That is interesting:
"Atlant Green Tech Metals decreased 0.6 percent in May – Epiroc has received an order from Boliden
Published5 June at 9.16
The fund Atlant Green Tech Metals decreased 0.6 percent in May. Since the turn of the year, the fund has decreased by 2.1 percent. This is evident from a monthly report from the fund's manager Mattias Gromark.
Initially, the manager writes that the market had a negative month. The Stockholm Stock Exchange fell 2.1 percent in May and has increased 4.3 percent this year.
“As you know, Green Tech Metals invests in sustainable companies in the material supply industry for sustainable energy and electrification. We are convinced that the requirements for sustainable supply chains, at all stages, will only increase in the coming years, especially to Europe and North America", writes Gromark.
Furthermore, the administrator highlights the Chinese company Putailai, which has been in bad weather recently as the company is to build a factory for Northvolt in Torsboda outside Timrå. According to information, Putailai has deliberately concealed the fact that it has a subsidiary in a region of China where a genocide is taking place, which is why, among other things, the United States has banned all trade in Chinese goods from the region.
The manager instead highlights a number of companies in the portfolio that produce the same type of battery material, but which are instead based on
natural graphite, which creates much less carbon dioxide emissions. These companies are Nextsource Materials, Northern Graphite, Noveau Monde Graphite and
Talga.
The main contributions to the fund came during the month from the holdings in AMG Critical Materials, Standard Lithium and FLSmidth.
In the negative balance were Electra Battery Materials, IBU-TEC Advanced Materials and Taseko instead.
During the month, the fund reduced its holdings in Eramet and Lundin Mining and increased in Epiroc and Elkem. At the end of May, Epiroc received an order for 130 million kroner from Boliden, which the fund also owns, for mining equipment.
"Boliden has set very high targets to reduce emissions from its operations. By 2030, scope 1 (direct emissions) and 2 (indirect emissions) must be reduced by 40 percent. Scope 3 (indirect emissions from the value chain) must be reduced by 30 percent by 2030.”
The largest holdings in the fund's portfolio at the end of the month were Cameco, Lithium Americas and FLSmidth & Co with portfolio weights of 9.9, 8.0 and 3.7 percent respectively."
| Atlant Green Tech Metals, % | maj, 2023 |
| Fund MM, change in percentage | -0.6 |
| Fund this year, change in percentage | -2.1 |
https://www.realtid.se/telegram/atl...-i-maj-epiroc-har-fatt-en-order-fran-boliden/
direct souce:
https://www.atlantfonder.se/?do=template.fil&id=27519&csrf=9dd9d91be8fecefe1157ed4cb63d37ec
It's probably not going to be that easy for them after all. It's good that someone is taking a closer look. What is NV doing now?
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They are a shareholder.
It is not that insane with AU$561,333, but...!
Atlant Green Tech Metals
View attachment 37843
https://www.atlantfonder.se/?page=forvaltarkommentar&id=2147 and there follow the link...
The statement above comes 1:1 from the fund description.
Atlant Fonder also retweeted the investor webinar from us.
https://twitter.com/mgromark?lang=de
The battery company Talga's factory will be of great importance to Sweden and the green transition in general.
, my apologies, the waiting game for the permit decision is taking its toll on me! But I am respecting the Swedish Supreme Court process 
).
