Twee positieve artikelen op Seeking Alpha vandaag, u googled zelf maar, ik haal een klein lekker-makertje eruit (deze auteur heeft een koersdoel van 12 dollar voor 2015):
The potential revenue is big, as the major oil & gas companies have plants all over the world. I believe that starting in 2014 ERII will begin to sign deals to use their technology. On average ERII will receive $2.5M for each deal, and the business should command gross profit margins exceeding 55%. As discussed early, the total addressable market is about 1,200 plants equating to over $1 Billion in potential revenue. ERII has been in pilot testing with 3 large oil & gas companies on 3 continents. Partners include, Sinopec, Saudi Aramco, and others in which ERII's technology reduced total energy consumption by 25% or 2.5M per year on average in pilot testing. In addition to the reduced energy usage, the payback period is less than three years.
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Osmotic power's biggest advantage is that it creates base-load power, or energy that's always available. Base load power is considered much more valuable than intermittent power (such as wind or solar) because utilities can rely on a steady supply of power. Osmotic power is as reliable as the flow of a river as opposed to discontinuous wind or sun availability. Osmotic power also recycles two of nature's wasted resources, seawater and waste water, to create a new source of energy. And it's less expensive than wind and solar. These benefits add up to create one of the cleanest, most reliable sources of renewable energy on the planet.
Their OPX™ devices are essential to making osmotic power viable. They work at 98% efficiency and have no downtime, which cost-effectively enables stable, reliable, environmentally friendly energy production anywhere that fresh water and salt water are available and in proximity to each other. The OPX devices have been in operation since 2009, when they filed their first patents on osmotic power and started piloting the technology in Europe. Over the past four years, Energy Recovery has been working to adapt their PX Pressure Exchanger technology to create the OPX devices, which are now evolving into the market.
Osmotic power is very exciting, yet still early as the next demo plant should be built within the next 2-3 years. The Norwegian power utility and Statkraft have been successfully piloting a very small demo plant ( 5 MW) in Norway for about 5 years with ERII's technology.
For example, one 250 MW osmotic power plant (which is what Statkraft is estimating as a typical power plant) will equate to approximately 3,000 PX devices. To give you perspective, an average desalination plant producing 100,000 m3/ day of fresh water uses about 100 PX units. One osmotic power plant requires up to five times more energy recovery devices than a typical desalination plant.