Grønne Aktier — September 2020
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Nu venter vi bare å NOM også eksploderer i et inferno sjældent set, men der går nok et år endnu, selvom EU skriger efter råstoffer https://www.ft.com/content/8f153358-810e-42b3-a529-a5a6d0f2077f?shareType=nongift https://technocodex.com/eu-sounds-alarm-on-critical-raw-materials-shortages/
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https://ec.europa.eu/commission/presscorner/detail/en/ip_20_1542 Det bliver nok med EU-støtte kunne det se ud som, nu skal de så bare lige havde fjeldaberne til at rette ind så går de i gang.
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Arctic: We initiate coverage on Quantafuel, a company that recycles plastic, with a buy recommendation and a target of NOK 125/sh. Less than 10% of plastic produced has been recycled and almost 80% released into the environment, creating one of our most severe environmental challenges. Up to now recycling has used mechanical processes. Quantafuel however is in the forefront of chemical recycling and is currently on the verge of a full industrial rollout.
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Jeps...den eneste i + i port..
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Har sat det hele i grøn omstilling, Quantafuel, NEL, Fortum. - albeit ansat i amerikansk fossilt forsyning (starter på E, slutter på IL) - Den måde de bliver offensivt satset på grøn omstilling ,og tværtimod skåret i medarbejder og capex hos store majors overbeviser mig om at tiderne skifter...
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Min lægmands analyse er, at de der får styr på plastgenavendelse og genbrug af andre ressourcer får stor kommerciel succes i det nuværende "klima" men hvad ved jeg
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