Comments on: Cleantech Partly to Blame for the Lack of Venture-Backed IPOs http://earth2tech.com/2008/06/29/thank-cleantech-for-the-lack-of-venture-backed-ipos/ Helping the Earth with Technology Mon, 23 Nov 2009 05:01:52 +0000 http://wordpress.com/ hourly 1 By: Venture-backed IPO’s: Who needs ‘em? « HEC Paris Private Equity and Venture Capital Club Blog http://earth2tech.com/2008/06/29/thank-cleantech-for-the-lack-of-venture-backed-ipos/#comment-15028 Venture-backed IPO’s: Who needs ‘em? « HEC Paris Private Equity and Venture Capital Club Blog Sat, 02 Aug 2008 11:43:49 +0000 http://earth2tech.com/?p=2614#comment-15028 <p>[...] same space.  Much of that has to do with an ever increasing amount of money being funneled into certain attractive sectors, as well as the length from investment to IPO taking longer and longer. Possibly related posts: [...]</p> [...] same space.  Much of that has to do with an ever increasing amount of money being funneled into certain attractive sectors, as well as the length from investment to IPO taking longer and longer. Possibly related posts: [...]

]]> By: New Energy World Network (NEW Net) » Blog Archive » Debunking some of the myths around cleantech venture capital http://earth2tech.com/2008/06/29/thank-cleantech-for-the-lack-of-venture-backed-ipos/#comment-14381 New Energy World Network (NEW Net) » Blog Archive » Debunking some of the myths around cleantech venture capital Tue, 22 Jul 2008 15:20:39 +0000 http://earth2tech.com/?p=2614#comment-14381 <p>[...] The myths being thrown around about cleantech venture capital perhaps reached a new height of silliness this weekend, with a NYT article which suggested that cleantech venture capital is responsible for the lack of VC-backed IPOs in the last quarter (also mentioned in this Earth2Tech post). [...]</p> [...] The myths being thrown around about cleantech venture capital perhaps reached a new height of silliness this weekend, with a NYT article which suggested that cleantech venture capital is responsible for the lack of VC-backed IPOs in the last quarter (also mentioned in this Earth2Tech post). [...]

]]> By: Cleantech Bucks the Downturn: Thank Algae, Solar Thermal « Earth2Tech http://earth2tech.com/2008/06/29/thank-cleantech-for-the-lack-of-venture-backed-ipos/#comment-13600 Cleantech Bucks the Downturn: Thank Algae, Solar Thermal « Earth2Tech Tue, 08 Jul 2008 18:02:27 +0000 http://earth2tech.com/?p=2614#comment-13600 <p>[...] compared to the fourth quarter of 2007, and was also down from the same quarter a year earlier. And not a single venture-backed company went public in the second quarter of this year, according to the National Venture Capital [...]</p> [...] compared to the fourth quarter of 2007, and was also down from the same quarter a year earlier. And not a single venture-backed company went public in the second quarter of this year, according to the National Venture Capital [...]

]]> By: Energy Recovery IPO Pricing Could Signal Better Things to Come « Earth2Tech http://earth2tech.com/2008/06/29/thank-cleantech-for-the-lack-of-venture-backed-ipos/#comment-13314 Energy Recovery IPO Pricing Could Signal Better Things to Come « Earth2Tech Wed, 02 Jul 2008 14:48:16 +0000 http://earth2tech.com/?p=2614#comment-13314 <p>[...] Fehrenbacher No Comments Posted July 2nd, 2008 at 7:47 am in Big Green While last quarter, not a single venture-backed company hit the public markets, today’s IPO of energy-efficient water desalination company Energy Recovery could be a sign [...]</p> [...] Fehrenbacher No Comments Posted July 2nd, 2008 at 7:47 am in Big Green While last quarter, not a single venture-backed company hit the public markets, today’s IPO of energy-efficient water desalination company Energy Recovery could be a sign [...]

