Tag Archives: growth

Investment in Cambridge after ARM Holdings plc

Graphene Value Network

August News – Cambridge GrapheneTechDays 2015

We welcome you all!

Who Should Attend? 

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Why attend? Pricing

Sponsors & exhibitors marketing | Click for detailed info and pricing

Sponsor Credits: Haydale plc (Lead) FlexEnable (Co-Lead) CGC (Co-Lead) Marks & Clerk LLP (Gold)

The Cambridge Graphene Tech Days 2015 is a leading festival of events over two days for networking and learning more about the latest advances in commercialising Graphene and related materials  in sectors such as electronics, displays, energy storage, composites, packaging, aerospace & defence and automotive.

Airbus & BP will give new presentations on the challenges for Graphene Solutions Providers in their set of industries and will be joined also by other global conglomerates.

The special programme of events will be held mainly in Cambridge’s newly-opening Graphene Building: with an exhibition of technology and tours of new labs as well as a media event, conference and a fine Hall dinner. The expert-led MasterClass covering the value network srtructure and barriers & application prioritisation offer enormous added value to corporate executive leaders.

Introduction from Dr Justin Hayward, CEO of CIR and Co-Director of Cambridge Graphene Days 2015
It is an honour to have the chance to bring together such excellent industrial and entrepreneurial growth companies in the graphene and GRM sector with Cambridge University and its new Graphene Centre Building Hub. Cambridge is perhaps the top global university across all key measures such as teaching and research. It is also home to a burgeoning technology cluster. Great companies have been born & grown to billions in the 25 years that I’ve lived here, but now multinationals also regularly come to have a base in Cambridge to find excellent research, engineering & coding staff, partnerships with top academics and other outsourcing and learning with many other players offering services in the tech cluster. I look forward to an inspiring couple of days of events.

Ray Gibbs, CEO of Haydale commented ”The Cambridge hub is one of the pre-eminent places to go for the highest quality science and application skills. As a leading technological solution provider to this rapidly evolving market sector it made great sense to support this centre of excellence covering graphene and related nano materials, . We believe the conferences and workshops at the Cambridge Graphene Days will showcase the adoption and use of the graphene materials in real products. Haydale’s functionalised graphene technology already is providing ground breaking benefits to organisations involved with composite materials, conductive inks and next generation battery technology”.

Chuck Milligan, CEO, FlexEnable commented ”The relevance of graphene and graphene-like materials to flexible electronics for displays and sensors is clear, and we are proud to be co-sponsors of the Cambridge Graphene Days event – and the opening of the Graphene Building in Cambridge. We believe that our unique manufacturing processes for flexible electronics, together with the exponential growth expected in the flexible display and IoT sensor markets, provide enormous opportunity for this exciting class of materials.”

Professor Andrea Ferrari added “We are very much looking forward to our Cambridge Graphene Technology Day on the 5th of November, when we will showcase industrial applications of graphene and related materials. We are also excited to be hosting high value manufacturing-oriented meetings on the site of the Cambridge Graphene Centre”

To learn more about the Cambridge Graphene Technology Days 2015 please visit http://www.hvm-uk.com/graphene2015

Book now!

Haydale Named Lead Sponsor for Cambridge Graphene Days 2015

Haydale Ltd., a leader in the development of enhanced graphene and nanoparticulate materials, has announced its decision to sponsor the Cambridge Graphene Days (5-6 November 2015).

The Cambridge Graphene Days is a prime event for networking and learning more about the latest advances in commercialising Graphene and related materials in sectors such as electronics, displays, energy storage, composite, packaging, aerospace & defence and automotive. The festival of events includes a program of events to be held mainly in Cambridge’s new Graphene Building, with an exhibition of technology and tours of labs as well as a media event, conference and dinner at King’s College.

