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Friday, August 24, 2007

Freezing your Butt off for Global Warming

reezing your butt off for Global Warming

August 20th 2007 04:30
Freezing their Butts and other bits off 600 swedish troopers climbed up a melting Glacier for Photographer Spencer Tunick and Greenpeace on the Weekend to raise awareness for Global Warming.
I'll have to say this makes some other attempts at raising Global warming awareness look rather feeble. When I first saw this article I was afraid for how cold their feet would have been, then I discovered in other shots they lay FACE DOWN in groups....OUCH OUCH OUCH....

Here's hoping there is some Photographers trick and they are holding at least one item of clothing away from the camera's, otherwise these people are HEROES......its not like they even get their faces in the Pap like celebrities, they are baring all for the cause anonymously.

Given the rivalry between Climate Change Believers and Climate Change Hoaxers you have to wonder what the Hoaxers will come up with next to raise awareness for their argument....no close ups PLEASE...this is about about all we can take and I think we are all stoked Al Gore isn't in these photo's he's stacked on a few Kg's lately and it may not be a pretty sight.


Here are some more images of those brave Ice Warriors from the Greenpeace Galcier Photo shoot on the weekend.

As they say a picture is worth a thousand words, I only have one OUCH

also here is the link to Greenpeace just in case you fell like supporting their Global Warming efforts.


LINK TO GREENPEACE
Cheers Louie
Photo's from greenpeace Website

Really Long Link



Sunday, August 12, 2007

This is fighting talk people: Gore speaks out

This is fighting talk people: Gore speaks out

August 12th 2007 02:13
Well it has been a pretty rough week for Climate Change believers with people even doubting the very weather data that Al gore's entire argument is based on. It is very hard to know from the sidelines whether this is the classic Tall Poppy syndome taking effect on a Global scale or if we really have been lied to. It escaped my attention due to a busy week that Al gore actually spoke out against the Climate change Hoaxers on Tuesday in Singapore, he didn't mince his words either. This little battle could get quite nasty if the gloves come off that is for sure.

Al Gore is saying that the Climate change Hoaxers are running an anti-climate change campaign financed by Polluters!!!! He compared it to the campaigns run by the Tobacco companies........

Here is a little exert but the full story is worth a read if you want to follow the link

"There has been an organized campaign, financed to the tune of about $10 million a year from some of the largest carbon polluters, to create the impression that there is disagreement in the scientific community," Gore said at a forum in Singapore. "In actuality, there is very little disagreement."

He even goes on to use the P and M word's........- puts a chill in the hearts of many a conspiracy theorist- ...yes you got it Propaganda.....and Maniuplation

"They're trying to manipulate opinion and they are taking us for fools," he said.

and wait there is more, our fearless Climate Change leader even names the culprits and has directly pointed the finger at Exxon , whatever you think about Climate change picking a fight with an Oil company is pretty dam courageous thats for sure. I get the feeling there is going to be some blood on the streets before we hear the last of this.

The question will be who can we trust?

Monday, August 6, 2007

WHOONEARTHCARES: Cate Blanchett joins the Climate change campaign

Cate Blanchett was in qld yesterday to capmpaign for Climate Change and launch the new Australian Conservation Faoundation's campaign CLICK HERE to tell them you CARECLICK HERE You go online and register and answer a few questions and if you can be bothered send a pre-typed letter to your MP. I usually don't do this kind of stuff but have made an exception for a good cause this time, especially because they didn't ask for money........

I can be a bit cynical about the agenda of B grade celebrities jumping on the Climate Change bandwagon and the money to be made BUT I think in this case we can safely say Cate genuinely cares, she is Definitiely A list and ...........good on her for getting out there and not campaigning from some cushy studio somewhere. Here is the snippet. I am going to visit the link and give them some support.



Blanchett campaigns for climate change awareness

Posted Mon Aug 6, 2007 2:18pm AEST
Updated 4 hours 0 minutes ago


Hollywood star Cate Blanchett was in Brisbane today - not to promote a movie, but to encourage Queenslanders to become aware of the issues around climate change.

Blanchett visited the drought-ravaged Lake Samsonvale, north of Brisbane.

