Thread by @MylesMcNulty

Once the #COVID19 crisis is over, I think colossal sums of retail money (particularly from Millennials) will flood back into companies striving to repair the natural word. 4 key issues are:

i) Global warming (and pollution)
ii) Deforestation
iii) Animal welfare
iv) Plastics

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Here are just some of the industries focussing on addressing these issues:

i) Alternative energy generation, energy storage, EVs, green metals mining

ii) Vertical farming and other agri-tech

iii) plant-based meat, cultured meat

iv) waste-to-energy; plastics alternatives

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Companies in these industries are already attracting mind-blowing valuations (standout example: v. ICE manufacturers).

Yet I feel these industries will attract even more dizzying valuations throughout this decade.

Long-term investing in these sectors is vital, IMO.

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In the UK-listed micro-cap space, what are your favourite plays?

It would be great to get as many ideas as possible listed below (with a bit of detail on the industry they're in / issue they're addressing).

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I'll kick off, with two of my favourite green metal mining plays:

#ACP - high purity graphite pre-producer in Tanzania

#HZM - nickel pre-producer in Brazil, owner of two potentially Tier 1 projects.