BIG, BAD DRIVERS• Economic Instability/Collapse scenarios• Government Corruption & Ineptitude• Social Upheaval• The Drums of War• Resource Depletion• Climate Change London youth riots, 2011
Can Capitalism Reinvent Itself, Renew the Economic Paradigm, and Help Save Humanity?
Clean Energy: Consistent Growth• 2011: SOLAR SURGE• USA number 1 again• $260B record global investment
2011 Clean Energy Stats• US total investment overtakes China for first time since 08, up 33% to $55B vs China’s $47.4B (1% growth)• Europe nudges up 3% to $100.2B• India growth rate leader, 52% jump to $10.3B• Brazil adds 15% to $8.2B• $75B in wind power (down 17% from 2011)• PV module prices fell 50%• Smart-grid etc to $19.2B, down 17% from 2010• Biofuels edges up to $9B• Waste-to-energy down 18% to $10.8B• Geothermal down from $3.2B to $2.8B• Small hydro fell 25% to $3B Source: Bloomberg• 1 trillionth dollar invested New Energy Finance• But, NEX falls 40%, share prices hit hard
2012 Q1… • The Bad: Contraction; Lowest overall cleantech investment for a quarter since 2008 Q1 • The Good: Record setting Q for hybrid and electric car sales in the USA Q2…?
Carbon, Credits, Ecosystems“The best time to plant a tree was 20 years ago… The next best time is today” –Chinese proverb
PES: Payments for Ecosystem Services Focus: Forest Carbon • 2010 total transaction value (voluntary & compliance markets) was $178 million • 30 million tons of CO2-e contractedPublishes annual State of the • Historical total climbs to 75Forest Carbon Markets report MtCO2e, equal to $432M and 8M hectares • Average per unit price rose to $5.50/tCO2e • Over-supply issue concerns; policymakers need to act
Biomass & Biofuels• Renewable• Resource Renewal• Land-use Planning• Bio-Technology• Developing World• Utilize Existing Technology• $100B investment by 2021 (Pike Research)• Main Challenge: Feedstock• Main Opportunity: Peak Oil
Agriculture/Aquaculture“You should find yourself a nice farmer and hook up with him or her,because that’s where the money’s going to be in the next couple ofdecades.” –Jim Rogers, Rogers Int’l Commodities Index "Aquaculture, not the Internet, represents the most promising investment opportunity of the 21st century" -Nobel laureate and economist, Peter Drucker (Nov 19, 1909 – Nov 11, 2005)
Electric Vehicles“Electrification is a marathon, not a sprint,” Mike Tinskey, Ford Motors EV
Global Energy Technology Group California leader in sustainable aquaculture (IPO share equity)Tilapia, shrimp, DIY feed, DIY electricity, DIY oil, carbon credits, LA and San Fran markets
Syntronix Energy Systems• A BC clean energy angel investmentopportunity• Providing lithium-ion control systems foroff-grid battery storage (green or diesel)• $200k Phase 1, $1.4M phase 2• Brings off-grid applications into the 21stcentury• Generous projected ROI
Bedford BiofuelsInvestment SummaryClass B Non-voting SharesMinimum investment: $4,000,with additional incrementalinvestments of $800 thereafterMaximum Offering:$83,000,000Profit distribution split is 75%investor/25%Bedford paid as an annualdividend Anticipated 20%+ annual return at fullConditional liquidation crop maturityavailable after five years RRSP, RRIF, LIRA, TFSA eligible
ECO2 International • Kiri Tree Plantation Network • Fast-growing, 7 year rotations • Timber & Carbon revenues • Australia & USA based • Extensive international land- partner network • Multiple investment options
Living Forest Communities • Cowichan Valley, Vancouver Is. • Ecoforestry, Conservation, Real Estate, Small-scale Agriculture • 2nd project in the ‘Conservation Community’ model (1st Cortes Is) •Equity Opportunities •Building parcels from $245k
Green Automotive Company• CaliforniaCompany• To be publicly traded on theOTCBB• Focus on Distribution, notmanufacturing• Negotiating agreements withAsian and European ElectricManufacturing and Conversioncompanies• Presently considering $20M offer,introduced by TreePower