Originally published on 3/1 2025
ESGFIRE returns since 2018: + 1000 %
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Portfolio top picks for December 2024
Clean Motion
Replenish Nutrients
Market Comment for December
As we close out 2024, ESG investing has solidified its position as a central theme in global markets. While broader equity indices like the S&P 500 and Nasdaq surged to record highs, ESG-focused stocks also experienced robust momentum, fueled by regulatory shifts, corporate sustainability commitments, and growing investor demand for sustainable assets.
The ESG investment space saw significant progress in 2024, with key drivers including heightened climate action, increasing renewable energy adoption, and advancements in electric mobility. The focus on decarbonization and circular economy principles has created fertile ground for companies addressing environmental challenges.
However, December brought mixed results for ESG stocks, as profit-taking and year-end volatility weighed on certain sectors. Despite this, strong fundamentals and accelerating policy support point to sustained growth in 2025.
Current ESGFIRE portfolio
Clean Motion
Performance Year-to-Date (YTD): -66%
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.
Outlook
With urban sustainability at the forefront of ESG goals, Clean Motion remains well-positioned to capture growth in electric mobility.
Replenish Nutrients
Performance Year-to-Date (YTD): – 54%
Update
The company reported increased adoption of its soil health solutions, particularly in North America, where demand for sustainable farming practices is on the rise. It also secured a grant for expanding research into circular nutrient recycling technologies.
Outlook
With global food security challenges and an increasing focus on sustainable agriculture, Replenish Nutrients is strategically positioned to capitalize on these trends. Its innovative products contribute directly to reducing fertilizer dependency and improving soil health.
Landi Renzo
Performance Year-to-Date (YTD: -56%
Update
The company announced a significant partnership with a leading European automaker to integrate its biogas and hydrogen fuel systems into next-generation vehicles. This development strengthens Landi Renzo’s position as a leader in sustainable transportation technology.
Outlook
With growing adoption of alternative fuels and decarbonization efforts across the automotive sector, Landi Renzo is poised for long-term growth. Its innovative biogas solutions align well with global ESG trends.
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.
Note: The IPO outlook from our November update remains unchanged, as we await developments on upcoming listings in 2025.
IPO Outlook
Alchemy: The company is still anticipated to go public at the beginning 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 Q1 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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