Omniscient Investment Point - Chapter 262
Only Noblemtl
262. RE 100 – 2
(1)
Here’s where another funny thing happened.
“Please pre-order one for me too.”
“yes?”
I wonder what his intentions are, Seunghoon Oh also wants to buy a hydrogen car.
“What? You signed a contract with Bens a little while ago, right?”
“I want to cancel.”
“what?”
“I’m also thinking about joining RE 100.”
I looked at Seunghoon Oh with a bewildered look.
But soon my expression couldn’t help but become serious.
‘±140?’
What is this?
In response to the word ‘RE 100’ that guy spat out, 140 days were engraved on my right eye.
It’s not shiny yet, so I’m not sure exactly what to do to help him.
In fact, buying a hydrogen car is not directly practicing RE 100.
That’s a term at the corporate level, not the individual level.
‘In times like this, conversation is the best option.’
I nodded as if I had no choice.
“The Benz is much more expensive, but you won’t regret it.”
“Can a man say two things with one mouth?”
“What? Why did you really change your mind?”
“Hey, let’s talk about that later. Just write up a contract.”
“Okay, then I’ll buy you something super expensive for dinner.”
I guess today is the day I get to spend the whole day with Seunghoon Oh.
We ended up spending time together from lunch to dinner, and maybe even drinking.
Actually, once I got outside the store, I gave the guy a chance to choose.
Okay then.
“I don’t know if it’s expensive, but I suddenly feel like eating kimchi stew.”
“Okay, then there’s a good place in front of our apartment, so let’s meet up later.”
“Okay, I have some work to finish at work, so I’ll go to your neighborhood. At 7 o’clock?”
“call.”
And after a while, we ordered kimchi stew and unsweetened diluted soju, and started chatting.
(2)
“I’m really curious. Why a hydrogen car all of a sudden?”
“Oh, nothing much. Um······.”
The guy chose his words a bit, then opened his mouth with a smirk.
“I don’t know why I have to explain this to you, but since you really want to hear it, I’ll do it.”
“What is it? It’s quite serious, I feel like something grand will come out of it?”
“Like I said earlier, it’s nothing. Actually, it wasn’t that long ago that I felt like I had been living my life wrong.”
“wrong?”
“Without thinking, to be exact? Without any concept?”
“Oh, you’ve matured.”
Usually, when I say this, it’s Seunghoon Oh who stings.
But I’m so bored because there’s no response.
“Admit it. Actually, my family is rich, but I wasn’t rich······.”
“Why are you like this? What happened?”
“Of course. My father and I had a big falling out. Should I say it’s been over a year since we last contacted each other?”
“ah······.”
“At first, I was a little scared. I wondered if I could truly become independent, away from my father’s umbrella. But surprisingly, I’m doing much better than when I was in my father’s shadow.”
It was self-praise, but I admit it.
I think he probably gained a lot of confidence from his bet with me.
“But, even if I succeed, I don’t really have any big goals about what I want to become.”
“So you set it up?”
“No. Not yet.”
“why?”
“Before that, you need to establish an investment philosophy first.”
With a more serious expression than before, Seunghoon Oh pours soju into his mouth.
Then, the story resumed again.
“I thought about it carefully for several months. And the person who influenced me the most was Chan-gyu.”
“What? Do Chan-gyu?”
“Yeah. That guy.”
This was unexpected again.
How could this arrogant guy be influenced by Do Chan-gyu, who is neither older nor richer than him?
“I sometimes have a meal with him, and he’s really straightforward. He’s also very enterprising.”
“Yeah. It’s not like there isn’t that side to it.”
“Last time, we set this goal: to change the world with eco-friendly energy.”
I nodded.
In fact, Do Chan-gyu has said several times in a boastful voice that he will change the world with the eco-friendly technology he has developed.
“I don’t know if it’s because he set his mind to it, but Echo & F is gradually catching the attention of foreign investors beyond the domestic market.”
“Was it so?”
“Chan-gyu didn’t say anything?”
“I don’t know about that, but they said the more money the better.”
“That’s right. It seems like a lot of money is going into it. Technology development is about human resources, and that’s all money. So from last year to this year, we’ve increased the number of research personnel by 50 people.”
I knew this too.
Because I went to Ocheon a while ago and saw that the guy’s lab was full.
With Kim Kyung-jin’s permission, the lab has also been expanded.
“Maybe they’ll invest more and even consider leaving Good Day Camp altogether.”
“Huh? That’s a bit different. The results of the guy’s research and development and Good Day Cam’s lithium salt are complementary.”
“Oh, it’s not that we’re going to a completely different area, but we’re going to buy land right next door and create an R&D center.”
“aha.”
Do Chan-gyu had that dream too.
Are you sure you communicate more with Seunghoon Oh than me these days?
“Anyway, the story keeps going around and around, but I think the guy’s management philosophy created dreams and goals, and because of that, he grew faster. Therefore, I also needed to quickly establish an investment philosophy, so I recently set it at RE 100.”
I tilted my head.
This is because the investment philosophy is vague as RE 100.
“So how are you going to invest? Are you only going to invest in companies that fall into the RE 100 criteria?”
“There is nothing I can’t do.”
“That’s because there are very few companies like that in Korea.”
“There are a lot of startups. If you look for them, you’ll find quite a few.”
“Well, maybe······.”
The guy’s determination and will to put small things into practice are evident.
