Vestas (CPH: VWS)
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General
50 Global Investment Opportunities in 2023
Looking for your next investment opportunity in 2023? Look no further! Bloomberg Intelligence has identified 50 companies worth watching in 2023.30th Jan, 2023
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General
Wind power's 'colossal market failure' threatens climate fight
Many of the expert investors we have spoken to have discussed the opportunities in the wind power supply chain. Unlike the solar panel industry, which is fragmented across many players, wind power turbines are only built by a few big players - Vestas being the market leader and one we often hear discussed. This article outlines some of the problems being faced by Vestas and their big competitors. Higher input costs, supply chain bottlenecks, changes in key clean-power subsidies and pressure on turbine prices is challenging profitability across the whole industry. This is slowing down the rate of production, just as the world needs it to ramp up.17th May, 2022
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General
Two 'clean energy' companies worth watching
"The world is heading toward a zero-carbon future, and climate change is the next big S-curve, one that will last twenty years or more". In this article our friends at Munro Partners explore two companies they see as 'clean energy' leaders.3rd May, 2022
Source: Munro Partners
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Expert: Mary Manning - 3 stocks to watch as the world embraces renewables
Today, we’re going to discuss the energy transition, and the investment opportunity of decarbonisaton. Mary was previously the Portfolio Manager for the Asia strategies at Ellerston Capital in Sydney where she worked from 2012 to 2021. Prior to that she was an analyst at Oaktree Capital where she covered the Financials sector in Emerging Markets, and before that Mary worked as an analyst at Soros Funds Management in New York and she started her career as an investment banker at Citi, where she worked in New York, Moscow and London.28 October
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