Green Stocks: New Series: Part 1 Green Aussie Stocks
July 10th 2007 09:13
Want to make your money work for you and the environment, well there might be a way without robbing some poor Granny out of her Carbon Credits...invest in Clean Green stocks. In the world the investment universe is about 950 stocks with a total mkt Cap of about $45bill and growing.
This blog will begin to take a look at some of the stocks that pass the Green Screen I am applying, I am building a portfolio that will also look for Growth prospects and Value as well so the list will probably end up being quite short, I am going to start in Australia and eventually build a global portfolio..yes I will be putting my money where my mouth is, and remember this is a long term portfolio so don't expect overnight results....disclaimer necessary of course, the following comments are my opinion only and not intended to be given as advice......
Today we will look at some of the names, over the coming weeks we will investigate each investment case.As I said I am building my Green portfolio so will probably only talk about stocks that I put on the radar as being decent value and I am in no hurry, always a good way to be to make sound Long Term investments. As you will see a lot of the companies on the smaller end of the scale have dot com written all over them, i.e. share prices have more than doubled and they are yet yo convery their technology into a single cent........
I am kinda ashamed to say there are very few Aussie names that actually make the list and some of those barely qualify. But here is the list as I know it (I will add to it as and when I discover new names) and a little background detail into each company.....
Mission Biofuels Ltd code MBTMission Biofuels Limited is an ASX Listed company developing a 100,000 tonnes per annum Biodiesel Plant at Kuantan Port, Malaysia.http://www.missionbiofuels.com/home.php
Babcock and Brown Environmental Investments Babcock & Brown Environmental Investments (ASX: BEI) is listed on the ASX and invests in a diversified range of environmentally friendly businesses in the renewables sector both in Australia and overseas. BEI owns a waste to energy and fertiliser facility servicing the Sydney basin, a used oil refining/recycling operation based in Wagga Wagga, NSW, and a US ethanol operation. BEI, through an investment in an associate, Natural Fuels Australia Ltd., is currently in the process of commissioning a new biodiesel plant in Darwin, NT.
In 2006 BEI completed the acquisition of a 100% interest in Denco LLC (Denco), a US ethanol operation, which has interests in other ethanol production facilities in the United States and a share of a substantial ethanol marketing group. The total acquisition cost for 100% of Denco was approximately $75.8 million.
Additional information on Babcock & Brown Environmental Investments Limited can be found on www.bbeil.com.au
Babcock and Brown Wind Partners code BBWBabcock & Brown Wind Partners (ASX: BBW) is a globally diversified listed stapled entity investing in wind energy generation assets. The fund has assets in Australia, the US and in the key wind energy generation markets in Europe. BBW listed on the ASX on 28 October 2005.
At 31 December 2006, following a series of acquisitions over the course of the year, BBW’s portfolio comprised of an interest in, or agreement to buy, 24 wind farms on three continents that have a total installed capacity of approximately 1,190 MW and are diversified by geography, currency, equipment supplier, customer and regulatory regime.
Additional information on Babcock & Brown Wind Partners can be found on www.bbwindpartners.com
New Zealand Wind Farms code NWF (I rarely look at NZ but such was the slim pickings in Australia)
Viridis Clean Energy Group code VIR Viridis Clean Energy Group is an energy infrastructure fund that invests in a diversified global portfolio of clean energy assets with the objective of delivering attractive cash equivalent distributions to investors with long-term growth.
The Fund invests in operating assets utilising commercially proven technologies.
The principal investment focus is on assets that generate electricity or other consumable energy produced from renewable, waste or inherently low emission energy sources, including wind, hydro, biomass, geothermal, solar, waste fuel, coal seam methane and natural gas.
The Fund has adopted a set of Investment Guidelines that describe the set of qualifying assets in which Fund investments are made.
While the Fund primarily targets equity investments in qualifying assets, it also considers debt or hybrid investments that meet its risk and return requirements.
Ceramic Fuel Cells Ltd CFU: CFCL is a world leader in developing solid oxide fuel cell (SOFC) technology to provide reliable, energy efficient, high quality, and low-emission electricity from widely available natural gas and renewable fuels. CFCL is developing SOFC products for small-scale on-site micro combined heat and power (m-CHP) and distributed generation units that co-generate electricity and heat for domestic use.
Bluglass This little puppy got my attention for the potential Dot com comparison, they have produced a technology for the new LED Lightglobes, it is all good on paper and the share price has more than doubled since listing they have however yet to earn a cent and still need to convince potential users to convert manufacturing processes over to their technology. On the plus side the seem to have enough cash to get the job done. Put in on the Radar and buy any weakness or Buy an announcement that they are doing deals for cold hard Cash......here is the link if you want to read more about them CLICK HERE
This blog will begin to take a look at some of the stocks that pass the Green Screen I am applying, I am building a portfolio that will also look for Growth prospects and Value as well so the list will probably end up being quite short, I am going to start in Australia and eventually build a global portfolio..yes I will be putting my money where my mouth is, and remember this is a long term portfolio so don't expect overnight results....disclaimer necessary of course, the following comments are my opinion only and not intended to be given as advice......
