Rupert Merer, Cleantech Investment Analyst Predicts Growth in 2011
This article is a summary of a recent Globe and Mail article, as well as a MaRS clean-tech industry presentation by Rupert Merer and Jeremy Mersereau of National Bank Financial, dated November 19, 2010. Links to these can be found at the end.
Rupert Merer, National Bank Financial’s lead clean-tech analyst and the defacto clean/green technology and energy investment expert in Canada, says things are looking up for cleantech in 2011. According to a Globe and Mail article (January 1, 2011) featuring the clean energy and technology investment guru, it’s the small-cap, early-stage clean-tech and energy companies specifically that will fair better. 2010, he said was a better year for the larger companies.
This is excellent news for the investee companies of GreenAngel Energy’s portfolio. GreenAngel has significant stakes in 6 small-cap, early-stage green energy technology companies. The portfolio is highly diversified and features companies in 6 individual clean-tech industries. Merer, and most other clean-tech industry analysts believe that the area is ripe for consolidation, seeing companies with strategic assets being bought for a premium. Light Based Technologies, a company that the directors of GreenAngel hold a significant amount of promise for, currently holds more than a dozen strategic patents in the
GreenAngel Energy (TSX.V:GAE) is a publicly listed company that gives retail investors access to this promising venture-stage green energy technology market.
Merer runs what is arguably the largest and best Canadian team of analysts focusing on the clean energy technology investment sector. The team’s bets are on companies focused on transportation (like Rapid Electric Vehicles and Delaware Power Systems), Biofuels (like Paradigm Environmental Technologies), Smartgrid/energy efficiency technology (again Rapid Electric Vehicles), and companies offering OEM opportunities.
The green energy team at National Bank and the Cleantech Group say the venture capital investment in clean-tech was close to 7.8 billion in 2010. This comes as the USA is heavily focused on reducing their dependence on foreign oil. It is a well known idea that reducing oil and coal energy will not come with a single clean replacement, but a combination of green energy sources (wind, solar, geothermal), and an emphasis on technologies that increase energy efficiency.
MaRS Valuations in the Cleantech Industry November 19, 2010 Slideshow
Globe and Mail Article Featuring Rubert Merer, Cleantech Analyst