Clearvue is a company that I've been watching closely for a while. I've liked the idea of their product since the beginning, and now that the world is working towards a greener future, Clearvue is in a really good position to capitalise on the opportunity.. not to mention they’ve had some fairly substantial announcements as of late.
What they do:
Simply, they make glazing products that produce electricity, much like a solar panel. To be a little more specific, "ClearVuePV uses nano and micro particle technology to internally diffuse, redistribute, and reflect elements of the incoming light towards the edges of the glass panel, where it is collected by monocrystalline silicon-based PV modules. The PV modules are placed into a circuit, which is optimized to harvest energy rays coming from multiple directions" - taken from the Clearvue website… if you have some time, I encourage you to jump on the website, they explain how the product works with pictures and video's that my one-year-old daughter would be able to understand (sort of)..
Recently, they have also moved into spandrel gap and wall cladding, which they say allows Clearvue to meet demands from the construction industry with sustainable and cutting-edge solutions.
Long story short, the world wants a greener future, and Clearvue can provide a solution for Architects, Engineers and Developers to implement a product into their designs that allows a significant shift towards net zero energy buildings.
Bull Case:
Over the last year, ClearVue has been releasing positive announcement after positive announcement, inclusive of their plans for mass-scale manufacturing, positive testing of their Gen-2 IGU’s, and as of late, their collaboration with a company out of the US called LuxWall and their joint collaboration in creating a new product called the ‘Zero Window’.
This spree of positive news has sent the SP from around .20c to a high of .74c over the last year or so.
I tuned into a presentation on the 24th of January 2024, in which Martin Deil (The CEO) presented; unfortunately Charles (Chuck) Mowrey (Non-Executive Director) was unable to present due to technical issues … which amazes me in this day and age.
Although nothing overly new cam out of it, the presentation left me feeling incredibly positive about ClearVue’s future.
What I’ll be watching:
ClearVue’s move into the US is set to really get going in the middle of 2024, with Martin Deil set to move to the states mid-year to assist in the process. The US is a key market, and if ClearVue can establish themselves and start commercialisation, it’ll be a huge boost to the company.
Listing on the NASDAQ was mentioned to be next year, but could come as early as towards the end of 2024.
The development, and commercialisation of ‘Zero Window’, which as far as I can see, will be the world’s first window that combined both solar glazing and LuxWall’s vacuum technology. This product will essentially create a window that both produces energy, and allows the building to use less energy through heating and cooling - the product will be demonstrated at the American Institute of Architects in June of 2024, and it’ll be interested to see the response.
I suspect we will see some up’s and down’s for the SP, but I’m looking long term, and I like what I see.
Disclosure - I own stock in RL and SM.
