Recap – News You May Have Missed May 19th

Recap – News You May Have Missed May 19th

Speaker-1024x874 Recap – News You May Have Missed May 19th

Welcome to Finscoms wrap-up of recent news that you may have missed.

Luxury

  • Luxury yacht market’s long term outlook appears bright. Click Here

Hospitality

  • Azora, the Madrid-based European real estate investment manager, has completed the acquisition of the Pestana Blue Alvor, a five-star hotel in Portugal’s Algarve region. The Fund was launched in July 2020 and has an implied total investment capacity of more than €1.8 billion. Click Here

Aerospace

  • SMBC Aviation Capital has agreed to purchase rival Goshawk Aviation for an enterprise value of $6.7 billion in a deal it said would make it the world’s second largest aircraft lessor by number of aircraft. Click Here

IF​ ​YOU​ ​WOULD​ ​LIKE​ ​TO​ ​LEARN​ ​MORE​ ABOUT INVESTMENT OPPORTUNITIES PLEASE​ ​DO​ ​MAKE​ ​CONTACT​ ​AT MKT@FINSCOMS.COM

 

Recap – News You May Have Missed

Recap – News You May Have Missed

Speaker-1024x874 Recap - News You May Have Missed

Welcome to Finscoms wrap-up of recent news that you may have missed.

ESG/Tech

  • FreeWire Technologies has raised $125 million in new capital managed by BlackRock Financial Management.
  • The investment will be used to accelerate commercial deployments of its battery-boosted EV charging technology and increase manufacturing capacity as well as R&D: Here

Funds

  • Centaur Fund Service founding partner sheds more light on the recent acquisition by Waystone.
  • For Centaur, being acquired by Waystone will offer more marketing and sales opportunities and more institutional significance: Here

Hospitality

  • $12.5 billion worth of hotels changed hands during the first three months of 2022 — the highest level for the first calendar quarter since the first three months of 2016.
  • Hotel Properties Attract Investors as Travel Resumes: Here
  • Developers are finding ways to open hotels in already densely built travel destinations.
  • Hotel Developers Still See Opportunities in Travel’s Crowded Hotspots: Here

Luxury

  • Some top tips if you’re looking to break into the niche market of luxury foods: Here

European Economy

  • Why Europe will have to face the true cost of being in debt to China: Here

 

IF​ ​YOU​ ​WOULD​ ​LIKE​ ​TO​ ​LEARN​ ​MORE​ PLEASE​ ​DO​ ​MAKE​ ​CONTACT​ ​AT MKT@FINSCOMS.COM

 

ESG cannot be left to free markets

ESG cannot be left to free markets

ESG-1024x760 ESG cannot be left to free markets

Article written by Tim Montagu.

A letter to the FT on 16th February has stuck in my mind.  An assertion that the ‘woke’ ESG agenda interferes with the sole remit of companies to create shareholder value, felt starkly outdated.  It was nicely contrasted by a joint letter from chief investment officers representing £675bn of combined assets who believe ESG concerns are a central part of stakeholder capitalism that drive long term value.  

esg_cycle ESG cannot be left to free markets

The author defended his free market stance with a reference to Adam Smith, but even the famed laissez-faire economist stated that “the rules of the market are not self-legislating or naturally obvious.  The market is a public institution that requires rules imposed upon it by legislators who understand its workings and benefits.”

In the UK, 1833 was a pivotal year for ‘ESG’ with the Slavery Abolition Act and the Factory Act that improved working conditions for children and women.  With the focus now on the climate, identifying and tracking negative externalities across commercial markets and geographies is surely the toughest regulatory problem in history.  With global supply chains and complex ownership structures, the environmental challenge is too large and varied to be left to free markets. 

Governments must lead the change – look how quickly we all ditched single use plastic bags.  Companies can resist the more superficial ‘woke’ trends by just having common sense, well defined and widely adopted ESG strategies.  They should use recognised frameworks like the ISSB which is quickly attaining prominence, a sibling of the IASB accounting conventions.  The Paris Agreement and COP26 were milestones, hopefully the UN’s biodiversity Summit in China, 25th April will be the next.  Be on the right side of history by ensuring ESG is central to your commercial endeavours.

Finscoms can conduct ESG strategy and implementation work, M&A due diligence, and content creation.  For investors, we also have several projects in the renewable energy, biotech and infrastructure sectors.  Hope to discuss.

IF​ ​YOU​ ​WOULD​ ​LIKE​ ​TO​ ​LEARN​ ​MORE​ PLEASE​ ​DO​ ​MAKE​ ​CONTACT​ ​AT MKT@FINSCOMS.COM

 

Finscoms Awarded Global Excellence Recognition

Finscoms Awarded Global Excellence Recognition

2022-Global-Excellence-Awards-Finscoms-L Finscoms Awarded Global Excellence Recognition

Acquisition International have bestowed Finscoms with a ‘2022 Global Excellence Award’ for Financial Marketing & Communication.

Finscoms was selected ahead of several other nominees in the category most notably for its dynamic strategy shift in response to a new playing field created by the global pandemic. Finscoms was able to increase exposure to its clients making the very most of the abundance of digital pathways created worldwide. Finscoms was also celebrated for its work with Green Energy and Sustainability projects.

Acquisition International, is an international, monthly digital business magazine committed to bringing its readers up to the minute news, comment and analysis. Acquisition International magazine launched in 2010, is circulated to in-excess of 108,000 professionals, including Top Tier Managers, Investment Professionals, Business Advisers and Service Providers.

2022-Global-Excellence-Awards-Finscoms-300x300 Finscoms Awarded Global Excellence Recognition

IF​ ​YOU​ ​WOULD​ ​LIKE​ ​TO​ ​LEARN​ ​MORE​ PLEASE​ ​DO​ ​MAKE​ ​CONTACT​ ​AT MKT@FINSCOMS.COM

 

Lithium Demand Far Greater than Supply

Lithium Demand Far Greater than Supply

Lithium-1-1024x725 Lithium Demand Far Greater than Supply

BlogKMC-copy Lithium Demand Far Greater than Supply

Article written by Ken Carmody.

Lithium is an essential material for the production of the batteries used for electric vehicles and energy-storage systems. These lithium-ion batteries are vital as the world moves away from fossil fuels to a greener model. There is now an insatiable appetite for green energy across the globe and our capacity to deliver is currently a critical challenge.

Our planet has sufficient Lithium to meet demand but it isn’t being extracted and refined quickly enough to match the current surge in demand for lithium-ion batteries. By 2030, there’s projected to be a lithium deficit between 455,000 and 1.7 million metric tons each year.

Lithium-deficit Lithium Demand Far Greater than Supply

As a result lithium prices are rising significantly. Battery costs continue to drop as other component parts are produced in mass but rising lithium prices will impact on battery cells costs in the medium term. Essentially, the industry is dealing with a structural shortage as there’s literally not enough capacity in the industry to meet demand. And that squeeze is now being felt and will continue to get tighter until Lithium Mining investment reaches the right levels.

There is a disconnect within the electric vehicles supply chain that being the mismatch between the timeline of building a lithium mine versus building the complimentary Gigafactory…>5 years vs 1 year. Much of the Electric Vehicle producers goals and targets set for 2026-2030 will miss as they have not factored in a Lithium supply bottleneck. Based on this, you will start to see a trend of automaker announcements based around the opening of a battery plant along with a new mine. Lithium-ion battery powered EVs are set to dominate the world (as long as Lithium Mines can keep pace).

Contact Finscoms for information on Lithium Mining investment opportunities. MKT@FINSCOMS.COM