Ann: Moten Power Update , page-38

Some good posts here. It will be of key importance if and when the funding from Molten comes through. I wait with baited breath.

I thought biache's portfolio was interesting. I have holdings in infrastructure and telecommunications as more defensive investments. However, I'm really interested in clean tech as a long term growth investment (also its ethical).

Within clean tech, I'm currently sitting like this (percentages are overall portfolio, and reflect current value)

CFU - 20%
IFN - 10%
EHR - 10%
COZ - 5%

I also own fairly insignificant amounts of PAXOA and unlisted GER options.

As it happens, I bought all these holdings at close to their current value, except for EHR.

I thought biache might be a bit overweight on geothermal with his target portfolio, although I agree strongly with his position on EHR, and I'm sure it has been a profitable one.

My portfolio is usually > 55% in clean tech, so I'm looking to buy this year. I'm strongly considering PAX ordinary shares. I think that the Molten funding is of absolutely key importance though.

Watching it closely.