Great Post FF!
I'd just like to add the Greta Thunberg effect. Regardless of wether anyone is into her or not...
rightly or wrongly, Greenhouse politics are very much a part of our schooling landscape today. There is certainly a cultural shift away from traditional polluting industries to environmentally sustainable practices at a grass roots level. The more mature this culture becomes the more adaptive business will grow into this space.
This is compounded by "Ethical Investing".. evidenced by Westpac and their pullback on lending to anyone involved in the Palm Oil industry, and the emergence of Ethical investment funds that only invest in sustainable practices.
In a nutshell, regulation and demand on one side shaping future industry, with pressure on the funding side to supply sustainable practices with the means to grow. IMHO, this puts products like BRN in a pretty enviable place as an enabler of possibilities.
2021 BRN Discussion, page-28831
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