Apple vs SPX Energy Inputs Scope 2 The fact the current market cap of #AAPL is 30% larger than the market capitalization of all the constituents of the SP Energy Index indicates the mispricing of the asset, the intangibles can't explain this divergence as the #FANG require inputs on their supply chain Scope 1 to 3 according to the emission tracking standards for carbon accounting.
Therefore, we posit that #FANG and other tech sectors as the main source of pollution due to supply chain dynamics require a substantial pricing discount adjustment for the downside risk due to energy disruptions to their operating model and their supply chain according to the so-called "climate change" accounting adjustments.
We believe the maximum market multiple should be around 15X PE and no more than 10X ARR from the price-adjusted baseline weighted average period 2008 to 2015 due to the decomposition of the energy sector dynamics. More on this later to be posted on the research on the carbon pricing methodologies we are developing using real-time on-chain structured data, and off-chain data from third parties using IoT.
Our TridentX Carbon Trading Units (CTU) will derive real time and near real time data from energy producers on-chain, and other industries and environment off-chain to derive a dynamic pricing for local carbon emissions.
Pricing signals will be streamed by our oracle network running on our propietary integration of a state-of-the-art Enterprise DLT platform employed by global leaders such as Nasdaq and Goldman Sachs and operated by a seasoned team of capital market leaders.