Ray Gibbs, CEO of Haydale commented ”The Cambridge hub is one of the pre-eminent places to go for the highest quality science and application skills. As a leading technological solution provider to this rapidly evolving market sector it made great sense to support this centre of excellence covering graphene and related nano materials, . We believe the conferences and workshops at the Cambridge Graphene Days will showcase the adoption and use of the graphene materials in real products. Haydale’s functionalised graphene technology already is providing ground breaking benefits to organisations involved with composite materials, conductive inks and next generation battery technology”.

Professor Andrea Ferrari added “We are very much looking forward to our Cambridge Graphene Day on the 5th of November, when we will showcase industrial applications of graphene and related materials. We are also excited to be hosting high value manufacturing-oriented meetings on the site of the Cambridge Graphene Centre”

For further information on leading edge functionalised graphene application solutions please visit www.haydale.com or contact Haydale Ltd. on +44-1269-842946 / info@haydale.com.

To book to join and learn more about participating in the Cambridge Graphene Days #CGD15 please visit http://www.hvm-uk.com/graphene2015

Haydale , based in South Wales, UK and housed in a purpose-built facility for processing and handling nanomaterials, is facilitating the application of graphenes and other nanomaterials in fields such as inks, sensors, energy storage, photovoltaics, composites, paints and coatings. Haydale has developed a patent-pending proprietary scalable plasma process to functionalise graphene and other nanomaterials.

Cambridge Graphene Days #CGD15 please visit http://www.hvm-uk.com/graphene2015

Top 12 Reasons to attend Smart Grids & Cleanpower 2014 Cambridge

Links:  Conference Home | Brochure | Book now | Info |Speakers & Synopses

Top 12 Reasons to Attend SGCP14

1. See and mingle with 40 top speakers
2. Influence the debate – audience reverses & open panels
3. Build your network – new and old partners & clients
4. Pleasant dinner roundtable in Cambridge with decision makers and influencers
5. Help innovators at smaller and large companies
6. Debate fracking rationally
7. Debate energy pricing & market structure
8. Debate the energy vs internet cultural challenges
9. Help increase grid resilience
10. Learn all about smart grids and energy
11. Get latest updates in markets
12. Challenge your assumptions
SGCP14 Logo

SGCP14 Logo

AGENDA – DAY 1 – EXECUTIVE BRIEFING MASTERCLASS DAY JUNE 3
10:15 – 11:00 Session 1: Introduction Smart Grids & Energy – led by Gavin Jones, Business Development Director, ElectraLink
10:15 Introduction to Day 1
10:20 Definitions
10:30 Basics
10:40 Trends and Drivers
10:50 Review & discussion

Coffee break

11:15 – 13:00 Session 2: Technology led by Dr Andy Stanford Clark, CTO Smart Energy, IBM
11:15 Demand Side Management (DSM) – the key to the smart grid
11:30 Case studies
11:40 Smart Meters & AMI | Interoperability
12:00 Distributed generation – Alan South, Commercial Director, Solar Century
12:30 Renewables and storage, markets and intermittency – Graham Ford, Mansion Partners
Review

13:00 – 14:00 Lunch networking & meetings

14:00 – 16:00 Session 3 Markets – led by Mike Wilks, Director Smart Energy, Poyry
14:00 Social & Innovation Cartography in grids and energy
Key players – visions, strategies and what they are doing
Porter’s Market Characteristics & Forecasts
14:45 Demand Response Economics – Anneesha Patten, Poyry
15:00 Big Data, Data sharing & privacy – Gavin Jones, Business Development Director ElectraLink
15:20 Monetisation of energy management systems – Pilgrim Beart, Founder AlertMe & 1248.io
15:40 The Industrial Internet – Dr Amyas Philips
Review

16:05 Tea break

16:30 – 17:30 Session 4 Innovation – led by Rob McNamara, Founder, Smart Grids GB
The status quo & change challenges
The value & funding of innovation – Steve Dawson, VP Consulting, Sentec
17:10 Discussion
Summary of Day

