Tomra - i samtaler med myndighetene Kina og India om pant!

Kommentatoren
TOM 26.03.2019 kl 23:33 3742

Ja, det står det å lese hos Recycling International i dag. Kilden er Wolfgang Ringel, senior vice-president for governmental affairs i Tomra, under en konferanse om resirkulering av PET i Belgia. PET som er den vanligste plasttypen når det gjelder flaskene som samles inn av pantemaskiner. Jeg vet ikke mer enn det som står her, men vet at Kina har rundt 1.4 milliarder innbyggere og India omtrent det samme (tilsammen har de to landene 35 - 36% av jordens befolkning). I tillegg har jeg rimelig god fantasi, tror jeg og glemmer ikke så lett noen setninger CEO Stefan Ranstrand avleverte under Capital Markets Day høsten 2018. Det er disse to jeg husker spesielt godt. "Until now we've only seen the lab version of Tomra, now it's time for the real Tomra." "We feel we've got a very clear view of the next five years." Det er spennende tider med Tomra. :)


How essential are desposit return schemes?

Robin Latchem – March 26, 2019


Reverse vending machine specialist Tomra says it has held talks with authorities in China and India over the possible introduction of deposit return schemes for beverage containers.

...

Tomra is now trying to open the door to such schemes in Asia, Wolfgang Ringel, senior vice-president for governmental affairs at Tomra, told delegates of a recent conference in Brussels. He advocated the importance of smarter collection and sorting in Europe for PET products such as drinks bottles and food trays.

The event was organised by Petcore Europe and was the second of two conferences aimed at boosting PET recycling. Ringel mentioned the initial contacts with India and China when he presented data showing how almost all the top recycling nations in Europe used a form of DRS.

https://recyclinginternational.com/plastics/deposit-return-scheme/
Redigert 21.01.2021 kl 09:24 Du må logge inn for å svare
KanonBra5
27.03.2019 kl 07:32 3671

Fantastisk at Tomra nå offisiellt bekrefter dette!! Kina og Inda kommer til å bli ekstreme markeder for Tomra. Det er derfor jeg føler/mener at muligheten er stor for at vi får et oppkjøp av Tomra snart. Dette tror jeg ikke våre nasjonalt opptatte meglere/analytikere har fått med seg enda!!

Fremtiden er MEGET lys for oss TOMRA aksjonærer!!!

Investor
Kommentatoren
27.03.2019 kl 14:12 3550

Ja KanonBra5, slik jeg kjenner Tomra, er dette nesten helt sikkert ikke bare røyk uten ild når man nå VELGER å fortelle offentligheten om disse samtalene man har hatt med myndigheter både i Kina og India om innføring av pant. Dimensjonene vi står overfor hvis disse to nasjonene skal innføre pant, er jo så store at det knapt er begripelig. Så fremtiden føles lys ja, og det gjelder for alt Tomra driver med.
Redigert 27.03.2019 kl 14:16 Du må logge inn for å svare
CleanGlobe
27.03.2019 kl 17:07 3466

Enig med deg Kommentatoren og Stefan Ranstrand
Slettet bruker
27.03.2019 kl 20:46 3394

Dette betyr starten på slutten! Kinamann kommer til å knabbe teknologien og spy ut pantemaskiner for 1/10 av prisen.
Kommentatoren
27.03.2019 kl 21:51 3329

Her kan jeg berolige deg Blekkndekker. Tomra-ledelsen ble nemlig konfrontert med denne problematikken av en analytiker under Q & A som etterfulgte en kvartalspresentasjon. Svaret var at kjerneteknologien er innkapslet så ingen problemer/farer eksisterer i det henseendet. Når det gjelder pant i Kina er Tomra i et joint venture som heter Incom.

Forøvrig er det ikke bare innen pant Tomra har en stor fremtid i Kina. Tomra har vært i Kina siden 2009, og jeg har meget store forventninger til selskapet i Kina både når det gjelder Sorting Food og Sorting Recycling. Så her er det bare å følge med!

Slettet bruker
27.03.2019 kl 22:01 3315

Naivt å tro at ikke Kinamann klarer og kopiere/stjele denne teknologien. Ellers så er det ingen tvil om at Tomra er i en oppstrøms bransje.
Kommentatoren
27.03.2019 kl 22:41 3279

Har stor tiltro til Tomra-ledelsen, men kan selvsagt ikke utelukke at de er naive og at du vet bedre Blekkndekker, men tviler. Oppstrøms er bare forbokstaven når det gjelder alle Tomras 4 forretningsområder. Vi snakker 4 x megatrend.
exuptro
28.03.2019 kl 07:06 3208

Du, Mr. Dekk.