There she launched the Australian Conservation Foundation's new online campaign, whoonearthcares.com.

She says the campaign is about bringing people from all over the country together to work on climate change solutions.

"I think that the majority of Australians are beginning to realise that we can't hope to address the very real issues of water shortages and drought unless we significantly reduce Australia's spiralling greenhouse emissions," she said.

"Climate change is an issue that affects each and every one of us, and therefore it's up to each and every one of us to act responsibly and do something about it."

Saturday, August 4, 2007

Bush Fire or spark in the right direction?

Bush Fire or spark in the right direction?

August 5th 2007 02:02
I guess its no surprise that Bush's recent invitation to the World's largest polluters has been greeted with audible eye rolling from the Greenies and Silent Groans from heads of State. Let's hope this is a spark in the right direction and not the beginning of the end for Global agreement on Climate Change.

The Greenies are frustrated as are the Heads of state that of course the moment Mr Bush wants to get on board the Green boat it has to be his boat, forget perfectly good upcoming global forums for discussion; APEC in September and the UN Conference in November; it has to be George W's idea and has to be in his sand pit.

All of a sudden going green is a good idea. Now this blog is groaning. This band wagon is getting mighty crowded with recent converts. I am not saying this is a bad thing, it should be a good thing except for the small detail of Politics and the fact that of course the Geroge W wants to reinvent this wheel. Forget that Eurpoe and the rest of the World- except for the U.S and Australia has been running with a perfectly good and successful system for quite some time now- we need a new one.

Maybe this is all a ploy for Bush to successfully avoid the issue at the APEC conference, maybe he isn't equiped to talk about this with the world leaders; he is merely giving a speech at the September 27/28 conference in Washington, Condoleze Rice is running the show; Does this totally scream of a man who doesn't know the subject and needs to be on familiar ground to deal with it, with a speech written by someone else?Tthis doesn't bother me except he is the leader of the Free world and this is the most important issue of our generation- still. You would like to think he would want to debate the topic every waking hour; and be able to.

Anyhow who am I to look a gift horse in the mouth, the end game here is that we need a solution for the sake of the Planet and future generations (love melodrama on a sunday mornming) let's hope the Greenies are wrong and the U.S. provides solutions not a whole heap of spanners in the very delecate works of the Treaty that is Kyoto and the system that is still taking baby steps towards a solution.

Wednesday, August 1, 2007

Green Stocks: New Series: Part 4: 9 more Clean Energy Stocks

Green Stocks: New Series: Part 4: 9 more Clean Energy Stocks

July 18th 2007 08:43
Here are 9 more Clean energy stocks to put on the radar, this takes us up to 23 names in our investable universe. I read an article today stating there are 50 names or so in total in OZ. A lot more than i thought that is for sure.......

today we will focus on Geothermal Stocks: GHT, TEY, GDY, GRK, PTR
A Hybrid Clean Energy Stock: EDE
Some Solar Names: EVM and SOO
an Ethanol company: AAE

I also forgot to mention a stock called GRD simply because it is currently under takeover: HOWEVER this mean the price is underpinned and the game may not be over so it is probably a good stock to include as a low risk play in our portfolio.

I know this process is boring but finding the Aussie names is a lot harder than in the US because the broker coverage at the small end of the market where we are playing is scattered, but that has its rewards we will be buying stocks befor ethey go on the radar screens of big brokers hence if we get the mix right we will get an element of a free ride when they are re-rated as and when the market wakes up to them...the hard work will pay off......

Agri Energy AAE http://www.indcor.com.au/
Agri Energy Limited is the only investment group developing a global ethanol and biodiesel business.
Agri Energy Limited is focused on identifying and developing cost competitive opportunities in global agriculture for the production of green energy.
Agri Energy Limited is listed on the Australian Stock Exchange (code AAE) in the Energy and Mining sector.
Agri Energy Limited, through wholly owned subsidiary companies, is developing fuel ethanol and biodiesel operations in the major international transport fuel markets.
United States
Constructing the world’s first integrated agri-energy complex in South Eastern Nebraska consisting of a Biodiesel Production Plant incorporating an oil seed crusher using a feedstock of soy and an Ethanol Facility using a feedstock of corn.
Australia
Constructing Australia’s first grain Ethanol Production Plant incorporating a feedstock of corn, cereal grains and other fruit pulp waste. Ethanol and biodiesel facilities are planned at a number of other regional locations. The Group plans to manage and operate grain production in regional Australia to support a major component of feedstock demand and is strongly focused on agricultural research to identify future world competitive biofuels feedstock to align with Australia’s agricultural capabilities. Agri Energy Limited is involved in the distribution and retailing of ethanol and biodiesel through an independent operator

