Old economy equities are returning capital to their shareholders. It is no coincidence that our investments are raising capital to fund new economies. Equities with a Right Issue or Share Purchase Plan happening about now include Capilano Honey, Ingenia Communities, TFS Corperation, Vocus Communications and Mobile Embrace. And a preliminary… read more →
Tracking well for the end of financial year – till today. But the fall has presented good buying opportunities. Brexit would seem to have little impact on most of our investments. So as prices fall; values improve.
Three new investments in one month, and all disruptive:The Internet of Things, Community Solar and Peer-to-Peer lending. All in May. Also in May: our shareprice was up 4.0%, with each share now valued at $315.92. The increase so far this financial year has been 19.6%. Not bad all round.
August Investments has taken up a small investment in the third capital raising by Repower Shoalhaven. This is a community venture which connects investors with local businesses, clubs, churches etc, allowing them to incorporate solar into their premises and to have first access to the power generated. Since 2014 solar… read more →
There is a most informative article posted by Renew Economy on pumped hydro and Genex Power (ASX: GNX). Read it here. (We hold shares in Genex Power.) Meanwhile, renewable energy equities continue to post significant gains. As well as Genex, there is Redflow and Infigen Energy. Only Carnegie Wave seems to… read more →
Australian Ethical Investments (ASX: AEF) has forecast 2015/16 profit will be up 86% on the previous year. (But, on a per share basis, we calculate the increase to be reduced to 70% due to share issues and other benefits to management. This is still a good return, even if it… read more →
In addition to seeking green or socially positive investments, from time to time August Investments seeks investments in emerging industries with potential for significant growth. Some years ago we did this for the emerging telcos (TPG Telecom, iiNet, Amcom, My Net Fone, etc) with great success. Recently we took positions… read more →
Further to our earlier post, the interest in renewable energy investments is intensifying. In particular, share prices have risen significantly for Genex Power (ASX: GNX), Infigen Energy (IFN) and Blueglass (BLG). All helps keep the portfolio up in there difficult times.
We are selling on strength, still expecting a market downturn very soon. We have sold/reduced holdings in Tassal (ASX: TGR), Ingenia Communities (INA), Capilano Honey (CZZ), Vmoto (VMT), Hansen Technologies (HSN), and Technology One (TNE). This is not to say most of these are not good companies – they just… read more →