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Emerging Growth Research, Llp

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Emerging Growth Research, Llp

  1. 1. <ul><li>OUR TOP PICK TO PLAY THE BOOMING MARKET FOR CFLS </li></ul><ul><li>OUR TOP PICKS TO PLAY THE DEVELOPING MARKET FOR LEDS </li></ul><ul><li>PureSpectrum, Inc (PSPM) </li></ul><ul><li>Cree, Inc (Cree) </li></ul><ul><li>Lighting Science Group (LSCG) </li></ul>
  2. 2. <ul><li>Basic Factors for Technological Change: </li></ul><ul><li>Rapidly accelerating prices for energy </li></ul><ul><li>Desire among individuals and corporations to reduce the impact mankind is having on the environment </li></ul><ul><li>Rapid Advancement in Lighting Technology: </li></ul><ul><li>Modern Electronic Ballast </li></ul><ul><li>Better CFLs Technology </li></ul><ul><li>Prices for LED Technology Fall, But Still High </li></ul><ul><li>Government Initiatives: </li></ul><ul><li>U.S. Virtual Ban on Incandescent Bulbs </li></ul><ul><li>EU Efforts to Reduce Green House Gases </li></ul><ul><li>China Agrees to Cut Future Incandescent Production </li></ul>
  3. 3. <ul><li>Significant trend toward adoption of Compact Fluorescent Lamps (CFL), which both reduce power usage and the emission of greenhouse gases </li></ul><ul><li>Businesses are active in seeking ways to reduce lighting expenses – bulb and ballast replacements are common methods </li></ul><ul><li>There will be a huge market for LED (Light Emitting Diode) lamp technologies, but cost are currently high, which limit mass adoption </li></ul><ul><li>Investment Themes in Thee Main Areas: </li></ul><ul><li>CFL adoption and technological innovation </li></ul><ul><li>Advanced ballast technology aimed at commercial sector </li></ul><ul><li>Development of a robust market for LEDs </li></ul>
  4. 4. CFLs Offer Significant Cost Savings:
  5. 5. <ul><li>Issues Regarding Implementation of CFLs: </li></ul><ul><li>Technical Issues with CFLs – Lack of Instant “On”, Flickering, Short Bulb Life, Poor Light Quality and Most Importantly, Lack of “Dimmability” </li></ul><ul><li>CFLs Still Cost More - Production Costs and Prices Must Come Down </li></ul><ul><li>Low Power Factors - The amount of energy a utility must generate in order to provide a certain level of watts – a developing major issue </li></ul><ul><li>Technologies to Build a Better CFL are Need by the Industry </li></ul>
  6. 6. <ul><li>Significant Investment Opportunities in CFLs: </li></ul>Our Top Pick to Play CFL Adoption: PureSpectrum, Inc - Ticker:(PSPM) PureSpectrum, Inc. holds a significant portfolio of patents centering around CFLs and ballast technology. The company has announced it is talks with major lighting suppliers who are seeking to acquire or license the company’s technology. The company controls the technology to build a better and truly “dimmable” CFL .
  7. 7. <ul><li>Significant Investment Opportunities in LEDs: </li></ul><ul><li>Our Two Top Stock Recommendations in the Fast Growing LED Industry; </li></ul><ul><li>Cree, Inc - Ticker: (CREE) </li></ul><ul><li>The company’s mission is to accelerate the adoption and evolution of LEDs into high-volume general lighting applications. This is the “Best of Breed” pick within the LED industry. </li></ul><ul><li>Lighting Science Group Corp – Ticker: (LSCG) </li></ul><ul><li>The company recently acquired the assets of Lamina Lighting, Inc., which should allow </li></ul><ul><li>it to meaningfully expand its product portfolio and supply chain. We expect this company to see strong revenue growth in the LED-related lighting market over the coming years. </li></ul>

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