Geothermal Energy - Really Long Link
The principal objective of Geothermal Resources is to explore its tenement areas for hot rock geothermal energy resources that can be exploited for electricity generation purposes.
The company's current projects in the Curnamona Craton and the South East of South Australia are well located with respect to existing infrastructure and power grids - a major strategic advantage over other more remotely located projects.

Torrens Energy http://www.torrensenergy.com/
orrens Energy Limited (TEY) listed on the ASX in March 2007, raising $6M. Due to overwhelming investor interest, the offer – which comprised 30 million shares at 20c each, with one free attaching listing option for every two shares – was heavily oversubscribed.
Torrens has created an exceptional opportunity to generate sustainable, renewable, emissions-free geothermal energy and become a dominant player in efficient, reliable electricity generation.
The Company has been granted a large geothermal tenement holding in areas close to Adelaide in South Australia. The selected areas are known for high heat flow and coincide with the overlying insulating sedimentary cover required for high temperatures to accumulate. In addition, and unique to Torrens, these highly prospective areas are located on the National Power Grid, close to large energy markets and infrastructure.

Geodynamics: Really Long Link
GDY
Geodynamics Limited is the only listed public company in Australia whose sole focus is on developing hot fractured rock (HFR) geothermal energy.
HFR geothermal energy is produced using heat extracted from buried hot granites by circulating waters through an engineered, artificial reservoir or underground heat exchanger. These hot granites represent a massive source of renewable energy, free from CO2 emissions.
The development of HFR geothermal energy relies on existing technologies. HFR geothermal projects are currently underway in France, Switzerland, Germany, California, and Japan. Australia has a recognised potential for the development of HFR geothermal energy.
Geodynamics Limited has secured significant geothermal exploration rights in South Australia, New South Wales and Queensland and is investigating the potential in other states. The Company has a strong Board of Directors and successfully listed on the Australian Stock Exchange on 12 September 2002. Stage One of the Company's Business Plan is now nearing completion.

Green Rock Energy Really Long Link
GRK
Green Rock Energy Limited is an Australian based geothermal energy explorer and developer with projects in South Australia and Hungary.
Incorporated in 2002 and listed as Mokuti Mining Limited initially, Green Rock Energy has been trading on the Australian Stock Exchange since December 2003.
It will be the first mini-fracture stimulation program for geothermal energy carried out anywhere in Australia. This innovative approach to geothermal exploration in Australia has the potential to significantly lower costs and risks for Green Rock by providing key input information which will be used for the optimal design and conduct of the subsequent deeper drilling and fracture stimulation program. This will enable more accurate design and costing of the deep wells and fracture stimulation program than has been possible for others who have had to drill to much greater depths before intersecting the top of their targeted hot reservoir rocks.
PETRATHERM - http://www.petratherm.com.au/
Petratherm - PTR
Petratherm Limited has made significant progress towards achieving its stated mission which is to;
"Explore and develop, emission free, commercially sustainable geothermal energy projects"
Approximately ninety percent of Australia’s electricity is generated from fossil fuels, the use of which contributes to one third of Australia’s total carbon dioxide emissions.

Eden Energy: http://www.edenenergy.com.au/
EDE
Eden Energy Ltd is a diversified clean energy company that listed on the Australian Stock Exchange in May 2006. Eden has interests in hydrogen production, storage & transport fuel systems, including the low emission Hythane hydrogen-methane blend, coal seam & abandoned mine methane in the UK, conventional gas in SA, low temperature pyrolysis research into hydrogen production & geothermal energy production.
All these aspects of Eden's business are part of an integrated strategy to become a major global participant in the alternate energy market, particularly focussing on the clean energy transport market, producing hydrogen without any carbon emissions, transporting the hydrogen to markets & providing the engines to power hydrogen-based transport & energy solutions.

