Bloom Energy (BE)

A great buy. Tremendous upside. The first into the Harper Basin, now the majors are coming in, finding huge fields. Potentially huge upside. Partners with Total, one of the largest energy companies in the world and one of the exploration leaders in offshore West Africa.

Right now it's a project, so price will bounce around a bit.

Good idea. Likes it. They sell non-combustible fuel which is friendlier to the environment

There's huge demand from data centres for their non-combustible power.

The fuel cells needed for data centres are in short supply, and those cells don't burn dirty. Shares soared 27% today.

They don't make money.