Ecosummit TV – ECO11 – Frank Siebke – Good Energies – Cleantech VC

In his talk “PV – Is the Party Over?” at Ecosummit 2011, Frank Siebke, Investment Director at Good Energies, gives a detailed overview of the current and future trends of the PV industry from an investor’s point of view. Frank says that the party is not over yet, solar has still a huge potential. After polycrystalline silicon solar (1G) and thin-film solar (2G) now we enter the third solar technology generation (3G) which is organic PV (OPV).

However, VCs are very careful which solar technologies and startups they back as the competition has grown significantly. Only disruptive solar technologies with a strong USP and a super strong management team will get VC money. The IPO market is rather closed for “me too” PV players. I am still grateful to Frank because he recommended Shimpei Yamashita of Sumitomo as ECO11 speaker.

Ecosummit TV – ECO11 – Frank Siebke – Good Energies – PV – Is the Party Over? – Part 1

Ecosummit TV – ECO11 – Frank Siebke – Good Energies – PV – Is the Party Over? – Part 2


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