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Curation Connect

@CurationConnect

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Katılım Şubat 2024
932 Takip Edilen206 Takipçiler
Curation Connect
Curation Connect@CurationConnect·
We are hosting a free webinar with Skyharbour Resources CEO, Jordan Trimble, and Ben Finegold, a sector expert. Join us for a deep dive into all things uranium and nuclear, free for all, on Thursday, 5 February at 4pm UK / 11am ET. Register here: us02web.zoom.us/webinar/regist… #nuclear #uranium #energy
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Seraphim Space
Seraphim Space@seraphim_space·
We’re delighted to share that Seraphim Space Investment Trust (SSIT) is now featured on @CurationConnect 🛰️ Explore our showcase here: app.curationcorp.com/company/Seraph… Discover Curation’s latest investment thesis on SSIT, highlighting our strong foundations, portfolio growth, and exposure to the expanding global #SpaceTech market.
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Curation Connect
Curation Connect@CurationConnect·
Discover Atome: Key takeaways from our call 1. Turning power into food. Atome’s core idea is simple but huge – use Paraguay’s surplus hydropower to produce green fertiliser. Power is the feedstock; water and air do the rest. Brazil is the world’s largest fertiliser importer, and Atome’s location gives it a cost and logistics edge. 2. A $630m flagship project is taking shape. The first plant (“Vieta”) will produce 260,000 tonnes a year, generating around $70m EBITDA (Atome will own a 20% interest in the project) at today’s prices. 3. Offtake and partners locked. Yara International (43% owned by Norway’s government) has signed a long-term take-or-pay offtake for everything Atome produces. Engineering partner Casale has agreed a fixed price EPC contract, rare in today’s inflationary environment. 4. A market with scarcity value. No new fertiliser plants have been built in Europe for 30 years. Global supply remains tied to gas prices, which could rise as AI drives power demand, while Atome’s process is non-correlated, green and cheaper to run. 5. Beyond fertiliser – power and growth. Atome Power is the next step, combining hydro and solar for data centre-grade reliability. With multiple countries approaching to replicate the model, the team sees a copy-and-paste rollout across Latin America. Thanks to Olivier Mussat and Peter Levine for joining Curation to share the Atome story – decarbonising food production while building a scalable, profitable business. #energy #fertilizer #greenenergy
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Curation Connect
Curation Connect@CurationConnect·
This isn’t about selling off everything; it’s about reading the rhythm of the market and deciding which pockets to tilt toward or hedge in the near term... Read this weeks newsletter linkedin.com/pulse/9-counts…
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Curation Connect
Curation Connect@CurationConnect·
What you see without a FREE Account vs. what we see with a FREE Account We are curating chaos into insights that change weekly. Unlock 100+ more equity stories by signing up for FREE! sign up here: app.curationcorp.com/account/signup…
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Curation Connect
Curation Connect@CurationConnect·
EA’s $55bn buyout is shaking up the sector, putting Ubisoft & others on the radar. From addictive franchises to multi-platform ecosystems, gaming is where recurring revenue meets massive growth. Read more & see thematic plays 👇 linkedin.com/pulse/eas-55bn…
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Curation Connect
Curation Connect@CurationConnect·
In a world of AI and noise, trust matters. That’s why our ideas come from real investors - people with conviction, skin in the game, and diverse perspectives. AI scales, but it’s our community’s collective intelligence that gives our ideas depth and authenticity. Unlock 100+ equity stories today. #Investing #EquityStories #Community
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Curation Connect
Curation Connect@CurationConnect·
The Mag 7 dominates headlines, but they’re not the whole market. We’ve got research on 100+ compelling companies you won’t always see in the news. 👉 Sign up to unlock the full library. #mag7 #equities #research
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Curation Connect
Curation Connect@CurationConnect·
💧 From Gulf deserts to global markets – desalination is shifting into systemic infrastructure. Falling solar costs + new tech = $40bn+ market by 2030. Veolia, Doosan, and even AI giants like Nvidia are exposed.
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Curation Connect
Curation Connect@CurationConnect·
Eden is addressing a multi-billion-dollar market disrupted by the banning of synthetic chemicals. With commercial products already in-market, they’re pioneering greener crop protection.
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Curation Connect
Curation Connect@CurationConnect·
Eden Research is now on the Connect platform 🌱 Eden Research is the only UK-listed company focused exclusively on sustainable biopesticides
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