However, the ‘±140’ engraved on my right eye did not blink yet.
‘What, is today the only day?’
It is clear that it is related to RE 100.
When I brought that up, a number was engraved in my right eye.
then?
“Let’s do it together.”
“together?”
“Yeah. I was doing that anyway.”
“what······.”
Who is the most vocal about RE 100 in economics these days?
It was me.
No matter how much other people say, if I say something, the reporters will give it more weight.
“But limiting it to startups is too much.”
Industries that were easy to achieve RE 100 included software, fabless, finance, and consulting.
Investing only in such places, somehow the standards and hurdles seem so unfair.
“Let’s do it this way instead.”
“how?”
“If a company that emits too much carbon makes a plan to phase out emissions, then we invest.”
“Oh~ It will be a traditional chimney industry.”
“maybe?”
A few industries already come to mind.
Steel, automobiles, petroleum chemicals, etc.
“How about just setting up a collaboration fund?”
“Huh? Okay.”
The guy’s eyes sparkle at my suggestion.
I was disappointed that the number engraved on my right eye didn’t blink, but I smiled and nodded anyway.
As I thought earlier, today is not the only day.
If we hold hands like this and do something together, there will definitely be a day when we can blink the number 140.
With this in mind, I continued my conversation with Seunghoon Oh late into the night.
And then, a while later, I once again found myself in the middle of a green transition news story.
(3)
『Jangsu-myeong, Daehyuncha’s upgraded hydrogen car NXO 2 pre-ordered!』
Why is such trivial news being reported?
I asked myself, but as soon as the article title came up, I received a text message from the manager of the Daehyun car sales agency near our company.
– Oh my, sir. The reporters came to me and asked me all sorts of questions about how they smelled something. They were so clever that I got caught up in it.
– It’s okay. Hahaha
I didn’t blame the store manager.
After all, I wasn’t harmed in any way, and it wasn’t a problem for reporters to cook up an ordinary person.
Perhaps a few of our company’s reporters happened to see me visiting that dealership.
‘Do you really write in such detail?’
The content is written as if it is analyzing my daily life.
First of all, I currently drive a Porsche, but I’m probably going to get rid of it and change to a hydrogen car.
There was also speculation that this was chosen to strengthen JTS Partners’ image after it acquired Daewoo Mobis.
‘What is this?’
There was even a notice written on the wall near my apartment in Cheongdam-dong that the gas station that closed the day before was to convert to a hydrogen charging station.
That’s ridiculous.
I’m not sure, but I doubt that’s possible.
When I thought about that, Kwak Hyun-woo suddenly came in and said.
“Sir, I heard that Daehyun Motors bought a gas station in Cheongdam-dong the day before yesterday? And it closed down yesterday.”
“What? Is that true?”
“Yes, I heard it from the reporters. I don’t know how they found out, but… No. I think it was something that was slipped out by Daehyuncha. You could say it was a gift to the CEO.”
“haha······.”
I shook my head with an absurd laugh.
“So? You’re really going to turn it into a hydrogen charging station?”
“Maybe? I’ve already requested a quote from Hosung Heavy Industries.”
“omg······.”
The company that built the hydrogen station in Korea was Hosung Heavy Industries.
If they had asked for a quote there, then what the reporters reported was correct.
After a while, even more absurd reports began to pour in.
『JTS Partners, Investing Fully in the Hydrogen Industry?』
『What stocks related to hydrogen car charging stations did Jang Su-myeong pick?』
It’s driving me crazy. Every time an article like this comes out, I see the related stocks fluctuate even more.
‘This is it, oh······.’
But this also often had a positive effect.
『Hydrogen cars are the key to Daehyun Motors’ global eco-friendly car strategy!』
『Government Supports Hydrogen Station Taxes!』
『Hosung Heavy Industries plans to add 100 more hydrogen charging stations within the year』
Suddenly, the hydrogen fuel chain starts to stir.
Afterwards, groups of experts also appeared in media outlets such as TV.
– As you know, hydrogen cars have no exhaust fumes. The only byproduct they emit while driving is water.
– Do you know why hydrogen cars are called running air purifiers? It’s because hydrogen and oxygen react when electricity is generated. The oxygen that comes in then takes in air from the atmosphere and uses it to purify it into 99.99% pure oxygen through a filter inside the car.
– So, the hydrogen car that Daehyun Motors is releasing this time, the NXO 2, can purify the amount of air that 70 adults breathe in just one hour of driving. If we operate 10,000 of them, it will have the same carbon reduction effect as planting about 900,000 trees.
– Hydrogen cars, you know. They cost a little more to fuel than electric cars, but they are definitely cheaper than gasoline. And at this stage, they are more expensive than electric cars, but if the hydrogen ecosystem is built, it can be cheaper due to economies of scale.
– Did you know? The charging time for a hydrogen car is about 5 minutes, which is overwhelmingly shorter and faster compared to electric cars. In addition, electric cars have an average driving range of 300 to 500 km, while existing hydrogen cars have a range of over 600 km, and the upcoming NXO 2 has a range of over 700 km.
And a few days later,
『NXO 2 Pre-orders Surpass 10,000 Units!』
『Untimely Hydrogen Car Pre-Order Sales Boom, Longevity Effect?』
『If you want to buy NXO 2, you have to wait 1 year and 6 months······.』
I really was a great person······.