"Closer to CCE's space though,"
This raises an interesting question, what is CCE's space?
I would think most shareholders would be thinking wave and solar energy with battery storage thrown in. Some would consider that to be too much.
I think the opposite.
At the moment, there are literally dozens of emerging technologies with the potential to disrupt the fossil fuel industry. They also have the potential to disrupt each other.
The way I see it, CCE will need to remain flexible in what technologies it takes in. As MO and JD have both stated, CCE is technology agnostic.
My current investment philosophy, is that it is too hard to pick individual winners. To avoid being caught holding shares in technology that becomes obsolete before it gets started, I have invested in stocks that cover a broad range of technologies linked to the emerging energy transition.
I can't say which of lithium, vanadium, bioenergy, wave energy, solar pv, pumped hydro storage, hydrogen or graphite stocks will be winners or which will be losers, so I have a stake in all of them. I am also on the lookout for others that are about to make their presence felt and I will invest in them too.
It is possible, that one or more of the above will dominate and some will fail. By spreading my investments, I am increasing my chances of holding one or more of the one's that dominate.
Through strategic alliances, CCE can do the same.
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