SOLAR POWER
Enviromission – EVM Really Long Link

Within five years EnviroMission aims to be one of Australia’s leading producers of clean, green renewable energy.
A company committed to establishing profitable,
large-scale renewable energy generation power stations for the Australian electricity market.
aim to lead the renewable energy market with new energy technologies that do not consume fuel resources or produce greenhouse gas emissions.
EnviroMission owns the exclusive licence to German designed Solar Tower technology in Australia. Their first project will focus on developing this revolutionary technology into the world’s first large-scale solar thermal power station capable of generating enough electricity to supply 200,000 typical Australian homes.

SOLCO – SOO Really Long Link
Solar Energy Systems was established in 1998 as a solar company providing decentralised sustainable water solutions to Australia. The primary product was the award-winning Sun Mill solar water pump. Solar Energy Systems and the Sun Mill soon had global interest, with installations in Canada, East Timor, Bali, Fiji, Vanuatu, the Solomon Islands and Tanzania, as well as throughout Australia. Following the successful listing on the ASX, Solar Energy Systems improved its ability to provide decentralised power solutions with the creation of a Projects team. This team focused on providing custom off- and on-grid sustainable power solutions to cater for projects both nationally and internationally.
Relationships were developed with many charities including Rotary, Communicade Edmund Rice (Christian Brothers), CARE International, Action Contre La Faim, Bia Hula and Aus-Aid with water and power solutions being implemented in developing countries.
Solco has diversified its product base in the past two years by including a wider range of sustainable products and has strengthened its global distribution network, enabling the company to better realise its mission of becoming a global leader in the distribution of decentralised sustainable water and power solutions.


GRD

Green Stocks: New Series: Part 3 Another Green Aussie Stock for the Radar

Green Stocks: New Series: Part 3 Another Green Aussie Stock for the Radar

July 17th 2007 10:20
How could i have overlooked ENE, it is probably the best Aussie candidate especially when we start stacking things up Globally...... I've seen a few guys lose their shirts on this one, back in the day when mkts knew how to fall.....seems like its time may come again soon.
A word of warning this name can be VERY volatilein rough mkts but i intend to pick my level when I play. They have a tonne (excuse the pun) of Renewable Credits in their hollow log....Definitely worth watching this one......

Ene – CLICK HERE

Energy Developments (ENE) owns and operates power generation, co-generation and waste-to energy projects across the world. Power is generated at operating plants by landfill gas, coal seam methane, natural gas, distillate, and municipal waste.

Th
eir blurb
Communities and governments worldwide are placing a higher priority on responsible environmental management. Superior environmental performance is central to energy Developments' business strategy and the Company seeks to achieve standards of environmental performance that exceed the expectations of regulators, customers and the community.
The Company also sees environmental management as an important source of competitive advantage and a significant factor in generating new business opportunities.
The Company's power generation plants are small, efficient and designed to minimise emissions. These power generation plants primarily utilise waste fuels that would otherwise cause disposal and emission problems. Land fill gas and coal mine waste methane are he fuels for 71% of the Company's generating capacity. The use of these fuels results in reduced emissions of waste methane into the atmosphere. As methane is a potent greenhouse gas (with approximately 21 times greater global warming potential than carbon dioxide), its beneficial utilisation by the Company ensures significant greenhouse gas emission abatement which is approximately 10 million tonnes of carbon dioxide equivalent per year.
The Company is very aware of its environmental responsibilities and is committed to maintaining high standards of environmental management in its business.
To ensure high standards of environmental care are maintained, the Company will:
• be aware of and comply with all applicable laws and regulations;
• wherever possible, exceed the basic performance standards required by law and regulations, to minimise the adverse environmental impacts and maximise the environmental benefits of its operations;
• communicate openly with government and the community on environmental matters, including making contributions to the development of environmental policy and regulations; and
• promote a high level of awareness among employees of the environmental impacts of its operations and foster a culture of environmental responsibility and excellence.
Good environmental management is a core component of the Company’s business strategy and the Company will constantly seek to achieve standards of environmental performance that exceed the expectations of regulators, customers and the community.

