CLNE Reddit Mentions | ChartExchange

I am not a bear in the current market, per se. But I do think we are coming due for some kind of correction in the mid-term, as the trajectory of the overall market is, in my opinion, untenable.
Even with that being said, there will be an opportunity, and I believe that opportunity will be in the small and micro-cap energy sector. Specifically, in the renewable space, and I'm not talking about batteries.
I think you are going to see a surge in the solar and RNG spaces between now and the end of the year. You can have all of the batteries you want, but without the energy sources to supply them, they become big, expensive blocks of rare earth minerals. And while battery technology has made leaps and bounds in capability, storage, and energy output, there are still tasks that batteries cannot compete with \[yet\] when compared to other fuel sources like Natural Gas, which the U.S. produces in spades.
In the solar space, I am buying SPWR hand over fist. There's been lots of recent institutional buys, and Billionaire Thurman Rodgers just bought a massive 50M shares in the last 3 months. Their current warrant exercise price to me is basically the floor, which should push this $1.07 stock to, at minimum, $1.64. If he doesn't take it private and keeps it public, I expect it to push toward analyst projections of $4.
In Natural Gas, I am really watching CLNE to see if it finds a floor around $1.94. In my opinion, I don't think batteries are quite ready yet to enter the trucking space beyond shorter distance trucking. They are not really feasible for use in the medium to long distance hauls, and with mid-to-heavy duty trucking, forget about it. But, diesel prices nationwide average $5.65/gallon, which is killing the trucking industry right now, and will drive up shipping prices. Enter the Cummins X15N engine. This is the first engine designed for CNG/LNG fuel in trucks that really seems to be a potential competitor for diesel engines in the trucking industry. Lower long term costs for fuel and maintanence, alongside now having an engine that can produce the power and torque needed for long haul truckers. CNG prices are relatively low compared to diesel right now, and Natural Gas will \[arguably\] not fall to the same kind of shortages in the Americas in the same way that traditional oil/diesel does. The more this war persists, or even if it resolves with Iran having toll-booth style control over the straight, the more attractive these CNG conversions will be. CLNE not only distributes CNG/LNG through its 600 station national network (120 in California, where diesel prices are even higher at \~$7 per GGE), they have multiple operations in place for producing RNG via dairy farm capture, with more projects in progress. They have outstanding deals in place with Amazon, UPS, Waste Management, and transit authorities in LA Metro and NY MTA. Existing partnerships with BP, Chevron, TTE. The biggest hurdle for them is the existence of an outstanding warrant deal with Amazon, exercise price around $11. I don't know if it'll reach that price, but I expect it to attempt to push up to at least half that price by EOY. No shortage of institutions invested heavily in this stock, most of which have invested well above the $2 price mark. Recent earnings call shows that they are getting very close to positive income levels, and I think the diesel prices could be the catalyst to push them over the top with more CNG trucking adoption, especially with everyone waiting for more EPA guidance on 45z credits.