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Purchase – Alecto Energy

The fundamental change in our portfolio mix continues. With the recent sale of all our Renesola, Clipper Windpower and OPG Power Ventures holdings and what for us is a fairly heavy (in terms of portfolio percentage) investment in Berkeley Mineral Resources, we've taken a leap into more speculative mineral waters. Ouch! Sorry, do pardon the pun. Well, that's a subjective call I guess. What's speculative to some is rock solid to others. Many would argue that the labels: solar (Renesola), wind-power (Clipper) and India (OPG) in terms of investment have speculation written all over them. My personal investment philosophy though sees no...