Kan hende Kina vil kopiere teknologien, men de klarer ikke å kopiere Tomra sin teknologi. Alt av teknologi som sendes til Kina er kryptert nettopp på grunn av det du frykter. Kina er avhengig av Tomra om de skal nå klimamålene sine, og de kommer til å måtte kjøpe i bøtter og spann av verdens mest fantastiske selskap.
KanonBra5
28.03.2019 kl 07:23 3182

Og en annen ting er at det handler om mye mer en selve panteautomatene. Man må også ha apperatet (service, pante logistikk, osv) og kunnskapen rundt dette. Dette er definitivt ikke noe man bygger opp i løpet av natten!

Investor
Redigert 28.03.2019 kl 07:32 Du må logge inn for å svare
Kommentatoren
27.06.2019 kl 18:08 2795

Plastic waste is choking India: Monetary incentives to waste pickers and an environmental tax on plastics can stem the problem

June 27, 2019, 2:00 AM IST Brahma Chellaney

https://timesofindia.indiatimes.com/blogs/toi-edit-page/plastic-waste-is-choking-india-monetary-incentives-to-waste-pickers-and-an-environmental-tax-on-plastics-can-stem-the-problem/
Kommentatoren
05.08.2019 kl 11:02 2487

Veldig interessant at Forbes hevder at NÅ er tiden for å investere i resirkulering og sirkulær økonomi i India. Ikke lett å komme utenom Tomra da! Tomra som har ca. 60% global markedsandel innen sortering for resirkulering og ca. 75% global markedsandel innen innsamling for resirkulering (pantesystemer). Tomra som vi vet at allerede har vært i samtaler med indiske myndigheter om innføring av pant (se trådstart). Så følg linken og les hele artikkelen fra Forbes.



Aug 2, 2019, 05:08pm

Now's the Time To Invest In Recycling And Circular Economy in India

Rob Kaplan Contributor
Banking & Insurance
I write about environmental investing and corporate leadership


With India about to close loopholes to its ban on importing trash following the implementation of China’s National Sword policy ban on trash imports, parts of the global recycling industry are in flux. (I have previously written about the impact – real and perceived -- of China’s ban on trash imports on the U.S. recycling market and what we should do about it.)

Recent stories in The Wall Street Journal, among others, call out the significance of these bans on the global recycling industry.

Behind China, India is by far the largest economy contributing to the world’s ocean plastic. Due to underdeveloped recycling and waste management sectors in the region, it is worth a closer examination of the effect these important bans might have on investment opportunities in the Indian recycling sector. The good news is that there are a number of reasons for investor optimism:

...

https://www.forbes.com/sites/robkaplan/2019/08/02/nows-the-time-to-invest-in-recycling-and-circular-economy-in-india/#3e33432f3cfd
Redigert 05.08.2019 kl 15:31 Du må logge inn for å svare
Kommentatoren
26.09.2019 kl 14:11 2185

Dere ser selv hva denne trådstarten fra mars i år handler om. Indias statsminister Narendra Modi var mulligens den taleren som holdt den appellen som gjorde sterkest inntrykk under FNs klimadag i New York nå mandag 23.september. Ikke minst forkynte han India nå erklærer "krig" mot plastforurensning. Mahatma Gandhis fødselsdag er høytidsdag i India. Onsdag (2.oktober) er det 150 år siden Mahatma Gandhi ble født. Statsminister Narendra Modi har bebudet at han den dagen vil presentere en gigantisk handlingsplan mot plastforurensningen i India og lede landet i retning av en sirkulær økonomi. I den forbindelse er det godt å vite at Tomra lenge har vært i dialog med myndigheter i India (se trådstart). Tomra er soleklar global markedsleder innen teknologi for såvel innsamling av plastflasker (pantesystemer) som sortering av blandet plastavfall. Blir spennende å høre hva Modi kommer med på onsdag. Feelingen er god, vil jeg si. India har oppunder 1.4 milliarder innbyggere så her kan vi få se dimensjoner på f.eks. panteprosjekter hvis størrelse det er vanskelig å forestille seg...

Som dere kan lese i denne Bloomberg-artikkelen legger nå India til rette for og inviterer globalt næringsliv til landet.



Economics

Modi Tells Investors ‘Come to India’ to Aid $5 Trillion GDP Goal

By Archana Chaudhary and Bibhudatta Pradhan
25 September 2019, 14:57 CEST Updated on 25 September 2019, 15:49 CEST

* Commits to more than double nation’s renewable energy target
* Wants India free from single-use plastics, harvest rainwater


Prime Minister Narendra Modi urged global businesses to “come to India” as his government seeks to build a $5 trillion economy by 2025.

His address to chief executives at a summit in New York comes less than a week after India delivered a $20-billion tax-cut stimulus to help shore up the $2.6-trillion economy that’s growing at the slowest rate in six years amid 45-year-high unemployment.

