Speculative Stock Portfolio

[sptrawler]

Recycling is a huge issue, but many have tried and failed, to make money out of it. No matter which way you look at it, if it had any value it wouldn't be in landfill, it is labour intensive to sort and when you have sorted it there is very little demand for it.
I keep looking at Cleanaway, but I just can't get excited, so that in itself probably means it is a screaming buy.
They are talking about building a high temp incinerator, to burn the stuff and make electricity, but that usually ends up in tears for one reason or another.
Just my opinion.

 

[aus_trader]

Is that grass growing all over the building in Pic 1 ?
Must be a nightmare for the window cleaners

Yeah would be ha. I wouldn't want to be one of the abseiling window cleaners on a harness doing those windows. But I think they are called "vertical gardens" and we are likely to see more and more of those as the built up areas have no where to go but up.

 

[aus_trader]

That's what I thought! It looks like an abandoned building that's let go to ruin. Also, the other before and after pics don't even seem related to each other. Here is a very close up of a pile of garbage. Here is suddenly a massive road by the beach. Riiiiight.

Yeah I agree, looks a little over the top those pictures. I guess they are making an effort and not just doing it to be a green thumb or 'for the environment' as they are generating revenue from the recycled products.

 

[aus_trader]

Recycling is a huge issue, but many have tried and failed, to make money out of it. No matter which way you look at it, if it had any value it wouldn't be in landfill, it is labour intensive to sort and when you have sorted it there is very little demand for it.
I keep looking at Cleanaway, but I just can't get excited, so that in itself probably means it is a screaming buy.
They are talking about building a high temp incinerator, to burn the stuff and make electricity, but that usually ends up in tears for one reason or another.
Just my opinion.

Agree that it hasn't really been a highly lucrative business in the past. So what has happened more recently is Australia has become an exporter of all their recycling problems by shipping it all to China. However the reason I have become interested in stocks like CWY and BIN is because China has refused our recycling material imports, in other words they don't want our rubbish !

Since then many parts of our country have been throwing our recycling material in landfill, not sure if people are aware of this issue. So now there is a huge push from all levels of Government from National to State to Municipal/Council to address the problem and they are spending big to prevent as much of the recyclable waste from going to landfill. So if the big end of the waste management companies can be innovative to find solutions to recycle more of the waste, I think they are in a position to benefit.

High temp incinerator is a bad idea IMO, there will most likely to be toxic gases and CO2 etc that will be released to the atmosphere and it may be hard to get approval from EPA etc.

 

[sptrawler]

So if the big end of the waste management companies can be innovative to find solutions to recycle more of the waste, I think they are in a position to benefit.

If they don't come up with a solution, who in the end get to keep the recycling, eventually the landfills will stop taking it?

 

[Zaxon]

If they don't come up with a solution, who in the end get to keep the recycling, eventually the landfills will stop taking it?

I think the longer term solution is to create non-plastic polymers. A polymer is a substance made from a long chain of similar units, and doesn't have to come from oil. "Plastics" that are made from non oil products, actually break down fairly easily. I saw a documentary on a company in India, that makes disposable plates and cutlery out of corn starch converted to a polymer. You eat your meal as per usual. You can even eat the plate and cultery afterwards. This could be done for shopping bags, and really most "plastics" that are used shorter term. Keep oil based plastic for things that need to last.

 

[aus_trader]

I think the longer term solution is to create non-plastic polymers. A polymer is a substance made from a long chain of similar units, and doesn't have to come from oil. "Plastics" that are made from non oil products, actually break down fairly easily. I saw a documentary on a company in India, that makes disposable plates and cutlery out of corn starch converted to a polymer. You eat your meal as per usual. You can even eat the plate and cultery afterwards. This could be done for shopping bags, and really most "plastics" that are used shorter term. Keep oil based plastic for things that need to last.

I will be supportive of innovative companies that can reduce the waste material from being produced in the first place, then recycling will be a breeze. Will be happy to invest in such companies as well.

Maybe we can adopt brown paper bags like in the US which are completely biodegradable compared to plastic bags.

 

[aus_trader]

If they don't come up with a solution, who in the end get to keep the recycling, eventually the landfills will stop taking it?

True, capacity will eventually run out as well as recyclable materials take so much space and take centuries to decompose if ever. But that's probably another reason why the government bodies are keen to fix it before it becomes a very expensive waste problem on a national scale.

 

[Zaxon]

Maybe we can adopt brown paper bags like in the US which are completely biodegradable compared to plastic bags.

For sure! Americans have been asked "paper or plastic" for as long as I can remember. Australian supermarkets can't use the excuse "paper bags are so hard to get in bulk", because apparently a whole country has access to them.

When I was growing up, we had paper bags in Australian supermarkets that could stand up on their own, and allow you to easily fill them. Apparently, this ancient technology is now long lost.

 

[aus_trader]

For sure! Americans have been asked "paper or plastic" for as long as I can remember. Australian supermarkets can't use the excuse "paper bags are so hard to get in bulk", because apparently a whole country has access to them.

When I was growing up, we had paper bags in Australian supermarkets that could stand up on their own, and allow you to easily fill them. Apparently, this ancient technology is now long lost.

Funny thing is this ancient technology seems to be coming back, since Woolies are just about to trial them here:

https://www.news.com.au/finance/bus...s/news-story/03e34ba6095a1a4444128f92cd5f374f

So we might go American style when grocery shopping in the future and not feel odd about it.



