Beer & Co. Report, page-14

That's a quality report from Beer and Co. - thanks for posting tukebay.

I regularly review my portfolio to assess how it would stand up in a market meltdown (say a repeat of 2008). I don't doubt GEV would take a hit (along with most stocks) but I'm confident it would survive and eventually prosper. For one thing, it's debt free. For another, it can easily slow down the implementation of its plans until economic conditions improve. In that regard, I take comfort from there apparently being quite a gap (timewise) between it and any potential competitors that may emerge to address the problem of stranded gas assets.

Bottom line is that GEV seems to me to be a solid investment proposition for those with a reasonably long time horizon. I just can't find a hole in the story.

Are we all missing something? Maybe, maybe not. But I do know it's not uncommon for a stock to trade well below its logical valuation, sometimes for an extended period. Markets can be slow on the uptake. I'm hoping that's the reason why GEV is still only a $63m company.