Ishr G Clean E Discussion Threads

[3ootuk] 27/10/2020 11:00

Trump rolled back a lot of the clean air regs and weakened the other regulatory bodies in order to reinvigorate coal/fracking/oil.

See what happens.

[thamestrader] 27/10/2020 09:50

In theory, yes, a Biden win should be good for clean energy.
But 'in theory' doesn't count for much nowadays.

[lozzer69] 27/10/2020 08:28

Any ideas what effect Us election will have here. A Biden win I think would be better news??

[bmel] 29/9/2020 17:25

Performance here is excellent. This will benefit from the global post-Covid greener economy.

[robow] 03/7/2020 16:29

Buy in Moneyweek

[ben gunn] 19/2/2020 17:16

What's up Doc? (or Ptelomy)

[jonwig] 19/7/2012 12:03

Largest holdings:

s p %
1 CHINA EVERBRIGHT INTL LTD ORD HKD0.1 0.52 Hong Kong 8.10
2 COVANTA HOLDING CORP ORD USD0.1 17.09 United States 6.53
3 EMPRESA NAC ELEC-CHIL-SP ADR ADR NPV 53.94 Chile 6.31
4 CEMIG SA -SPONS ADR ADR NPV 19.16 Brazil 6.09
5 CIA PARANAENSE ENER-SP ADR P ADR NPV 21.26 Brazil 5.61
6 ENEL GREEN POWER SPA ORD NPV 1.42 Italy 5.27
7 CHINA LONGYUAN POWER GP-H ORD CNY1.0 0.62 Hong Kong 5.11
8 VERBUND AG ORD NPV 21.61 Austria 4.92
9 TOHOKU ELECTRIC POWER CO INC ORD NPV 8.34 Japan 4.86
10 KYUSHU ELECTRIC POWER CO INC ORD NPV 10.04 Japan 4.55

Divis twice yearly, paid in USD, yield 5% at share price 251p.

Can't say I'm over-enthusiastic, but this might be leveraged on EMs?

[smith99] 17/1/2012 13:49

what exactly is this company ?

[frizzers] 13/12/2008 12:17

Also look at latest Commodity Watch Radio.

China Energy Recovery

[ptolemy] 25/11/2008 10:15

Simon,
We share another interest here!

Careful selection of investment needed imo (for example huge supplies of thin-film solar coming onstream in 2009-10 could depress solar prices). Given the depressed prices and outlook, should be some value here.


Interesting view: