Download Public Company (US) Profiles (Market Cap <$500mm)

Public Company (U.S.) Profiles
(Market Cap <$500mm)
Public Companies (U.S.) with Market Cap <$500mm
Aerospace & Defense
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CPI Aerostructures Inc. (AMEX:CVU)
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Ducommun Inc. (NYSE:DCO)
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Clean Transportation
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Distribution
Mercury Systems, Inc.
(NasdaqGS:MRCY)
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Transcat Inc. (NasdaqGM:TRNS)
Sparton Corp. (NYSE:SPA)
Diversified Industrials
 Graham Corp. (AMEX:GHM)
 Lydall Inc. (NYSE:LDL)
 Nuverra Environmental Solutions,
Inc. (NYSE:NES)
 PMFG, Inc. (NasdaqGS:PMFG)
 Xerium Technologies Inc.
(NYSE:XRM)
TeleCommunication Systems Inc.
(NasdaqGS:TSYS)
The KEYW Holding Corporation
(NasdaqGM:KEYW)
Bio Agriculture

UQM Technologies Inc. (AMEX:UQM)
Marrone Bio Innovations, Inc.
(NYSE:MBII)
Efficiency
Biofuels
 Renewable Energy Group, Inc.
(NasdaqGM:REGI)
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Ameresco, Inc. (NYSE:AMRC)
Electrical Equipment

