Filippa Strandänger

Welcome. My tweets are mainly about #sustainability #finance #realestate #esg #sustainablefinance
I am Chief Sustainability Officer at Alma Property Partners

[Filippa Strandänger @f_strandanger]

Hur arbetar ni med #hållbarhet & #klimat - vilka relevanta verktyg & regelverk finns det för din affär/verksamhet?
Anmälan till kursen vi håller tillsammans med @breakit_se om #esg #hållbarafinanser styrning strategi regler risker lösningar rapportering ➡️https://t.co/eEUqBRaRbQ

[Marc Cohodes @AlderLaneEggs]

From a follower "Hi Marc, sharing this with you and Greg. Would be great if you can share this amongst your followers👍 Part 1 $ENVX

Just for the shortsellers, which entered the desert walk of self destruction in $ENVX. Here’s my take on why Enovix will succeed and bankrupt the shorts…

1. The team - Raj is not a “springchicken” and after leaving his latest top job at Micron got a perfect “career defining moment”. He could take on Enovix become a billionaire and leave a legacy as the guy who changed the battery industry forever. But more important the person who transformed the user and device application experience for consumers in our day to day life’s. That’s a big deal and a daunting task. But Enovix is not a R&D company anymore - it has proven customer adoption and now it’s all about the prove scaling capabilities which is within his comfort zone. Management plays and extremely important role here, that’s why he has assembled an all star team, super senior operating team that has done it before in style. Solving complex domestic and international production challenges stretching from reference design, sourcing, production and delivery pain points. Then we have TJ Rodgers, tough M*therfcker who has proven that failure is not an option. Ask yourself why do we keep seeing new high quality BoD members joining the ENVX board last few days?? They take on big reputation risk and most likely has done their own DD on both technology and commercial risks and joining the journey to contribute and be rewarded. TJ, Raj and team are highly incentivized for success but I believe they are as passionate to deliver on the industry transformation and to make a major difference in the end. Last but not least, the BoD agreed to place $20 million of the Convertible loan proceeds to buy long-term call options on ENVX share appreciation. Prett f*cking bullish if you ask me!
2. The opportunity and TAM - ENVX is a public company and got institutional holdings. Why? Because the asymmetric opportunity of success! Enovix TAM is humongous. With a $274 billion TAM in 2030 growing at a CAGR of 20% it provides the necessary tailwind for institutions to place bets in the millions to become billions in 10 years. That risk/reward is justifiable for any Investment Committee to approve.
3. Equity story - my investment criteria’s mainly investing in private growth stage companies applies here aswell. I always ask myself - do the company solve a BIG problem, is it for REAL and is it very IMPORTANT?! And “What do you have to believe?” Let’s take a look at TESLA, GOOGLE or as a Swede I am - SPOTIFY. They tick these criteria’s. In my view this is the foundation for any great equity story. We read about battery failures, emergency landings on flights, big lawsuits and potentially outright bans of devices when batteries catch fire. Brakeflow is a game changer. To the degree that today the US Army declared that the safety and resilience of ENVX batteries will become a strategic military advantage for US soldiers. Design wins as the PR today will continue to flow during 2023 and any rational reasons of valuation will be thrown out the window the coming months. Bare in mind, the public market is a function of discounting the future probability and potential of a company to today. The greatest industry disruptions like the name above or more recently NVDIA will NEVER be valued at a reasonable valuation and if your are a category killer in a TAM like ENVX it is more likely to be contrarian. If and when a Samsung deal for example is announced ENVX could trading a $50-75. When did You ever see a realistic valuation in Tesla, Spotify or NVDIA? It’s nonsense- when FOMO kicks in all rational reasons are gone and it’s pure stock supply and demand. I disagree with peoples view of using future EBITDA valuation multiples as a guiding light for category killers. History proves me right if you look it up.

[Filippa Strandänger @f_strandanger]

Welcome to Susanne Strandänger’s world of art:

https://t.co/tI2fn7Pmqa

Susanne is an international award-winning visual #artist who is famous for her colourful creations in Pop Art and surrealism. She lives & works in Morocco & Sweden 🎨

[Filippa Strandänger @f_strandanger]

The EU #sustainablefinance landscape is quickly evolving and there are increased expectations around sustainability #disclosures. Welcome to our KPMG webinar: New EU regulations on #sustainability the 15th of June. Sign up here: https://t.co/jTUI3hiatC

[Filippa Strandänger @f_strandanger]

Missa inte Cirio Transaction Week och webbinaret om #Hållbar #finansiering torsdag den 15 april, kl. 8.30–9.30 ➡️ https://t.co/AZxb1KASdR Vi ses där!