19:00 – 21:15 Roundtable dinner at King’s College, Cambridge

AGENDA – DAY 2 – SMART GRIDS 4 JUNE
Session 1 Smart Grids & Collected Intelligence
10:00 Dr Justin Hayward, Director, Cambridge Investment Research, Introduction
10:05 Gavin Jones, Business Development Director, ElectraLink, Chairman’s Opener
10:10 Rob McNamara, Founder, Smart Grids GB, The Value of a Smart Grid to Great Britain
10:20 Audience Collected intelligence, Comments & questions for day speakers and panellists from audience – one minute each
10:50 Stephen Cunningham, CEO, UK, Ireland & Nordic, Landis & Gyr, Keynote: Managing Energy Better – The landscape for smart grid
11:10 Panel with speakers and chair

Morning coffee & showcase of products and services

Session 2 Connected Intelligence: servers, networks, meters, fast data analytics & grids
Dr Sean Cochrane, Director Cyan Technology A connected energy network through metering and lighting
Dr Paul Wright, CCM National Physical Laboratory Smart grid measurement
John Di Stasio, CEO Sacramento Municipal Utility Department (SMUD) Jt Keynote: Smart grid intelligence and risk, Smart grid intelligence and risk
Martin Dunlea, Global Industries Lead, Utilities, Oracle, Jt Keynote: Fast Data, Actionable Data
Panel with Peter Drake, Managing Director, Intelligent Networks

Lunch networking & exhibition of products & services

Session 3 Smart Cities & Infrastructure: real systems solutions at scale | the industrial internet
Michael Clark, Programme Director – Low Carbon London UK Power Networks, A Smart Grid for London
Rich Hampshire, Principal Consultant CGI, End-to-end smart grid & consumer engagement
Philip Burr, Director of Product Marketing Arkessa, Case study: an M2M platforms for IoT Solutions
Chris Wright, CTO, Moixa Technology, Smart Direct Current
Dr Andy Stanford Clark, CTO Smart Energy, IBM, Keynote: Smarter planet works
Panel with Tony Rooke, Sustainable Strategy Director; Smart Cities & Innovation, Infosys

Coffee networking & expo of products & services

Session 4 Plenary Policy debate grids and energy: innovators | funding | regulation & reforms
Dora Guzeleva, Head of Network Policy Ofgem, How regulation can be a win-win for stakeholders
Ian Ellerington, Head of Innovation, DECC, The key role of innovators in changing the energy industry
Steve Dawson, VP / Dr Mark England, EVP Smart Grid, Sentec, Routes to market for energy innovators
Pilgrim Beart, Founder, AlertMe, Keynote: UK energy management innovation in global markets
Panel with Chairman – followed by Chairmen’s summaries

Drinks networking

AGENDA – DAY 2 – CLEANPOWER CONFERENCE 4 JUNESession 1 The Energy Trilemma: Resilience | Affordability | Targets & transition technologies
10:00 Mike McCreary, Director, Cambridge Investment Research, Introduction
10:05 Jeremy Nicholson, Senior Advisor, EEF, Energy Intensive Users Group, Chairman’s Opener
10:10 Peter Sharratt, Director – Sustainability Services, SBP (spin out Deloitte), Guiding future investments for property, infrastructure & sustainability needs
10:20 Audience Collected intelligence, Comments & questions for day speakers and panellists from audience – one minute each
10:50 Dr Bernard J Bulkin, NED, Ludgate Investments (former Chief Scientist BP) & Cambridge Univ., Keynote: The Energy Trilemma
11:10 Panel with speakers and chair

Morning coffee & showcase of products and services

Session 2 Fracking in Focus
Professor Andy Woods, Lead Scientist, CU BPI, Science & the Risks and rewards of fracturing for shale gas
Marieke Beckmann, Research Lead National Physical Laboratory, CCM, Emissions measurement in fracking
Dr Tony Smith, Technical Director SLR Consulting Separating Myth from reality – Fracking and the social licence
Joel Price, COO San Leon Energy, Experiences of shale development in the EU
Michael Bradshaw – Professor of Global Energy Warwick University Keynote: The impact of the US shale gas revolution on UK gas security
Panel with moderator Professor Woods CU BP Institute