Building Products
 Insteel Industries Inc.
(NasdaqGS:IIIN)
Pure Technologies Ltd. (TSX: PUR)
Engineering & Construction
 Northwest Pipe Co.
(NasdaqGS:NWPX)
Chemicals
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Advanced Emissions Solutions, Inc.
(NasdaqCM:ADES)
American Vanguard Corp.
(NYSE:AVD)
Energy Recovery, Inc.
(NasdaqGS:ERII)
KMG Chemicals Inc. (NYSE:KMG)
OMNOVA Solutions Inc.
(NYSE:OMN)
Penford Corporation
(NasdaqGM:PENX)
Zep, Inc. (NYSE:ZEP)
Jefferies 2014 Global Industrials Conference
Environmental & Facilities Services
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2
Casella Waste Systems Inc.
(NasdaqGS:CWST)
CECO Environmental Corp.
(NasdaqGM:CECE)
Fuel-Tech, Inc. (NasdaqGS:FTEK)
Public Companies (U.S.) with Market Cap <$500mm
Green Chemicals & Biofuels
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Steel, Metals & Materials
Amyris, Inc. (NasdaqGS:AMRS)
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Industrials Biotech/Sustainable Tech
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Aemetis, Inc. (NasdaqGM:AMTX)
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Machinery
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Global Power Equipment Group Inc.
(NasdaqGS:GLPW)
Wind
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Mining
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General Moly, Inc. (AMEX:GMO)
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OCI Resources LP (NYSE:OCIR)
Smart Grid
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Echelon Corporation
(NasdaqGS:ELON)
PowerSecure International, Inc.
(NasdaqGS:POWR)
Jefferies 2014 Global Industrials Conference
AM Castle & Co. (NYSE:CAS)
Dynamic Materials Corp.
(NasdaqGS:BOOM)
Olympic Steel Inc.
(NasdaqGS:ZEUS)
Universal Stainless & Alloy Products
Inc. (NasdaqGS:USAP)
3
Capstone Turbine Corp.
(NasdaqGM:CPST))
Public Companies (U.S.) with Market Cap <$500mm
Aerospace & Defense
Name
Location
CPI Aerostructures Inc.
(AMEX:CVU)
Description
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Edgewood, New
York
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Ducommun Inc.
(NYSE:DCO)
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Carson, CA
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Mercury Systems, Inc.
(NasdaqGS:MRCY)
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Chelmsford, MA
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Jefferies 2014 Global Industrials Conference
Engaged in the contract production of structural aircraft parts
for fixed wing aircraft and helicopters in the commercial and
defense markets
Operates as a subcontractor for defense prime contractors, as
well as the U.S. Department of Defense, primarily the Air Force
Delivers various aircraft structural parts, including skin panels,
leading edges, flight control surfaces, engine components, wing
tips, cowl doors, and nacelle and inlet assemblies for military
aircraft
Involved in assembling various C-5A parts consisting of panels,
slats, spoilers and wing-tips
Engages in designing, engineering, and manufacturing missioncritical aerostructure and electronics, and electromechanical
components and subassemblies
Operates in two segments: Ducommun LaBarge Technologies
and Ducommun AeroStructures
End markets include foreign commercial and military aircraft,
helicopter, missile, and space programs, as well as industrial,
natural resources, medical and other commercial markets
Designs, manufactures, and markets digital signal and image
processing systems and software for specialized defense and
commercial computing markets
Operates in two segments: Advanced Computing Solutions
(ACS) and Mercury Federal Systems (MFS)
Provides computing solutions, such as single board computers,
digital signal processors, integrated subsystems, microwave
sub-assemblies, software, design services, and intelligence,
surveillance and reconnaissance (ISR) capabilities
End markets include aerospace and defense, semiconductor,
and commercial computing, government and security agencies
Operates in the U.S., Europe, and the Asia Pacific
4
Public Companies (U.S.) with Market Cap <$500mm
Aerospace & Defense (Cont’d)
Name
Location
Sparton Corp.
(NYSE:SPA)
Description
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Schaumburg,
Illinois
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TeleCommunication
Systems Inc.
(NasdaqGS:TSYS)
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Annapolis,
Maryland
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The KEYW Holding
Corporation
(NasdaqGM:KEYW)
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Hanover,
Maryland
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Jefferies 2014 Global Industrials Conference
Engaged in the development, design and manufacturing
engineering, production, distribution, and field service of
electromechanical devices
Operates through three segments: Medical Device, Complex
Systems, and Defense & Security Systems
Medical Device segment designs, manufactures, and repairs
medical and biotechnology devices
Complex Systems products are used in flight controls, secure
communications, early warning detection, security systems and
satellite communications
Defense & Security Systems segment designs and produces
products for the U.S. Military and foreign governments
Develops and delivers wireless communication technology in
the U.S., Europe, Latin America, Africa, and Asia
Operates in two segments: Government and Commercial
Government segment designs, installs, and operates wireless
communication systems for the U.S. Department of Defense
and other government/foreign customers
Commercial segment enables 9-1-1 call routing through
cellular, voice over Internet protocol, and next generation
technology
This segment serves wireless carrier network operators, and
VOIP service providers
Sells products and services through direct sales force and
indirect channels, as well as through relationships with original
equipment manufacturers
Provides mission-critical cybersecurity, cyber superiority, and
geospatial intelligence solutions to the U.S. Government
defense, intelligence, and national security agencies, and
commercial enterprises
Operates through Government Solutions and Commercial Cyber
Solutions segments
Involved in processing data and information from cyberspace to
make it accessible to a range of analytical needs and resources
Provides specialized training, field support, and test and
evaluation services
5
Public Companies (U.S.) with Market Cap <$500mm
Bio Agriculture
Name
Marrone Bio
Innovations, Inc.
(NYSE:MBII)
Location
Description
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Davis, California
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Provides bio-based pest management and plant health products
for the crop protection, water treatment, and other target
markets in the U.S. and internationally
Offers crop protection products, including herbicides for weed
control; fungicides for plant disease control; nematicides for
parasitic roundworm control; insecticides for insect and mite
killers; and plant growth regulators to increase crop yields
Provides water treatment products for invasive water pests in a
range of applications comprising hydroelectric and
thermoelectric power generation, industrial applications,
drinking water, aquaculture, irrigation, and recreation
Products include Regalia, a plant extract-based fungicidal
biopesticide for plant disease control and plant health;
Grandevo, a bioinsecticide for insect and mite control to the
growers of specialty crops; and Zequanox, a biomolluscicide
that kills invasive mussels, which cause infrastructure and
ecological damage primarily to power and industrial companies
Offers products directly, as well as through distributors
Biofuels
Name
Renewable Energy
Group, Inc.
(NasdaqGM:REGI)
Location
Description
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Ames, Iowa
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Jefferies 2014 Global Industrials Conference
Operates through two segments, Biodiesel and Services
Biodiesel segment is involved in acquiring feedstock, managing
construction, and operating biodiesel production facilities; and
marketing, selling, and distributing biodiesel and its coproducts. This segment produces biodiesel from various feed
stocks, including inedible corn oil, used cooking oil, and
inedible animal fat; and from virgin vegetable oils, such as
soybean oil or canola oil
Services segment provides biodiesel facility management and
operational services to biodiesel production facilities and other
clean-tech companies, as well as acts as a construction
management and general contractor for the construction of
biodiesel production facilities
6
Public Companies (U.S.) with Market Cap <$500mm
Building Products
Name
Insteel Industries Inc.
(NasdaqGS:IIIN)
Location
Description
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Mount Airy,
North Carolina
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Manufactures and markets steel wire reinforcing products for
concrete construction applications
Offers pre-stressed concrete strand (PC strand) and welded
wire reinforcement (WWR) products
The PC strand product is a high strength seven-wire strand that
is used to impart compression forces into precast concrete
elements and structures, which provides reinforcement for
bridges, parking decks, buildings, and other concrete
structures
WWR products include engineered structural mesh that is used
as the primary reinforcement for concrete elements or
structures; concrete pipe reinforcement, which is used as the
primary reinforcement in concrete pipe, box culverts, and
precast manholes for drainage and sewage systems, water
treatment facilities, and other related applications
Chemicals
Name
Advanced Emissions
Solutions, Inc.
(NasdaqCM:ADES)
Location
Description
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Highlands
Ranch, Colorado
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American Vanguard
(NYSE:AVD)
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Newport Beach,
California
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Jefferies 2014 Global Industrials Conference
Provides environmental technologies and specialty chemicals to
the coal-burning electric power generation industry primarily in
the United States
Operates through three segments: Refined Coal, Emission
Control and CO2 Capture
Develops and markets refined coal technologies, including
leasing of refined coal facilities for control of nitrous oxides and
mercury
Develops, manufactures, and markets specialty chemical
products primarily for agricultural, commercial, and consumer
uses in the U.S. and internationally
Manufactures and formulates chemicals for crops, turf and
ornamental plants, and human and animal health protection
Its chemical products include insecticides, fungicides,
herbicides, molluscicides, growth regulators, and soil fumigants
in liquid, powder, and granular forms
Distributes its products through national distribution
companies and buying groups or co-operatives in the U.S., as
well as through sales offices and sales force executives
internationally
7
Public Companies (U.S.) with Market Cap <$500mm
Chemicals (Cont’d)
Name
Energy Recovery, Inc.
(NasdaqGS:ERII)
Location
Description
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San Leandro,
California
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KMG Chemicals Inc.
(NYSE:KMG)
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Houston, Texas
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OMNOVA Solutions Inc.
(NYSE:OMN)
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Fairlawn, Ohio
Jefferies 2014 Global Industrials Conference
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Designs, develops, and manufactures energy recovery devices
(ERDs) that transform untapped energy into reusable energy
from industrial fluid flows and pressure cycles
Products include PX ERDs and turbochargers for water
desalination; AT and Halo turbochargers for low-pressure
brackish and high-pressure seawater reverse osmosis systems;
Pressure Exchanger energy recovery devices and turbochargers;
and high-pressure pumps under the trademarks of AquaBold
and AquaSpire
Offers energy recovery systems comprising turbines and
industrial pumps, as well as PX devices; and lsoGen systems
that enable oil and gas operators to capture hydraulic energy
and generate electricity from high-pressure fluid flows
Serves engineering, procurement, and construction firms
Markets products directly to customers through its sales
organization, as well as through authorized independent sales
agents in the U.S. and internationally
Engaged in the manufacture, formulation, and distribution of
specialty chemicals primarily in the U.S., Canada, Mexico,
Europe, and Asia
Electronic Chemicals segment sells high purity wet process
chemicals primarily to the semiconductor industry. Products
include sulfuric, phosphoric, nitric and hydrofluoric acids,
ammonium hydroxide, hydrogen peroxide, and isopropyl alcohol
that are used to clean and etch silicon wafers in the production
of semiconductors
Wood Treating Chemicals segment supplies wood treating
chemicals, such as penta and creosote to industrial customers
who use these products to extend the useful life of wood,
primarily utility poles, and railroad crossties
Provides emulsion polymers, specialty chemicals, and
engineered surfaces for commercial, industrial, and residential
end uses primarily in North America, Europe, and Asia
Products include tailored resins, binders, adhesives, specialty
rubbers, antioxidants, and elastomeric modifiers, which are
used in paper, specialty coatings, carpets, nonwovens,
construction, oil/gas drilling, adhesives, tapes, tire cords, floor
care, and textiles
8
Public Companies (U.S.) with Market Cap <$500mm
Chemicals (Cont’d)
Name
Penford Corporation
(NasdaqGM:PENX)
Location
Description
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Centennial,
Colorado
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Zep, Inc.
(NYSE:ZEP)
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Atlanta, Georgia
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Jefferies 2014 Global Industrials Conference
Engages in the development, manufacture, and marketing of
specialty natural-based ingredient systems for food and
industrial ingredient applications primarily in the U.S.
Develops and manufactures ingredients with starch as a base
and are used primarily as binders and coatings in paper,
packaging, and food production, as well as an ingredient in fuel
Industrial Ingredients segment provides chemically modified
specialty starches to the paper, packaging, and other industries
in ethylated, oxidized, and cationic forms
Produces and markets cleaning and maintenance chemicals,
and related products and services for commercial, industrial,
institutional, and consumer applications in North America and
Europe
Product portfolio includes anti-bacterial and industrial hand
care products, cleaners, degreasers, deodorizers, disinfectants,
floor finishes, sanitizers, pest- and weed-control products, aircare products and delivery systems, and various automotive
maintenance chemicals for the automotive, fleet maintenance,
industrial/maintenance and institutional supply markets
Sells products through distributors to industrial maintenance,
janitorial/sanitation, and automotive markets; retailers,
hardware stores, discount stores, and auto parts stores to
contractors and small business; and direct sales force to
customers in transportation, food processing, industrial
manufacturing, and food service industries
9
Public Companies (U.S.) with Market Cap <$500mm
Clean Transportation
Name
UQM Technologies Inc.
(AMEX:UQM)
Location
Description
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Longmont,
Colorado
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Manufactures electric motors, generators, and power electronic
controllers
Offers propulsion systems, generators, and related auxiliary
components for electric, hybrid electric, plug-in hybrid electric,
and fuel cell electric vehicles
Markets products in various segments of the transportation
sector, including passenger vehicles and light trucks,
commercial trucks and buses, agricultural and construction
equipment, boats, and military vehicles
Distribution
Name
Transcat Inc.
(NasdaqGM:TRNS)
Location
Description
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Rochester, New
York
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Provides calibration, repair, inspection, and compliance
services in the U.S., Canada, and internationally
Service segment offers calibration service on new and used
instruments and repair services. In addition, it offers CalTrak
and CalTrak Online, which is a proprietary documentation and
asset management system that is used to manage the workflow
of its customers’ assets
Distribution segment distributes approximately 100,000 test,
measurement, and control instruments to customers. Products
sold through direct catalog marketing, Website and Web-based
advertising, outbound sales, and an inbound call center
Serves life-science, pharmaceutical, biotechnology, and
medical device manufacturing; industrial manufacturing;
energy; and chemical manufacturing industries
Diversified Industrials
Name
Graham Corp.
(AMEX:GHM)
Location
Description
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Batavia, New
York
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Jefferies 2014 Global Industrials Conference
Designs, manufactures, and sells heat transfer and vacuum
equipment worldwide
Services and sells spare parts for equipment; and offers
supplies and components for use inside the reactor vessel and
outside the containment vessel of nuclear power facilities
Products are used in the chemical, petrochemical, petroleum
refining, and electric power generating industries for a range of
industrial process applications
Sells products directly, as well as through independent sales
representatives
10
Public Companies (U.S.) with Market Cap <$500mm
Diversified Industrials (Cont’d)
Name
Lydall Inc.
(NYSE:LDL)
Location
Description
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Manchester,
Connecticut
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Nuverra Environmental
Solutions, Inc.
(NYSE:NES)
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Scottsdale,
Arizona
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Jefferies 2014 Global Industrials Conference
Designs and manufactures specialty engineered products for
thermal/acoustical, filtration/separation, and bio/medical
applications worldwide
Performance Materials Segment offers filtration media
solutions for air, fluid power, and industrial applications, such
as clean-space, commercial, industrial and residential HVAC,
power generation, and industrial processes
Thermal/Acoustical Metals segment provides engineered
products, such as thermal and acoustical shielding solutions to
assist in noise and heat abatement within the transportation
sector. Offers thermal and acoustical insulating solutions for
the automotive and truck markets
Provides specialty products for blood filtration devices and
blood transfusion single-use containers; and designs and
manufactures single-use solutions for cell growth, frozen
storage, and fluid handling
Sells products primarily to original equipment manufacturers
and tier-one suppliers
Provides full-cycle environmental solutions to customers
focused on the development and production of oil and natural
gas from shale formations in the U.S.
Offers environmental solutions for unconventional oil and gas
exploration and production, including the collection, treatment,
recycle, and disposal of restricted environmental products
Serves customers seeking fresh water acquisition, temporary
water transmission and storage, transportation, treatment,
recycling, or disposal of complex water flows
Owns a 50-mile underground pipeline network in the
Haynesville Shale area for the delivery of fresh water and
removal of produced water; a fleet of approximately 1,100
trucks for delivery and collection; and approximately 5,700
storage tanks, as well as 56 operating saltwater disposal wells
Customers include major domestic and international oil and gas
companies, foreign national oil and gas companies, and
independent oil and natural gas production companies
11
Public Companies (U.S.) with Market Cap <$500mm
Diversified Industrials (Cont’d)
Name
PMFG, Inc.
(NasdaqGS:PMFG)
Location
Description
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Dallas, Texas
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Xerium Technologies
Inc.
(NYSE:XRM)
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Youngsville,
North Carolina
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Jefferies 2014 Global Industrials Conference
Provides custom-engineered systems and products primarily for
the natural gas infrastructure, power generation, and oil
refining and petrochemical processing markets worldwide
Operates in two segments: Process Products and Environmental
Systems
Offers separation and filtration systems and products that
improve efficiency, reduce maintenance, and extend the life of
energy infrastructure by removing liquid and solid
contaminants from gases or liquids, as well as by separating
different liquids
Primarily serves equipment manufacturers, engineering
contractors, and the owner-operators of energy infrastructure
directly, as well as through independent sales representatives
Manufactures and supplies consumable products primarily for
the production of paper
Operates in two segments, Machine Clothing and Roll Covers
Machine Clothing segment provides various types of industrial
textiles used on paper-making machines and other industrial
applications
Roll Covers segment manufactures, refurbishes, and replaces
roll covers, including suction rolls, lump breaker rolls, coater
rolls, sizing rolls, calendar rolls, and various purpose conveying
rolls used in paper-making machines
Markets products under the Huyck Wangner, Weavexx, Stowe
Woodward, Mount Hope, Robec, and Xibe brands to the paper
industry’s producers through its direct sales force worldwide
12
Public Companies (U.S.) with Market Cap <$500mm
Efficiency
Name
Ameresco, Inc.
(NYSE:AMRC)
Location
Description
 Provides energy efficiency solutions for facilities primarily in
North America
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Framingham,
Massachusetts
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Operates through U.S. Regions, U.S. Federal, Canada, and
Small-Scale Infrastructure segments
Develops, designs, engineers, and installs projects that reduce
the energy, and operations and maintenance costs of facilities
Projects primarily include various measures customized for the
facility and designed to enhance the efficiency of building
systems comprising heating, ventilation, air conditioning, and
lighting systems. It also provides renewable energy projects and
products, as sells and installs photovoltaic (PV) solar energy
products and integrated PV systems
Serves governments, healthcare and educational institutions,
housing authorities, and commercial and industrial customers
As of December 31, 2013, it owned and operated 41 smallscale renewable energy plants and solar PV installations
Electrical Equipment
Name
Location
Pure Technologies Ltd.
(TSX: PUR)
Description
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Calgary, Canada
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Jefferies 2014 Global Industrials Conference
Engaged in the development and application of technologies
for inspection, monitoring, and management of physical
infrastructure worldwide
Offers SoundPrint technology, which provides remote health
monitoring of pipelines, bridges, buildings, and parking
structures; SoundPrint, an acoustic fiber-optic monitoring
system of pre-stressed concrete water and wastewater
pipelines; and SoundPrint light technology, which monitors
bridge cables and post-tensioning systems
Offers PureEM, which monitors large-diameter water and
wastewater transmission pipelines; SmartBall in-line inspection
system that detects leaks; and Sahara in-line inspection
system, which is a video inspection system used for detecting
gas pockets, illegal taps, and other anomalies in water and
wastewater pipelines
Offers PipeDiver for in-service inspection of water and
wastewater pressure pipelines; PureRobotics, a robotic pipeline
inspection platform; and PureMFL, which is an
electromechanical method of testing used to detect corrosioninduced wall loss in metallic pipes
13
Public Companies (U.S.) with Market Cap <$500mm
Engineering & Construction
Name
Northwest Pipe Co.
(NasdaqGS:NWPX)
Location
Description
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Vancouver,
Washington


Manufactures and markets welded steel pipe and tube products
in the U.S., Canada, and Mexico
Water Transmission segment offers large diameter, high
pressure, and engineered welded steel pipe products; and
rolled steel pipe products for water transmission, plant piping,
energy, structural, and industrial applications. This segment
sells its products primarily to public water agencies directly or
through installation contractors
Tubular Products segment provides smaller diameter, electric
resistance welded steel pipes used for energy, construction,
agriculture, and other commercial and industrial uses. This
segment markets its products through a network of direct sales
force personnel and sales agents
Company’s pipeline systems are also used for hydroelectric
power systems, wastewater systems, and other applications, as
well as industrial plant piping systems and certain structural
applications
Environmental & Facilities Services
Name
Casella Waste Systems
Inc.
(NasdaqGS:CWST)
Location
Description
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Rutland, Vermont
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Jefferies 2014 Global Industrials Conference
Operates as a regional, vertically-integrated solid waste,
recycling, and resource management services company in the
northeastern U.S.
Provides resource management services, primarily in the areas
of solid waste collection and disposal, transfer, recycling, and
organics services to residential, commercial, municipal, and
industrial customers
Markets recyclable metals, aluminum, plastics, and paper and
corrugated cardboard that are processed at its facilities, as well
as recyclables purchased from third-parties
Owns and operates water and leachate treatment facility for the
natural gas drilling industry in Pennsylvania
Owns and/or operates 35 solid waste collection operations, 42
transfer stations, 16 recycling facilities, 9 Subtitle D landfills,
4 landfill gas-to-energy facilities, and 1 landfill permitted to
accept construction and demolition materials
14
Public Companies (U.S.) with Market Cap <$500mm
Environmental & Facilities Services (Cont’d)
Name
Location
CECO Environmental
Corp.
(NasdaqGM:CECE)
Description



