- The Earth is warming and preventive efforts are falling short, highlighting environmental stocks stepping up to the plate and creating value
- Two noteworthy names include EV technology developer Beam Global and near-term gold and silver producer ESGold, each of which is balancing profit and environmental conservation with aplomb
It is unnervingly obvious that the Earth is getting warmer and that efforts to reduce greenhouse gas emissions and preserve the environment for future generations are falling woefully short.
Consequently, demand for sustainable solutions is rising rapidly, with companies across the industry spectrum scrambling to best competitors in terms of how well they align the pursuit of shareholder value with being good stewards for the planet.
Governments are stepping up to the plate with record spending to deepen their economies’ shades of green, shelling out more than US$2.1 trillion in 2024, though that figure would need to triple throughout this decade, according to BloombergNEF, to remain on track to reach global net-zero emissions by 2050.
More investors are also demanding skin in the game, with a report from Morgan Stanley finding that 88 per cent of investors are interested in sustainable investing, and would be satisfied with market returns, so long as they enabled positive environmental outcomes.
This environmental capital allocation tailwind is, in turn, suppressing valuations among environmental stocks, as detailed in a report from MSCI, making the space a prospective one for investors keen on seeking alpha and outperforming broad-market index funds.
In the newest edition of Stockhouse’s Weekly Market Movers, I’ll consider two environmental stocks that harbor market-beating potential, driven by underlying companies dedicated to giving more back to the planet than they receive.
Beam Global
First up in our look at high-conviction environmental stocks is Beam Global, market capitalization US$44.98 million, a clean technology developer active in the United States, Europe and the Middle East, with a diverse product portfolio spanning EV charging, batteries, energy security and smart city infrastructure including streetlights and sensors. The company’s flagship EV ARC is the only modular, off-grid, solar-powered EV charger in the world, with deployment currently standing at about 2,000 units since 2019.
This article is disseminated in partnership with environmental stocks Beam Global and ESGold Corp. It is intended to inform investors and should not be taken as a recommendation or financial advice.
By simplifying installation and harnessing natural energy sources, Beam’s product line is lowering costs for a growing client base, including the US federal government, fleet operators, the military, as well as a diverse set of private businesses, as evidenced by a 60 per cent revenue compound annual growth rate from under US$10 million in 2020 to nearly US$50 million in 2024.
The company, debt free as of Q2 2025, has curated this growth in line with steeply increasing gross profitability, progressing from a more than US$1 million loss in 2020 to a more than US$7 million gain in 2024.
With more than US$200 million in its revenue pipeline, an untouched US$100 million line of credit to pursue further growth, and a roster of satisfied high-profile clients to point to, including McDonald’s, Costco, BMW, GM and Johnson and Johnson, Beam Global’s leadership team is confident about drumming up more business geared towards its bottom line.
The promising picture we’ve painted runs counter to market sentiment, with Beam Global stock (NASDAQ:BEEM) falling by 48.51 per cent year-over-year and by 83.81 per cent since 2020, presenting investors with a robustly justified long-term thesis leveraged by the company’s only 17.64 million shares outstanding.
Desmond Wheatley, Beam Global’s chief executive officer (CEO), spoke with Stockhouse’s Ricki Lee about the company’s plans for global expansion. Watch the interview here.
ESGold
Our closer, ESGold, market capitalization C$60.35 million, plans to bolster sustainability in the mining industry, one of the world’s highest polluters, through near-term gold and silver production through the reprocessing of tailings – or mine waste – tapping into a more than US$3.4 trillion addressable market.
The company has broken ground on its past-producing Montauban project in Quebec, eyeing initial production and revenue in 2026, exploiting a tailings resource estimated at 7,800 ounces of gold and 610,350 ounces of silver indicated and 3,150 ounces of gold and 258,900 ounces of silver inferred, representing more than US$80 million in precious metals at October 31st prices. A 2025 preliminary economic assessment estimates an after-tax net present value of C$24.27 million, initial direct capital expenditures of C$17.44 million and a payback period of less than two years at highly discounted base-case gold and silver prices.
The tailings will be processed using a Merrill Crowe closed circuit designed for gold ore that has been leached with cyanide, putting material to use that would otherwise remain an environmental liability.
Ambient Noise Tomography data supports the existence of an untapped mineral system below the historic mine, which ESGold intends to verify through first-mover modern exploration techniques.
ESGold is also active in Colombia’s Bolívar region, where it is conducting due diligence on another tailings reprocessing operation in one of South America’s richest gold regions. Initial results using a clean, low-reagent gravity circuit demonstrate stable metal recoveries up to 52 per cent gold and saleable concentrate/doré, with further refinements planned to increase material grades. Looking ahead, the property also offers tangible exploration upside in the form of historic reports of numerous mineralized zones and large artisanal mine workings.
With cash flow around the corner and attractive targets to pursue resource delineation, ESGold is talking the talk and walking the walk, on track to improve the environment by repurposing waste and foster shareholder value through what leadership expects to be high-margin revenue.
Investors have been optimistic about the company’s disciplined progress towards production, lifting ESGold stock (CSE:ESAU) by 230 per cent year-over-year, trouncing gold’s 46.06 per cent effort.
Gordon Robb, ESGold’s CEO, sat down with Ricki Lee to shed light on tailings reprocessing at Montauban and what catalysts investors should expect in the near future. Watch the interview here.
Thanks for reading! I’ll see you next week for a new edition of Weekly Market Movers, where I delve into companies that sat down with Stockhouse for an interview over the past week. Here’s the most recent article, in case you missed it.
Join the discussion: Find out what investors are saying about these environmental stocks on the Beam Global and ESGold Corp. Bullboards, and make sure to explore the rest of Stockhouse’s stock forums and message boards.
Stockhouse does not provide investment advice or recommendations. All investment decisions should be made based on your own research and consultation with a registered investment professional. The issuer is solely responsible for the accuracy of the information contained herein.
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