- 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.
For further details see:
What Are The Best Renewable Energy Stocks Now? We Like Anglo American Platinum