V-Con: Ethical Investing- What it takes to build a successful clean energy business
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V-Con is Stockhead’s investing focused video conference series, bringing you expert insights, panel discussions and presentations from leading analysts, listed small caps and industry players.
By now, most investors would be familiar with the global shift of capital flows towards ESG (environmental, social & governance) investments.
It’s a major industry with structural tailwinds, and the opportunities for investors can be company-focused, such as clean energy technology solutions, or new industries such as carbon credits.
In addition, the fields where those shifts are taking place span everything from chemicals to industrial & mining production, to food and agriculture (just to name a few).
But while it’s a major shift in resources and investments, the ESG transition is a generational shift that will undergo plenty of twists and turns as it progresses.
In that context, it’s up to investors to try and ‘cut through the noise’ when allocating capital. Among many companies and funds, who have the technologies and business models to gain traction?
For this V-Con, Stockhead has gained insights from three ASX companies, to get their thoughts on what it takes to build a successful clean energy business.
Complementing the view from the company side is Andy Gracey, portfolio manager at ESG investment group Australian Ethical, for insights on how investors are looking at the space.
Session 1 – Expert Interview
Sky News and CNBC business journalist Oriel Morrison interviews Andy Gracey, Portfolio Manager at Australian Ethical.
Andy has worked in investment management for over 20 years with the majority of his career having been in the field of ethical investing with particular emphasis on managing Australian all-cap and small-cap share portfolios.
Synertec Corporation (ASX:SOP)
Michael Carroll, Managing Director
Synertec is a diversified Technology and Engineering company commercialising scalable, environmentally friendly and energy efficient technology for global markets. The company’s niche multi-disciplinary engineering expertise enables them to design, develop and deliver technology that supports their Tier-1 blue chip client base as they strive to solve current challenges in the pursuit of a low carbon future.
Jason Cooper, CEO
Envirosuite is a global leader in environmental intelligence, using proprietary technology and real-time localised data to help industries grow and communities thrive. Envirosuite delivers flexible solutions to address challenges with air and water quality, and with noise and vibration, making the world a better place through improved environmental performance.
Pilot Energy (ASX:PGY)
Brad Lingo, Chairman
Pilot is currently a junior oil and gas exploration and production company that is leveraging managements extensive energy industry experience and its existing oil & gas assets along with established infrastructure to develop competitive, clean energy storage and renewable projects.