The nature of future changes resulting from recent political upheavals are beginning to become clearer. The first is that interest rates, after years on the slide, are beginning to rise and are expected to rise further. We have reviewed the risks this poses for our investments and are heartened that… read more →
So how has all that affected us? Up till election day the value of our investments held relatively steady compared to the volatility occurring in general markets. Then we saw significant declines when Trump came up trumps (as it were); only to see values return to normal again today. The… read more →
Interesting ABC Four Corners expose on Tassal Ltd (ASX:TGR) and their “sustainability practices”. We were keen on salmon farming as a replacement to deep sea over-fishing, but became aware of these concerns from several of our shareholders (see Aquaculture: too much of a good thing) . We divested of our… read more →
We have now completed our investment in Buddy Platform (ASX code:BUD). Buddy is at the forefront of the internet of things (IoT), by providing the back-end software which can access and analyse in real time the data generated by connected devices. Significant applications are to provide such data for solar… read more →
On top of the investment in Repower Shoalhaven, we have another Community Solar investment in Lismore Community Solarfarm (Goonellabah) Pty Ltd. This company is building a solar farm on a treated sewerage pond at Lismore, northern N.S.W. – an Australian first. Our investment was quite small, as local investors had… read more →
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 →