Green Stocks: New Series: Part 2 More Green Aussie Stocks

Green Stocks: New Series: Part 2 More Green Aussie Stocks

July 17th 2007 07:09
Here are some more stocks that may qualify for our Green Portfolio.....ARW, NFL, SBI, TPI, COZ

Again I am just doing the background on names to put on the Radar screen and have yet to work out price targets and entry levels, as i said this is a long term portfolio so we have to do our homework before we put out money where our mouth is

I spotted in the Airport on sunday that the AFR Magazine I think it is called Smart Investor ran a story mentioning about 5 stocks to put into your Green portfolio, I didn't get to read it properly but it's probably worth getting your hands on if you are interested in this topic...great minds think alike hey...they only had one or two that my posts haven't covered if you look at previous post which I'll link to.
TPI is pretty touch and go to me, I honestly only put it in here because it is currently featured in an AFR Magazine article on the Topic therefore due to perception will get re-rated when cash flows into the "Green" Sector as i think it will over the next 12 -18 months as more Environmenatl funds are set-up Globally. (more on funds flow in another post it is a can of worms)

See list below

ARW - http://www.arfuels.com.au/

Description: Australian Renewable Fuels Limited is an Australian company currently developing two biodiesel plants, one in Adelaide, South Australia, and another in Picton, Western Australia.
The development of commercial scale renewable fuels production plants marks an exciting new stage in the growth of use of alternative fuels in Australia
ARF Limited's vision is to become the pre-eminent Australian biodiesel producer by managing a planned roll-out of biodiesel plants within Australia. The Company's expansion program includes the establishment of biodiesel plants overseas.
The technology to be used in its plants is the proven Energea process, currently operating in Austria. ARF has an exclusivity agreement with Energea for the use of the technology in the Australian region, including manufacturing rights.


NFL - http://www.naturalfuel.com/
Produces
Biodiesal
Glycerine
Natural Fuel Limited was incorporated in October 2003 and became an unlisted public company in June 2004. The company was formed to build a global sustainable and renewable energy business in emerging yet strong growth markets.
The Natural Fuel group of companies is comprised of:
• Natural Fuel Limited
• Natural Fuel Australia Limited (50% with Babcock & Brown Environmental Investments Ltd )
• Natural Fuel Pte Ltd (Singapore)
• Natural Fuel & Energy Biofuel, LLC. (USA)
Natural Fuel intends to manufacture biodiesel and glycerine from renewable sources through a number of subsidiaries, either wholly-owned or joint venture type vehicles, in select countries. Over the last two years the company has undertaken extensive, independently verified, market research and due diligence into the viability of biodiesel plants in Australia, the United States and Singapore. During this time, the company has formed a number of strategic relationships with key biodiesel industry participants.
Natural Fuel has developed a robust scaleable business model and assembled a highly experienced management team together with internationally renown contract and equity partners. Natural Fuel’s first biodiesel plant in Darwin, Australia is currently in the commisioning stage. Further plants to be commissioned in coming years.
Sustainability
As biofuels are produced from renewable energy sources (vegetable oils in the case of biodiesel), it is critical to ensure that feedstocks are produced on a sustainable basis.
Natural Fuel’s sustainability policy requires feedstocks to be sourced in compliance with eight key principles:
1. Commitment to transparency
2. Compliance with applicable laws and regulations
3. Commitment to long–term economic and financial viability
4. Application of best practices by growers and millers
5. Environmental responsibility and conservation of natural resources and biodiversity
6. Responsible consideration of employees and of individuals and communities affected by growers and the mills
7. Responsible development of new plantings and
8. Commitment to continuous improvement in key areas of activity
In particular, any palm oil sourced as feedstock for Natural Fuel must be certified by the Roundtable of Sustainable Palm Oil (of which Natural Fuel is a member) as meeting its stringent requirements.
Natural Fuel is also committed to the research and development of high yield oil crops and alternative vegetable oil technologies so to further increase the sustainability of its businesses.


