Renewables Investing with Nick Dimmock
Within 10 years more than half your portfolios will have featured renewables investing. On our 150th Episode, we have Nick Dimmock from 350 PPM as our guest. He is an expert in renewables investing.



But first...
An Announcement
An announcement was made at the beginning of the Podcast. Graham has become a Granddad! His son Luke's wife LeAnn gave birth to Eliza on Monday 12th November in Halifax, West Yorkshire.



Now back to the show!

Thinking about Eliza, it rather makes the appearance of the guest we had co-incidentally lined up - Nick Dimmock - even more relevant. That's because Nick runs 350 PPM.
What does 350PPM mean?
You could argue if you don't know, you don't get it.

350 PPM stands for 350 parts per million. It's a proclamation. To reduce the amount of CO2 to 350 parts per million. That's the HIGHEST level of CO2 to promote a stable climate.
But it's getting worse...
Currently, we are at 410 PPM. That is why we are getting all this strange weather. More greenhouse gas in the atmosphere absorbs more heat from the Sun. Every day the Sun blasts us with huge amounts of energy.

You wouldn't believe. The Sun provides enough energy in an hour for all of our needs for a whole year.

Therefore a relatively small change in the level of CO2 and greenhouse gases, means that the earth absorbs more energy, that manifests itself often as heat. As a result we get this strange inclement weather.

More rain. More storms.

This ultimately will lead to rising sea levels.
So is President Trump Correct - there is no global warming?
Nick points to the 100,000 scientists in the world who's jobs are to prove within the 99% level of probability that climate change is man-made, versus a man without a degree.

Make your own mind up.

And the growth in PPM is 3-5 per year. We really don't want to wait a generation to bloody wake up, do we? By then Trump will be long gone and Eliza hopefully will be in her mid-twenties. She and all children deserve a future worth living.

Here's what he said in a 60 Minutes interview in October 2018.
"It might change back"
http://thenext100days.org/wp-content/uploads/2018/11/Trump-Climate-Change.mp4

Copyright CBS
Why President Trump Will Like 350 PMM
One word. CAPITALIST.

The environmental sector is no longer the preserve of eco-warriors from the 1970s and venture philanthropists, it is actually the best sector to invest in for the the coming 20-30 years.

The Kyoto Protocol was the first global treaty in 2007. Nick could not believe how much money early investors were making from environmental projects off the back of Kyoto.

He'd completed an MBA and got a job on the Emissions Desk at Tullett Prebon
Super Normal Profits
He was amazed with the ability for companies and accreditors to make super normal profits. In 2012, the Protocol blew out, countries could not agree a successor to the Kyoto Protocol. But, another treaty was on its way.

It will be a dystopian world if we keep going in the same direction. The effects of NOT DEALING with the problem will be catastrophic.

Capitalist. The Paris Agreement was signed April 2016. Once again. There are super natural profits to be made. Because the world has determined this is the right approach, regardless of the President's view.
Why the UK is in a good position

We have a strong legal system.
Trust out in the developing world
We are in a very good position to capitalise from renewables investing.

If we don't take action it is likely the word will lose up to 20% of its GDP.

Capitalist. There is money to be made.
An Environmental Revolution
We need to re-tool ALL of the energy generation systems. Around the world. And move from FOSSIL FUELS to renewables.

The next step is to incentivise ENERGY EFFICIENCY in all of our homes through insulations.

Nick mentioned ECO1.
Nano-insulation


Combined, the market is comfortably over 10 million...

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