Four Lessons for Cleantech Investment

Source: Triple Pundit, Shanon Arvizu (9/30/10)

"Two prominent cleantech investors share their sector expertise."

What do lucrative investors look for when deciding to fund a clean tech start-up? Two prominent clean tech investors, Vinod Khosla and General Electric's Kevin Skillern, shared important insight on this topic on a panel stage at yesterday's TechCrunch Disrupt conference in San Francisco.

Rock the Boat: Look for "truly disruptive businesses" that solve the world's problems over firms with products that merely have "nice features." Both Khosla and Skillern agree that clean tech that has the potential to dramatically improve living conditions should be favored over those technologies that offer incremental benefits.
Play an Active Role: Be prepared to help companies find the most compelling business case for the technology they bring to the table. Khosla believes in helping entrepreneurs incubate their best ideas for the marketplace.
Efficiency First: Energy efficiency technology is just as important as cleantech built on a new platform. Improving legacy energy systems is as vital as commercializing new technology.
Radical Reliance: Invest in technologies that have the potential for radical self-reliance. Khosla believes that it is imperative to choose companies that are not dependent on government subsidies over time. He says, "I don't invest in anything that can't achieve market competitiveness in five years. You should be able to achieve the price for a good that will sell in India or China without a subsidy in that time."

Announcing Streetwise Live! Events
Source: Streetwise Reports (07/13/2020)

Streetwise Reports is offering 100 investors—at no charge—the opportunity to meet via Zoom with executives of precious metals companies as they discuss recent developments at their companies and upcoming catalysts.

"China's export quota could be opportunity for Canadian miners"

Latin America: Six Gold Juniors Amass 100M+ Ounces
Source: Marc Davis, BNW News (05/25/2010)

Latin America, the world's last great mineral frontier for prolific gold discoveries, is proving a godsend for some lucky investors.

Mexico: Gold's Next Powerhouse Player
Source: Marc Davis, BNW News (11/03/2009)

As the world's key gold producing nations struggle mostly in vain to replenish dwindling below-ground supplies, Mexico is bucking the trend in a big way.

Where Have All the Gold Mines Gone?
Source: Brent Cook, Exploration Insights (04/14/2009)

Given the declining global gold production, mining companies’ demand for reserve replacement and the acute dearth of new gold discoveries, there is no doubt that real economic discoveries will be exceptionally valuable. . .the opportunity for stellar profits is the best it has probably ever been. Identifying the few successes, however, will require vigilant and constant technical assessment of geology and drill results, always with an eye to mine economics.

Congo Completes Mining Review, Says Majors Quit Talks
Source: Reuters (12/20/2008)

"Review process is extended an additional 45 days to allow six companies to return to the negotiating table for direct talks with government ministers."

I haven’t spoken to my old mining stock friend, noted and universally respected gold stock guru, Bob Bishop, about Rare Element in a year, but I hear he is still a supporter and very large shareholder. I don’t believe he will hold it against me to remind you that this was one of his favorite holdings when he left the newsletter writing business. . .

It's Only the Beginning for Uranium
Source: www.financialinsights.com (06/03/2005)

Dr. Richard S. Appel, author of Financial Insights, first became bullish on uranium in mid-2003, when it appeared obvious that its supply versus demand equation was fated to seriously drive higher its price. Since then, a series of events in the uranium industry has led Appel to believe that uranium prices will reach never before seen levels.

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