Tesla, First Solar, Better Place and Comments on a Weird Quarter in Cleantech

On May 31, 2013, in Blog, by Neal Dikeman

Wow.  This has been a really interesting few months in cleantech. First Solar announced a $0.99 cent/Wp target within 4 years for installed with trackers utility scale in its investor deck.  That equates to around $4-5 henry hub gas price in a new combined cycle gas plant. The scary thing is that best utility scale […]

A Tale of Two EVs

On April 15, 2013, in Blog, by Richard T. Stuebi

Albert Einstein once said:  “Make everything as simple as possible, but no simpler.”  Pundits always pursue the former, but often fail to uphold the latter. Such has been the case recently in regards to the prospects for electric vehicles.  Will electric vehicles be commercially successful or won’t they?  As often happens, there is superficial evidence […]

Tagged with:  

Stunning Cleantech 2012

On October 16, 2012, in Blog, by Neal Dikeman

It’s been a busy, ummm interesting year.  We’ve tracked profits to founders and investors of $14 Billion in major global IPOs on US  exchanges and $9 Billion in major global M&A exits from venture backed cleantech companies in the last 7-10 years.  Money is being made.  A lot of money.  But wow, not where you’d […]

Tagged with:  

IPOs and Bankruptcies and Cleantech “Hot or Not”

On September 1, 2011, in Blog, by Neal Dikeman

Last night while watching Office reruns, I realized I’d been remiss, and a lot’s had been happening in the public equities end of the cleantech sector.  Not to mention yesterday’s billion dollar BK broiler announcement by the one-time Next Greatest Thing, Solyndra. So, with my usual aplomb, I thought I’d simply peanut gallery what’s “Hot or […]

Tagged with:  

Back to the Future

On July 18, 2011, in Blog, by Richard T. Stuebi

As posted previously, one of the big challenges the cleantech community faces is the reliance of many pivotal technologies on rare earth minerals that are mainly located in China and increasingly subject to supply curtailment.  Neodymium is of particular concern for so-called permanent-magnet motors and generators. In response, a number of companies are seeking alternatives to […]

Tagged with:  

Young Cleantech IPOs = Venture Paradise Found?

On May 13, 2011, in Blog, by Neal Dikeman

It struck me the other day that I may have been looking at the recent spate of cleantech IPOs backwards.  Perhaps instead of lamenting the dearth of profitable healthy companies going public on major exchanges  in our sector, what we should be considering is whether early and still risky IPOs mean cleantech venture capitalists are […]

Tagged with: