The breadth of sub-sectors within the cleantech universe requires a team approach, and Nomura Code’s two analysts are able to provide both specific expertise and cover for one another, a key advantage for Nomura Code clients.
The research team is also able to draw on the global resources of Nomura International, with industry forecasts, global company coverage and thematic reports on topics such as the Chinese Electric Vehicle market, Asian water demand, the Smart Grid and the LED lighting sector. Together with industry events at which Nomura Code research clients have spoken, the team is able to put companies in their global thematic context and in front of a wider investor audience.
John-Marc Bunce - has been covering the cleantech sector since 2004. He has a background in Chemistry from the University of Nottingham and has held previous positions at DkW, Durlacher and Ambrian. His coverage has focused on PV, fuel cells, material science and energy storage, but his coverage has included wind, cellulosic biofuels and energy efficient lighting and transportation. John-Marc also holds an MA in Finance from Regents Business School, an MBA from Webster University and sits on the FTSE Environmental Markets Advisory Committee.
Ken Rumph - with a background as a small-cap investor (Scottish Amicable) and global top-rated building materials analyst, Ken has an interest in low-carbon solutions for the built environment, and focuses on resource and energy efficiency, including the waste management and water sub-sectors, and the topical area of smart grid/meters. His coverage includes a number of public and private companies in the low carbon vehicle segment. Ken is a graduate in Natural Sciences from Trinity Cambridge, holds an MSc in Environmental Management and is a member of IEMA (Institute for Environmental Management and Assessment). Part of his week is spent working in Edinburgh.
Renewable & alternative energy
Waste & pollution control
Ceramic Fuel Cells
Leaf Clean Energy
Low Carbon Accelerator
PV Crystalox Solar
Roth and Rau