Lunch networking & exhibition of products & services

Session 3 Energy markets: competition & pricing
Mike Wilks, Director Smart Energy Poyry, Energy market structure: could do better?
Hen Cooke & Emilia Melville Buro Happold, TSB-funded case study: domestic demand response & smart grids
Doug Stewart, CEO Green Energy UK, The role of alternative suppliers of energy
Ashleye Gunn, Programme Director Which? , Consumer policy and market solutions
Neil Pennington, Programme Director: Smart, rwe nPower, Keynote: Vertical integration, other structures and the real effects on energy supply prices
Panel with chairman

Coffee networking & expo of products & services

Session 4 Plenary Policy debate grids and energy: innovators | funding | regulation & reforms
Dora Guzeleva, Head of Network Policy Ofgem, How regulation can be a win-win for stakeholders
Ian Ellerington, Head of Innovation, DECC, The key role of innovators in changing the energy industry
Steve Dawson, VP / Dr Mark England, EVP Smart Grid, Sentec, Routes to market for energy innovators
Pilgrim Beart, Founder, AlertMe, Keynote: UK energy management innovation in global markets
Panel with Chairman – followed by Chairmen’s summaries

Drinks networking

VENUES
Murray Edwards College, Buckingham House Conference Centre, Cambridge, England, CB3 0DR – state-of-art tiered auditorium, excellent, light networking & exhibition spaces, meeting areas, great food, plentiful coffee. CIR invites you to become one of the best business delegates in the world, nurturing your business development and personal and corporate success by leaning into the value network & having fun at the same time. And the Roundtable Dinner is at King’s College, Cambridge. It doesn’t get better than that!

My take on ARM Holdings plc

ARM is growing up and has considerable brand value to add on as it matures, on top of the value it adds as it grows by revenues and profit.

The April 2014 multiples were fairly high, then there was a correction of 12.5% below 5 year trend line.

But my target for ARM’s share price in 4 year’s time is £25-£30+, hitting these levels in at least one pre-emptive spurt before that time, given the typical volatility of the price.

Why, in summary?

I assume conditions remaining roughly the same in the longer run in terms of attitudes to financial ratios. The company will likely grow at least 20% a year given the market outlook for the current and new areas it sells into. On top of all that, it will add intangible value like better-known global electronics and ICT brands have done (see E&T Magazine April 2014 for brand value increases in electronics and IT). This intangible brand value will affect the share price directly, but may also help maintain or increase royalty and licensing fee rates that ARM can command.

Top 6 reasons:

ARM…
1. has a beautiful business model involving tech licensing and royalties in high barrier, deep tech.
2. is yet fully to exploit its brand and go confidently shoulder to shoulder with the big guys who have the big, rapidly growing brand values in electronics and ICT. But it is beginning to do this through market diversification, corporate marketing, supply chain management and internal cultural development: remember Apple was its first customer!
3. has a beautiful strategy to push further into the markets it currently dominates (smartphones, which Analysts at IDC say is growing at 28.9% p.a.) – because those markets are still growing and the number of chips per phone is increasing while the phones get priced cheaper for global emerging markets.
4. is consistently growing itself on average at 15-20% a year, and has been for at least 4 years.
5. new markets are amazing, pretty much exponential, such as IoT (MCUs, radio, sensors, embedded) and ARM is better placed than anyone to exploit them and benefit from their general take-up.
6. any competitors that threaten are more likely to drive up the ARM share price if they succeed, as they might for a time be in a position to buy ARM, but it more likely that ARM will grow and become a feisty global brand, an icon of the knowledge economy in the next decade.
7. ARM’s price rose an order of magnitude in the past 5 years; these targets represent a considerable slow down in those timescales.
8. is investing not only in great R&D staff, but is also expanding its global marketing campaigns: innovation AND marketing.