Cincinnati, OH

Fuel-Tech, Inc.
(NasdaqGS:FTEK)
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
Warrenville,
Illinois

Provides air-pollution control technology products and services
primarily in the U.S., Canada, and China
Offers engineered equipment, cyclones, scrubbers, dampers,
diverters, regenerative thermal oxidizers, component parts, and
monitoring and managing services
Enables customers to meet BACT requirements and compliance
targets for fumes, volatile organic compounds, process, and
industrial odors
Provides boiler optimization, efficiency improvement, and air
pollution reduction and control to utility and industrial
customers worldwide
Air Pollution Control technology segment reduces nitrogen
oxide (NOx) emissions in flue gas from boilers, incinerators,
furnaces, and other stationary combustion sources
FUEL CHEM technology segment improves the efficiency,
reliability, and environmental status of combustion units by
controlling slagging, fouling, corrosion, opacity, and acid
plume. FUEL CHEM program offered for plants operating in the
electric utility, industrial, pulp and paper, waste-to-energy,
university, and district heating markets, as well as to the
owners of boilers, furnaces, and other combustion units
Green Chemicals & Biofuels
Name
Location
Amyris, Inc.
(NasdaqGS:AMRS)
Description
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Emeryville,
California
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Jefferies 2014 Global Industrials Conference
Provides alternatives to petroleum-sourced products for the
specialty chemical and transportation fuel markets worldwide
Builds and applies industrial synthetic biology platform to
design microbes, primarily yeast, to convert plant-sourced
sugars into renewable hydrocarbons
Produces and sells Biofene that converts to squalane, which is
used as an emollient in cosmetics and specialty chemical
applications
Develops and sells renewable base oils, additives and
lubricants for the automotive, industrial, and commercial
lubricants markets; and offers natural oils/aroma chemicals for
the flavors and fragrances market
Strategic partnership with Total for the production and
commercialization of diesel and jet fuels
15
Public Companies (U.S.) with Market Cap <$500mm
Industrials Biotech/Sustainable Tech
Name
Location
Aemetis, Inc.
(NasdaqGM:AMTX)
Description


Cupertino,
California


Operates as an international renewable fuels and specialty
chemical company focusing on the production, acquisition,
development, and commercialization of innovative technologies
that replace traditional petroleum-based products and convert
first-generation ethanol and biodiesel plants into advanced
biorefineries in North America and India
Owns and operates a biodiesel plant in Kakinada, India and an
ethanol plant in Keyes, California. Aemetis, Inc. sells biodiesel
and glycerin to resellers, distributors, and refiners
Provides ethanol, wet distiller grains, corn oil, and condensed
distillers soluble
Machinery
Name
Location
Global Power Equipment
Group Inc.
(NasdaqGS:GLPW)
Description




Irving, Texas


Jefferies 2014 Global Industrials Conference
Provides customer-engineered equipment, and modification
and maintenance services in the U.S., Canada, Europe,
Mexico, Asia, the Middle East, and South America
Product Solutions segment designs, engineers, and
manufactures gas turbine auxiliary products and electrical
solutions for power generation and cogeneration. Provides filter
houses, air intake ducts, and exhaust systems, and custom
power packaging and integration solutions
Nuclear Services segment offers construction, modification,
and maintenance services, as well as the decontamination,
decommissioning, and demolition of nuclear projects
Energy Services segment provides routine maintenance, repair,
and capital project services; specialty welding services; brazed
aluminum heat exchanger repair, maintenance, safety, and
fabrication services
Provides cleaning, surface preparation, coatings application,
quality control, inspection testing services, industrial insulation
services; removal of asbestos and heavy metal based coatings,
such as lead paint; replace, repair, and upgrade services for
industrial facility roofing systems; and integrated valve and
actuator services
16
Public Companies (U.S.) with Market Cap <$500mm
Mining
Name
Location
General Moly, Inc.
(AMEX:GMO)
Description



