Climate Change Investment Opportunities Unearthed

Source: moneyextra.com (5/20/08)

Volatility in equity markets has created winners and losers in the broader climate change investment sector. So says Farley Thomas, Global Head of Wholesale at HSBC Investments. Thomas cites the "solar" sector as a current example of an attractive theme. Although share prices within this sub-sector became overheated last year, general risk aversion has since led these stocks to be severely punished, falling 50% since their highs in November 2007.

Volatility in equity markets has created winners and losers in the broader climate change investment sector. So says Farley Thomas, Global Head of Wholesale at HSBC Investments. This shake-out has presented attractive buy opportunities in some sub-sectors, and the portfolio composition of the HSBC GIF Climate Change Fund is constantly being rebalanced in order to capitalise.

Thomas cites the "solar" sector as a current example of an attractive theme. Although share prices within this sub-sector became overheated last year, general risk aversion has since led these stocks to be severely punished, falling 50% since their highs in November 2007. Many of these stocks still display favourable earnings forecasts, and following the correction are now attractively valued, Thomas says.

Announcing Streetwise Live! Events
Source: Streetwise Reports (07/13/2020)

Streetwise Reports is offering 100 investors—at no charge—the opportunity to meet via Zoom with executives of precious metals companies as they discuss recent developments at their companies and upcoming catalysts.

"China's export quota could be opportunity for Canadian miners"

Mexico: Gold's Next Powerhouse Player
Source: Marc Davis, BNW News (11/03/2009)

As the world's key gold producing nations struggle mostly in vain to replenish dwindling below-ground supplies, Mexico is bucking the trend in a big way.

Where Have All the Gold Mines Gone?
Source: Brent Cook, Exploration Insights (04/14/2009)

Given the declining global gold production, mining companies’ demand for reserve replacement and the acute dearth of new gold discoveries, there is no doubt that real economic discoveries will be exceptionally valuable. . .the opportunity for stellar profits is the best it has probably ever been. Identifying the few successes, however, will require vigilant and constant technical assessment of geology and drill results, always with an eye to mine economics.

Congo Completes Mining Review, Says Majors Quit Talks
Source: Reuters (12/20/2008)

"Review process is extended an additional 45 days to allow six companies to return to the negotiating table for direct talks with government ministers."