Ishr G Clean E Discussion Threads

[this tea tastes of chicken] 07/4/2021 19:11

Added today. They did run up a bit at the beginnning of this year to be fair.

[pinemartin9] 07/4/2021 13:41

HTWG looks interesting. Limited info on what it holds etc. due to launching in January. Any extra detail you can add?

[aishah] 01/4/2021 08:32

Added HTWG - LEGAL & GENERAL ETF HYDROGEN ECONOMY UCITS ETF USD (GBP) launched in Feb and has been weak recently.

[shavian] 31/3/2021 13:34

Hydrogen stocks coming back into favour, led by PLUG

[chc15] 19/3/2021 06:25

Sounds good, but I have too many funds to track, around 30. In the sector I also have Gravis clean energy.

[bloodhair] 17/3/2021 12:33

There's a news item on PLUG on Adfvn timed at 11.00 with full details

[bloodhair] 17/3/2021 12:32

Re Plug. One of these might be worth a listenPlug Power Inc. (NASDAQ: PLUG), a leading provider of turnkey hydrogen solutions building the global green hydrogen economy, announces that the company will present its global strategy for green hydrogen and fuel cell adoption to institutional investors at this week's investor conferences.33rd Annual Roth Conference 2021Presenter: Andy Marsh, CEODate: March 17, 2021Time: 3:00 pm ETRegistration link: https://roth.meetmax.com/sched/event_70981/conference_home.htmlEvercore ISI CEO Energy SummitPresenter: Sanjay Shrestha, CSODate: March 17, 2021Time: 3:20 pm ETRegistration link: contact Lindsay Arner at [e-mail] Climate Dialogue with Andy MarshPresenter: Andy Marsh, CEODate: March 18, 2021Time: 11:00 am ET

[tonytyke2] 17/3/2021 10:38

CHC15 If you are interested in the decarbonisation space, one of the best strategies I found (IMO), was that from Ninety One Global Environment which I believe is co run by Deidre Cooper. It is is high conviction and focuses in on world market leaders in 3 key related areas being, Renewable Energy, Electrification and Resource Efficiency. If you get the chance let me know what you think. Cheers TT

[chc15] 17/3/2021 10:26

Yeh, fair enough, although nothing wrong with steady! Think I'll be topping up here later..dropping back further

[tonytyke2] 17/3/2021 10:12

CHC15, I reviewed CLMP a while ago and it appeared too diluted and IMO may only become a steady investment. The maximum invested in a share was only 1.25% of the portfolio and it had investments of the likes of the London Stock Exchange, which may look a little off track to investors wanting 'clean energy'. This iShares fund may have greater volatility but IMO could provide larger returns over the long run, in it's space. Each investor has to decide the path and the risk tolerance they wish to take. Clean energy is such an hot topic at the moment.Good luck to you with your investments!

[bloodhair] 17/3/2021 09:18

Looks like Fuelcell was down badly as well yesterday. This isn't one of my better investments so far!

[chc15] 17/3/2021 08:33

I think it's down more in pre mkt. Just shows having a big holding is not good, better bet here is CLMP, much more balanced portfolio.

[thamestrader] 17/3/2021 08:11

PLUG is 10% of INRG.
PLUG down 20%
20% of 10% is 2%.
So why are we down 5%?
Is everything else down too?

[bloodhair] 16/3/2021 21:36

Tomorrow's not going to be good with Plug down 20% due having to restate their accounts ?

[getscenic] 10/3/2021 16:55

I think he was talking about a 10-20 year horizon, most "investors" horizons these days is a month or two at best

[shavian] 10/3/2021 08:35

Definitely adding some today, and then waiting a few days. Like Mr Buffet says: 'The market is a mechanism for transferring money from the impatient to the patient'

[chc15] 05/3/2021 19:01

Yeh nevermind I've been topping up as well, small amounts. As long as u hold on, will come back, just paper loss for now.

[pinemartin9] 05/3/2021 17:25

Yeah Energy stocks taking a pounding. Could have timed my purchase better!

[chc15] 05/3/2021 15:34

Rout, maybe this crash will go on for another week or 2, then bargain hunters will come back.

[pinemartin9] 04/3/2021 15:29

Just bought £5kGBP at 967. Long term hold for me. I'm in for a second chunk in a couple of weeks depending on what happens to the price.

[pinemartin9] 03/3/2021 17:23

If this goes sub 1000p I think I may pick up a chunk.

[chc15] 03/3/2021 15:14

Here we go again, 5 percent drop on the day!

[action] 23/2/2021 14:51

1000 again. Not good

[action] 23/2/2021 12:49

New ESG drive is positive going forward. But you may have to hold it for long.