{"id":1847,"date":"2021-08-02T21:53:07","date_gmt":"2021-08-02T20:53:07","guid":{"rendered":"https:\/\/esgfireat40.frontender.se\/uncategorized\/aenean-lobortis-sapien-enim-viverra-molestie-cursus-2\/"},"modified":"2022-01-25T09:52:31","modified_gmt":"2022-01-25T08:52:31","slug":"esgfire-portfolio-update-1-8-2021-and-new-positions","status":"publish","type":"post","link":"https:\/\/esgfire.com\/en\/portfolio\/esgfire-portfolio-update-1-8-2021-and-new-positions\/","title":{"rendered":"ESGFIRE portfolio update 1\/8 2021 and new positions!"},"content":{"rendered":"

Best monthly performers<\/strong>
\nNewlox Gold Ventures Corp + 30 %
\nCielo Waste Solutions + 27 %
\nClear Blue Technologies + 21 %
\nChar Technologies +20 %<\/p>\n

Worst monthly performers<\/strong>
\nNuvve Holding Corp \u2013 -14 %
\nVicinity Motor Corp- -14 %
\nSolarvest BioEnergy \u201312 %
\nAbsolicon Solar Collector \u2014 12 %<\/p>\n

 <\/p>\n

Current positions<\/strong><\/p>\n

Absolicon Solar Collector \u2013 Down 12 % the latest months despite good news of cooperation with\u00a0Carlsberg.<\/a>
\nCielo Waste Solutions \u2013 Up 27 % the latest month.
\nChar technologies \u2013 Up 20 % the latest month after a spectacular\u00a0green hydrogen deal with Hitachi.<\/a>
\nClear Blue Technologies \u2013 Up 21 % after their\u00a0biggest deal ever recorded worth 10-15 MUSD.<\/a>
\nDesert Control \u2013 No material change.
\nEarthrenew \u2013 Down 10 % despite management buying shares at 0.35 , financials coming soon.
\nEnvironmental Waste international- Down 12 % , continues to underperform in the ESGFIRE portfolio for no apparent reason.
\nNewlox Gold ventures Corp \u2013 Up 30 %, has had several good news and good momentum lately. ESGFIRE analysis coming soon.
\nNuvve Holding Corp- Down 15 % despite no negative news, feels like this is being heavily traded by market makers.
\nVicinity Motor Corp \u2013 Down 14 % despite only good news with material orders, the market is clearly sleeping on this one.
\nLion E-mobility \u2013 Has taken a big hit lately most related to their accounting issues which has no effect on the bottom line.
\nLandi Renzo \u2013 No material change.
\nSolarvest BioEnergy \u2013 Down 12 % , very dissapointing stock price lately but our conviction remains firm.<\/p>\n

New positions<\/strong>
\nCompany: Biofrigas
\nListing: Spotlight Stock market Sweden
\nTicker: BIOF
\nESG comment:
\nWe exited our position in Biofrigas in early February this year (2021) when it became clear that there would be delays in the verification process for the company\u2019s technology. The delays now seem to have been adressed and\u00a0the verification is proceeding according to plan.<\/a>
\nBiofrigas manufactures small scale biogas plants designed mainly for for farmers\u00a0but there are also other areas of application<\/a>. Biofrigas has BIG addressable market in the European Union and also globally. The company has signed many sales agreements with different distributors lately.
\nThe company expects the first facility to become operational at their first customer during august or september this year (2021).
\nWe have chosen to re-enter our position in the\u00a0BIOFRIGAS TO 01 instrument which is a form of publicly traded warrant \/ option<\/a>\u00a0that gives the owner the right to purchase one stock for every owned option at a maximum price of 70 % of the weighted stock price between 17\/3 \u2013 20\/ 3 2022 or a maximum price of 9.45 SEK. The subscription period runs between 31\/3 \u2013 14\/4 2022. We think this instrument gives us the best leverage for our position as we expect BIG breakthroughs for the company to happen before the subscription period ends in april 2022. However if you wish to choose a lower risk for your investment the common stock is likely your preferred choice. This is a high risk investment since Biofrigas has no revenues to date however we believe this will change in the coming months with the first order and with a market cap of only 10 MUSD \/ 89 MSEK this is a HIGH risk HIGH reward case.<\/p>\n

Sold positions:
\nThere have been no exits in the ESGFIRE portfolio the latest month.<\/p>\n

 <\/p>\n

 <\/p>\n

Legal Disclaimer<\/p>\n

We own shares of these companies personally.<\/strong><\/p>\n

Investing in stocks is combined with certain risks and it is possible to lose your entire investment. Our posts are made for Educational purposes only and are not to be interpreted as tips , financial advise or recommendations of any kind to either buy or sell any stocks.<\/strong><\/p>\n

Companies may or may not be paying us for content posted on this blog.<\/p>\n","protected":false},"excerpt":{"rendered":"

Best monthly performers Newlox Gold Ventures Corp + 30 % Cielo Waste Solutions + 27 % Clear Blue Technologies + 21 % Char Technologies +20 % Worst monthly performers Nuvve Holding Corp \u2013 -14 % Vicinity Motor Corp- -14 % Solarvest BioEnergy \u201312 % Absolicon Solar Collector \u2014 12 %   Current positions Absolicon Solar […]<\/p>\n","protected":false},"author":1,"featured_media":1851,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[148,129],"tags":[],"class_list":["post-1847","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-all-posts","category-portfolio"],"yoast_head":"\nESGFIRE portfolio update 1\/8 2021 and new positions! - ESG Fire<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/esgfire.com\/en\/portfolio\/esgfire-portfolio-update-1-8-2021-and-new-positions\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"ESGFIRE portfolio update 1\/8 2021 and new positions! 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