SBI - Click Here

SPC Biodiesel
Sdn Bhd is a wholly owned subsidiary of Sterling Biofuels International Limited. Its principal activities are:
• To construct and operate a 100,000 tonnes per annum biodiesel manufacturing plant in Lahad Datu, Sabah; and
• To manufacture and sell biodiesel to global markets – in particular, Europe.
The biodiesel will be made from palm olein (refined form of palm oil).


TPI - CLick Here

TPI is a Company that is borderline Green i.e. in the view of this Author some of its activities apply and some do not therefore it won’t be passing my “Green Screen” I don’t imagine HOWEVER this won’t stop the market putting it in this category so there could be some good money to be made with a relatively clear conscience when the market is re-rating stocks in this category which will happen frequently over time in my view as previously discussed..
Transpacific Industries Group Ltd (Transpacific) is a public company (ASX : TPI) that provides integrated industrial cleaning and total waste management to customers across Australia and New Zealand, with particular focus on the liquid, solid and hazardous waste management markets. Transpacific is also a key player in the heavy-duty commercial vehicles industry in Australia and New Zealand and has niche operations in parts of Asia.
The companies’ wide network of operations includes collection operations, transfer stations, waste-to-energy sites, composting facilities, and recycling plants. These assets enable Transpacific to offer a full range of environmental services to industrial, municipal, and commercial customers.
Transpacific operates an integrated business across five primary divisions:
• Liquid and Hazardous Waste
• Solid Waste
• Energy
• Industrial Solutions
• Commercial Vehicles
Their environmental policy is sound “Our Environmental Policy states our objectives in ensuring a healthy environment. TPI is committed to seeking continuous improvement in our environmental management practices and we continually monitor our processes and our approach to the environment in order to realise our objectives”

However some of their processes do involve Chemicals etc. AGAIN I AM NOT A FAN


COZ – http://www.co2australia.com.au

CO2 Group Limited specialises in the commercialisation of business opportunities within the environmental sciences sector. CO2 Group's first major initiative has been the formation of a leading Socially Responsible Investment Company - CO2 Australia.

CO2 Group's CO2 AUSTRALIA™ Carbon Sequestration Program focuses upon opportunities for above average shareholder returns by developing a series of products based upon biomass carbon sinks for the provision of greenhouse gas emission reductions; this activity can be generalised as the "carbon credits" business.
Commercial Offsets -Investment in a CO2 AUSTRALIA™ Carbon Sequestration Program
• Removes Carbon Dioxide from the atmosphere helping to reduce Global Warming.
• Investing in a CO2 AUSTRALIA™ Carbon Sequestration Program provides a hedge against future carbon price increases.
• CO2 AUSTRALIA™ Carbon Sequestration Program produces fully auditable certificates under both the NSW Greenhouse Gas Abatement Scheme and the Federal Governments Greenhouse Friendly™ Program.
• CO2 AUSTRALIA™ Carbon Sequestration Program is a cost effective way to build a Carbon Bank for the future.
• CO2 Australia provides a turn-key solution to your voluntary action, your mandatory obligation or your investment.
• Becoming Carbon Neutral demonstrates good corporate citizenship.
Contact a member of our Commercial Offset team for further information.

CO2 AUSTRALIA™ Carbon Sequestration Program Benefits Beyond Removing Carbon from the Atmosphere:
• Improves regional employment. A 5,000 hectare program would lead to in excess of 180 full time equivalent employee positions being generated over the life of the project.
• Contributes to catchment targets for soil health, water quality and quantity, riverline ecosystem health, terrestrial biodiversity as well as to sustainability of local and regional economies.
• Improves farming profitability by maintaining and enhancing the productive capacity of the farm's soil, vegetation and water resources.
• Improves the capacity of the farm to accommodate variations in climate and market conditions.
• Improves the employment opportunities of farm families.
• Prevents salinity. It has been estimated that 10,000 hectares planted will help to protect 50,000 hectares of farmland from potential salinity issues as well as enhancing the productivity of the farmland.