Lakewood , CA


OCI Resources LP
(NYSE:OCIR)



Atlanta, Georgia

Jefferies 2014 Global Industrials Conference
A development stage company, engaging in the exploration,
development, and mining of properties primarily molybdenum
in the U.S.
Explores for gold, silver, copper, and zinc
Primary asset is an 80% interest in the Mt. Hope Project, a
primary molybdenum property, located in Eureka County,
Nevada
The Mt. Hope Project has contained proven and probable
molybdenum reserves totaling 1.3 billion pounds
Engaged in the trona ore mining and soda ash production
businesses in the U.S. and internationally
It has approximately 23,500 acres of subsurface
leased/licensed mining areas in the Green River Basin of
Wyoming. The company also processes trona ore into soda ash,
which is a raw material in flat glass, container glass,
detergents, chemicals, paper, and other consumer and
industrial products
As of December 31, 2013, had proven and probable reserves
of approximately 263.1 million short tons of trona
17
Public Companies (U.S.) with Market Cap <$500mm
Smart Grid
Name
Location
Echelon Corporation
(NasdaqGS:ELON)
Description




San Jose, CA


PowerSecure
International, Inc.
(NasdaqGS:POWR)



Wake Forest,
North Carolina


Jefferies 2014 Global Industrials Conference
Develops, markets and supports an open standard, multiapplication energy control networking platform
Energy control platform consists of three tiers of products: a
device tier, a control node tier and an enterprise tier
The device tier includes devices such as load controllers,
lighting ballasts, meters and thermostats that contain
transceivers that enable them to work as peers
Devices are managed by control nodes, in this case Echelon's
Smart Servers
The enterprise tier ties the controls to enterprise information
technology (IT) systems
Provides products / services to electric utilities and to
commercial, institutional, and industrial customers in the U.S.
Offers interactive distributed generation power systems, smart
grid monitoring for electric utilities
Utility infrastructure products and services include
transmission and distribution system construction /
maintenance and electric grid system design services under the
UtilityEngineering and PowerServices brand names
Energy efficient products include lamps and fixtures for
department stores and other commercial applications under the
Solais brand LED lighting fixtures, shelf and canopy lighting
18
Public Companies (U.S.) with Market Cap <$500mm
Steel, Metals & Materials
Name
Location
A.M. Castle & Co.
(NYSE:CAS)
Description



Oak Brook, IL


Dynamic Materials Corp.
(NasdaqGS:BOOM)




Boulder,
Colorado


Olympic Steel Inc.
(NasdaqGS:ZEUS)



Bedford Heights,
OH


Jefferies 2014 Global Industrials Conference
Distributes specialty metals and plastics worldwide through two
operational segments, Metals and Plastics
The Metals segment distributes engineered specialty grades
and alloys of metals, as well as provides specialized processing
services
Offers alloy, aluminum, nickel, stainless steel, carbon, and
titanium in various forms, such as plate, sheet, extrusions,
round bar, hexagon bar, square and flat bar, tubing, and coil
The Plastics segment distributes various plastics in forms that
include plate, rod, tube, clear sheet, tape, gaskets, and fittings
Manufactures explosion-welded clad metal plates, and oil and
gas well perforation products; and provides welding services
worldwide
Operates in three segments: NobelClad, DynaEnergetics, and
AMK Technical Services
NobelClad segment provides explosion-welded clad metal
plates that are used in the construction of heavy, corrosion
resistant pressure vessels and heat exchangers for oil and gas,
alternative energy, chemical and petrochemical,
hydrometallurgy, aluminum production, shipbuilding, power
generation, and industrial refrigeration industries
The DynaEnergetics segment manufactures, and sells
perforating explosives, and associated hardware and seismic
explosives for the oil and gas industry in the U.S., Europe,
Canada, South America, Africa, the Middle East, and Asia
The AMK Technical Services segment provides welding and
machining services principally to power turbine manufacturers,
and commercial and military aircraft engine manufacturers
Engages in the processing and distribution of metal products
primarily in the U.S., Puerto Rico, and Mexico
Operates in two segments comprising Flat Products and
Tubular and Pipe Products
Flat Products segment distributes processed carbon, coated,
aluminum and stainless flat-rolled sheet, coil, and plate
products
Tubular and Pipe Products segment distributes metal tubing,
pipe, bar, valves, and fittings and fabricate pressure parts to
various industrial markets
19
Public Companies (U.S.) with Market Cap <$500mm
Steel, Metals & Materials (Cont’d)
Name
Location
Universal Stainless &
Alloy Products Inc.
(NasdaqGS:USAP)
Description



Bridgeville, PA


Manufactures and markets semi-finished and finished specialty
steel products including stainless steel, tool steel, and other
alloyed steels
Produces specialty steel products in the form of long products,
including ingots, blooms, billets, and bars; and flat rolled
products, such as slabs and plates
Sells products to rerollers, forgers, service centers, OEMs, and
wire redrawers in the U.S. and internationally
Acquired Patriot Special Metals, Inc. and RSM Real Estate
Holding, Inc. for approximately $110 million in June 2011
Wind
Name
Location
Capstone Turbine Corp.
(NasdaqGM:CPST)
Description




Chatsworth,
California

Jefferies 2014 Global Industrials Conference
Develops, manufactures, markets, and services microturbine
technology solutions for use in stationary distributed power
generation applications worldwide
Offers microturbine units, subassemblies, components, and
various accessories for applications, including cogeneration
comprising combined heat and power (CHP) and integrated
CHP, as well as combined cooling, heat, and power; and
renewable energy, natural resources, and critical power supply
Provides various accessories, including rotary gas compressors
with digital controls; heat recovery modules for CHP
applications; dual mode controllers that allow automatic
transition between grid connect and stand-alone modes;
batteries with digital controls for stand-alone/dual-mode
operations; power servers for multipacked installations; protocol
converters for Internet access; and miscellaneous parts, such
as frames, exhaust ducting, and installation hardware. In
addition, it remanufactures microturbine engines; and provides
after-market parts and services, as well as repair and
maintenance services
Sells products primarily through distributors and original
equipment manufacturers
20
Foreign Public Company Profiles
Foreign Public Companies with Market Cap <$500mm by Subsegment
Bio Agriculture
 Evogene Ltd. (TASE:EVGN)
Paper & Packaging
 Catalyst Paper Corporation
(TSX:CYT)
Biomaterials

Steels, Metals & Materials
 Amg Advanced Metallurgical Group
N.V. (ENXTAM:AMG)
EcoSynthetix Inc. (TSX:ECO)
Clean Transportation


Electrovaya Inc. (TSX:EFL)

Industrial Biotechnology


Evolva (SWX: EVE)

