Today I’m looking into a stock teaser I was recently emailed about from Angel Publishing’s Keith Kohl, which centers around a “tiny company” that he claims may have developed “the most important energy innovation of the past 100 years.”
Here’s a snippet from the pitch:
“You would never guess it from the looks of this device, but this may be the most important energy innovation of the past 100 years.
[shows image of a white rectangular box]
“A tiny company headed by a former NASA engineer is behind this disruptive invention.
“Right now, this Vancouver-based company is preparing this revolutionary technology’s full-scale product launch.
“As soon as it’s released, I expect it to almost instantly disrupt nearly every aspect of the $5 trillion global energy market.
“Because this technology could unlock an unlimited supply of cheap zero-emission fuel.”
I did find some of Keith Kohl’s points interesting, but as per usual, he made what I believe were some pretty overhyped claims about the stock’s potential.
“This Vancouver-based company, even based on conservative projections, could come out as the 20,900% winner once this new industrial trend really gets rolling.
“We’re looking at the chance to turn every $500 invested into $105,000…
“With a $10,000 stake, you could pocket more than $2 million…”
I would suggest disregarding sensationalist claims like that, as the chances of turning $10K into $2 million are extremely low. And small stocks, like the one he’s pitching, are highly speculative. So the risks are considerable compared to large-cap companies.
Anyway… Kohl is pitching a newsletter called Technology and Opportunity for $99.
So if you want to find out what company he’s teasing (for certain), you’d need to join that and see the report called “The NH3 Revolution: How a Tiny Vancouver Startup Outsmarted a $3.3 Trillion Industry,” which details his pick.
That said, I looked into the clues he shared in the pitch, and in this post, I’ll unpack his thesis and show you what company I think he’s teasing.
Keith Kohl’s NH3 Fuel Teaser Unpacked
Keith Kohl’s NH3 presentation is all about how, according to Kohl, the company he’s teasing has put “clean” ammonia-based fuel “within reach of the mass market.”
As Kohl explains, ammonia fuel has been around for over 100 years, so it’s not like the company came up with the idea of using ammonia to power internal combustion engines.
However, the process used to produce ammonia (the Haber-Bosch process) is very energy intensive, making it economically unfeasible to use as a mass-consumption fuel. Not to mention, the process involves using “dirty” fuel sources like coal, oil, and natural gas.
So, long story short, the gist of Kohl’s pitch is that the company he’s teasing has apparently found a way to produce NH3 (aka ammonia) without using any fossil fuels at all.
Apparently, the “device” (aka machine) he referred to at the beginning of the teaser generates ammonia from “nothing but air and water.”
“As I said, the science behind this fuel is NOT new.
“Chemists have known how to produce it for over 100 years. Half of the world’s population would not be alive today if it weren’t for this discovery.
“The problem is that they couldn’t figure out how to produce it on the mass scale required to fulfill our energy needs.
“That’s what this Canadian company’s invention is about. It puts this Nobel Prize–winning discovery within reach of the mass market.”
“So all of this begs the obvious question: Why don’t we run our cars, airplanes, and ships on ammonia already?
“Well, unfortunately, the Haber-Bosch process, aside from helping to create the modern world, is also quite dirty and expensive.
“It requires enormous amounts of heat, pressure, and fossil fuels — such as coal, oil, or natural gas — to make NH3 in chemical plants like this.
“Creating NH3 this way consumes so much energy that it’s simply not economically feasible to use it as a mass-consumption fuel.”
“… this company’s research team found a way to produce NH3 without using any fossil fuels at all.
“Its machine generates it from nothing but air and water.
“This is a radical upgrade to the Nobel Prize–winning Haber-Bosch process… and because of what it can mean to the world’s fossil fuel dependence, it’s at least as significant.
“Haber-Bosch fed the world. This innovation is expected to power the world with endless clean energy.”
As Kohl later explained, the machine also needs electricity to function.
So it doesn’t “just” use air and water.
But part of Kohl’s thesis is that the company’s tech could be used alongside renewables like solar and wind as an energy storage solution.
Here’s how he puts it:
“You see, this technology solves wind and solar’s biggest problem. I’m talking about electricity storage.”
“This company’s machine can take excess electricity and transform it into ammonia.
“When there’s no sun or wind, that ammonia can be fed into thermal power stations to produce zero-emission electricity.
