May 2022 - Originally published on June 3rd 2022 ESGFIRE returns since 2018: + 1150 % ESGFIRE returns Year to date 2022: -15 % Market comment Markets remain extremely volatile and makro signals are still bearish although the reopening in some provinces in China after COVID-19 lockdowns provide some positive news. Oil prices remain very
Portfolio update April 2022 Best monthly performers: Hydrogenpro – Up 25,6 % Earthrenew– Up 21 % Worst monthly performers: Vicinity Motor corp – Down 19 % Char Technologies – Down 19 % Current ESGFIRE positions with Monthly performance for April 2022. Absolicon – Down 7,7 % Position size of portfolio: 10.6% Market comment: Absolicon received
Portfolio Update March 2022 Best monthly performers Fusion Fuel – Up 42 % Earthrenew– Up 42 % Worst monthly performers Vicinity Motor corp – Down 33 % Sold positions: Solarvest Bioenergy We have decided to sell this position after having been patient for months with management. The company has underperformed our expectations in
Portfolio Update February 2022 Best monthly performers Earthrenew - Up 23 % Hydrogenpro - Up 35 % Worst monthly performers Chargepanel - Down 30 % Desert Control - Down 22 % Important Portfolio comment: This month we are introducing a new and highly requested feature in our portfolio namely how large each position is
Best monthly performers Earthrenew + 35 % Desert control + 25 % Vicinity Motors + 10 % Worst monthly performers Char Technologies - 30 % Biofrigas – 14 % Current positions with Monthly performance for January 2022. Absolicon –No change. Absolicon have signed in total 18 framework agreements and totals a sales pipeline exceeding
Company: Newlox Gold Ventures Corp Listings : Canadian Securities Exchange, Frankfurt, US OTC Tickers: LUX , NGO, NWLXF Market cap at time of publication: $ 29 MCAD Stock price at time of publication: $0.215 CAD Business: Environmentally friendly and socially responsible gold mining Market Size: US$180bn Website: https://newloxgold.com/ ESGFIRE comment: We are please to read that
Company: Vicinity Motor Corp(formerly Grande West Transportation ) Listings :TSXV , NASDAQ Ticker: VMC.V & VEV Market cap at time of publication: $187 MCAD Stock price at time of publication: $5,31 CAD Target price: 15-32 CAD by external analysts Business: Leading supplier of electric, CNG, gas and clean-diesel buses for both public and commercial enterprise use in
Company: Aurora Solar Technologies Listings : TSX Venture, Frankfurt, USOTCB Tickers: ACU, AACTF , A82 Market cap at time of publication: $15 MCAD Stock price at time of publication: $0.105CAD Number of shares fully diluted: 160,899,725 Business: SaaS Solar producer software and cost savings Market Size: US$25bn Website: https://aurorasolartech.com/ ESGFIRE comment: The returns have been horrible
Best monthly performers Desert Control + 25% Leading Edge Materials + 15 % Worst monthly performers Newlox Gold – 35% Solarvest Bioenergy – 33 % Aurora solar technologies – 24% Current positions with monthly performance for November 2021 ESGFIRE comment: This should be read and kept in mind while digesting this months portfolio update. Absolicon – +-No change.
Company: Lion E-mobility Listings :German exchange Xetra and Frankfurt Ticker: $LMIA and $LMI Market cap at time of publication: 28 million Euro Stock price at time of publication: $3 Euro Business: Supplier of electrical energy storage and lithium-ion battery system technology Website: https://lionsmart.com/en/company-news/ ESGFIRE comment: We made an incorrect assessment recently where we sold our shares in Lion E-mobility
ESGFIRE is an investment community that focuses on cleantech and companies with a high ESG rating.
We have a track record of over 1100 % returns since 2018.
© Copyright 2021 - | Website built for ESG Fire | All Rights Reserved | Created by iMarketing AB
