This is a new area for August Investments. It has taken some time to convince ourselves that adequate security is in place, and now we are ready to go. With a much smaller spread than that of the Banks, borrowers pay a lower rate and lenders get a higher return.… read more →
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 →
A dividend of $6.00 per share is to be paid on 2 June 2016. This is up on the $4.00 per share paid in June last year. Together with the December 2015 payment, our dividend yield is 3.4% pa based on our current share issue price of $325. All dividends… 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 →