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, MyNetFone, etc) with great success. Recently we took positions in mobile… 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 →
There have been quite a few positive moves in the renewable energy sector over the last few months. Some are: Wave energy developer Carnegie Wave (ASC: CWE) has projects on the boil in the UK and Mauritius, where they are integrating wave energy into a revamped micro-grid for the island.… read more →
Over-fishing in the open seas prompted the development of sustainable solution in fish farming. This was seen as a great move for the marine environment. Fast forward to today and problems are emerging with salmon aquaculture in Tasmania. After setting up these operations on a sustainable basis, the owners found… read more →
Our portfolio fell in value by 3.8% over February. It had to happen eventually. Some of this decline was retraced in March, with a rise in value of 2.3% Still, so far this financial year our shares are up 15.1%. over that period the All Ordinaries Index was down 5.5%.
We are concerned that markets in Asia (Australia included) and Europe have entered ‘crash’ territory; so far the US markets have held back – just. Values are in constant decline, even our own investments. Do we stand firm as the avalanche approaches, or do we join the mob? We are… read more →
The value of our shares was down 3.2% over January. This is the first decline for some months, but is a significant improvement on the falls recorded by markets generally. August Investments shares have increased in value by 16.9% over the last seven months. Each shares is valued at $314.40.