新エネベンチャー ネタ あれこれ

あれこれベンチャーネタを棚浚えです。

1. Axiom Asiaというシンガポールの一号ファンドが$440Ｍでクローズしました。Limited partners include the William and Flora Hewlett Foundation and Comprehensive Financial Management, while Probitas Partners served as placement agent.

www.axiomasia.com

2. マレーシア政府はバイオ燃料法案で行く一方、シンガポールはソーラーResearchにUS$100M以上突っ込むとのこと

The Singapore government decided to commit SGD 170m (USD 111m) into solar research while the Malaysian government announced plans to implement the Biofuel Industrial Bill at the end of 2007. Major biodiesel producer Indonesia signed a pact with the world leader in biofuels Brazil for the latter to provide technical help to produce sugarcane ethanol. The Indonesian government has earmarked USD 1.4bn for agricultural subsidies and recently signed agreements totaling USD 12.4bn for development of biofuels.

3. Big deals

3.1 ethanol company Martinho’s USD 200m IPO in Brazil

3.2 the agreement by Reliance Energy and Suzlon to set up a USD 202m, 150MW wind project in Maharashtra, India

3.3 Royal Nedalco’s plan to build a USD 195m cellulosic ethanol plant in the Dutch town of Sas van Gent.

4. Last week in China, vertically integrated PV manufacturer Yingli Solar finally filed an application with the US Securities and Exchange Commission for a NYSE IPO. Previous reports have placed the amount it hopes to raise at USD 400m, though delays in the listing process have ensured that it is only the latest in a long line of Chinese PV IPOs, and the market may be more discriminating than it was at first.

5. Two Chinese solar companies revealed mixed results for 2006. PV cell and module manufacturer Suntech Power more than tripled its net income, and was one of very few companies reporting higher sales prices for modules in Q4 2006 than in Q3 2006. PV module manufacturer and silicon recycler Canadian Solar (NASDAQ: CSIQ) posted a net loss of USD 9.5m despite higher revenues, citing falling module prices, higher costs of raw materials and expenses relating to becoming a public company in November 2006. Much of Canadian Solar’s raw material supply was purchased in Q3 2006, and it believes that it may be able to get supply contracts at lower prices in the first half of 2007, suggesting that the falling module prices are already having an

effect upstream in the value chain. Suntech’s boast that it has already secured more silicon than it requires to meet its 2007 targets may yet come back to haunt it.

6. In the Indian subcontinent, the focus was on wind turbine maker Suzlon.

It now faces a dilemma because French rival Areva (PAR: AREVA) upped its offer for German wind turbine manufacturer REpower (RPW) to EUR 1.1bn (USD 1.5bn). The tug of war between Areva and Suzlon continued to amaze analysts and the media alike, as rumours floated that the latter was planning to raise its bid for REpower to EUR 1.3bn (USD 1.7bn). Reacting to the market rumours, Suzlon’s shares fell more than 5% on the Bombay Stock Exchange.

7. The past week even saw small countries like Nepal appear on the radar, when the governments of Denmark and Norway pledged approximately NPR 3bn (USD 44.5m) to support renewable energy in the region over a five-year period. The grant will fund programs focusing on biomass, mini-hydro and solar home systems.

8. biofuels project developer Australian Renewable Fuels (ASX: ARW) announced plans to raise AUD 14.8m (USD 11.5m) via a share placement and rights issues. The company says that the funds will be used for infrastructure development for the company's two production facilities, for

general working capital and to retire debt.

9. Another biodiesel producer, Australian Biodiesel Group, has decided to raise AUD 15.9m (USD 12.4m) via a conditional non-renounceable rights issue. This is to finance and implement a revised business plan following “regulatory and other changes to the Australian biodiesel market during 2006 that had negatively impacted on the industry and the company’s performance.”