Lindsell Train Global Equity

Johnnyboy11

Not sure about Renewable Energy, I think there is a bad news story buried there as all the new builds come up for costly maintenance and the original Business Plans start looking as shaky as the science fraud underpinning the whole sector. Pacific region yes, but China I'm not so sure about it's respect for contracts and title (Anyone seen Jack Ma lately?). The Vanguard fund I posted looks heavy in China...

AnotherJoe

Johnnyboy11 said:

Not sure about Renewable Energy, I think there is a bad news story buried there as all the new builds come up for costly maintenance and the original Business Plans start looking as shaky as the science fraud underpinning the whole sector. Pacific region yes, but China I'm not so sure about it's respect for contracts and title (Anyone seen Jack Ma lately?). The Vanguard fund I posted looks heavy in China...

LOL.  Push that tinfoil hat down harder.

doe808

Johnnyboy11 said:

Not sure about Renewable Energy, I think there is a bad news story buried there as all the new builds come up for costly maintenance and the original Business Plans start looking as shaky as the science fraud underpinning the whole sector.

May be you should start investing in tinfoil companies? You know, the stuff you make your wee hats from
Seriously though its probably better to stay away from investing in things you dont understand.

tel_

csgohan4 said:Have you considered sector based investments? Renewable energy is popular at present

or geographical such as pacific, China e.t.c

I've just started to look for clean energy, environmentally focused investments to do research on. Preferably fund based investments (and available in an ISA form), but it's proving a little tricky to find any for UK investing.

I did come across the Guinness Sustainable Engery fund which looks rather attractive on first observations:
https://www.hl.co.uk/funds/fund-discounts,-prices--and--factsheets/search-results/g/guinness-sustainable-energy-class-y-accumulation

Any others that people could suggest for dissecting?

Obviously, Nio, Tesla, BYD all hit the headlines because of how well they are doing, but I wouldn't be comfortable enough to put my money in singular investments.

Also electric charging infrastructure companies are of interest too.

Username999

tel_ said:

Also electric charging infrastructure companies are of interest too.

Tesla, BP.L

tel_

Username999 said:
Tesla, BP.L

Was this reply supposed to be helpful? 

Username999

tel_ said:

Username999 said:
Tesla, BP.L

Was this reply supposed to be helpful? 

Yes.
You said "Also electric charging infrastructure companies are of interest too."
Those two companies are among the biggest/best.
DYOR.

Johnnyboy11

AnotherJoe said:

Johnnyboy11 said:

Not sure about Renewable Energy, I think there is a bad news story buried there as all the new builds come up for costly maintenance and the original Business Plans start looking as shaky as the science fraud underpinning the whole sector. Pacific region yes, but China I'm not so sure about it's respect for contracts and title (Anyone seen Jack Ma lately?). The Vanguard fund I posted looks heavy in China...

LOL.  Push that tinfoil hat down harder.

Another tinfoil hat wearer...

https://morningporridge.com/the-morning-porridge/f/blain’s-morning-porridge-5-jan-2021---when-green-goes-mouldy

Perhaps oil services companies might be a good value inestment?

Moe_The_Bartender

Username999 said:

tel_ said:

Username999 said:
Tesla, BP.L

Was this reply supposed to be helpful? 

Yes.
You said "Also electric charging infrastructure companies are of interest too."
Those two companies are among the biggest/best.
DYOR.

Chargepoint is the biggest in the sector. It will have its own listing next month when its merger with the SPAC, SBE, is approved. Worth waiting for although you can buy SBE now but it might be a bumpy ride for a few weeks.

Ciprico

INRG is an obvious green fund contender, and has been flying recently...