Company Approach
We believe that our sectors of focus present opportunities for long term, sustainable investments for investors.
As we move from downstream infrastructure to mid-stream project development and then upstream to CleanTech, in general, investment risks and returns are correlated. Our investment skills and portfolio management are highly leverageable and create synergies across the value chain. In summary, we can broadly analyse our areas of investment focus into three categories:
- Renewable Energy infrastructure
- Investments are driven by regulation, proven technologies, large initial capex and long term stable cash flows
- Decisions on technology provider and thorough diligence of energy resources are key drivers for financial return
- Management issues less correlated to outcome
- Investments into project development companies
- Financing “running around money” and resource & technical studies
- Management support and development team is crucial to success
- During development process technology evaluation important to define viability of projects
- Investment into CleanTech companies
- Requires understanding of technologies and their realistic market opportunities, especially an objective and prudent assessment of product launch and acceptance cycles and working capital needs
- Management team with ability to focus on and manage growth is a key success factor
- Being familiar with “upstream decision making” is a key value added that SI Capital brings to CleanTech companies
