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Expatbrat, I suggest this article. https://techcrunch.com/2021/12/09/why-the-next-big-entrepreneur-must-come-from-climate-tech/ and this as a source of great resources https://climatetechvc.org/
No-one knows who the big winners will eventually be this early in the race. However my take is that you need not worry too much about scoring the no1 at all costs.
Unlike the scenario in 1995 when Tesla had to go some way to remind us and sell the "Green is better" messaging , now the situation is that "Green is painfully needed, like yesterday!!". Look at VC activity in the space, they all smell blood and are literally throwing money at the right ideas while fussing very little at the lack of execution experience. In short supply and demand realities forcing them not to be less " VC picky" given the sea change on the way.
expatbrat seems like the type of person that watches dart tournaments...never take them seriously
Personally I think VLS see value in the company. This is only my opinion but I think the issue back in the Shell prospective days is they wanted to use their muscle to force VLS into "giving the company" or majority of JV into their hands. VLS don't want to "give" the company away unless the price is right and to the right investor which comes with time. Which is a good thing. Only my speculation though.
Your philosophical comment has some merit however we are not suggesting VLS are leaders. VLS are firm followers yet still cannot find the strategic investors the other players have the ability to do. Clearly, the innocent investors such as those on this board (me included) are not privy to the detail, but the financiers and fund investors are and they have declined to ‘get on board’ with VLS, and prefer to seek better, more qualified developers with whom to partner.
VLS will continue to leech off repetitive placings for the foreseeable, just like they’ve been doing for years.
Expat your attitude of because they haven't done it before means it can never happen is totally insane, many if not most great things in this world have come from those that have never done it before. Would you have said the same about Elon Musk and Jeff Bazos or Branson when they were starting out? You need to let go of your narrow minded view of this argument, its weak and has been disproved countless times in history.
**orders.
My point is, the industry is in its infancy and ore et s are for future deliveries and include an element of plant/infrastructure build completion.
The tide lifts all boats as always is the case with first entrants. Then eventually natural selection occurs through consolidation as more and more me-too players rush in for gold.
This is like oil in 1915 all over …just get in, no one knows for sure who the Shells and BPs will be, but everyone will win at least for a few years
Gevo has fully integrated proven technology and a commercial scale plant. VLS has one piece of a complex process and two flashy computer generated images of commercial plants.
The pricing is all relative.
Is the latest reminder that this is basement prices for green fuel stocks. People will be chasing again in no time.
Green agenda on a short virtual hold (and rightly so) with more pandemic scares. As those fears subside, we'll be back to green talk around the clock. Energy transition oblige, this early in the green rush picking the right horses will bring in some seriously crazy multi-bagging.