Let's do it for the environment.

 

[Zaxon]

Funny thing is this ancient technology seems to be coming back, since Woolies are just about to trial them here:

Oh, what a missed opportunity! I'm not paying for single use bags. I used to get them for free. I'm quite happy with paper, but I'm not paying 20 cents per bag. Americans don't pay for their paper bags, and nor did we 35 years ago.

 

[aus_trader]

Bought shares of mum and dad investor's favourite diversified miner BHP Group Ltd (BHP). It needs no introduction and given that it has pulled back a bit, it offers a good dividend yield that's been increasing rapidly in the last few years:



Open Portfolio:

 

[Miner]

I will be supportive of innovative companies that can reduce the waste material from being produced in the first place, then recycling will be a breeze. Will be happy to invest in such companies as well.

Maybe we can adopt brown paper bags like in the US which are completely biodegradable compared to plastic bags.

Back in shiny youthful days, we used to have paper packets made of recycled newspapers. For heavy materials the shop keepers used to make them double bags. Slightly expensive items or fancy shops used to provide brown paper bags. There were many poor people survived by making paper bags from recycled papers and selling those bags to shops. No plastic bags. Yes, mobile phone and internet were not discovered either. Then came the plastic and plastic bags. Ironically USA even without signing the Paris treaty, has been using paper bags for long time.
In minesites, they are offering recyclable plastic bags. Unfortunately many of the miners are forgetting to recycle them and treating as one off use - just lazy and useless people - and 90% are doing the same.
Unless we are mentally conscious, and making effort in leading by examples to others and our children - we would ruin the planet more and more.

 

[aus_trader]

Back in shiny youthful days, we used to have paper packets made of recycled newspapers. For heavy materials the shop keepers used to make them double bags. Slightly expensive items or fancy shops used to provide brown paper bags. There were many poor people survived by making paper bags from recycled papers and selling those bags to shops. No plastic bags. Yes, mobile phone and internet were not discovered either. Then came the plastic and plastic bags. Ironically USA even without signing the Paris treaty, has been using paper bags for long time.
In minesites, they are offering recyclable plastic bags. Unfortunately many of the miners are forgetting to recycle them and treating as one off use - just lazy and useless people - and 90% are doing the same.
Unless we are mentally conscious, and making effort in leading by examples to others and our children - we would ruin the planet more and more.

I am not a Greenie, but I do try to do the little things to help with the environment. The way I see it, if everyone does a little bit, it would make a world of difference.

So the little things that I tend to do is to sort out the rubbish and recycle materials at home to make sure they go into the appropriate bins. Compost some of the organic materials such as fruit and veg leftovers by feeding them to the worms in the garden, pick up the odd bit of rubbish especially if it's a plastic bag and dispose of it before it ends up in the drains and eventually in the sea and choke the life out of a 100 year old turtle or some other creature. And if and when I am at the beach in the summer, I always try to remember to pick up a few bits of plastics or other non-decaying bits of rubbish e.g. polystyrene or similar material back with me to dispose of at the beach if there are rubbish bins or take it with me in the car to dispose of later. I now take re-usable bags each time I go to the supermarket and it's not so bad, in fact I think it's more trendy than those ugly plastic bags. I think they had it right in the good old days with recycled paper or brown paper bags.

 

[Miner]

I am not a Greenie, but I do try to do the little things to help with the environment. The way I see it, if everyone does a little bit, it would make a world of difference.

So the little things that I tend to do is to sort out the rubbish and recycle materials at home to make sure they go into the appropriate bins. Compost some of the organic materials such as fruit and veg leftovers by feeding them to the worms in the garden, pick up the odd bit of rubbish especially if it's a plastic bag and dispose of it before it ends up in the drains and eventually in the sea and choke the life out of a 100 year old turtle or some other creature. And if and when I am at the beach in the summer, I always try to remember to pick up a few bits of plastics or other non-decaying bits of rubbish e.g. polystyrene or similar material back with me to dispose of at the beach if there are rubbish bins or take it with me in the car to dispose of later. I now take re-usable bags each time I go to the supermarket and it's not so bad, in fact I think it's more trendy than those ugly plastic bags. I think they had it right in the good old days with recycled paper or brown paper bags.

Well said mate.
You know what - we do not need to be a so called greenie.
What you described as your little work, if repeated by all of us with the same intent, we do not have to live with the fear of global warming or any such things.
The challenge is talking is easier said than doing. But a little step makes our planet beautiful and more so, our second generation takes the baton. Good luck and hope one little step by all would be a great leap forrwad.

 

[aus_trader]

Selfwealth Ltd (SWF) has pulled back too sharply and was sold, locking in any profits.

Closed:

 

[aus_trader]

Mastermyne Group Limited (MYE) was sold as it was performing poorly.

 

[aus_trader]

Sold Charter Hall Social Infrastructure REIT (CQE). Got to collect one distribution payment during the holding period.

 

[Userman]

IMF Sees Guyana Growing 86% in 2020


https://www.bloomberg.com/news/arti...-economy-that-the-imf-sees-growing-86-in-2020


GYA.V / GYNAF

https://www.guyanagoldstrike.com

 

[aus_trader]

Beach Energy Ltd (BPT) added to portfolio. Still considered a growth stock by the company management as stated:



and in good shape having paid back record amounts of debt:



Looks interesting from a charting perspective as well, having gapped up from a period of consolidation like it has done previously:



Open portfolio: