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Andrew Davidson, CEO, Royal Helium Limited

Andrew Davidson
CEO | Royal Helium Limited
224, 4th Avenue South, S7K 5M5 Saskatoon (CAN)

davidson@royalheliumltd.com

+1 (306) 281-9104

Royal Helium CEO Andrew Davidson on NASA, SpaceX and the path to dynamic growth


Craig Taylor, CEO, Defense Metals

Craig Taylor
CEO | Defense Metals
605-815 Hornby St., V6Z 1T9 Vancouver (CAN)

craig@defensemetals.com

+1 (778) 994 8072

Milestones, ESG as an USP and the new openness of policy toward rare earths outside China - Defense Metals provides backgrounds


Alex Kent, Managing Director, Aspermont Limited

Alex Kent
Managing Director | Aspermont Limited
613 - 619 Wellington Street, WA, 6000 Perth (AUS)

Corporate@aspermont.com

+61 8 6263 9100

Aspermont shows the success of digitalization - Alex Kent has an agenda


05. November 2020 | 10:54 CET

Vestas Wind Systems, Newlox Gold, Equinor: Where are sustainable returns?

  • Environmental Protection
Photo credits: pixabay.com

As the experts of the US investment house Western Asset Management recently reported, sustainable investments have a future regardless of the outcome of the US presidential election. "Many international investors have long since declared ESG to be standard. Also, ESG criteria are an effective tool in a holistic investment process and can be used to the benefit of investors," the investment Company said. Companies, too, are increasingly orienting themselves towards ESG criteria and have long been thinking further ahead than until the next quarterly figures. The wind turbine manufacturer Vestas Wind Systems is a pioneer in the sector. The Danes started back in 1979, and today the Company is the market leader. But is the share also a notable investment?

time to read: 2 minutes by Nico Popp


 

Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author


Vestas Wind Systems wants to become even greener

Vestas Wind Systems impresses with full order books. In some cases, there is work to be done until 2023. In the first half of 2020, the Company was able to increase its sales significantly, but at the same time slipped into the red. The reason: Vestas incurred additional costs in connection with warranty commitments. Although the order books are full and Vestas has been able to land large-volume orders, the Company operates in a market that is characterized by fierce competition.

Nevertheless, Vestas is committed to ESG criteria and is gearing its business to the climate goals of the Paris Agreement. Most recently, the Company was able to reduce both electricity and water consumption significantly. By 2030, the Company wants to become CO2-neutral, and by 2040, Vestas intends to manufacture wind turbines without generating waste. The Vestas Wind Systems share price has recently dropped a little, but on a one-year horizon, the return on investment is still more than 100%. Despite the recently weaker figures, the market still has some faith in the stock.

Will Newlox create a paradigm shift for the mining industry?

Over the months, the stock of the "green" gold producer Newlox Gold has also earned trust: On a one-year horizon, the Company value has almost tripled. Newlox Gold does not dig open pits or blast tunnels into the deep-lying rock. The gold producer uses a unique process to extract gold from the tailings of existing small companies. The unique thing about it is that the Company wants to do without toxic chemicals in the future and relies on a process that neither releases toxins nor wastes water. According to Newlox, initial tests indicate a recovery rate of 90%. "Our process could usher in a paradigm shift in the gold industry," said Ryan Jackson, CEO and President of Newlox.

Newlox Gold: The stock for rapid jumps

The Company is already producing gold in Costa Rica, where it uses the tailings of smaller mining companies that are not very efficient. The processing plant can be dismantled if necessary and rebuilt elsewhere. The Company plans further organic growth in Costa Rica and values legal security and local conditions. On the stock exchange, the share is well known for rapid leaps, and with a market capitalization of fewer than ten million euros, it is a small-cap. In addition to the known risks, however, this also offers opportunities for experienced investors given the continuing ESG trend.

Equinor shines with a dividend

The Equinor share is a little more leisurely. The Norwegian Company, which until recently was called Statoil, focuses on oil and gas and has been through the pandemic in a mixed way and lost sales. The planned growth in production volume was not obtainable in the course of the pandemic, but the exploration of new deposits continued. Equinor is also committed to sustainability and is currently working on a CO2 storage facility together with Shell and Total. The Company, whose majority shareholder is the Norwegian state, has promising reserves but is suffering from lower demand in the wake of the pandemic. The dividend yield of more than 6% is likely to be a strong argument for many investors at present.

Equinor is not known as a sustainability player, and this is where other companies score. However, the development at Equinor also shows where the future for the sector is heading. Companies with an existing green business or new products in this area could benefit in the long term. The trend towards ESG has long since reached the commodities sector.


Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author



Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.


Related comments:

10. February 2021 | 08:30 CET | by Carsten Mainitz

Encavis, dynaCERT, Verbio - continue to outperform with green stocks!

  • Environmental Protection

The awareness of protecting the environment and therefore reducing emissions is becoming more and more prevalent in society. Numerous industries are growing in the wake of socially, politically and fiscally motivated changes and demand sustainable products or solutions. "Green" investment has many facets. In the following, we present three companies that are dedicated to the topics of emission reduction and renewable energies. In the past, these stocks have been able to outperform the broad market enormously. Where is this trend continuing unabated?

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15. December 2020 | 15:27 CET | by André Will-Laudien

dynaCERT, NEL, Plug Power - Who is working for climate targets?

  • Environmental Protection

The goal of reducing CO2 emissions by 55% by 2030 is Germany's contribution to the Paris Climate Agreement. The aim is to limit global warming to well below 2 degrees Celsius by the end of this century - if possible, even to 1.5 degrees Celsius. To achieve this, emissions of greenhouse gases, i.e., primarily carbon dioxide (CO2), must fall significantly. So far, Germany is among the pioneers, having reduced emissions by around 31% between 1990 and 2018. A good start, but it is still far from enough. With Brazil, Australia and the USA, the leaders of significant countries, unfortunately, gave the rest of the world the cold shoulder. But the engineers of future technology do not care about the pronouncements from politics. They continue to research, for example, in Canada, Scandinavia and the USA - because the essential course settings happen now or never!

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18. November 2020 | 10:40 CET | by André Will-Laudien

NIO, Tesla, dynaCERT - Mobilizing the future!

  • Environmental Protection

The good news for automotive suppliers is that electric vehicles still only make up a small percentage of the car market - at least for now. The bad news is that the increasing spread of electric cars is a significant challenge for automotive suppliers. Since these cars have far fewer parts than those with conventional combustion engines, manufacturers of exhaust and fuel systems as well as traditional transmissions are facing significant disruptions as e-mobility takes unexpected steps forward. The crux of the matter for electricians is still the availability of charging stations and the limited mobility radius. But this will soon change rapidly once the Corona aid pots are flowing into the green infrastructure.

Nevertheless, the e-vehicle is being fueled by government emission standards and incentives, especially in the USA, England, France, Germany and China. But the battery-powered vehicles will not pose a significant threat to the combustion engines until operating costs are about the same. In especially more impoverished areas of the planet and inaccessible zones, there is no alternative to the internal combustion engine; this is completely ignored in the public discussion. While the cost of e-cars continues to fall as technology improves, they are still far from being competitive. Nevertheless, if you look at the signs of the times, car companies have already invested billions in electro-related technology, so the course for the future is set.

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