Why is it So Hard to Make Money in New Battery Technology?

On January 18, 2013, in Blog, by Neal Dikeman

Energy storage is still the rage in cleantech.  But after the collapse of A123 and Beacon, and the spectacular failure on the Fisker Karma in its Consumer Reports tests, fire  in Hawaii with Xtreme Power’s lead acid grid storage system and with NGK’s sodium sulphur system, and now battery problems grounding the Boeing Dreamliners, investors […]

The Economics of Cleantech Investing

On December 13, 2012, in Blog, by Neal Dikeman

I drafted this memo in early 2003 for a venture capitalist friend of mine, well before the bubble in cleantech.  In light of the back and forth on the recent Solar City IPO, I thought it was worth revisiting.  Some of the points were pretty prescient, calling out many of the challenges cleantech investors and […]

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 […]

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Cleantech Venture Backed M&A Exits? Well, Yes, Sort of . . .

On September 17, 2012, in Blog, by Neal Dikeman

When people ask me, are investors making money in cleantech, I tell them yes, but not by whom or in what you thought they were. Most of the analyses of cleantech exits do not differentiate for venture backed companies.  So we conducted our own study. In the last 10 years, Cleantech.org’s Cleantech Venture Backed M&A […]

Climate Change a Game Changing Factor for Corporate Valuations

On October 9, 2008, in Blog, by Marguerite Manteau-Rao

by Marguerite Manteau-Rao Smart industry leaders better listen to McKinsey’s just released study on the likely impact of climate change mitigation scenarios on corporate valuations. Depending on the type of industry, and the preparation level of businesses, including strategic planning and adaptation, the outcome for a particular business could run the gamete, from opportunistic gains, […]