So I am not moved by this little bump has happened because of a regrade by an investment bank and by a general forum about tech share levels. They bear no resemblance to 1999 in absolute financial ratio terms; and ARM bears no resemblance to a revenueless, USP-less dotcom.

In the big picture, you have a superb business, and the medium-term is looking excellent.

About CIR

Cambridge Investment Research (CIR Strategy) is an independent consultancy trading since 2002. Its Company Director, Justin Hayward MMath MBA PhD is invested in ARM. Justin Hayward, 45, is a former Hawking PhD student (early 90s) and a former Deutsche Bank quant relative value analyst (late 90s).

This note is not a recommendation to buy or sell a security.

SGCP 2012 Summary Slides – iHEAT/HVM on Horizon!

The above conference took place on 14 June 2012 at Cambridge University’s Murray Edwards College, there were over 100 delegates including many innovating SME energy efficiency grids and power companies. The day was a great success, with over 25 talks across two streams, and there was an intriguing final plenary panel led by Fiona Harvey, Environment Correspondent, of the Guardian Newspaper, with Keynote: Lord Oxburgh of Liverpool speaking on the “boon or curse” of shale gas. The answer was that it was more of a boon than a curse.

The summary slides were delivered to delegates a few weeks ago, and are now available here.
http://www.cir-strategy.com/events/cleanpower/summary12.htm

Please do call +441223303500 if you wish to discuss the conference or its followups.

The next conferences are:

iHEAT 2012 – intelligent heating systems, covering accumulator tanks, energy accumulation for thermal stores, heat metering, measurement & controls, and intelligent automation for optimised low carbon buildings. A great set of business growth sectors.
This is the 6th in the HEAT Cleantech Series since 2007.
There will also be a Conference in parallel at the venue on intelligent water systems and on waste as resource, which will build on the HVM 2008 Conference on Resource Efficiency.

This conference is sponsored entirely from the private sector through ARM, the global chip design company, Schneider Electric, and Galu, an SME manufacturer.

See http://www.cir-strategy.com/events/heat for more information and to register.

HVM 2012 – 10th Anniversary Conference – this exciting anniversary conference will be led by Professor Sir Mike Gregory CBE from the IfM, which has recently published a report on high value manufacturing, and will feature Lord Sainsbury of Turville, Chancellor Elect of Cambridge University and former Science and Innovation Minister and 3-time speaker in the HVM Conference Series since 2002.
Plastic Logic, TAP Biosystems, Owlstone and many other private sector entrepreneurs will keynote through the day. This private sector led, pro-innovation-business conference takes place on 14 November at Cambridge University. There are no government funds used to put on the conference. CIR and Plastic Logic are supporting the conference inter alia to be announced.

Please call +441223303500 for more information or for marketing your brand, product or service at the event (places limited). The website will be at http://www.cir-strategy.com/events/hvm from mid September.

The outlook for biomass electricity in the UK & Government Bioenergy Strategy discussed by Pöyry at Cleanpower

Poyry will note at Cleanpower 2012 Cambridge (14 June) that the government expects electricity generated from biomass to play an important role in meeting the UK’s 2020 renewables target. This talk describes the policy and regulatory background affecting biomass electricity developments, including the Renewables Obligation, Electricity Market Reform, and the April 2012 Bioenergy Strategy.

Ali Lloyd, Principal Consultant at global renewable energy leader Poyry, will present ‘The outlook for biomass electricity in the UK’.

Biography for Ali Lloyd

Ali Lloyd joined Pöyry Management Consulting in February 2010 and has around 20 years of commercial experience in UK energy markets. He has a detailed knowledge of the UK electricity market including support schemes for renewable and CHP generators. Ali is part of Pöyry’s renewables team, providing advice primarily to renewable and energy-from-waste developers on project valuation and off-take contracting strategy.