Today we will look at some of the names, over the coming weeks we will investigate each investment case.As I said I am building my Green portfolio so will probably only talk about stocks that I put on the radar as being decent value and I am in no hurry, always a good way to be to make sound Long Term investments. As you will see a lot of the companies on the smaller end of the scale have dot com written all over them, i.e. share prices have more than doubled and they are yet yo convery their technology into a single cent........
I am kinda ashamed to say there are very few Aussie names that actually make the list and some of those barely qualify. But here is the list as I know it (I will add to it as and when I discover new names) and a little background detail into each company.....
Mission Biofuels Ltd code MBTMission Biofuels Limited is an ASX Listed company developing a 100,000 tonnes per annum Biodiesel Plant at Kuantan Port, Malaysia.http://www.missionbiofuels.com/home.php
In 2006 BEI completed the acquisition of a 100% interest in Denco LLC (Denco), a US ethanol operation, which has interests in other ethanol production facilities in the United States and a share of a substantial ethanol marketing group. The total acquisition cost for 100% of Denco was approximately $75.8 million.
Additional information on Babcock & Brown Environmental Investments Limited can be found on www.bbeil.com.au
Babcock and Brown Wind Partners code BBWBabcock & Brown Wind Partners (ASX: BBW) is a globally diversified listed stapled entity investing in wind energy generation assets. The fund has assets in Australia, the US and in the key wind energy generation markets in Europe. BBW listed on the ASX on 28 October 2005.
At 31 December 2006, following a series of acquisitions over the course of the year, BBW’s portfolio comprised of an interest in, or agreement to buy, 24 wind farms on three continents that have a total installed capacity of approximately 1,190 MW and are diversified by geography, currency, equipment supplier, customer and regulatory regime.
Additional information on Babcock & Brown Wind Partners can be found on www.bbwindpartners.com
New Zealand Wind Farms code NWF (I rarely look at NZ but such was the slim pickings in Australia)
Viridis Clean Energy Group code VIR Viridis Clean Energy Group is an energy infrastructure fund that invests in a diversified global portfolio of clean energy assets with the objective of delivering attractive cash equivalent distributions to investors with long-term growth.
The Fund invests in operating assets utilising commercially proven technologies.
The principal investment focus is on assets that generate electricity or other consumable energy produced from renewable, waste or inherently low emission energy sources, including wind, hydro, biomass, geothermal, solar, waste fuel, coal seam methane and natural gas.
The Fund has adopted a set of Investment Guidelines that describe the set of qualifying assets in which Fund investments are made.
While the Fund primarily targets equity investments in qualifying assets, it also considers debt or hybrid investments that meet its risk and return requirements.
Ceramic Fuel Cells Ltd CFU: CFCL is a world leader in developing solid oxide fuel cell (SOFC) technology to provide reliable, energy efficient, high quality, and low-emission electricity from widely available natural gas and renewable fuels. CFCL is developing SOFC products for small-scale on-site micro combined heat and power (m-CHP) and distributed generation units that co-generate electricity and heat for domestic use.
Bluglass This little puppy got my attention for the potential Dot com comparison, they have produced a technology for the new LED Lightglobes, it is all good on paper and the share price has more than doubled since listing they have however yet to earn a cent and still need to convince potential users to convert manufacturing processes over to their technology. On the plus side the seem to have enough cash to get the job done. Put in on the Radar and buy any weakness or Buy an announcement that they are doing deals for cold hard Cash......here is the link if you want to read more about them CLICK HERE
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Comment by katyzzz
Photography Tips
MS Paint Art
This is a really interesting approach to investing. I don't think many will know about such things.
Do we have any other similar investment blogs or even dissimilar investment blogs. It may well be in your 'interest' [pardon the pun] to pay them a visit and introduce yourself.
I'm sure there are others here who take an interest in environmental issues who would like to hear from you.
katyzzz
Comment by Louie
Climate Red
randomthoughts
Phil's Wellness Tips
I am not sure if there are any other blogs, i haven't seen any around.....I'll look a bit harder..if you see any a heads up would be great.....I know there a no funds in Australia with this theme so there are probably very few forums for this theme to be discussed but watch this space it will grow for sure,... thanks for the comment....
Ill be travelling for a few days and out of range most of the time so apologies if you reply and get nothing back from me...
cheers