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Do you hold any Carbon or Clean Energy ETF's? I am looking into investing in Carbon focused companies and ETF's. Thank you so much for your information provided. Love your research.
Glad you enjoy the content Personally, I am not invested in any ETFs. I prefer to focus on individual stocks in the voluntary carbon markets. But I made a video going over all of the possible investments options if you haven’t see that yet: ruclips.net/video/3QfzqefroSA/видео.html
@@green_investing Thank you for the quick reply. Yes I watched this video. That gives me a focus point on my research. Will follow your future videos about the Carbon market.
@@green_investing I believe that the stock market is at a silent top. I believe we are getting one of the worst market crash ever. What do you think? Are you not concern Abaxx, Adore and Base Carbon will crash as well? Wouldn't be better to look for undervalued entries after a crash? Thanks for your thoughts.
Yeah, those are the types of margins that you can see in a business model like this. The physically-settled contract focus might bring things a little lower, but either way, Abaxx should be a cash cow. As far as the dividend though, I assume they will pay one out at some point. Most exchanges do. Your guess is as good as mine on when they start though. I know Josh wants to fund more spin-offs, and especially develop the tech side of the business further. So it could take some time before we see any type of dividend besides some shares in new spin-out companies.
Do you have any concerns about the liquidity position of Base Carbon? Reading through their H1 results and how the Vietnam project is progressing you can't fail to be excited at the upside potential of the business. They talk about identifying a pipeline of opportunities but with only $10m in cash and burning a meaningful part of that quarter by quarter on opex you wonder how much they have available to realistically invest. Obviously as the inflows from the existing portfolio build they'll be looking to redeploy that but given the projected lifetime of the projects it could take quite a while unless they do another raise.
Considering they’re buying back shares, they don’t seem concerned about it. I’m not too concerned either. Hopefully Rwanda can get verified/validated soon as well. But I think Base is prepared to grow a little slower and avoid dilution unless they see a fantastic opportunity present itself I have talked to management and they are exploring JVs, among other financing options. But debt/dilution sound like they’re off the table for now. They should be able to sustain themselves with existing cash flow streams relatively soon
Deals On Stock Research Websites:
- Seeking Alpha is offering a $50 discount on all new Premium subscriptions for the first year. There's no downside as Seeking Alpha offers a 7 day free trial to confirm that you enjoy the service. If you're interested, check it out: seekingalpha.me/Carbonomix
- Simply Wall St is offering a 40% discount on all subscription plans for the first 100 people to sign up using my affiliate link. There is also a free version to view reports on 5 companies per month. Check it out: simplywall.st/plans?via=carbonomix
Do you hold any Carbon or Clean Energy ETF's? I am looking into investing in Carbon focused companies and ETF's. Thank you so much for your information provided. Love your research.
Glad you enjoy the content
Personally, I am not invested in any ETFs. I prefer to focus on individual stocks in the voluntary carbon markets.
But I made a video going over all of the possible investments options if you haven’t see that yet: ruclips.net/video/3QfzqefroSA/видео.html
@@green_investing Thank you for the quick reply. Yes I watched this video. That gives me a focus point on my research. Will follow your future videos about the Carbon market.
@@green_investing Could I ask you with Exchange you use to buy your stocks?
@@jinn3764 Sure, I am an investor in the US. So I buy on the OTC markets using Fidelity
@@green_investing I believe that the stock market is at a silent top. I believe we are getting one of the worst market crash ever.
What do you think? Are you not concern Abaxx, Adore and Base Carbon will crash as well? Wouldn't be better to look for undervalued entries after a crash?
Thanks for your thoughts.
Do you expect Abaxx to be paying dividends? If so how long after exchange launch, remember you stating they could have a 40-50% profit margin
Yeah, those are the types of margins that you can see in a business model like this. The physically-settled contract focus might bring things a little lower, but either way, Abaxx should be a cash cow.
As far as the dividend though, I assume they will pay one out at some point. Most exchanges do. Your guess is as good as mine on when they start though. I know Josh wants to fund more spin-offs, and especially develop the tech side of the business further. So it could take some time before we see any type of dividend besides some shares in new spin-out companies.
Do you have any concerns about the liquidity position of Base Carbon? Reading through their H1 results and how the Vietnam project is progressing you can't fail to be excited at the upside potential of the business. They talk about identifying a pipeline of opportunities but with only $10m in cash and burning a meaningful part of that quarter by quarter on opex you wonder how much they have available to realistically invest. Obviously as the inflows from the existing portfolio build they'll be looking to redeploy that but given the projected lifetime of the projects it could take quite a while unless they do another raise.
Considering they’re buying back shares, they don’t seem concerned about it. I’m not too concerned either. Hopefully Rwanda can get verified/validated soon as well. But I think Base is prepared to grow a little slower and avoid dilution unless they see a fantastic opportunity present itself
I have talked to management and they are exploring JVs, among other financing options. But debt/dilution sound like they’re off the table for now. They should be able to sustain themselves with existing cash flow streams relatively soon
Ah, that was a good book.
One of the greats.