Thematic: Renewable Energy

This episode is focussed on Viva Energy, an Australian company, which holds ownership of the Geelong Oil Refinery and distributes Shell-branded fuels throughout Australia through a license agreement.

In today's podcast, we're thrilled to introduce Wayne Heili, who serves as the Managing Director and CEO of Peninsula Energy

Terra Capital is a leading investment manager specialising in natural resources, achieving impressive returns on their diverse portfolio with a disciplined approach, industry expertise, and a focus on renewable energy and sustainable investments. Candice and Felicity are joined by Jeremy Bond and Matthew Langsford in today’s episode.

Candice and Felicity swap notes on their takeaways from Equity Mates' Finfest last weekend, and then dive into the latest Shaw and Partners macroeconomic data. They talk portfolio themes and investible ideas to compare to what was pitched by other Fundies at FinFest. Because a bit of healthy competition never hurt anyone!

AGL is Australia’s oldest and largest electricity generator. It is also Australia’s largest emitter of carbon dioxide. The company plans to shut its last coal fired generator in 2045. And has been resisting calls for it to accelerate plans to shut down its coal fired power plants. Which has put it in conflict with Mike Cannon-Brookes, who has been using his considerable wealth to try and accelerate Australia’s transition to a zero emission energy grid. This week this conflict came to a head and ended with AGL’s CEO and Chair of the Board resigning. In today's episode of The Dive, Alec and Darcy discuss what happened with Mike Cannon-Brookes and AGL . And explain what this story means for the future of Australia’s electricity grid?

We're excited because we're checking back in on the ASX Sharemarket game this week! A reminder, participants in the game get to invest $50,000 in virtual cash in the S&P/ASX200, a range of ETFs and a selection of small and mid-cap companies... we first invested on 3 March and we love how the game lets us get a good taste for how the market moves, how your investments are tracking, without having to invest any of your own money. This week we take a little review of how we're going (spoiler - not great) and then throw around some ideas of some themes we're interested in adding to the portfolio - Hydrogen and Lithium.

Adam is bludging this week, so Thomas has his mate Tim on, who's an expert in energy economics. They take stock of COP26 and see where markets are front-running the governments (lack of) action. And what does Australia as a Clean Energy SuperPower look like?

In this episode, Bryce and Alec chat to Alison Savas - Antipodes’ Client Portfolio Manager. Alison has almost two decades of experience in the investment management industry, working for leading managers in Australia and Singapore. Antipodes have an active-ETF listed on the ASX, ticker code AGX1. In this conversation they talk about decarbonisation, get Alison's thoughts on what is happening internationally in this thematic, and then Alison talks about two specific stocks in greater detail.

Today, we’re going to discuss the energy transition, and the investment opportunity of decarbonisation. This episode is proudly sponsored by InStyle Solar, one of the largest solar companies in Australia, and a Clean Energy Council approved retailer. Not only is solar a clean energy solution, but there are plenty of financial benefits as well, some of which we’ll touch on later in this episode.

In this episode, we deep dive into the renewable energy industry. Ørsted A/S, a Danish power company, was recently named the most sustainable company in the world.