“India is waiting for you,” Modi told political and business leaders at the Bloomberg Global Business Forum. “India is the only destination for you.”

Competitive Rates

Modi, who met energy company CEOs in Houston, is meeting more than 40 major companies, including Lockheed Martin Corp., American Tower Corp., Mastercard Inc. and Walmart Inc. at the forum hosted by Michael R. Bloomberg, the founder and majority owner of Bloomberg LP, the parent company of Bloomberg News.

“Just recently we have decided to considerably reduce corporate tax,” Modi said, calling the move revolutionary. “If you want to invest in a market where there’s scale, come to India.”

The cut in corporate tax rates puts India on par with some of the lowest in Asia to help the south Asian nation compete with the likes of Vietnam and Indonesia for investments in the midst of ongoing global trade tensions. Attracting investments is key to revive economic growth and put the nation on the path to becoming a $5-trillion economy by 2025.

...

“We believe the Earth is our mother and we do not have the right to exploit,” Modi said. “We only have the right to use it for our needs.”

Modi reiterated India’s intent to implement a $50-billion-plan for rainwater harvesting and water conservation and ban single-use plastic. The prime minister said that Oct. 2, celebrated as the birthday of Mahatma Gandhi, would mark a “significant step” toward making India “free” from single-use plastic.

https://www.bloomberg.com/news/articles/2019-09-25/modi-tells-business-forum-his-mandate-was-a-vote-for-development

Kommentatoren
26.09.2019 kl 14:22 2168

Selskapene har tydeligvis skjønt at det er alvor nå...



Amid Modi push, companies take steps to eliminate single-use plastic

3 min read . Updated: 26 Sep 2019, 10:53 AM IST
Suneera Tandon


* India is likely to impose a nationwide ban on plastic bags, cups, small bottles, straws and some types of sachets next month

* Among the steps taken by firms are introduction of alternatives to plastic in their stores and committing to recycling PET waste

New Delhi: Following Prime Minister Narendra Modi’s efforts to restrict use of single-use plastic in the country to tackle the rising threat of pollution and health hazards, more and more companies are limiting the use of such items.

India is likely to impose a nationwide ban on plastic bags, cups, small bottles, straws and some types of sachets next month.

Among the steps taken by companies are introduction of alternatives to plastic in their stores and committing to fully recycling PET waste.

https://www.livemint.com/companies/news/amid-modi-push-companies-take-steps-to-eliminate-single-use-plastic-1569474138487.html
KanonBra5
27.09.2019 kl 07:16 2038

Dette kan ikke bli bedre :-) Bra for kloden og bra for TOMRA!!

Investor
Kommentatoren
27.09.2019 kl 14:55 1928

I dag skal statsminister Modi igjen tale i FN. Onsdag 2.oktober initierer så altså Modi den store kampanjen mot "single-use plastics" i India og presenterer nasjonens planer og strategi når det gjelder bekjempelse av plastforurensning.



PM Modi to address UN General Assembly in New York tonight

27-09-2019 | 4:22 pm


The 74th session of the UN General Assembly is underway in New York. Several world leaders have already spoken to highlight issues that matter to their countries. Prime Minister Narendra Modi will be addressing the annual UN General Assembly session today evening. The Prime Minister is likely highlight his govt's key initiatives towards poverty alleviation, affordable healthcare and steps taken to combat two global issues, terrorism & climate change.

World leaders have gathered at the United Nations headquarters in New York City for 74th session of the UN General Assembly (UNGA). All eyes are on the general debate at UN heaquarters where world leaders highlight the issues that matter most to their countries. Prime Minister Narendra Modi is scheduled to address the annual high-level UN General Assembly session on September 27.

PM MODI's speech at UNGA comes at a time when India is ready to play a larger role on the world stage. India has made significant improvements in almost all international rankings and indices.

...

In the face of worsening climate change, Prime Minister may also draw attention of world leaders towards some of the key initiatives towards climate change, including campaigns against single-use plastic

...

PM Narendra Modi, who is leading efforts to scrap single-use plastics by 2022, is set to launch the campaign against single use plastic on October 2, the birth anniversary of Mahatma Gandhi.

http://www.ddinews.gov.in/national/pm-modi-address-un-general-assembly-new-york-tonight
Redigert 27.09.2019 kl 15:05 Du må logge inn for å svare
Kommentatoren
01.10.2019 kl 14:57 1802

Ja, i morgen er dagen! 2.oktober 2019 er 150 år siden Mahatma Gandhi ble født. Gandhis fødselsdag er helligdag i India og 150 årsdsagen benytter Indias statsminister Narendra Modi til å presentere Indias strategi for en storslagen krigføring mot "single-use plastics"/engangsplast i den folkerike nasjonen med nesten 1.4 milliarder innbyggere. Ettersom India ligger en 6 - 7 timer for an oss i tid, vet vi mer allerede i morgen tidlig (norsk tid).