Argex Titanium Inc. (TSXV:RGX)
China Gerui Advanced Materials
Group Ltd. (NasdaqGM:CHOP)
General Steel Holdings, Inc.
(NYSE:GSI)
Luxfer Holdings PLC (NYSE:LXFR)
Mining

Golden Star Resources, Ltd.
(AMEX:GSS)
Jefferies 2014 Global Industrials Conference
Transportation

22
Wheels Group Inc. (TSXV:WGI)
Foreign Public Companies with Market Cap <$500mm
Bio Agriculture
Name
Location
Description
Evogene Ltd.
(TASE:EVGN)




Rehovot, Israel


Operates as a plant genomics company that uses a technology
infrastructure to enhance seed traits underlying crop
productivity
Operates in two segments, Evogene and Evofuel
The Evogene segment develops technologies to enhance plant
performance through seed traits and ag-chemicals
The Evofuel segment develops species of the castor bean plant
for second generation feedstock for use in the alternative fuel
industry, specifically biodiesel and biojet
Strategic collaborations with agricultural companies primarily
to develop traits for yield and abiotic stress tolerance, such as
enhanced tolerance to drought, heat, and salinity; and biotic
stress resistance, including resistance to disease, pests, and
insects
Biomaterials
Name
EcoSynthetix Inc.
(TSX:ECO)
Location
Description



Burlington,
Canada

Jefferies 2014 Global Industrials Conference
Engages in the development and commercialization of biobased products that are used as inputs in industrial
manufacturing for a range of consumer and industrial products
worldwide
Its lead product, ECOSPHERE BIOLATEX binders, is used
commercially by manufacturers in the coated paper and
paperboard industry as replacement for petroleum based
emulsion polymers, such as styrene butadiene latex
Provides EcoMer, a family of sugar-based macromers that help
polymer manufacturers in creating new waterborne sugaracrylic polymers and resins; and EcoStix products, which are
uses in the development of waterborne pressure sensitive
adhesives for a range of label, film, and specialty applications,
such as recyclable packaging
23
Foreign Public Companies with Market Cap <$500mm
Clean Transportation
Name
Electrovaya Inc.
(TSX:EFL)
Location
Description



Mississauga, ON,
Canada


Engages in the design, development, manufacture, and
marketing of batteries, battery systems, and battery-related
products for the electric transportation, utility scale energy
storage and smart grid power, consumer, and healthcare
markets in Canada
Develops portable power technology products using its Lithium
Ion SuperPolymer technology
Offers battery systems for plug in hybrid electric vehicles,
electric vehicles, and two-wheel vehicles, as well as for
commercial truck and offroad applications; and PowerPad
series of batteries for notebook computers and other mobile
applications, as well as Scribble Tablet PC products for the
health care industry
Provides cells and battery modules; and intelligent battery
management systems for automotive, utility-scale, and other
integrated systems
Industrial Biotechnology
Name
Evolva (SWX: EVE)
Location
Description




Reinach,
Switzerland

Jefferies 2014 Global Industrials Conference
Evolva Holding SA, a biosynthetic company, discovers and
develops ingredients and processes for nutrition, health care,
and wellness products in Switzerland and internationally
Technologies are based on yeast that is used in the production
of food and beverages
Principal products include Resveratrol, a natural compound
produced in grapes and other plants as a response against
environmental stress factors; Stevia, a leafy green plant used as
natural, zero-calorie, high-and intensity sweetener forms in
beverages; Vanilla, a complex blend of flavor and fragrance
compounds extracted from the seed pods of the vanilla orchid;
Saffron, a spice for food coloring and flavoring, as well as for
its aroma properties; and Pomecins that prevent mold and
yeast growth
Offers EV-077, a reversible antagonist of isoprostanes and
prostanoids for diabetic complications; and EV-35, a bacterial
type II topoisomerase inhibitor
24
Foreign Public Companies with Market Cap <$500mm
Mining
Name
Location
Golden Star Resources,
Ltd. (AMEX:GSS)
Description



Toronto, Canada

Operates as a gold mining and exploration company
Owns and operates the Wassa open-pit gold mine, the Father
Brown open-pit gold mine, and a carbon-in-leach processing
plant located approximately 35 kilometers from the town of
Bogoso; and the Bogoso gold mining and processing operation
located near the town of Bogoso in Ghana
Company maintains a 90% interest in the Prestea Underground
mine in Ghana, holds interests in various gold exploration
projects in Ghana, other parts of West Africa, and in South
America, as well as holds and manages exploration properties
in Brazil
Paper & Packaging
Name
Location
Description
Catalyst Paper
Corporation (TSX:CYT)




Richmond,
Canada


Jefferies 2014 Global Industrials Conference
Produces and sells mechanical printing papers in western
North America
Operates through three segments: Specialty Printing Papers,
Newsprint, and Pulp
The Specialty Printing Papers segment provides coated
mechanical, uncoated mechanical, directory, and softcalendared mechanical papers for retailers, commercial
printers, and telephone directory publishers, as well as
magazine and catalogue publishers
The Newsprint segment provides newsprint primarily for
newspaper publishers in Western and Central North America,
Asia, and Latin America
The Pulp segment offers northern bleached softwood kraft pulp
products for producers of tissue, magazine papers, woodfree
printing and writing papers, and specialty paper products
through sales and marketing personnel in Canada, as well as
through a network of agents internationally
25
Foreign Public Companies with Market Cap <$500mm
Steel, Metals & Materials
Name
Amg Advanced
Metallurgical Group N.V.
(ENXTAM:AMG)
Location
Description




Amsterdam, the
Netherlands


Develops and applies material science based metallurgical
solutions for the energy, aerospace, infrastructure and specialty
metals, and chemicals markets internationally
Operates in three segments: AMG Processing, AMG
Engineering, and AMG Mining
The AMG Processing segment develops and produces specialty
metals, such as ferrovanadium, ferronickel-molybdenum,
aluminum master alloys and additives, chromium metal, and
titanium master alloys; specialty alloys; coating materials; and
vanadium chemicals
The AMG Engineering segment designs and produces, vacuum
furnace systems, including vacuum remelting, solar silicon
melting and crystallization, vacuum induction melting, vacuum
heat treatment and high pressure gas quenching, and turbine
blade coating and sintering systems; and operates vacuum heat
treatment facilities
The AMG Mining segment produces materials comprising
natural graphite, tantalum, antimony, and silicon metal
Argex Titanium Inc.
(TSXV:RGX)



Montreal, Canada

Jefferies 2014 Global Industrials Conference
Operates as a near-term producer of titanium dioxide (TiO2),
ferric chloride, iron, and other by-products in Canada
Has interests in the La Blache property and the Mouchalagane
property located in Baie-Comeau, Québec; and the Lac Brûlé
property located in Forestville, Québec
The company’s TiO2 are used in paint, plastics, coatings,
cosmetics, food, pharmaceutical, and other TiO2 applications
26
Foreign Public Companies with Market Cap <$500mm
Steel, Metals & Materials (Cont’d)
Name
China Gerui Advanced
Materials Group Ltd.
(NasdaqGM:CHOP)
Location
Description