]]> By: Greentech Media: Cleantech Investing » Blog Archive » Debunking some of the myths around cleantech venture capital http://earth2tech.com/2008/06/29/thank-cleantech-for-the-lack-of-venture-backed-ipos/#comment-13208 Greentech Media: Cleantech Investing » Blog Archive » Debunking some of the myths around cleantech venture capital Mon, 30 Jun 2008 18:28:03 +0000 http://earth2tech.com/?p=2614#comment-13208 <p>[...] The myths being thrown around about cleantech venture capital perhaps reached a new height of silliness this weekend, with a NYT article which suggested that cleantech venture capital is responsible for the lack of VC-backed IPOs in the last quarter (also mentioned in this Earth2Tech post). [...]</p> [...] The myths being thrown around about cleantech venture capital perhaps reached a new height of silliness this weekend, with a NYT article which suggested that cleantech venture capital is responsible for the lack of VC-backed IPOs in the last quarter (also mentioned in this Earth2Tech post). [...]

]]> By: The Daily Five: Monday, 30 June, 2008 | EcoTech Daily http://earth2tech.com/2008/06/29/thank-cleantech-for-the-lack-of-venture-backed-ipos/#comment-13189 The Daily Five: Monday, 30 June, 2008 | EcoTech Daily Mon, 30 Jun 2008 09:31:23 +0000 http://earth2tech.com/?p=2614#comment-13189 <p>[...] Cleantech Partly to Blame for the Lack of Venture-Backed IPOs: Is CleanTech killing the venture-based IPO? Some analysts are wondering if the striking dearth of IPOs last quarter bodes ill for the venture capital world’s fascination with green tech. No venture-backed companies went public in the second quarter. An article in the weekend’s New York Times speculates that clean technologies may simply be taking longer to mature than market sectors traditionally exploited by venture firms. If that’s the case, today’s IPO bust could swing to a boom as dozens of young companies emerge from the development pipeline in 3 to 5 years. (Earth2Tech) [...]</p> [...] Cleantech Partly to Blame for the Lack of Venture-Backed IPOs: Is CleanTech killing the venture-based IPO? Some analysts are wondering if the striking dearth of IPOs last quarter bodes ill for the venture capital world’s fascination with green tech. No venture-backed companies went public in the second quarter. An article in the weekend’s New York Times speculates that clean technologies may simply be taking longer to mature than market sectors traditionally exploited by venture firms. If that’s the case, today’s IPO bust could swing to a boom as dozens of young companies emerge from the development pipeline in 3 to 5 years. (Earth2Tech) [...]

]]> By: Paul http://earth2tech.com/2008/06/29/thank-cleantech-for-the-lack-of-venture-backed-ipos/#comment-13188 Paul Mon, 30 Jun 2008 07:28:23 +0000 http://earth2tech.com/?p=2614#comment-13188 <p>Come on, more positive spin on the article please!! I would have thought it would seem blatantly obvious that clean tech companies take longer to get to market, they are based on physics and require actual hardware development and manufacturing capacity before they can launch product, unlike the torrent of Internet ad plays the VC industry has been backing for years that are almost 100% software code based ventures and can start-up on any generic web server! Cleantech requires abit more time and investment to develop but the global transition from fossil fuels to electric vehicles, for example, could potentially dwarf the PC boom by a factor of 10x. (based on average PC price $3k, average EV car price $30k) with potential sales of over 2 Billion EVs globally in the next 10-20 years.</p> Come on, more positive spin on the article please!! I would have thought it would seem blatantly obvious that clean tech companies take longer to get to market, they are based on physics and require actual hardware development and manufacturing capacity before they can launch product, unlike the torrent of Internet ad plays the VC industry has been backing for years that are almost 100% software code based ventures and can start-up on any generic web server! Cleantech requires abit more time and investment to develop but the global transition from fossil fuels to electric vehicles, for example, could potentially dwarf the PC boom by a factor of 10x. (based on average PC price $3k, average EV car price $30k) with potential sales of over 2 Billion EVs globally in the next 10-20 years.

