Originally published on 3/3 2025
ESGFIRE returns since 2018: + 1000 %
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Portfolio top picks for December 2024
Clean Motion
Replenish Nutrients
Market Comment for February 2025
February 2025 was a month of contrasts in the global stock markets. On one hand, there was the continued optimism driven by technological advancements and robust corporate earnings. On the other hand, there was the uncertainty introduced by the new Trump administration’s bold policy moves, particularly in the realm of trade.
The S&P 500, a barometer of the US economy, managed to eke out a gain, closing the month at around 5800, despite some turbulence. This performance, with a 1.6% increase, was driven primarily by strong performances in the technology and healthcare sectors. The evidence leans toward investor confidence being buoyed by AI-driven growth and solid corporate earnings.
The STOXX Europe 600, representing large, mid, and small-cap companies across 17 European countries, ended the month at approximately 520, reflecting a similar trend of cautious growth. European markets showed strength in renewable energy and industrial goods, , despite facing potential export challenges due to the Trump administration’s policies.
The new Trump administration, having taken office in January 2025, introduced significant policy shifts, particularly with tariffs. On February 1, 2025, President Trump announced 25% tariffs on goods from Mexico and Canada, alongside a 10% duty on Chinese goods, as reported by [The New York Times](https://www.nytimes.com
American stocks, particularly in technology, showed resilience, with the S&P 500’s performance suggesting that domestic-facing industries like utilities and real estate might outperform, according to [J.P. Morgan](https://www.jpmorgan.c
Looking ahead, the market is expected to continue its upward trend, albeit with some fluctuations, as investors adapt to the new policy landscape and assess the long-term implications of the Trump administration’s actions. The interplay between geopolitical events and market dynamics will continue to shape investment strategies, with a focus on sectors aligned with sustainability and innovation.
Current ESGFIRE portfolio
Clean Motion
Performance Year-to-Date (YTD): -9%
Update
Clean Motion has commenced deliveries of its solar-powered vehicle, EVIG, to prospective clients. The company is targeting clients with the potential for 100+ initial orders and is participating in a procurement process that could result in 300–800 vehicle orders. A private placement was announced in August to fund the company’s expansion. The company has made several impressive recruitments in the last 3 months however this has also fueled questions on the company’s burn rate. The company announced a new partnership in December 2024 with LMe Solutions, a Dutch logistics firm, to expand Clean Motion’s reach in the European market. This collaboration positions EVIG, Clean Motion’s electric delivery vehicle, as a key solution for urban logistics, especially with zero-emission zones implemented in 14 Dutch cities starting January 2025. Recent news from February 5, 2025, also highlighted the establishment of sales operations in Spain further boosting its market presence. The partnerships are expected to drive further growth, leveraging the Netherlands’ progressive emission policies. Given the global push for electrification, Clean Motion’s focus on last-mile delivery solutions is likely to yield additional opportunities, potentially enhancing future returns, especially as European markets navigate potential tariff impacts from the Trump administration.
Replenish Nutrients
Performance Year-to-Date (YTD):+ 125 %
Update
The remarkable YTD return of 125.00% as of February 28, 2025, underscores the company’s strong market position. This performance is attributed to robust demand for its regenerative fertilizers, as highlighted in a February 11, 2025, article on Proactive Investors. CEO Neil Wiens noted that 2024 was a year of critical groundwork, including scaling up production facilities and finalizing intellectual property, which saved $1.5 million in funding needs. This strategic positioning has evidently paid off, with the company entering 2025 ready to capitalize on the growing agricultural sustainability trend. With a scalable model and in-demand products, Replenish Nutrients is well-poised to meet increasing global demand for eco-friendly fertilizers, particularly in North America and potentially expanding into international markets. This could further amplify its growth trajectory.
Landi Renzo
Performance Year-to-Date (YTD: -10 %
Update
In December 2024, Landi Renzo faced challenges, with a reported 11% revenue decline in the first nine months of 2024, as noted in a Startmag article, and a loss of 27.3 million euros. However, its focus on alternative fuels positions it to benefit from the global shift towards sustainable mobility. Despite the moderate return, Landi Renzo’s ongoing investments in research and development, particularly in biometano and hydrogen, are expected to yield future benefits. The company’s financial calendar for 2025, as communicated in January 2025 on Teleborsa, includes key earnings reports, which may provide further clarity on its recovery path.
Market outlook
As we move into 2025, our portfolio remains well-aligned with the megatrends shaping the ESG landscape. Renewable energy, sustainable transport, and green technologies will continue to dominate investment flows, offering significant upside potential for our holdings.
IPO Outlook *NEW*
Alchemy: The company is still anticipated to go public at Q3 of 2025. The business outlook is strong, with new partnerships enhancing its market position.
Evanesce Packaging Solutions: Evanesce is on track for a Q2 2025 IPO, with plans to list on Canadian exchanges or NASDAQ.
Ola Media: The company is finalizing a capital round with plans to go public in Q4 of 2025, promising substantial returns.
Captico2: Captico2 remains in the restructuring phase.
About us:
ESGFIRE is a Swedish investment company and research firm that focuses on companies with either an environmentally friendly service or product. ESGFIRE has a performance record of over 1000 % returns since 2018. By only investing in environmentally friendly companies, ESGFIRE have outperformed the major indexes for several years. We have a track record of over 1100 % returns since 2018 using our own proven method of identifying high potential ESG companies.
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