Zhengzhou,
China


General Steel Holdings,
Inc. (NYSE:GSI)



Beijing, China
Luxfer Holdings PLC
(NYSE:LXFR)



Salford, United
Kingdom


Jefferies 2014 Global Industrials Conference
Operates as a contract manufacturer of cold-rolled narrow strip
steel products in both the People's Republic of China and
internationally
Converts steel manufactured by third parties into thin steel
sheets and strips, selling its products directly to manufacturers
or through distributors
Primarily serves food and industrial packaging, construction
and household decorations materials, electrical appliances, and
telecommunications wires and cables industries
Formerly known as Golden Green Enterprises Ltd. and changed
its name to China Gerui Advanced Materials Group Ltd. in
December 2009
Through its subsidiaries, manufactures and sells steel products
in the People’s Republic of China
Offers hot-rolled carbon and silicon steel sheets for use in light
agricultural vehicles under the Qiu Steel name; double spiralweld pipes for use in the energy sector to transport oil and
steam under the Baogang Tongyong name; and reinforced bars
and high-speed wires for infrastructure and construction
applications under the Yu Long and Heng Da names
Designs, manufactures, and supplies materials, components,
and gas cylinders
The Elektron division focuses on specialty materials based on
magnesium, zirconium, and rare earths. Develops and
manufactures specialist magnesium alloys, extruded
magnesium products, magnesium powders, magnesium plates,
and rolled sheets and photo-engraving plates
Gas Cylinders division focuses on products based on aluminum,
composites, and other metals. Develops and manufactures
advanced high-pressure aluminum and composite
aluminum/carbon fiber gas containment cylinders
Operates in the United Kingdom, rest of Europe, North
America, Australia, and Asia
27
Foreign Public Companies with Market Cap <$500mm
Transportation
Name
Location
Wheels Group Inc.
(TSXV:WGI)
Description




Mississauga,
Canada




Jefferies 2014 Global Industrials Conference
Provides third party logistics and supply chain logistics services
in North America
Provides warehousing and distribution services comprising
order fulfillment, kitting and co-packing, reverse logistics,
consolidation/deconsolidation, cross dock, and storage trailer
services
Offers outsourced supply chain solutions, such as business
intelligence services, network analysis, key performance
indicators and metrics, implementation management, workflow,
and opportunity assessment services
Provides temperature controlled services through a fleet of rail
reefer trailers; and freight forwarding services that include fullcontainer load and less-than-container load ocean freight
services, and cargo consolidation and air and ocean charter
services
Offers intermodal dry goods solutions, marine, and carload
services; and truck load and less than truck load transportation
services through road
Offers services through its partner network of approximately
6,000 truck, rail, air, and ocean carriers
Serves consumer packaged goods, food and beverage,
manufacturing, appliances and household products,
electronics, and retail clients
28
Private Company Profiles
Private Company Presenters by Subsegment
Industrials Biotech/Sustainable Tech
Automotive

SANLUIS Rassini, S. A. de C. V.


Bio Agriculture

ArborGen Inc.
Mining

Clean Technology
 Beta Renewables S.p.A
 Cellana, LLC
 Modern Meadow, Inc.
Fallbrook Technologies, Inc.

TimkenSteel Corp
Watco Companies
Waste to Fuels
GreatPoint Energy, Inc.

Agilyx Corporation
Wind

Genomatica, Inc.
Green Chemicals & Biofuels
 Elevance Renewable Sciences, Inc.
Virent Energy Systems, Inc.
Jefferies 2014 Global Industrials Conference
Rain CII Carbon, LLC

Green Chemicals
 Biosynthetic Technologies


Transportation
Coal to Natural Gas

Cobre Del Mayo, S.A. De C.V.
Steel, Metals & Materials
Clean Transportation

Quest Resource Management Group,
LLC
Internet Software and Services
 Agrian, Inc.
Biofuels
 Algenol Biofuels Inc.
 LanzaTech Inc.

Calysta, Inc.
30
Dobreve Energia S.A. (DESA)
Private Company Profiles
Automotive
Name
Location
Description
SANLUIS Rassini, S. A.
de C. V.




Mexico City,
Mexico

Engages in the manufacture and sale of suspensions parts and
brake components for automobiles and light trucks
Operates through Car Suspension Systems and Components for
Brakes segments
Offers suspension products comprising multi-leaf springs,
parabolic leaf springs, coils springs, torsion bars, bushings, and
stabilizer bars. It also provides braking system components,
which include rotors, disks, drums, assemblies, hubs, and
other castings for use in light and commercial vehicles,
passenger cars, and high performance platforms
The company’s products are used in commercial and sports
cars, as well as in light and heavy duty trucks
Bio Agriculture
Name
Location
Description
ArborGen Inc.




Ridgeville, South
Carolina

Jefferies 2014 Global Industrials Conference
Develops biotechnology tree seedling products for commercial
forestry industry worldwide
More than 50 years of tree improvement research and
combined expertise in forestry developing products designed to
meet the challenges facing the global commercial forestry
industry
Offers loblolly, slash, longleaf, and radiata pine seedlings for
wood, fiber, and energy; and hardwood species, including
eucalyptus, oak, elm, and birch and black walnut for
papermakers, as well as for the aesthetics of grained and wood
for furniture, lumber, and veneers
Sells products to customers ranging from integrated wood
product companies, timber real estate investment trusts,
developers of biotech seedlings, hardwood consuming
companies, timber investment management organizations, and
private growers
31
Private Company Profiles
Biofuels
Name
Location
Description
Algenol Biofuels Inc.


Bonita Springs,
Florida


Operates as an industrial biotechnology company that produces
ethanol and green chemicals by using hybrid algae, sunlight,
carbon dioxide, and saltwater
Serves customers in the United States, Mexico, South America,
Europe, and Asia
Offices, and research and development facilities in the United
States and Europe
LanzaTech Inc.



Roselle, Illinois

Develops and commercializes proprietary technologies for the
production of low-carbon fuels
Develops and commercializes gas fermentation process that
produces fuel ethanol from renewable, non-food resources,
including industrial flue gases and other waste gases, such as
those produced from the gasification of municipal solid waste
and waste biomass
Creates bio-catalytic toolkits for gas fermentation microbe
Clean Technology
Name
Location
Description
Beta Renewables S.p.A


Salvador, Brazil


Jefferies 2014 Global Industrials Conference
Engages in the production and commercialization of ethanol
and sugar as well as in the cogeneration of electric energy with
an infrastructure comprised of 9 mills operating in 4 Brazilian
states with ~34 million tons of crushing capacity
Promotes Proesa technology for the production of second
generation (2G) biofuels and biochemicals, with the goal of fast
and large-scale deployment of its applications to the market
Operates as a subsidiary of the Odebrecht conglomerate, the
7th largest organization in Latin America
32
Private Company Profiles
Clean Technology (Cont’d)
Name
Location
Description
Cellana, LLC



Kailua Kona,
Hawaii


Modern Meadow, Inc.


