Occasionally an investment emerges representing exceptional value at the current price. At the present time we believe we are seeing two such investments listed on the ASX. Pacific Energy (ASX: PEA) got a mention here just in June. Since that time we have lifted our assessment of this remote energy… read more →
It has been a difficult investment year, but 2016/17 finished on a high note. We started the 2016/17 with increases in investment values, then around October, 2016 the value of our investments slowly decreased, even at a greater rate compared with markets in general. At the end of May 2017,… read more →
The trend towards local energy generation is growing and we have found two opportunities in this area. Though similar, they are quite different in their maturity. Pacific Energy (ASX: PEA) owns and operates two hydro generation facilities in Victoria and supplies power to remote locations, mainly mining sites, including the Kalgoorlie… read more →
Our asset valuation has stabilised since December. As the half year reporting season progresses minor adjustments have been made to the portfolio. The most significant change is the sale of all our Redflow shares. We have great admiration for the Redflow Zcell and related large scale zinc-bromide batteries, but are… read more →
We have invested in Sydney Renewable Power Company. This a much larger community solar project than August Investments has invested in so far. Sydney Renewable Power Company will host Sydney’s largest solar installation on the roof of the new Sydney Convention Centre. This is a 520kW solar photovoltaic project, sufficient… read more →
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 →
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 →
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 →