfolio. The company has recently launched the world’s first organic made omega 3 from algae which is both patented and vegan friendly. If anyone has watched the stock price of the plant based baby foods company Else Nutrition which so far has soared a wooping 1000 % you are surely aware of the massive interest and demand for sustainable plant based products. You can find our initial analysis of Solarvest Bioenergy here.



Sold positions:

Stockwik
ESG Comment:
We took profits on this company since it’s been in our holdings since early 2018. After 800 % returns we decided the time had come to realize our profits.

Enzymatica
ESG comment:
We left this position since we feel the company needs time to grow into its evaluation after the latest disapointing financial reports.


Thermal Energy international
ESG comment:
Temporary exit since we’ve found other better risk/reward positions at the moment.

Blue Bird Corp
ESG comment:
Exit due to better risk/reward in the EV sector with Vicinity Motors Corp.

Fusion Fuel and Hydrogenpro
ESG comment:
Temporary exit since there has been heavy selling pressure on the hydrogen sector. There is also a strong price pressure on hydrogen as a commodity therefore we are currently evaluating our exposure to the hydrogen market.



We hope you enjoyed our portfolio update and don’t forget to subscribe to always stay ahead of the herd as we always aim to give our subscribers a head start before we release our blog posts on our other social media channels!

Legal Disclaimer

We own shares of these companies personally.

Investing in stocks is combined with certain risks and it is possible to lose your entire investment. Our posts are made for Educational purposes only and are not to be interpreted as tips , financial advise or recommendations of any kind to either buy or sell any stocks.

Companies may or may not be paying us for content posted on this blog.







Portfolio introduction 21-02-23

Hard lessons in the past have thaught me to diversy my risks. In my portfolio summary below you will perhaps be surprised by the big size of my biggest position however don’t let this fool you because when the position was initiated it constitued less than 10 % of the portfolio. Below you will find a summary of all my current positions . You will have to excuse the poor resolution in the image below , I blame excel for this inconvenience 😉 . I will go through the companies of my biggest sector holdings today. In the coming posts I will go through the remaining sector holdings in further detail.

Holdings per sector :

Writing this entry I realize that my portfolio is leaning heavily towards the recycling and renewable energy industry, however there is a good reason for this. This specific sector in my portfolio constist companies that solve REAL issues with pollution, landfill waste and the worlds need of clean energy. Reducing carbon emissions through green and clean energy is a global goal which is hardly debated anywhere in the world.


Recycling and Renewable Energy Sector holdings

Cielo Waste Solutions
Ticker: CMC.CN / CWSFF
Listings: Canadian Securitites Exchange / US OTC
Website:https://www.cielows.com/


Cielo’s plan is to construct 40 refineries within 7 years for renewable diesel using alternate waste feedstock. The techonology is proprietary , patented and has been developed for 16 years. Cielo can also produce naphta (jet fuel) and renewable diesel for the marine sector. Renewable diesel has shown to be 90 % lower in carbon emissions than regular diesel at least according to Cielo’s competitor Neste : https://www.greencarreports.com/news/1103998_renewable-diesel-90-percent-lower-carbon-emissions-than-regular-diesel-neste-claims
My opinion is that compared to Cielo’s north american competitor GEVO ,which uses farmland to grow fuel crops, Cielo’s solution has a far better impact on the environment using waste to create renewable energy and getting rid of harmful landfills and dumps.

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Environmental Waste International
Ticker: YEWTF / EWS
Listing: TSX Venture
Website: https://www.ewi.ca/


EWI uses a patented technology called reverse polymerization to convert used tires into precious commodities such as Carbon, oil and metal. Reverse Polymerization technology is far superior to regular polymerizaton in which there are plenty of competitors. EWI’s recycling system reduces greenhouse gas emissions by nearly 90%. Every day 4,1 million tires are scrapped and mostly put into landfills that constitute a massive negative impact on the environment. EWI has recently signed a deal with the danish environmental investment company Windspace that gives them exlusive rights to construct tire recycling facilities in Europe. This deal alone is estimated to be worth well over 100 million dollars in revenues in the coming years for EWI.


EWI technology can also be used for:

  • Liquid Biological Waste
  • Medical Waste
  • Food Sterilization System


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Char Technologies Ltd
Ticker: YES.V
Listing: TSX Venture
Website: https://www.chartechnologies.com/


Char has a patented and unique product that can now replace regular coal in coal power plants with Biocoal and also produce RNG which has a tremendously positive impact for the environment. The company says ” Char is Converting challenging organic streams into a greenhouse gas neutral biocoal and second generation Renewable Natural Gas (RNG)”. CHAR’s pyrolysis technology is recognized as a future solution by NYC DEP to process biosolids into value-add products. Char also has a solution to contamination of PFAS in landfills and water reserves.

Xebec & Greenlane renewables both participate in first-
generation anaerobic digestion (biogas) technology

• Pyrolysis is a second-generation technology
• Recent study shows 82% of RNG in Québec will need
to come from Second Generation RNG (Énergir)
• Char’s pyrolysis technology can convert woody material into RNG
• Pyrolys is also an identified pathway to generate green
hydrogen



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HydrogenPro
Ticker: HYPRO
Listing: Norwegian Merkur Market
Website: https://hydrogen-pro.com/

Hydrogenpro has a proprietary technology to produce cost competitive green Hydrogen using alkaline. Hydrogenpro announced on 2021-02-22 that they will be able to produce Green Hydrogen at a cost below 1.2 USD per kilogram already in 2022. This is an extreme breakthrough if the company can deliver on these promises especially since one of their competitors NEL has a target of 1.5 USD per kilograms for Green Hydrogen in 2023. HydrogenPro technology, if it delivers as promised, will be ready to compete in terms of price with gray hydrogen already next year in 2022.


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Fusion Fuel Green PLC
Ticker: HTOO
Listing: Nasdaq USA
Website: https://www.fusion-fuel.eu/

Fusion fuel has a proprietary patented technology to create Green Hydrogen using sun and water. Using years of experience in concentrated solar energy and renewables, the Fusion Fuel team has developed a ground breaking method to create Green Hydrogen at a cost far below any commercially available methods in the market today and can openly compete against traditional methods that produce brown and blue Hydrogen. Fusion Fuel has developed its own proprietary electrolysis solution using solar energy to create Hydrogen with zero carbon emissions. In fact, Fusion Fuel’s technology only creates Oxygen as a by-product .