Sancroft consultant, Ross Lakhdari, is joined by Lord Deben and Alison Hampton to discuss the evolving narrative around plastics from an investor’s perspective.
- Competing technologies are emerging, and these are making the avoidance of plastic more feasible across the value chain
- Investors should take stock of plastic usage within their portfolio companies as an immediate step
- Resource shortage and resource efficiency remains a material concern of strategic importance
- Non-engagement with this kind of issue can be seen as a proxy for wider management failures within companies – what else are they missing?
- The overall plastics agenda is not a fad – it is here to stay
- Commercial opportunities are emerging as a result of the changing landscape
- Successful investors will take a hold of this issue, and will subsequently benefit when they are trying to sell to the next buyer
- A holistic understanding of the overall narrative is crucial; themes such as food waste and microfibres must be assessed
- Firms must work to protect themselves from future legislation around this topic
- Understanding NGOs is important- they greatly influence end consumers