Alternative Energy Update By Thomas Weisel Partners

Please find the attached May 2008 issue of the Thomas Weisel Alternative Energy / Cleantech Mailer. In summary:

The public market for alternative energy / cleantech stocks has continued to lag in the first part of 2008
  • Globally, 17 deals have priced in 2008, raising only $1,389 million (8 IPOs, 6 FOs, and 3 Converts), compared to 29 deals raising $7,476 million in the first 4 months of 2007 (13 IPOs, 20 FOs, and 10 Converts
  • The backlog also remains light, as only five deals in the backlog have filed since the start of 2008
The private markets continue to be active 2008 YTD for both public and private companies
  • Globally, 134 private placements were completed raising $2,291 million in the first 4 months of 2008, compared to 105 private placements raising $1,937 million in the first 4 months of 2007 lobally, 89 private placements were completed raising $1,436 million, compared to 86 private placements raising $1,709 million in the first 3 months of 2007
  • Three companies raised over $100 million in April Ð eSolar, Noble Environmental Power and Stirling Energy Systems
Mixed performance versus the broader indices
  • Since the beginning of the year, the WilderHill Clean Energy and Nasdaq Clean Edge indices are off 23.3% and 22.6%, respectively, as compared to the Nasdaq (down 6.4%) and the S&P; 500 (down 3.4%)
  • Many subsectors have rebounded over the last 3 months, with most outperforming or in line with the broader market

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