ENGGF - What Are The Best Renewable Energy Stocks Now? We Like Anglo American Platinum
- Anglo American Platinum might not sound like a renewable stock, but it is, which makes it stealthy and very cheap.
- It is at the intersect of a potential megatrend while also already being exceptionally cash generative.
- This was a high-conviction idea exclusive to the value lab some 15% ago, but it is worth highlighting now to the broader readership as one of the best value/renewable plays.
- While there are risks related to the South African geography and liquidity is a bit more limited due to substantial ownership by Anglo American, the yield pays to wait as a mitigating factor.
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What Are The Best Renewable Energy Stocks Now? We Like Anglo American Platinum