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.
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