Why do we plant Mallee Eucalypts?
• They are extremely long lived.
• They withstand extreme climatic conditions.
• They have a natural fire regime and are resistant to fire due to their capacity to resprout from a large underground stem (called a lignotuber).
• They have biological characteristics which allow the trees to achieve relatively high biomass productivity rates in relatively low rainfall environments.
• They are resistant to major damage by insect or plant pathogens due to the high oil concentration within the trees.

Green Stocks: New Series: Part 1 Green Aussie Stocks

Green Stocks: New Series: Part 1 Green Aussie Stocks

July 10th 2007 09:13
Want to make your money work for you and the environment, well there might be a way without robbing some poor Granny out of her Carbon Credits...invest in Clean Green stocks. In the world the investment universe is about 950 stocks with a total mkt Cap of about $45bill and growing.

This blog will begin to take a look at some of the stocks that pass the Green Screen I am applying, I am building a portfolio that will also look for Growth prospects and Value as well so the list will probably end up being quite short, I am going to start in Australia and eventually build a global portfolio..yes I will be putting my money where my mouth is, and remember this is a long term portfolio so don't expect overnight results....disclaimer necessary of course, the following comments are my opinion only and not intended to be given as advice......

Today we will look at some of the names, over the coming weeks we will investigate each investment case.As I said I am building my Green portfolio so will probably only talk about stocks that I put on the radar as being decent value and I am in no hurry, always a good way to be to make sound Long Term investments. As you will see a lot of the companies on the smaller end of the scale have dot com written all over them, i.e. share prices have more than doubled and they are yet yo convery their technology into a single cent........

I am kinda ashamed to say there are very few Aussie names that actually make the list and some of those barely qualify. But here is the list as I know it (I will add to it as and when I discover new names) and a little background detail into each company.....

Mission Biofuels Ltd code MBTMission Biofuels Limited is an ASX Listed company developing a 100,000 tonnes per annum Biodiesel Plant at Kuantan Port, Malaysia.http://www.missionbiofuels.com/home.php
Babcock and Brown Environmental Investments Babcock & Brown Environmental Investments (ASX: BEI) is listed on the ASX and invests in a diversified range of environmentally friendly businesses in the renewables sector both in Australia and overseas. BEI owns a waste to energy and fertiliser facility servicing the Sydney basin, a used oil refining/recycling operation based in Wagga Wagga, NSW, and a US ethanol operation. BEI, through an investment in an associate, Natural Fuels Australia Ltd., is currently in the process of commissioning a new biodiesel plant in Darwin, NT.

In 2006 BEI completed the acquisition of a 100% interest in Denco LLC (Denco), a US ethanol operation, which has interests in other ethanol production facilities in the United States and a share of a substantial ethanol marketing group. The total acquisition cost for 100% of Denco was approximately $75.8 million.

Additional information on Babcock & Brown Environmental Investments Limited can be found on www.bbeil.com.au
Babcock and Brown Wind Partners code BBWBabcock & Brown Wind Partners (ASX: BBW) is a globally diversified listed stapled entity investing in wind energy generation assets. The fund has assets in Australia, the US and in the key wind energy generation markets in Europe. BBW listed on the ASX on 28 October 2005.

At 31 December 2006, following a series of acquisitions over the course of the year, BBW’s portfolio comprised of an interest in, or agreement to buy, 24 wind farms on three continents that have a total installed capacity of approximately 1,190 MW and are diversified by geography, currency, equipment supplier, customer and regulatory regime.

Additional information on Babcock & Brown Wind Partners can be found on www.bbwindpartners.com
New Zealand Wind Farms code NWF (I rarely look at NZ but such was the slim pickings in Australia)
Viridis Clean Energy Group code VIR Viridis Clean Energy Group is an energy infrastructure fund that invests in a diversified global portfolio of clean energy assets with the objective of delivering attractive cash equivalent distributions to investors with long-term growth.

The Fund invests in operating assets utilising commercially proven technologies.

The principal investment focus is on assets that generate electricity or other consumable energy produced from renewable, waste or inherently low emission energy sources, including wind, hydro, biomass, geothermal, solar, waste fuel, coal seam methane and natural gas.

The Fund has adopted a set of Investment Guidelines that describe the set of qualifying assets in which Fund investments are made.

