Some good posts here. It will be of key importance if and when...

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.