high risk long term investments
TRANSCRIPT
High risk long-term
investments
Valters Bondars
Venture capital Stocks that everybody says “if I’d bought X at Y time I would be very rich right now”
Stocks that have huge potential Technological advancements Products that make life easier Products that can be used by the public
High risk long-term investments
Microsoft
MS DOS and Windows 1.0
Windows 95
Most Innovative AwardMS Office,
Windows 3.0 and 90% PC market share
MS Works
Apple
iPod iTunes Colour iPods, iPod mini
iPhone
iPod Nano, iPod Shuffle and 76% of the portable music
device market
Activehotels.com and Booking.com Booking.com has a 47% market share Net income in 2008 – 185 million $, 2010 –
528 million $, 2011 – 1 billion $, 2012 – 1.4 billion $
Priceline.com
Technological advancements
Tesla Motors
QUALCOMM
Medical advancements
Sirona Dental Systems
Cerner Corporation
Medical applications from other fields
Intuitive Surgical
Varian Medical Systems
Public perception because of Fukushima Safety and nuclear waste Use in weapons of mass destruction Old technology from the 50s Light water reactors (LWRs) Uranium Thorium
Nuclear Power
Named after the Norse god Thor Discovered in 1828 As common as lead and small amounts can
be found in most rocks and soils Research stopped in 1973 because of no
military potential Has potential as a nuclear fuel It has been gaining interest from a few
countries
Introduction to Thorium
No greenhouse gas emissions Safety Less waste Thorium is abundant Potentially low costs in both building and
running plants Can be used in hydrogen production and
water desalinization Hard to make nuclear weapons
The advantages of Thorium
High R&D costs Very long-term Corrosion risks Reprocessing Uranium-233 is challenging Costs of changing nuclear infrastructure
Disadvantages
Comparison between LFTRs and LWRs
India’s three-stage fuel-cycle plan: PHWRs in 2012, FBRs in 2016 and AHWRs in 2020
China’s investment of 400 million $ and plans to build commercially viable plants in 2030
Norway: Thor Energy US collaborating with China but attempts to
get funding were unsuccessful UK: “Thorium does not currently have a role
to play”
Research
India, Australia, USA, Turkey, Venezuela and Brazil have 83% of the world’s Thorium reserves
India has the largest amount of reserves because of their focus on Thorium
Australia and USA are in the top 3 but their place varies in different sources
Norway, a relatively small country, has 5% of the world’s reserves
Reserves
Only publicly traded companyLightbridge Corp. (NASDAQ: LTBR) Mining companies: Such as Cameco
Corporation (NYSE:CCJ) or Unity Energy Corp. (CVE:UTY) but there are many to choose from
Other private companies that should be looked into: Flibe Energy, Thor Energy, TerraPower
Investing in Thorium
Technological advancements Products that make life easier Products that can be used by a lot of people Think about what the future holds Experts in certain fields might know about
excellent investment opportunities
Conclusions
Any questions or ideas about other opportunities?
Thank you for listening!