Whilst we were concerned at seeing over 30,000 attendees jetting in to the COP27 in Egypt, we are totally in support of their mission to control the climate changes occurring on our planet.
Our share portfolio clearly indicates our hope that the world will work towards controlling global temperatures by using renewable energy.
We hold over 6 shares relating to the new wave of thinking, a few of which are listed here:
Agronomics
Ceres Power
ITM Power
Simec Atlantis Energy
Surface Transforms
Vestas
As one of our members, Mary, quoted recently
"IN A GOLD RUSH, SELL SHOVELS"
We are not showing any profit on these shares - but all of them have potential and, as a club of over 22 years, we are happy to invest relatively small amounts into each of them.
OCADO: What timing!
Our October blog stated our belief in Ocado's Robotic Technology and just a few days later they announced that it is to provide 6 automated warehouses to a South Korean retailer (Lotte Shopping).
OCADO ROSE 80% LAST MONTH ON THIS GREAT NEWS. It has fallen back with profit takers but is still showing a 30% rise over the past month. Let's hope the ball keeps rolling.
SEGRO: For over 100 years Segro has been providing large modern box warehouses creating international distribution hubs, together with smaller urban warehousing supplying retailers.
Occupier demand is still strong and, so far this year, it has increased its rent roll by £76 million.
Segro has set aside £700 million this year to spend on its development programme.
We are showing a small profit on this share - a definite hold for the future.
TRAINLINE: We have toyed with selling Trainline shares a number of times since the beginning of the pandemic: but, in our optimistic manner, held on! A six month interim report seen in November showed net sales more than doubled from the same period last year. The company are concerned that the cost of living crisis will impact on travellers with pressure on discretionary spending. The China Dolls are hoping that you will all hop on the train to see the Christmas lights and shows in London having been denied this opportunity for a couple of years.
UNITE GROUP: Previously only concentrating on student letting, Unite has acquired a 178 unit purpose-built build-to-rent property in Stratford, East London for £71m.
The acquisition will enable the group to test its operational capability to extend its accommodation offer to young professionals and retain them as customers as they move on to the next stage in their lives.
The property is expected to produce a yield of 4.3% following a planned refurbishment starting in 2023.
Richard Smith, Unite Students chief executive, said: “As previously outlined, we believe that there is an exciting opportunity to grow our platform in the wider living sector by catering to the growing number of young professional renters living in major UK cities.
This share is one of our "stars". We are showing over a 55% profit even though the company has been through tough times during the pandemic. A definite hold.
DECISIONS:
No purchases were made this month.
We are nearing Christmas and need to keep our coffers full to pay for our delicious lunch at the Careys Manor hotel in Brockenhurst. https://www.careysmanor.com/
A fabulous day to all be together and to celebrate another year of investing.
DISCLAIMER
The China Dolls is a group of private individuals who meet regularly to discuss investment strategy and make investments based on the collective opinion of the the group.
The China Dolls is not in the business of offering any form of advice on investing or other financial matters.
The content of this blog is not to be considered an inducement to trade as we trade and is offered for illustrative purposes only.
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