Posts Tagged ‘ Ener1 ’

Start Ups vs. Large OEMs

Before one can invest in a technology or firm, an investor must first believe in the relevant sector. If this prerequisite is satisfied to a high degree, the next logical step is to decide how to best capture the upside of the sector. In Clean Technology many start up firms hope to be bought out [ READ MORE ]

The Great, Fake Lithium Supply Scare

“But there’s not enough lithium for all those batteries- and now you’ll switch dependency to a few lithium supplier countries!” That is the claim less informed journalists and hacks often make when they need a counter point to balance their first article on the emerging, electrified transportation sector. Why do we care? Because if true [ READ MORE ]

Energy Storage Notes

EEStor still not producing- EEStor CEO Dick Weir had mentioned that a prototype would be released in the Q4 of 2009 to their partner Zenn Motors. Because Q4 09’ has passed and no announcements have been made- well let’s assume for now another deadline was missed. EEStor fans around the world are yet again let [ READ MORE ]

Charge forward or run out of juice!

San Diego based PowerGenix is taking their business to a new level, recently announcing a distribution deal with Ingram Micro to distribute the firm’s next generation batteries throughout retail stores in Canada. “PowerGenix’s Nickel-Zinc AA’s are the first rechargeable batteries to deliver a power equivalent to disposable alkaline batteries—a 30-percent increase compared to conventional AA [ READ MORE ]

Tesla Motors rumored to IPO soon

The company that made electric vehicles cool again and dispelled the ugly golf cart stereotypes is rumored to file for an IPO very soon according to a recent Reuters report. What makes this CleanTech startup unique from say the recent A123 Systems IPO? Tesla is currently profitable! Profitability is one way to counter the IPO [ READ MORE ]

A123 Systems – Key negatives on the watchlist

Just read a research piece published by BoA/ML on A123 (Nov 3, 2009). They rightly observe that yes, the company could be $10bn revenue business by 2020. However, a lot of things may become larger impediments than anticipated today. None of the issues are material in isolation and can be addressed, particularly the management issue. [ READ MORE ]

What does $1.5 billion buy?

How much would you value a developing technology company with a product you have never seen nor ever tested? $1.5 billion dollars?? That’s what an implied valuation of the company EEStor equates to using their minority shareholder Zenn Motors for the valuation.  Zenn Motors, a Toronto based EV firm, owns 10.7% of EEStor and after [ READ MORE ]

Interesting week for the battery sector

A123 Systems will IPO this week on Thursday on the US based NASDAQ market using the symbol AONE. The IPO has been widely anticipated as A123 often receives much of the attention within the battery start up sector. A123 has high profile backers such as GE and Kleiner Perkins. Already public firms such as Ener1 [ READ MORE ]

The time for batteries is now…

Solar and wind energy are both experiencing tremendous growth rates and their investment opportunities are well documented. While much attention and capital is given to the CleanTech sector these days, how do investors know when we have saturated the best opportunities and begun chasing riskier firms? Which parts of the CleanTech sector have room for [ READ MORE ]

Norwegian Think exits court protection and plans to resume production

Photo Source: Think website Norwegian electric carmaker Think announced on 27 Aug 2009 (see its press release) that the Norwegian courts have approved its debt settlement plan, enabling the company to exit court protection. This effectively puts Think back in business and to resume production of new electric vehicles (EVs), called TH!NK City model. (Update: [ READ MORE ]

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