[Filippa Strandänger @f_strandanger]

Thank you Dr. Tony Apéria for having me once again as a guest speaker to host a lecture for students at @Stockholm_Uni We covered #banking & #fintechs from a #sustainablefinance & #esg perspective. Thanks for a great contribution from all students. Good luck on your assignments!

[Filippa Strandänger @f_strandanger]

Thank you Dr. Tony Apéria for having me once again as a guest speaker to host a lecture for students at @Stockholm_Uni We covered #banking & #fintechs from a #sustainablefinance & #esg perspective. Thanks for a great contribution from all students. Good luck on your assignments!

[Filippa Strandänger @f_strandanger]

The EU #Sustainable #Finance Disclosures Regulation #SFDR is here. Financial sector actors have several actions to take by the 10th of March 2021 ❗️Get in touch with us: [email protected] and join our webinar the 5th of March ➡️ https://t.co/oJ5aOvxXq5

[Filippa Strandänger @f_strandanger]

Hur arbetar ni med #hållbarhet & #klimat - vilka relevanta verktyg & regelverk finns det för din affär/verksamhet?
Anmälan till kursen vi håller tillsammans med @breakit_se om #esg #hållbarafinanser styrning strategi regler risker lösningar rapportering ➡️https://t.co/eEUqBRaRbQ

[Filippa Strandänger @f_strandanger]

Har du koll på EU:s #taxonomi för miljömässigt #hållbara aktiviteter och hur ditt bolag omfattas? 🟢
Läs mer om #Taxonomiförordningen ➡️ https://t.co/BhI9pERkr3 och kontakta gärna oss på KPMG för ett möte: [email protected]

[KPMG U.S. News @KPMGUS_News]

News: Almost 50% of the world's 250 biggest companies have assigned board-level responsibility for their response to #climatechange.

More from the @KPMG “Towards Net Zero” report & @KPMG_US' @KatherineBlue: https://t.co/dLjZAm1hSk.

#decarbonization #netzero

[KPMGSweden @KPMGSweden]

Vad innebär TCFD:s rekommendationer? Och hur #TCFD-rapporterar svenska bolag? Läs mer i vår nya undersökning: https://t.co/qMHiODFAAQ #climaterisk #Sustainability #hållbarhet

[Filippa Strandänger @f_strandanger]

The EU #Sustainable #Finance Disclosures Regulation #SFDR is here. Financial sector actors have several actions to take by the 10th of March 2021 ❗️Get in touch with us: [email protected] and join our webinar the 5th of March ➡️ https://t.co/oJ5aOvxXq5

[Filippa Strandänger @f_strandanger]

Har du koll på EU:s #taxonomi för miljömässigt #hållbara aktiviteter och hur ditt bolag omfattas? 🟢
Läs mer om #Taxonomiförordningen ➡️ https://t.co/BhI9pERkr3 och kontakta gärna oss på KPMG för ett möte: [email protected]

[Ben Caldecott @bencaldecott]

Academic research published today by @UniofOxford @TheSmithSchool has found a significant, positive relationship between firm-level ESG performance and national living standards, as measured by GDP per capita. https://t.co/s5RPRTnE7L @RI_News_Alert

[Filippa Strandänger @f_strandanger]

Nu ökar trycket på att #finanssektorn ska driva omställningen till en #hållbar #ekonomi 🔸 Det ställer krav på ny #kompetens🔸Läs artikeln i @dagensnyheter här: https://t.co/EaCQ3GqeO4

[Mikael Strandänger @mikstr]

Fundamentalt för att besegra klimatförändringarna

[Filippa Strandänger @f_strandanger]

Nu ökar trycket på att #finanssektorn ska driva omställningen till en #hållbar #ekonomi 🔸 Det ställer krav på ny #kompetens🔸Läs artikeln i @dagensnyheter här: https://t.co/EaCQ3GqeO4

[Mikael Strandänger @mikstr]

We at MIAGI are proud and happy to recognised by @NobelPrize and @NatGeo https://t.co/F0yRB14GD4

[Sasja Beslik @SasjaBeslik]

Here’s a wonderful new thing: A newsletter called ‘ESG on a Sunday’! It’s pretty simple: Subscribe and get the best #ESG stories of the week in your inbox every Sunday. It’s independent, free from oppression and cutting edge. Here’s the first edition ↓ https://t.co/8L8VTdsWbv