Green Investment Partners

We are a London-based investment firm focused on generating strong returns by investing in listed companies that are contributing to a sustainable economy.

[Bryan Lawrence @brl11]

At VALUEx BRK, I talked about the need to fix US healthcare, which would make life better for all Americans.

https://t.co/cYrF7wwYNB

Our Founders knew that special interests would be a problem for our democracy, and that an answer was to shine a light so that the majority could see what was happening in the dark.

Two things you can do:
1. Ask every politician and journalist you meet why Medicare pays 8x for Ozempic what other countries pay.
2. Email your Senator and Representative about Senate bill 3548, which calls for hospitals and health insurers to make their prices transparent.

S3548 was introduced by two Republicans, two Democrats, and an independent Senator. And it is supported by ~90% of Americans. Ask your elected officials why it has not passed.

Thank you to Senator @Hickenlooper and his co-sponsors. Their leadership on this issue deserves our admiration and support.

[National Energy System Operator @neso_energy]

Yesterday #wind produced 45.7% of British electricity, more than gas 20.1%, imports 12.9%, nuclear 12.2%, biomass 7.9%, solar 1.0%, hydro 0.3%, *excl. non-renewable distributed generation

[Green Investment Partners @GREENINVEST]

This year marks a pivotal moment as the energy sector embraces AI, with its growing influence evident in packed conference sessions and a new focus in major reports like the IEA's Electricity Market Report.
https://t.co/Rs7scEYAfg

[Green Investment Partners @GREENINVEST]

Macquarie is making a fresh takeover attempt of London-listed waste management company Renewi after an offer was rejected about a year ago, sources say https://t.co/EHIISaklZa via @business

[Green Investment Partners @GREENINVEST]

You can riff relentlessly on all the excuses, but none will change the fact that nothing matters as much as prices. And in the US at least, they are just too high https://t.co/2XYt0ZHdSh via @business

[Green Investment Partners @GREENINVEST]

Gore Street jumps as California contract quadruples cashflows https://t.co/dPpsH6eIrK

[Green Investment Partners @GREENINVEST]

Surging US power demand set to exceed supply, says Bain https://t.co/NsJ722lqqY via @ft

[Green Investment Partners @GREENINVEST]

New Insight: Renewable Energy Asset Valuation: Public Versus Private Markets
https://t.co/pSNRnwsAfq

In which we discuss the discrepancies between the private and public market valuations for asset-based companies in the clean energy sector.

[Green Investment Partners @GREENINVEST]

Climate tech explained: grid-scale battery storage https://t.co/waOZYJmzju via @ft

[Green Investment Partners @GREENINVEST]

Can the solar industry keep the lights on? https://t.co/yaeo76ZfBb via @ft

[Green Investment Partners @GREENINVEST]

Gridlock in China: spending on network surges to support green energy transition https://t.co/KsDs88aMMB via @ft

[Green Investment Partners @GREENINVEST]

https://t.co/6rgivEDd56

[Green Investment Partners @GREENINVEST]

- Understanding micro (industry) is more important than macro (economy)
- Understanding the supply side is more important than the demand side
- Understanding that there will be more volatility
- Outperformance of expectations with a margin of safety

[Green Investment Partners @GREENINVEST]

Reflecting on an excellent book by David Einhorn - Fooling Some of the People All of the Time: A Long Short Story, we discuss the interplay between market “optimists” and “pessimists”:
https://t.co/k11Qh3Q4Jk

[Green Investment Partners @GREENINVEST]

Brookfield enters deal to buy France's Neoen for $6.6 billion. Another big take private in the renewable listed asset space. https://t.co/rgemUcJzrt

[Green Investment Partners @GREENINVEST]

Siemens Energy considering cutting 4,100 jobs at its troubled Gamesa wind turbine unit https://t.co/Ulhwy0btPh via @markets

[Green Investment Partners @GREENINVEST]

https://t.co/v9QQ0fpA39

[Green Investment Partners @GREENINVEST]

Published today, BloombergNEF’s New Energy Outlook 2024 presents the long-term energy and climate scenarios for the transition to a low-carbon economy.
Read the report online: https://t.co/wK30TnWs8V

[Green Investment Partners @GREENINVEST]

Chartbook 284 The beginning of a new era: How the "global" energy transition is happening in China (Carbon Notes 13), by @adam_tooze https://t.co/hWCJ4RpZk1

[Green Investment Partners @GREENINVEST]

Another take private offer this time from EQT for OX2. With an offer of 43% above OX2's closing price on Friday, it might look good in the short-term, but the harder question to answer is if it is a good deal for sellers over a five-year period.
https://t.co/VAyrbdYOGr