This 4th Annual Smart Grids & Cleanpower Conference, uniquely covering the core and range of technologies and strategic vision for grids and power, is brought to you by CIR Strategy in association with ARM plc and Schneider Electric, and is part of the Cleantech Conferences of Cambridge Series.

Bookings online at: http://www.cir-strategy.com/events/register or by phone at 01223303500

Guru South sees Solar move North to UK at Cleanpower 2012

Alan South, Commercial Director of the Award Winning UK company Solar Century plc, a veteran of the Cleantech Conference Series organised by CIR Strategy, will deliver a talk summarising the changes that have occurred recently in the UK solar market. He will also describe how massive, unsubsidised growth in solar installations has occurred in Spain and now in Holland as this phenomenon moves north…

4th Smart Grids & Cleanpower Conference

Future growth for solar PV in the UK by Alan South

Alan South, Commercial Director of the Award Winning UK company Solar Century plc, a veteran of the Cleantech Conference Series organised by CIR Strategy, will deliver a talk summarising the changes that have occurred recently in the UK solar market.

PV generation capacity installed in the UK has grown beyond all expectations in the last two years. A consequence of the extraordinary growth has been fast and deep cuts to the support scheme. Just where does the UK stand in comparison with other countries and what will the future look like for the technology?

Alan’s talk at this year’s Smart Grids and Cleanpower Conference on 14 June at Murray Edwards College, Cambridge, will describe how massive, unsubsidised growth in solar installations has occurred in Spain and now in Holland as this phenomenon moves northwards to the UK. He will discuss what happens when you reach and surpass grid parity, solar markets.

Alan will attempt to describe the dynamics and timings of this process in a way that will be of interest to cleantech investors and innovators as well as other market experts and academics.

Biography – Alan South

Chief Innovation Officer, Solarcentury

Alan South is responsible for driving growth at Solarcentury through proprietary products and services. His role is to manage innovation as a portfolio, and to maintain a five-year vision and strategic roadmap. He has over 25 years experience in innovation including leadership roles at IDEO and at Cambridge Consultants.

Bookings for the Conference are available at: http://www.cir-strategy.com/events/register or by calling 01223 303500 the conference hotline.

The conference homepage is at http://www.cir-strategy.com/events/cleanpower

CIR Strategy is an independent technology consultancy based in Cambridge, England. We offer strategic work, market research learning validation, service design, customer experience work, focus strategy, financial consulting, technology and engineering help in various tech sectors such as energy, environment, printing, electronics, nanotechnology, instruments & engineering, software.

Powering the unGrid! CEO Eight19 Simon Bransfield-Garth features at Smart Grids 2012 14 June

Twenty-two per cent of the world’s population – 1.6 billion people – are unconnected to the grid and, despite governmental efforts, the number in Africa is still rising. Eight19’s Indigo pay-as-you-go solar combines mobile phone and solar technology to provide off-grid power as a service, providing clean power without the up-front cost of a traditional solar power installation.

Powering the Ungrid

This talk by Simon Bransfield-Garth, CEO, Eight19, will take place in the Smart Grids stream looking at unusual applications of grid and power technology during the 4th Annual Smart Grids and Cleanpower Conference 2012 on 14 June at Cambridge University‘s premier conference centre at Murrary Edwards College. CIR Strategy, organisers and specialists in service design and routes to value advice, offer this 25th Conference in their series since 2002.

You can see the lineup, themes and aims of this year’s leading CleanTech conference in Cambridge on grids and power here and you are welcome to book online.

Simon Bransfield-Garth, CEO, Eight19

Simon has 25 years’ global experience building rapid growth, technology-based businesses in sectors including Semiconductor, Automotive and Mobile Phones. His career includes seven years at Symbian, the phone OS maker, where he was a member of the Leadership Team and VP Global Marketing.

Simon was founder of Myriad Solutions Ltd and was previously a Fellow at Cambridge University. He holds a BA and Ph.D in Engineering from St John’s College, Cambridge UK.