While the Fund primarily targets equity investments in qualifying assets, it also considers debt or hybrid investments that meet its risk and return requirements.
Ceramic Fuel Cells Ltd CFU: CFCL is a world leader in developing solid oxide fuel cell (SOFC) technology to provide reliable, energy efficient, high quality, and low-emission electricity from widely available natural gas and renewable fuels. CFCL is developing SOFC products for small-scale on-site micro combined heat and power (m-CHP) and distributed generation units that co-generate electricity and heat for domestic use.


Bluglass This little puppy got my attention for the potential Dot com comparison, they have produced a technology for the new LED Lightglobes, it is all good on paper and the share price has more than doubled since listing they have however yet to earn a cent and still need to convince potential users to convert manufacturing processes over to their technology. On the plus side the seem to have enough cash to get the job done. Put in on the Radar and buy any weakness or Buy an announcement that they are doing deals for cold hard Cash......here is the link if you want to read more about them CLICK HERE

Think outside the Bottle?

Think outside the Bottle?

August 1st 2007 23:36
I guess we have all seen this brewing in me for the last few days, and I am hoping this will be my last post about water. I read an Article in the Economist yesterday; the economist is my staple, trustworthy magazine that represents the last bastion of capitalism, and even they have joined the bandwagon and are giving the think outside the bottle campaign airtime.

Here is the link to the Think outside the Bottle Capmpaign"

This campiagn distrubs me greatly on many levels. Ok Ill get the biased bit out of the way, I see the Bottled Water industry from a personal perspective i.e. knowing people who run family owned Springs and the small brands that will cop it the hardest from this Media, attention seeking Beat up.....I am the first to admit the industry has many faults, the largest being the domination of it by Pepsi, Coca Cola and the other monoliths that are buying up springs - yes they are cheaper now thanks - BUT do these guys actually think when they say, In america 50% of the bottled water market is dominated by 3 companies, Pepsi, Coke and Nestle...OK you Geniuses what about the OTHER 50% They are small family/owned/run operations, peoples dreams, aspirations, livlihoods. Don't these corporate crusaders think? Or do they just get caught up in the campaign they are told to mount that they forget there are some little guys out there that will get caught in their crossfire?

The question I have is does anyone have the right to think that they can destroy an industry? The fact of Capitalism is if you don't want to buy something, simply don't we all have that freedom. Why should any one man think he is good enough to destroy people's livlihoods and in some cases life long dream and aspirations? I read a great Orble post yesterday by Brenton
http://www.blipblog.net/moral/
about moral questions surrounding Blogs and bloggers but the context was broad enough to embrace every day ethics. Is it Ethical for someone in a position of power to actively seek to destroy an industry? Does this constitute an abuse of power? I mean honestly a bottle of water is no worse than any other Beverage .Ok so on face value the product comes from a Natural spring but a lot of water bottlers add supplements, remove bacteriea, have spent millions on technology to sanitise it with oxygen so there are no chemicals involved in the entire process and much more There is a lot more behind the average water company than simply sticking water in a bottle, and in some cases probably a lot more to it than adding some sugar syrup to the very same water and a few bubbles and calling it Pepsi!!!!!!!!

Having successfully popularised gay marriage, San Francisco’s charismatic young mayor, Gavin Newsom, is now trying to achieve the opposite impact on bottled water:Economist Magazine, link below

Most disappointing to me is Gavin Newsome joining the crusade: Legailising Gay marriage was a POSITIVE and worthy crusade, I am very disappointed that a man who could do great things decides to do something negative like this for his next crusade. Let's see how he feels when the familys of broke Spring Water families come camping on his door step. The greatest irony is: These people will be forced to sell out to the big boys. In a year coke will spend $100m on an Ad campaign and all the sheep that jump on the anti-water campaign will buy it all over again, this time there will be no good waters, just all the crap owned by the big boys and then well, he will have an argument.

Here is the economist article LINK . The part about the bad mile at the end is interesting. The title is deceptivley negative it is a fairly balanced synopsis of the industry otherwise.

Rant over. Someone has to stick up for them. - This time I know i'll get crucified, not by Orblers but the think outside the bottlers will find me on Google and yahoo and hunt me down.........