Portfolio AND Market Update of May 2022 with ESGFIRE comments

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

By |2022-06-03T00:39:43+01:00June 2nd, 2022|Categories: All Posts, Market update, Portfolio, Reports / News / Interviews|2 Comments

PORTFOLIO NEWS: Portfolio Update April 2022 with ESGFIRE comments

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

By |2022-05-03T14:45:44+01:00May 3rd, 2022|Categories: All Posts, Portfolio, Reports / News / Interviews|2 Comments

Portfolio update March 2022 – Portfolio size and positions!

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

By |2022-05-03T14:36:32+01:00April 4th, 2022|Categories: All Posts, Portfolio, Reports / News / Interviews|2 Comments

Portfolio update February 2022

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

By |2022-03-10T18:15:24+01:00March 10th, 2022|Categories: All Posts, Portfolio, Reports / News / Interviews|2 Comments

Portfolio Update January 2022

  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

By |2022-02-18T14:12:03+01:00February 17th, 2022|Categories: All Posts, Portfolio, Reports / News / Interviews|0 Comments

Newlox Gold Expands from Lab to In-Field Development of Organic Clean Gold Technology

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

By |2022-02-17T15:08:11+01:00February 17th, 2022|Categories: All Posts, Newlox Gold Ventures Corp, Portfolio, Reports / News / Interviews|0 Comments

Vicinity motor corp. receives $2.6 million to support Calgary transit fleet electrification efforts

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

By |2022-02-23T17:09:40+01:00February 8th, 2022|Categories: All Posts, Portfolio, Reports / News / Interviews, Vicinity Motor Corp|0 Comments

We’re cutting our losses in Aurora solar technologies!

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

By |2022-02-07T17:56:19+01:00February 7th, 2022|Categories: All Posts, Aurora Solar Technologies, Portfolio, Reports / News / Interviews|0 Comments

ESGFIRE portfolio update November 2021

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.

By |2022-01-25T09:42:18+01:00December 8th, 2021|Categories: All Posts, Portfolio|0 Comments

Lion E-Mobility secures major contract worth 50 million euros for 2022 and re-enters the ESGFIRE portfolio

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

By |2022-01-25T09:43:43+01:00November 17th, 2021|Categories: All Posts, E-mobility, Portfolio, Reports / News / Interviews|0 Comments
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