India says goodbye to single-use plastics on 2 October, Gandhi’s birthday

ENVIRONMENT Published on 30 SEP 2019 by GURVINDER SINGH Kolkata, India


n Mahatma Gandhi's birthday, India is set to take a big leap towards protecting the environment by bidding goodbye to single-use plastic items. But how this will play out is yet to be announced.
The day chosen to begin the campaign against single-use plastics coincides with Mahatma Gandhi‘s birthday, marking 150 years since the birth of the man revered as the father of the nation, who walked the path of non-violence to free India from the slavery of British rule, which lasted nearly two centuries. India’s Prime Minister Narendra Modi used his Independence Day speech on 15 August to urge people and government agencies to “take the first big step” on the 2nd of October towards freeing the country from single-use plastic.

What are single-use plastics

Single-use plastics are those disposable products that are intended to be used only once, for example in the packaging of food and items bought on e-commerce platforms. The most common items are carrier bags, drinking bottles, bottle caps, food wrappers, plastic grocery bags, sachets, multi-layer food packaging, straws and stirrers, among others.

India generates around 25,940 tonnes of plastic waste a day, according to a 2017 report by the Central Pollution Control Board, which extrapolated data from 60 major cities in the country. Speculations are rife that the government might declare a blanket ban on the manufacture, use and importation of single-use plastics on Gandhi’s birthday, but nothing has been formally announced yet.

“Goodbye” to single-use plastic on Gandhi’s birthday


"Some people, by mistake, are talking about plastic-free India. I haven’t said this. I’ve said that single-use plastic, which comes to use only once, causes a lot of problems."

Narendra Modi, 30 September


“Prime Minister Modi didn’t say ‘ban’, but said ‘goodbye’ to single-use plastic waste – Prakash Javadekar, Minister of Environment, Forest and Climate Change, said –. From the 2nd of October we’ll begin an attempt to collect all that waste. Nearly 10,000 tonnes of plastic waste remains uncollected”.

Those working against the plastic menace have welcomed any move by the government to ban its use. “It would certainly be a commendable step if the government bans it but the production of single-use plastic should also be stopped,” says Naba Dutta, secretary of Sabuj Mancha, a civil society organisation working for the environment. “Consumption of single-use plastic has increased drastically in the past few years, replacing biogradable packaging materials mainly because the former is cheaper and easily available. Plastic is impacting almost every sphere of life. The government should make a clear roadmap for dealing with it. But shortage of manpower could also become an issue in implementing the ban”.

Opposition to the move

The opposition Indian National Congress party has, however, termed Modi’s a populist measure aimed at seeking publicity and political mileage rather than making any concrete changes on the ground. Amidst rumours of the ban, former minister Jairam Ramesh slammed such a move as a bad idea. “As Environment Minister I resisted a blanket ban on use of single-use plastic. The plastic industry employs lakhs and the real problem is how we dispose of and recycle waste,” he wrote in a tweet. “The ban will only grab headlines, home and abroad, and mask the Modi regime’s true environmental record,” he added.

The Indian plastics industry has also echoed a similar sentiment, saying that the ban, if implemented, would have a far-fetching negative effect. Around five million people spread across 50,000 processing units in India work in this sector, which recorded an annual revenue of around 50 billion US dollars (3.5 trillion Rupees) in 2019. “The ban is likely to affect 400,000 people who could become unemployed overnight,” commented Hiten Bheda, Chairman of the Environment Committee of the All India Plastic Manufacturers Association. “The consumption of raw material might also come down by 5 to 7 per cent. I think the government will take some rational decision as it is connected with the livelihood of several people but a few states in India have already implemented the ban and the government might follow suit”.

The government is yet to make its stance clear on the ban but mere speculation has surely pressed the panic button among those connected with the industry, while also heightened the resolve of those who wish to see a country not suffocating on plastic pollution. Even Gandhiji might be turning in his grave to know what suspense his birthday holds this year.

https://www.lifegate.com/people/news/gabby-tan-malaysia-oceans-interview
Slettet bruker
01.10.2019 kl 15:13 1788

Apropos Gandhi, har du lest triologien til Jawaharlal Nehru?
Hvis ikke så, når du har tid:
"Glimpses of World History"
Kommentatoren
01.10.2019 kl 15:30 1767

Takk for tipset wwbwb :)


Redigert: Skulle nok heller brukt tid på lesing av slik literatur og annet fremfor f.eks. å skrive om Tomra på Hegnar wwbwb. :) Teller litt på knappene, som du vet. Er litt sånn # "All or Nothing" (# Small Faces, # 1966) så slutter jeg, da slutter jeg. :)
Redigert 01.10.2019 kl 16:45 Du må logge inn for å svare