Our love affair with Carbon Conscious (ASX: CCF) has been on, off, on, and now off – sort of. After a brilliant 2011/12, they have announced that they have lost their main customer (Origin Energy). This will lead to a dramatic reduction in revenue and profits unless replacement clients can… read more →
As part of our research into ‘neutral’ investments we have looked into a number of companies in the IT sector. We have ranked these companies based on financial value relative to their current share prices. We already hold shares Technology One (ASX: TNE). They have ranked third in our research.… read more →
Over the last month we have built up a holding in McMillan Shakespeare (ASX: MMS) which we consider to be ‘ethically neutral’. This company provides salary remuneration programs to major employers. Health and charity organisations are the largest client base, then government and business clients. McMillan Shakespeare have achieved enviable… read more →
Green Equities is a new website setting out to provide a forum on all ASX listed green investments. We have been invited to provide summaries of some of our investments for this website. So far we have provided details on Energy Action (ASX: EAX) and Tassal Group (ASX: TGR).
The change in fortunes for green equities hinted at previously is gathering pace. For the September Quarter 2012, the Australian CleanTech index was up 8.3%, compared to the ASX All Ordinaries index, which was up 6.6%. (In that period, the August Investments portfolio grew by 8.4%. This was achieved from… read more →
There are many vested interests which do not want the extent of climate change acknowledged. In our opinion this is holding up investment in the many sustainable energy opportunities available to Australian Investors. It would seem that some type of circuit breaker is needed to turn the public debate –… read more →
The 2012 Annual Report has been sent to shareholders. It can be viewed here. The AGM will be held on Thursday 27 September at 3:00pm.
The 2011/12 company annual results are currently being released. Small adjustments are being made to our holdings. The main changes so far are: Energy Action continues to impress. Profit is up 6% and Cash Flow is up 43%. Even more shares have been purchased in this company at $1.95. Bendigo… read more →
A number of small adjustments were made to our investment portfolio in July. Based on expected profit results for 2011/12, additional shares have been purchased in Energy Action and M2 Telecommunications. After the disappointing results from our recent research into geothermal explorers, we sold all our holdings in Greenearth Energy,… read more →
A newsletter has been sent to Shareholders. The main article is an overview of Australian listed geothermal exploration companies.