RT Bloomberg Live (@BloombergLive)ICYMI: “The US companies are still very keen on carbon credits.” Singapore’s Ambassador for Climate Action, Ravi Menon at #BloombergGreen #COP30.⏯️ https://t.co/3NwqViKvLz https://t.co/NVfaGOhvIW ...

Indonesia reopened its carbon credits market to foreign buyers, ending years of uncertainty that have curbed the sector’s development https://t.co/Wx71cluJuO ...

Prices of Chinese carbon credits were at the lowest level in more than two years as the nation’s carryover rules triggered a sell-off https://t.co/aZZhLF0sdT ...

Market Trends - The carbon credits market is quietly staging a comeback after facing allegations of greenwashing a few years ago [1]

Core Points - Carbon Streaming Corporation has successfully implemented a settlement agreement with Infinite-Earth Limited and related parties regarding the Rimba Raya Biodiversity Reserve Project [1][2] - The company received a payment of US$650,000 and cancelled 4,539,180 common shares, resulting in a total of 48,332,053 common shares outstanding [2] - Carbon Streaming currently holds C$52.4 million (US$37.6 million) in cash and has no debt [3] Financial Summary - Payment received from IE: US$650,000 [2] - Common shares cancelled: 4,539,180 [2] - Total common shares outstanding: 48,332,053 [2] - Total cash held: C$52.4 million (US$37.6 million) [3] - Cash breakdown: C$37.8 million and US$10.5 million [3] - Debt status: No debt [3] Company Overview - Carbon Streaming focuses on projects that generate high-quality carbon credits while positively impacting the environment, local communities, and biodiversity [4]

Rio Tinto has signed up as a future buyer of carbon credits generated by a new platform in Australia https://t.co/LyBr9iPM53 ...

Poland is pushing the EU to allow bigger imports of cheaper international carbon credits under a proposed 90% emissions reduction target for 2040, arguing that currently projected levels won’t be enough to avoid price shocks https://t.co/9ayxyEErih ...

Core Insights - Vaisala, a leading measurement technology firm, is expanding its greenhouse gas measurement business through the acquisition of Quanterra Systems Ltd, which specializes in atmospheric monitoring of CO2 fluxes [4][6] - The acquisition marks the official launch of Vaisala's New Climate Business, aimed at enhancing transparency and scientific proof in climate initiatives [5][10] Company Overview - Quanterra, founded in 2021 as a spin-out from the University of Exeter, generated over GBP 1.2 million in revenue in 2024 and is EBITDA positive, employing 14 people [9] - The company provides site-specific atmospheric carbon monitoring services, utilizing networks of measurement towers to monitor carbon, water, and energy flows [7][8] Market Context - The climate initiatives sector is facing challenges with public trust due to greenwashing, with a meta-study indicating that over 80% of voluntary-market carbon credits deliver less climate benefit than advertised [5] - Reliable on-site data from Quanterra can support the generation of high-quality carbon credits, creating new revenue streams for agricultural operators and managed nature assets [8] Strategic Importance - Vaisala's acquisition of Quanterra is expected to accelerate business growth and enhance service affordability in regions like Australia, South America, and Asia [11] - The integration of Vaisala's advanced sensors and measurement technology is anticipated to strengthen Quanterra's offerings in carbon flux monitoring [12][13] Future Outlook - The New Climate Business team at Vaisala aims to expand its greenhouse gas measurement capabilities, emphasizing the need for verified carbon sinks alongside emission reductions to combat climate change [10][14]

Financial Data and Key Metrics Changes - Gorilla Technology Group reported revenue of approximately €39,300,000 for H1 2025, representing a year-on-year increase of over 90% [4][10] - The company reduced its debt to $18,100,000 and improved liquidity with approximately $26,100,000 in cash, along with an additional $105,000,000 raised through equity in July [5][14] - Adjusted EBITDA and adjusted net income were both approximately €5,700,000, indicating a focus on profitability alongside revenue growth [7] Business Line Data and Key Metrics Changes - The company signed three new projects in the last thirty days, including two in Taiwan and one in the UK, which are expected to strengthen the long-term recurring revenue base [6][8] - The gross margin for the first half was in the low 30s, influenced by a mix of revenue sources, but the company maintains a full-year forecast for gross margins in the 40% range [10][11] Market Data and Key Metrics Changes - The revenue drivers in the first half were primarily from projects in the Middle East and Taiwan, with expectations for continued revenue from these regions in the second half [31] - The backlog at the beginning of the year was $93,000,000, with $39,000,000 delivered, leaving a remaining backlog of approximately $59,000,000 [20] Company Strategy and Development Direction - The company is transitioning from a seasonal, milestone-heavy revenue model to long-term, multi-year contracts that provide steady revenue streams [8][68] - Future funding strategies will prioritize project-level funding and debt, with a focus on minimizing dilution while maximizing growth [24][57] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in maintaining guidance for 2025 with expected revenue between $100,000,000 and $110,000,000 and targeting EBITDA margins of over 20% [21][22] - The company is actively engaged in negotiations for significant projects, including the Smart School program in Thailand, which has expanded in scope [43][44] Other Important Information - The company is working on the One Amazon project, with significant milestones set for September and November 2025, including a showcase at the New York Climate Week [38][41] - The company is also pursuing M&A opportunities in India and the United States, with a focus on strategic growth [57][58] Q&A Session Summary Question: What were the main revenue drivers in the first half and expectations for the second half? - The main revenue drivers were projects in the Middle East and Taiwan, with expectations for continued revenue from Taiwan, Thailand, and the Middle East in the second half [31][32] Question: Can you provide an update on the One Amazon project? - The project is progressing well, with milestones set for a showcase in September 2025 and tokenization completion in November 2025 [38][39] Question: What is the status of the Smart School program in Thailand? - The project is in deep negotiations with the government, and its scope has expanded to include smart cloud infrastructure and AI database integration [43][44] Question: Can you provide an update on large MOUs and contract signing progress? - The Wanhai Port and ADE projects are in the MOU phase, with the Wanhai project set to deploy AI logistics solutions soon [48][50] Question: What are the primary uses of the capital raised? - The capital raised will support large projects and ensure the company can meet ambitious targets without being hamstrung by cash constraints [56][57]

Environmental Impact & Awareness - Every action, meal, and purchase has a hidden carbon cost, emphasizing the need to understand our personal role in the climate crisis [1] - Developed nations have a 10 times larger carbon footprint compared to developing nations due to comfort, consumerism, and convenience [3] - Humans, representing 001% of life on Earth, are responsible for 80% of wild mammal extinction and 50% of plant species loss [4] - Pollution silences birds, marine life is entangled in plastic, and forests are depleted, displacing millions of species [5] Carbon Footprint Measurement & Management - AI-powered tools provide standardized benchmarks and real-time data for calculating individual carbon footprints [6] - Measuring carbon footprint transforms sustainability from an abstract concept to a tangible goal [6] - Small behavioral shifts like sustainable commuting, mindful consumption, and energy-efficient appliances can significantly lower emissions [7] Carbon Offsets & Sustainability - Carbon credits should be viewed as taking responsibility, not just canceling out emissions [9] - Investing in projects like reforestation, clean energy, and carbon capture can offset unavoidable emissions [10] - Sustainability is about innovation and exploring possibilities through human action and responsibility [11] Collective Action & Transformation - Individual actions create community change, which influences businesses, and ultimately leads to government response [12] - The future is not something to wait for, but something to create through collective action [12]