Today’s boost to our bottom line can mainly be attributed to a 17.8% rally by Renesola – our Chinese manufacturer of solar energy wafers. After peaking at a little over £2.40 in June of ’09, Renesola has trended broadly downward since. The reason for yesterday’s surge? Renesola have put pen to paper on a new deal worth $706 million: The project, awarded by the Taiyangshan ...

So after taking a bit of breather in June and July, the UK markets seem to have returned to their northward trajectory in the past month or so dragging our little green portfolio with it. Germany and France today announced GDP growth in the previous quarter indicating rosier times ahead and  the US Reserve held interest rates leading many pundits to speculate whether things aren’t as bad ac...

Sorry it’s been a while since I’ve posted, what can I say, it’s summer where I’m at and our little portfolio has being just dandy on its own without my meddling hand. There’s been some chunky news floating about, so let’s get down to the nitty gritty. Remember Cosalt – our provider of safety products and services to the marine, industrial and offshore oil ...

Following the sale of our Lyxor EFT India holdings we’ve moved the cash a little further east taking up another tranche of West China Cement (WCC.L). Although West China Cement has already run up from £1.70 to £2.55 since our first uptake a few weeks back, we still think there’s plenty o’ good times ahead with West China Cement and we were happy to jump in with today’s pu...

Today we sold our holding of 100 shares of Lyxor ETF India (the fund that tracks the S&P CNX NIFTY Index – the nifty fifty – the leading index for large companies on the National Stock Exchange of India) for £5.88 a share for a total return £588. Our original purchase of 100 shares was made on the 17th June 2009 for £5.6999 a share for a total outlay of £569.99. Our return befo...

Following yesterday’s regurgitation of all gains made on Monday (and then some), today was a little more settled with a handful of modest gains made across our portfolio. Ceramic Fuel Cells finished the day up 6.5% on the back on news that it has extended its agreement with GDF Suez to develop and deploy fuel cell micro combined heat and power (mCHP) units in France. Lloyds Bank continued it...

Now that’s the way I like to start a week, an ocean of blue arrows pointing to the sky, followed by some chunky figures behind ‘em. Leading our list of winners on the day was China Biodiesel which finished north 1.12 pence (12.3%) at 10.12 pence. A month ago you could pick up China Biodiesel for 5 pence, there’s been an upswing in volume especially in the last week and it seems b...

With finals due out in the next week, Ceramic Fuel Cells (CFU.L) has spurted again, pushing north 16% on the day as I type. There’s been a nice upturn in press too extolling the virtues of fuel cells and the Ceramic Fuel Cells product in particular. Here’s a couple from the Guardian and EcoGeneration. The boards are abuzz and the feeling is that the news will be good. Long term we love...

Earlier this month we added West China Cement to the Investor Trader Radar, which we backed up with the purchase of a small tranche just a week later. Since then (15th July 2009) the share price has progressed from £1.70 to £2.20 (as I type) for a very handy 27% gain in a little over a week on no new news. So is something afoot? An 11% jump today (so far) has me thinking that maybe somewhere, so...

So we’ve gone and upped our stake in China Biodiesel after making 55% gains (from 6.6 pence to 10.25 pence) since our small, test purchase this time last week. I call it a test purchase, but in reality I just lacked the cojones to have a real punt. Anyway, I digress. We sold out of Climate Exchange and smacked the total consideration (£687.50) into China Biodiesel, purchasing a further 6,83...