For Entrepreneurs, Capital Providers, and Co-investors Accelerating Sustainable Industry

Tidal Wave of Transition News

Tidal Wave of Transition News

A few days ago I wrote about how price is no longer a discussion in the energy transition. Now that new energy sources are cheaper, it is simply good business for Fortune 500 corporations to commit to renewables. In the past 7 days the headlines have shown that these large corporations are fully embracing the …

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… this time is different

… this time is different

In June 2007 John Doerr took stage for a Ted talk and got emotional talking about climate change. The battle was on and cleantech 1.0 momentum was in early innings. I now look back to speeches like this one, press highlights, old investment memorandums, etc. and almost EVERY message was based on price. So many …

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Sunday Sales Series 3 – Utility Scale Solar O&M

Sunday Sales Series 3 – Utility Scale Solar O&M

This will be a 4-part mini-series on utility scale O&M. There are 4 different types of O&M where standardization is occurring: Utility Scale Solar: priced per MW Utility Scale Wind: priced per turbine Utility Scale Distribution: priced per pole, or per mile inspected Still developing segments: battery O&M; utility-owned rooftop O&M I am starting in …

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A ChargePoint SPAC is Great News

A ChargePoint SPAC is Great News

News outlets have recently indicated that ChargePoint is going public via a Reverse Merger (SPAC) call Switchback Energy Acquisition. (SBE) Why is ChargePoint a good SPAC target? Right now there are about 90,000 public chargers in North America and ChargePoint represents about 30-40% of that network. If you believe that mobility is moving from hydrocarbon …

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Rockwell Automation: M&A Ready, Set, Go

Rockwell Automation: M&A Ready, Set, Go

The purpose for this (and other upcoming) analysis is to highlight the traditional industrial technology firms that are re-accelerating growth through M&A. Hopefully this information is useful to start-ups that address the industrial technology market. Over the next few weeks, I will be highlighting the top 3 firms, beginning today with Rockwell Automation. Rockwell Automation …

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Innovation = 30% Revenue from New Products?

Innovation = 30% Revenue from New Products?

A company’s ability to innovate can be witnessed by studying the firm’s ability to develop and commercialize new products. Accordingly, select financial analysts look quantify innovation by identifying the new product revenue contribution to a company’s total revenue. “New products” is generally defined as products created and distributed for the first time in the past …

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