]]> By: Katie Fehrenbacher http://earth2tech.com/2008/06/29/thank-cleantech-for-the-lack-of-venture-backed-ipos/#comment-13185 Katie Fehrenbacher Mon, 30 Jun 2008 05:32:03 +0000 http://earth2tech.com/?p=2614#comment-13185 <p>Point taken. I tweaked the headline.</p> Point taken. I tweaked the headline.

]]> By: Rob http://earth2tech.com/2008/06/29/thank-cleantech-for-the-lack-of-venture-backed-ipos/#comment-13183 Rob Mon, 30 Jun 2008 05:17:09 +0000 http://earth2tech.com/?p=2614#comment-13183 <p>That still doesn't explain why 90% of VC non-clean tech investments can't access the IPO market. Your headline is misleading.</p> That still doesn’t explain why 90% of VC non-clean tech investments can’t access the IPO market. Your headline is misleading.

]]> By: Katie Fehrenbacher http://earth2tech.com/2008/06/29/thank-cleantech-for-the-lack-of-venture-backed-ipos/#comment-13177 Katie Fehrenbacher Mon, 30 Jun 2008 03:17:28 +0000 http://earth2tech.com/?p=2614#comment-13177 <p>Rob, Like I said in the post, the cleantech claim is only "partly to blame". But the Times article does refer to the long maturity of alternative energy startups several times as a reason for a lack of venture-backed IPOs.</p> Rob, Like I said in the post, the cleantech claim is only “partly to blame”. But the Times article does refer to the long maturity of alternative energy startups several times as a reason for a lack of venture-backed IPOs.

]]> By: Rob http://earth2tech.com/2008/06/29/thank-cleantech-for-the-lack-of-venture-backed-ipos/#comment-13176 Rob Mon, 30 Jun 2008 01:45:10 +0000 http://earth2tech.com/?p=2614#comment-13176 <p>Wow, interesting way to interpret the data in Kedrosky's article... two points: 1. CleanTech represents less than 10% of VC investment. 2. Given the 7-10 year typical IPO horizon from initial VC investment, the recent Clean Tech "boom" could hardly be held to task for the dearth of IPO exits.</p> <p>What was the investment de jour 5 years ago, where the exits should now be happening?</p> <p>I'd be curious to look at VC backed solar vs. VC backed Web2.0 on the IPO market.</p> <p>I'd say the point of the article is this: internet IPO's aren't happening anymore, and VC's need new markets to invest. No news there.</p> Wow, interesting way to interpret the data in Kedrosky’s article… two points:
1. CleanTech represents less than 10% of VC investment.
2. Given the 7-10 year typical IPO horizon from initial VC investment, the recent Clean Tech “boom” could hardly be held to task for the dearth of IPO exits.

What was the investment de jour 5 years ago, where the exits should now be happening?

I’d be curious to look at VC backed solar vs. VC backed Web2.0 on the IPO market.

I’d say the point of the article is this: internet IPO’s aren’t happening anymore, and VC’s need new markets to invest. No news there.

]]> By: Deep Patel http://earth2tech.com/2008/06/29/thank-cleantech-for-the-lack-of-venture-backed-ipos/#comment-13174 Deep Patel Mon, 30 Jun 2008 00:23:19 +0000 http://earth2tech.com/?p=2614#comment-13174 <p>there is an IPO market for clean tech, sure its limited right now to the companies at the top of the supply chain (silicon refiners and solar panel manufacturers) although as clean technology becomes mainstream (which is at least another 5 years into the future) the public will start seeing an robust pipeline of companies maturing into IPOs. Just give it time, its still early, clean tech needs time to develop just like another technology.</p> there is an IPO market for clean tech, sure its limited right now to the companies at the top of the supply chain (silicon refiners and solar panel manufacturers) although as clean technology becomes mainstream (which is at least another 5 years into the future) the public will start seeing an robust pipeline of companies maturing into IPOs. Just give it time, its still early, clean tech needs time to develop just like another technology.

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