Project Financiers
topic on 2 shows · 3 statements across 3 episodes
3 statements about Project Financiers, every show
Financiers strand non-lithium batteries and bio-conversion in valley of death
“The ones that are trying to get across the valley of death are The new entrance. It's think of the non lithium battery suppliers, some of the long duration battery suppliers, many of the bio conversion companies that are out there that have a newer technology …”
Yeh: Mainstream infrastructure investors wait until Project Three for $500M checks
“For many of these mainstream project financiers and infrastructure investors, they may not look at this stuff until it's project three. But then at Project Three, they can lean in, and these firms can write five hundred million dollar, billion dollar commitmen…”
Rigid project financiers waste time forcing management to fit structural limitations
“Some of the other investors who we respect a lot are stuck as project financiers or debt investors or equity investors. And so they'll spend a lot of time trying to convince a management team to adopt to their structural limitations. And we try to spend a lot …”