High risk long term investments

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!