JP

Impact investor

[JP @JP_flows]

📊 Company Watch: BYD Q2 2025

Revenue +14% YoY, profit down 30%

Sustainable returns?
🚗🌍 EV sales booming (550k YTD, overseas doubled) but...
📉Profitability pressured. Incl. Social risks from battery supply chains + geopolitical trade tensions could weigh on growth.
#invest

[JP @JP_flows]

📊 Company Watch: BYD Q2 2025

Revenue +14% YoY, profit down 30%

Sustainable returns?
🚗🌍 EV sales booming (550k YTD, overseas doubled) but...
📉Profitability pressured. Incl. Social risks from battery supply chains + geopolitical trade tensions could weigh on growth.

[JP @JP_flows]

Sustainable returns? PepsiCo

Share price ~$147 trending lower end of 52-week range

🗞️💥ESG report out now: Pep+ strategy = health and regen ag focus

Sustainable returns or insufficient e.g. is rolling back recycling targets risking brand credibility and regulatory pressure?

[JP @JP_flows]

📊 Company Watch: Nvidia Q2 26

Rev: $46.1bn (+53% YoY)

EPS: $1.01 (+49%)

Return sustainability?
⚡ AI demand drives growth, but China trade curbs add risk
🌱 Blackwell GPUs 50× more energy efficient
👥 Social impacts of AI (jobs, ethics, misinformation)

@JesseCohenInv #invest

[JP @JP_flows]

Rolls-Royce wants to be the UK’s largest company, overtaking AstraZeneca. CEO Tufan Erginbilgic eyes $1 trn SMR market by 2050, with 400 units projected.
Shares surged, but the tech is unproven and there is a water supply question.

[JP @JP_flows]

Ørsted plans DKK 60bn ($9.4bn) rights issue to fund projects incl. Sunrise Wind after failed US sale. Shares -29% on dilution fears. Danish state backs raise. Offshore wind leader facing policy headwinds, rising costs. Bold reset or warning sign?

[JP @JP_flows]

Company Watch – HSBC Holdings

Q2 pre-tax profit down by 29% to $6.33 bn, impacted by a c. $2.1 bn impairment and c. $1.07 bn in credit provisions.

ESG concerns remain after HSBC exited the Net-Zero Banking Alliance and scaled back climate commitments.

[JP @JP_flows]

Company watch: Schneider Electric

Q2 update:
🌱 Scaling low-carbon grid tech
📈 Profitable growth continues

Is Schneider the blueprint for sustainable industry?

#ImpactInvesting #CleanTech #ESG #Sustainability #Stocks #SchneiderElectric

[JP @JP_flows]

Capturing AI and going green - a paradox?

ABB, Siemens, Schneider have flown this week (ABB +11%) due to fast growing revenue lines - data centres. They're in for me to push the green energy transition. It's a tension. Data centres already 2-3% of global electricity consumption

[JP @JP_flows]

Hopeful #47. Measuring net impact (finally!)

@UprightProject assessing positive impact of companies minus negative impacts, using data. If looking to invest in, work with, or purchase from a company - it may be worth a look at this first.

[JP @JP_flows]

Hopeful #46. The 2X Challenge has raised gender-lens investments totaling $33.6 billion.

The 2X Challenge is a movement launched at the G7 Summit in 2018 to get more private sector investments in women led/owned SMEs in developing countries. They're now going again!

[JP @JP_flows]

Of the nearly 350 million tons of plastics that are produced annually, about 70 percent end up in managed landfills or are incinerated. Private capital is a solution here - but are credits the way? Linking to outcomes is can be a powerful mechanism.

[JP @JP_flows]

Hopeful #45. Bonds supporting plastic recycling projects.

A World Bank Outcome Bond mobilises private capital to support two plastic collection and recycling projects. A portion of the bond investors' interest is linked to plastic credits, per plastic waste collected/recycled.

[JP @JP_flows]

Hopeful #44. Removing carbon by turning it into rock.

Reactive rocks naturally mineralise CO2. This can lock carbon away permanently from the atmosphere. 44.01 have accelerated this natural process to mitigate climate change. And they’ve just raised $37m to scale it.

[44.01 @4401earth]

We are delighted to announce our $37m Series A Fundraise. Our investors include climate leaders, geological carbon storage experts and global technology developers.

This funding will enable us to continue refining our process, expand internationally, and build commercial projects.

We believe mineralisation can play a significant role in helping protect and repair our climate. Thank you to all our investors for committing to our mission.

Find out more here: https://t.co/mllyh13gaW

[JP @JP_flows]

Hopeful #43. Palm oil from potato peels, not palm trees?

NoPalm Ingredients has developed a yeast-based fermentation technique that produces cost-competitive oils from food waste. Reducing land use by 99% and carbon emissions by 90%.

#sustainable #StartupSuccess #PalmOil

[JP @JP_flows]

Hopeful #42. Increase food production to meet population growth, in environ friendly way.

Glaia is a venture that through natural materials improves photosynthesis in plants, improving their ability to convert sunlight into biomass. So, more food and better for our soils.

[JP @JP_flows]

Hopeful #41. Crop inputs are a key innovation on the rise per @cleantechgroup

Innovation is meeting the dual need to increase yield to feed a growing population off a reduced stock of productive land, and do this while reducing emissions and building resilience.

#sustainable

[JP @JP_flows]

Hopeful #40. Beef grown from cow cells.

Meat takes up 80% of all agri land, and contributes to around a fifth of all human-produced GHG. Cultivated meat org @mosa_meat raised €40m, to pioneer a cleaner, kinder way of making beef.

@lowercarbon #food #burgers #sustainable

[JP @JP_flows]

Hopeful #39. Reducing plastic AND food waste.

@saveggy has developed an edible coating that can be applied to fresh fruit and vegetables to extend their shelf life, eliminating the need for plastic sleeves and packaging.

#foodforthought #foodie #sustainable #venturecapital

[JP @JP_flows]

Hopeful #38. Agricultural waste into car seats?!

@spiberfiber raised $65m to scale their eco materials made from fermented Brewed Protein. They are bio-based and biodegradable. Working with @thenorthface @thepangaia and even in a @ToyotaUK

#sustainable #fashion #cars