Ti e energy event preso 11 03

“After the Hype”

Market Trends and Opportunities in The Cleantech Revolution

3rd November 2011

“After the Hype”Market Trends and Opportunities in The Cleantech Revolution

Human evolution is natural

And so is consumption of resources

And so is the nature of new ideas


Down but not dead


$475B in 2007 to $140B in 2011 $140B in 2007 to $370B in 2011

Was 2007 a hype?Is it undervalued today?Will it come to real valuation any time soon?


Cleantech is not one single technology. It is a huge undefined

market space.

What are the trends in Solar / Wind / Energy management / Energy

consumption, Energy analytics and so on?


Every geographic region has its own deployment challenges and economic incentives.

Which regions / countries or market segments presents the most interesting opportunities?


Solar is cloudy today!

Modules prices have dropped >30%. Wafer prices have fallen >50%. Companies are going bankrupt. Challenge to many other technologies.

Is it good for the industry? What are the opportunities?


This is what we think Selectively in the areas of ………….

Investing or IPO


THNAK YOUQUESTIONS

Ti e energy event preso 11 03

Technology

Transcript of Ti e energy event preso 11 03