Scott Edward Anderson A Tale of Two Cleantech Companies

A Tale of Two Cleantech CompaniesA case study of what leads to a successful exit or a stunning failure presented by Scott Edward Anderson The Green Skeptic/VerdeStrategy IMPACT 2011 November 30 Philadelphia, PA

Chapter One: The Failure

The New Shape of Solar?

More surface = more kW

3Big Bets

High price of polysilicon

Rapid adoption

Lack of competition

3Critical Misreads

$450/kg > $50/kg

Average Price 2008 Solyndra Price Average Price Today Infographic: One Block Off the Grid

Expensive manufacturing

US vs. China

Some perspective on the loan* *Loan guarantees to Enron = >$1BInfographic: One Block Off the Grid

The Market Won

Chapter Two: The Success

Solving a Pain + Providing a Profit

Demand Response 101

3Success Factors

Defined market“with room”

Clear regulatory path

Customer-focusedsolution + benefit ($)

Growth = Strong Positioning

Investor strengthenedmanagement team

Channel Partners vs.Sales Force

Stayed lean, capitalefficient

Successful Exit

Thoughts? Scott Edward Anderson scott@verdestrategy.com @greenskepticThis work is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 3.0 UnportedLicense. To view a copy of this license, visit http://creativecommons.org/licenses/by-nc-sa/3.0/ or send aletter to Creative Commons, 444 Castro Street, Suite 900, Mountain View, California, 94041, USA.

http://www.thegreenskeptic.com	433
http://theenergycollective.com	159
http://feeds.feedburner.com	10
http://www.linkedin.com	3
http://edwardsianism.rssing.com	2
http://wfcub.thetechnolust.appspot.com	1

Scott Edward Anderson A Tale of Two Cleantech Companies

by Scott Edward Anderson

Accessibility

Categories

Upload Details

Usage Rights

6 Embeds 608

Statistics