Aktiesnakken — November 2022
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Darvin Så du har ikke solgt nogle for at tage et skattemæsigt likviditet play?
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Ja det er en "let" måde at skaffe lidt skatteteknisk likviditet
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En præsentation af Sø[email protected] hos Plastindustrien 27. august 2020 https://plast.dk/2020/08/se-billeder-og-praesentationer-fra-kemisk-genanvendelse-af-plast/ om mulig brug af kemisk recirkuleret plast hos LEGO: http://cqz.eu/2020-08-27__LEGO__Kemisk-genanvendelse-af-plast.pdf
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EIF cornerstones Eurazeo transition infrastructure fund
EIF contributes €75m to Eurazeo Transition Infrastructure Fund’s €210m first close
Real Assets (realassets.ipe.com)
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EIF cornerstones Eurazeo t
ransition infrastructure fund -
<u><b>What is driving BASF’s future-growth?</b></u> http://cqz.eu/2022-11-02__BASF__What-is-driving-BASF's-future-growth <br>
De rosa farver har jeg lagt på.<br>
Original: http://cqz.eu/2022-11-02__BASF__What-is-driving-BASF's-future-growth.ORG <br>
BASF Capital Market Story: https://www.basf.com/global/en/investors/calendar-and-publications/capital-market-story.html -
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Tak for nogle gode links
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"sjovt" at se KB slides fra den gang. Der var MK2 også allerede nævnt. Men gætter på der er lavet meeeeget om på de planer han præsenterede vs nu
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LEGO præsentationen er kort efter Kirkbi investerede i QF. Som man kan se af slides, så var LEGO allerede begyndt på rejsen inden QF investeringen.
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Søren K sidder centralt placeret
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<u><b>Sidste top 20 (per VPS 22.11) er lagt ud:</b></u><br>
► November 2022: http://cqz.eu/QFUEL__2022-11_topp-20.png <br>
► Year to date 2022: http://cqz.eu/QFUEL__2022-YTD_topp-20.png <br>
► Måneder 2022: http://cqz.eu/QFUEL__2022-MONTHS_topp-20.png <br>
► Hele 2022: http://cqz.eu/QFUEL__2022_topp-20.png -
LinkedIn profilen til Søren.Kristiansen@LEGO: https://www.linkedin.com/in/søren-kristiansen-1866471/ <br>
<b>Senior Director Of Technology: </b><i>The role is connected to the LEGO Group’s ambition of changing to sustainable materials by 2030.</i><br>
<b>Director specialist, Materials: </b><i>Responsible for the portfolio of materials (polymers, colours, inks and metals) used for manufacturing of LEGO products.</i> -
Ca 2/3 ned på siden er der en 1:41 video med Søren.Kristiansen@LEGO hvor han forteller og viser lidt om arbejdet sit hos LEGO: https://life.dk/nyheder/plastmissionen-det-gode-samarbejde-lego-koncernen
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Et kort interview 21 April 2022 med Søren.Kristiansen@LEGO hvor han svarer på 3 spørgsmål om supply chain, cirkulær karbon, kemisk recirkulering og fornybar karbon-råstof: https://renewable-carbon.eu/news/soren-kristiansen-senior-technology-director-materials-at-lego-dk-on-the-current-and-future-framework-for-a-renewable-carbon-economy/ <br>
Starten af hans første svar er interessant: <i>«Renewable Carbon opens for more local sourcing, ...»</i>
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