It\u2019s been a while since we last gave an update on our ESG portfolio. Since our last update we have been active in our reallocation of funds. New additions have been made and old positions have left our portfolio. Moving forward we will aim to update our readers on our portfolio atleast once a month, more often than so if changes are made to the portfolio. We have decided to concentrate our portfolio as it was too diversified previously.<\/p>\n
Below you will find a list of our updated portfolio . New additions will have the (NEW!) symbol next to it and will be marked in bold style. To simplify for our readers we have also made a short list of all the positions we\u2019ve sold with a short explanation.<\/p>\n
Current holdings:<\/strong><\/p>\n Cielo Waste Solutions \u2013 Ticker: CMC \/ CWSFF New positions:<\/strong><\/p>\n Newlox Gold \u2013 (NEW!)<\/strong> Newlox Gold has implemented a unique, environmentally friendly and socially responsible process to profitably produce gold.\u00a0There will be a comprehensive analysis on this company within the next month<\/strong>. Newlox Gold has identified a lucrative yet neglected niche within the precious metals industry and has commissioned it\u2019s first high-grade, low-cost gold producing plant in Latin America. Newlox focuses on the re-processing and remediation of artisanal tailings and toll milling of artisanally mined ore; a strategy which results in very high margin operations while delivering environmental and social benefits to local stakeholders. We will be doing a bigger analysis on this company in the coming months.<\/p>\n Char Technologies \u2013 (NEW!)<\/strong> Char Technologies is the leading cleantech and environmental services company when it comes to converting woody materials and organic waste into renewable gases (RNG), hydrogen and biocarbon. \u00a0Char technologies is converting challenging organic streams into\u00a0greenhouse gas neutral biocoal, second generation Renewable Natural Gas\u201d(RNG)\u201d and hydrogen<\/strong>.\u00a0You can find our extensive analysis of the company here .<\/a><\/p>\n \n Desert Control \u2013 Ticker DSRT ( NEW!)<\/strong> Desert Control offers the solution that can revolutionise the war against desertification which is one of humanity\u2019s greatest challenges since every year millions of people become climate refugees due to infertile lands.\u00a0The patented product Liquid Nano Clay (LNC) from Desert Control can turn desert sand into fertile soil in less than 7 hours. A process which previously has taken between 7 and 12 years<\/strong>. This is a true game-changer. Desert Controls product offers a strong value proposition for customers with short payback times. Their LNC product reduces water consumption up to 50% and increases crop yields up to 62%. Payback times for customers on water consumption alone is expected between 1-2 years. Changing desert to the green land also reduces CO2 emissions by between 15 \u2013 25 tons\/hectare annually. We will be doing an extensive analysis on this company in the coming months.<\/p>\n \n Absolicon \u2013 (NEW!)<\/strong> \nAbsolicon is our only exposure to the solar and thermal heating industry.\u00a0We\u2019ve previously written an extensive analysis on the company which you can find here\u00a0<\/a>. The company has recently raised 6 million USD in funds for its rapid international expansion. Since our analysis the company has signed an additional two framework agreements and also started a massive collaboration with the billion dollar company ABB for international sales and support. The company also has ongoing customer discussions with 10 of the world\u2019s 20 largest beverage producers. We believe its only a matter of time before the \u201cketchup effect\u201d is visible in Absolicon\u2019s sales pipeline.<\/p>\n \n \nEarthrenew \u2013 (NEW!)<\/strong> \nEarthrenew is a very exciting addition to the ESGFIRE portfolio on which we will be doing an extensive analysis on in the coming months. Earthrenews patented thermal processing technology transforms livestock manure into a powerful, all-natural organic fertilizer that promotes plant growth and restores soil health.This means, in simple terms, that farmers which use Earthrenew products not only get higher yields by 20-40 % on their crops but it also enables for the soil to sequester(store) more carbon. Studies have also shown that farmers who use this fertilizer on average saves the climate for aproximately 1 tonne of carbondioxiode for each tonne used compared to chemial fertilizer. The best part of the equation is the product is priced at the same level as chemical fertilizer and with possible carbon credits the products is actually cheaper. No wonder the company is sold out completely for 2021! The company\u2019s plan is to increase their output to 400 000 tonnes by 2024-25 equalling revenues of about 140 million CAD.<\/p>\n \n \n \nSolarvest Bioenergy \u2013\u00a0<\/strong>(NEW!)<\/strong> \nSolarvest Bioenergy is a new and extremely exciting<\/strong>\u00a0nanocap position in the ESGFIREAT40 portfolio.\u00a0The company has recently launched the world\u2019s first organic made omega 3\u00a0<\/a>from algae which is both patented and vegan friendly. If anyone has watched the stock price of the plant based baby foods company Else Nutrition which so far has soared a wooping 1000 % you are surely aware of the massive interest and demand for sustainable plant based products.\u00a0You can find our initial analysis of Solarvest Bioenergy here.<\/a><\/p>\n \n Sold positions:<\/strong><\/p>\n Stockwik<\/strong> Enzymatica Blue Bird Corp<\/strong> Fusion Fuel and Hydrogenpro<\/strong> \n We hope you enjoyed our portfolio update and don\u2019t forget to subscribe to always stay ahead of the herd as we always aim to give our subscribers a head start before we release our blog posts on our other social media channels!<\/strong><\/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":" It\u2019s been a while since we last gave an update on our ESG portfolio. Since our last update we have been active in our reallocation of funds. New additions have been made and old positions have left our portfolio. Moving forward we will aim to update our readers on our portfolio atleast once a month, […]<\/p>\n","protected":false},"author":1,"featured_media":1914,"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-1906","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-all-posts","category-portfolio"],"yoast_head":"\n
\nEnvironmental Waste International \u2013 Ticker: YEWTF \/ EWS
\nClear Blue Technologies \u2013 Ticker_ CBLU \/ CBUTF
\nVicinity Motors corp \u2013 Ticker: VMC, BUSXF
\nNuvve Holding Corp \u2013 Ticker:_ NVVE
\nLandi Renzo \u2013 Ticker : LR
\nLion E-Mobility \u2013 Ticker \u2013 LMIG<\/p>\n
\nTicker : LUX<\/strong>
\nListings: CSE Canada<\/p>\n
\nTickers: YES , CTRNF
\nListings: TSX venture and US OTC<\/p>\n
\nTicker: DSRT
\nListings: Merkur Market Norway<\/p>\n
\nTicker : ABSL
\nListings: Spotlight Stock market Sweden<\/p>\n
\nTicker: ERTH \/ VVIVF
\nListings: CSE Canada and US OTC<\/p>\n
\nTicker: SVS
\nListings: TSX venture<\/p>\n
\nESG Comment:
\nWe took profits on this company since it\u2019s been in our holdings since early 2018. After 800 % returns we decided the time had come to realize our profits.<\/p>\n
\n<\/strong>ESG comment:
\nWe left this position since we feel the company needs time to grow into its evaluation after the latest disapointing financial reports.<\/p>\n
\nThermal Energy international
\n<\/strong>ESG comment:
\nTemporary exit since we\u2019ve found other better risk\/reward positions at the moment.<\/p>\n
\nESG comment:
\nExit due to better risk\/reward in the EV sector with Vicinity Motors Corp.<\/p>\n
\nESG comment:
\nTemporary exit since there has been heavy selling pressure on the hydrogen sector. There is also a strong price pressure on hydrogen as a commodity therefore we are currently evaluating our exposure to the hydrogen market.<\/p>\n