“It’s like a liquid battery, only without the chemical waste or constant potential for failure.”
In some ways, this presentation is a carbon copy of another Angel Publishing pitch about Nh3, which I wrote about in 2022 by Alex Koyfman. If you read the article I just shared, you’ll see that Koyfman’s thesis is (very) similar to Keith Kohl’s.
What does appear to be different, however, is the company Kohl’s teasing.
So let’s dig into that now.
What NH3 Energy Stock Is Kohl Pitching?
Keith Kohl shared quite a few clues about his pick in the presentation. He talked about the company’s technology, management team, facilities, and market cap, among other things.
He also shared some quotes about the company from around the web, which alone was enough to help solve this one without doing much digging.
Here’s a quick summary of the hints:
“You see, the company taking this breakthrough to the market is tiny. As of this presentation, the stock was trading at a $20 million market cap.”
“Industry portal Global Investment Daily confirms, ‘[This company] could be one of the biggest back-door disruptors we’ve seen in the energy space in years.’
“Oilprice.com reports, ‘[This company] looks to be a first-mover in one of the fastest-paced spaces in energy.'”
“The machine this company developed is continually sucking air in to take the nitrogen and sucking water in to take the hydrogen.
“Proprietary technology combines both elements in a catalytic reactor to produce ammonia.”
“Right now, this company is perfecting the production process in its recently opened 15,000-square-foot facility in Michigan.
“That’s where the company makes as much as 1 ton of ammonia per day. Eventually, it plans to ramp up production volume to 25 tons per day in that flagship facility alone.”
What could it be?
Well, the two quotes Kohl shared (above) were referring to AmmPower Corp (AMMP or AMMPF), and after looking into his other clues, this company seems like a match.
Here’s a summary of why I say that:
- First, AmmPower is a Canadian “clean energy company” that, according to its website, is “focused on the production of green ammonia,” including “green fertilizer” and carbon-free shipping fuel, among other things. The company is currently based in Toronto, but it was previously based in Vancouver, matching another one of his clues.
- Second, the company’s Independent Ammonia Making Machine (IAMM™) looks a lot like the mockup image Keith Kohl shared in the teaser. And according to the company, this “modular unit” only needs air, water, and “green power” to produce ammonia fertilizer.
- Third, this article on the company site states that it has a “15,000-square-foot facility” in Michigan, which is used for manufacturing its “IAMM™ green ammonia units.”
- Fourth, the company’s market cap is currently sitting at around CAD $35 million (or around USD $25 million for the OTC stock) as of writing. That’s a little higher than Kohl teased, but the stock has traded up in recent months, so Kohl likely made the pitch when it was closer to a market cap of $20 million.
Without reading Keith Kohl’s “NH3 Revolution” research report, it’s impossible to know what company he’s teasing. But AmmPower looks like a match, based on the hints he dropped.
Is it a good stock?
I’m not a stock picker, so I’ll leave that for you to decide.
The company does seem to be working on some pretty cool technologies, but only time will tell if it proves to be a good investment or not, as there are many variables to consider.
What I can say is that small stocks can be very risky. So this is what I would personally consider a highly speculative bet. And despite some of the hype in the presentation, this is also what Keith Kohl himself alluded to when discussing his pick.
“Now, before I continue, I want to make sure you understand that despite all of the prospects, the early-stage nature of this company makes this is a highly speculative bet.
“There’s always risk in investing. Never risk more money than you can afford to lose.”
Recommended: Go here to see my #1 rated stock advisory of 2023
There’s a lot of debate over what forms of energy will play a dominant role in powering the global economy in the future, but Keith Kohl seems to think that the “tiny company” he teased in the presentation will “eventually cripple the $3.3 trillion fossil fuel market.”
Only time will tell if that prediction is right or not. But after reviewing many stock teasers on this site, I’ve learned to take these presentations with a pinch of salt, as much of the hype is used to sell newsletter subscriptions.
I’ve also learned that it’s very easy to lose money in the stock market.
So I wouldn’t recommend rushing into anything expecting to get rich overnight or without knowing that it’s possible you could lose money, which is true for any investment.
Anyway, I hope this helps. You may still want to see Keith Kohl’s report to get all the details of his pick, but assuming you agree with my logic, at least now you don’t have to fork out $99 for the sole purpose of finding out what company he’s pitching.