bookmark_borderGreen Energy Technology Stocks

WARNING: an investor should become familiar with their rights and responsibilities as an owner PRIOR to investing.

This is a beginner-intermediate level climate and investor activist portfolio. Stocks are not listed in any particular order. Some of the best performing stocks are not listed because of their questionable environmental impact, business ethics, and country of operation (in particular lithium and cobalt mining.) They are discussed in the advanced portfolio.

The stocks are an educational tool to ownership of the climate crisis. An owner has the duty to understand and implement sustainable practices, human rights, and fiscal responsibility. Investors have particular rights as activists depending on the country of incorporation and operation. In the USA, common shareholders are granted six rights: voting power, ownership, the right to transfer ownership, dividends, the right to inspect corporate documents, and the right to sue for wrongful acts.

Everybody has the responsibility not to pollute.

RYCEY — Rolls Royce / advanced small modular nuclear reactors, green hydrogen and jet engines
LMT — Lockheed Martin / GridStar Flow is an innovative redox flow battery
SSUMY — Sumitomo Electric / redox flow batteries oxidation-reduction reaction of ions of vanadium
MAXN — Maxeon Solar Technologies / designs and manufactures Maxeon and SunPower brand solar panels
NEP – Nextera Energy Partners / portfolio of renewable generation assets consisting of wind and solar projects in North America
HDRO — Defiance Next Gen H2 ETF / green hydrogen
BE — Bloom Energy Corp / fuel cells, green hydrogen
BLDP — Ballard Power Systems Inc / proton exchange membrane fuel cell, green hydrogen
TOSYY — Toshiba Corp / green hydrogen, mini-nuclear plants
BP — British energy / green hydrogen, solar, wind
BAESY — BAE Systems / mini-nuclear development
SIEGY — Siemens / wind, green hydrogen
SMR — Nuscale Power / advanced small modular nuclear reactors
LGO — Largo / vanadium redox flow battery (VRFB)
GWH — ESS Tech Inc / iron flow batteries
FREY — FREYR Battery / semi-solid lithium-ion battery
QS — QuantumScape / develops solid state lithium metal batteries

Sidd said: I haven’t been following publicly traded companies. But for long term bets SSUMI,TOSYY,SIEGY, and surprisingly one that’s not on your list, AEP has some interesting prospects in renewable in spite of their history.

The reason I like Sumitomo, Toshiba, and Siemens is that they are all companies with a long history of bringing large and complicated engineering to market… successfully.

bookmark_borderRobinHood Investors Steal from the Poor and Give to the Rich (GME / GameStop)

Last week we got to watch the angry young investors invest irrationally making billions of dollars for their favorite hedge funds and the ultra-rich to the tune of 17 billion dollars! Wasn’t that fun?

GameStop (GME) Stock Chart
GameStop (GME) Stock Chart

“Ironically, the army of anti-establishment Reddit traders fattened the fortunes of some of the world’s ultra-rich: Chewy co-founder Ryan Cohen added $1.8 billion; Chinese billionaires Larry Chen and Wang Jianlin added $4.2 billion and $773 million, respectively; and Tootsie Roll CEO Ellen Gordon added $185 million, to name a few.—Andrew Mach”

If you thought that was exciting, stay tuned for the next two weeks as the angry young investors play “Catch the Falling Knife” with their favorite hedge funds. Risk management experts forecast the angry young investors will lose an additional $20 billion to Wall Street.

Spoiler alert: It will be a tragic ending. After the angry young investors put all their money in a bad investment, what will they do next?

You asked: Can you tell me more about the ultra-rich that made billions?

I reply: More important are the hedge funds that made $15-20 billion. You can’t find those numbers easily because they made their money from the positions they already owned (the other side of Melvin Capital’s short sales / puts). There is some reporting you can dig up on it, such as, MUST Asset Management — “GameStop Corp. GME  disclosed early Thursday that one of its largest shareholders, South Korea–based MUST Asset Management Inc., no longer held any shares of the videogame and consumer electronics retailer’s shares. MUST had previously owned 3.3 million shares, or about 4.7% of all shares outstanding, which made it GameStop’s ninth largest shareholder, according to data provided by FactSet.”

You question: Are you saying the Reddit gang actually HELPED long position hedge funds as they hurt short position ones?

I respond: Exactly. In this first round 20 billion was transferred from one set of hedge funds to another set of hedge funds. Now, in the next part of the tragedy, the reddit gang will lose their GameStop investment to the same hedge funds… an additional $20 billion or so.

Selling Short / How a Put Works Using GameStop (GME) as an Example