Columbia,
Missouri


Develops sustainable algae-based bioproducts for health, feed,
and fuel applications
Offers microalgae for biofuels, aquaculture feed, animal feed,
cosmetics, and renewable chemicals applications; ReNew
OMEGA-3 nutritional oils; ReNew animal nutrition feed; skin
and personal care/bioproducts; and ReNew biofuel
The company’s ALDUO system enables production of
photosynthetic algae at industrial scale
Strategic partnerships/collaborations with National Alliance for
Advanced Biofuels & Bioproducts/Department of
Energy/Department of Agriculture and Hawaiian Electric
Co./Alexander & Baldwin
Develops animal protein for food, leather, and other
applications through bio-printing based tissue engineering
Applies the latest advances in tissue engineering to develop
novel biomaterials
Develops cultured leather and meat products that require no
animal slaughter and much lower inputs of land, water, energy
and chemicals
Clean Transportation
Name
Location
Fallbrook Technologies,
Inc.
Description


San Diego,
California


Jefferies 2014 Global Industrials Conference
Develops a line of transmission products based on NuVinci
transmission, a continuously variable planetary (“CVT”)
technology that improves the feel, performance, and efficiency
of machines that use a transmission, including bicycles,
electric vehicles, automobiles, agricultural equipment, and
wind turbines
Recently introduced NuVinci Harmony, an automatic shifting
system for use with the bicycle CVT and is developing
applications incorporating NuVinci technology for other product
areas both directly and through licensing agreements
Formerly known as Motion Systems Technologies, LLC and
changed its name to Fallbrook Technologies, Inc. in April 2004
33
Private Company Profiles
Coal to Natural Gas
Name
Location
GreatPoint Energy, Inc.
Description



Cambridge,
Massachusetts


Produces clean, low-cost natural gas from coal, petroleum
coke, and biomass utilizing its Bluegas catalytic
hydromethanation process
Bluegas operates at significantly higher efficiency than
competing technologies and benefits from lower capital
intensity, a superior environmental footprint, nearly complete
carbon capture, and a much lower cost of production
Products are less expensive than liquefied natural gas and can
be transported through the existing pipeline infrastructure
By-product carbon dioxide ("CO2"), captured as part of the
Bluegas process, can be used in enhanced oil recovery ("EOR")
to improve production from depressurized oil fields
Green Chemicals
Name
Biosynthetic
Technologies
Location
Description



Irvine, California


Genomatica, Inc.


San Diego,
California


Jefferies 2014 Global Industrials Conference
Manufactures a revolutionary new class of biobased synthetic
molecules made from organic fatty acids found in plant oils
Biosynthetic oils have numerous uses in the lubricant,
chemical, and cosmetics industries; in addition to their highperformance properties, renewable oils are biodegradable and
nontoxic
Holds a broad portfolio of issued and pending patents
protecting these novel biosynthetic oils
Currently offers two product lines; LubriGreen BioSynthetic Oils
and CocoEstolide
Delivers new manufacturing processes that enable partners to
produce the world’s most widely-used chemicals from
renewable feedstocks, with better economics and greater
sustainability than petroleum-based processes
Proprietary biotechnology platform allows the company to
create fermentation-based manufacturing processes and to
engineer the enabling microorganisms that drive the conversion
of renewable feedstocks into intermediate and basic chemicals
Raised $125 million in financing from Alloy Ventures, Bright
Capital, Draper Fisher Jurvetson, Mitsubishi Chemical, Mohr
Davidow Ventures, TPG Biotech, VantagePoint Capital Partners,
Versalis and Waste Management
34
Private Company Profiles
Green Chemicals & Biofuels
Name
Elevance Renewable
Sciences, Inc.
Location
Description


Woodridge,
Illinois



Virent Energy Systems,
Inc.



Madison,
Wisconsin


Produces high performance ingredients for use in personal care
products, detergents, lubricants, and other specialty chemicals
and fuel markets from natural oils using olefin metathesis
technology
Applies the physical sciences and formulation technology with
process knowledge to commercialize renewable products
Diester and diacid products expand options for manufacturers
of specialty polyamide, polyol and polyesters
Creates renewable products with varying degrees of
unsaturation and molecular weight are of interest of customers
in need of specialty monomers or cross linkers
Develops and commercializes biorefinery solutions for the
production of fungible biofuels
Technology is feedstock flexible, which means that customers
can choose the plant sugar source that best fits their needs
Offers BioForming, a technology platform that catalytically
transforms soluble plant sugars, such as non-food and home
grown energy sources into fungible advanced fuels for car,
truck, train, and air transportation
Key strategic relationships in place with Royal Dutch Shell,
Cargill and Honda to add vital resources and expertise required
to accelerate commercialization of its technology
Industrials Biotech/Sustainable Tech
Name
Location
Description
Calysta, Inc.



Menlo Park,
California


Jefferies 2014 Global Industrials Conference
Develops and produces proteins for commercial aquaculture
and livestock feed
Provides nutritional feeds and animal health products for fish
and livestock
Offers chemicals that are used in end products, including
fibers, plastics, and building materials; and biofuels using
methane
Additional locations in Houston, Texas; London, United
Kingdom; Stavanger, Norway; and Singapore
35
Private Company Profiles
Industrials Biotech/Sustainable Tech (Cont’d)
Name
Location
Quest Resource
Management Group,
LLC
Description


Tigard, Oregon


Uses patented, proven and commercially viable technology to
convert difficult-to-recycle waste plastics into synthetic crude
oil through a process that is scalable, versatile and
environmentally positive
Sells modular systems to industrial and municipal waste
plastic generators and aggregators looking to reduce disposalrelated costs and increase plastics-associated revenues
Reduces plastic waste normally destined for landfills and
produces saleable crude oil with its distributed waste
management and energy production approach
Internet Software and Services
Name
Location
Description
Agrian, Inc.




Fresno, California


Jefferies 2014 Global Industrials Conference
Provides a suite of software-as-a-service, mobile phone, and
tablet-based applications to levels of the agrifood supply chain
Offers Agrian Advisor, which is an automatically updating
system that helps manage various reporting requirements
introduced by the EPA
Provides Agrian Documented advisor that automatically
manages various food safety compliance documents;
electronically transmits reports to food processors, handlers,
and shippers; and faxes various documents or work orders
Offers Agrian Applicator that automatically import grower
permits; gets GIS-mapped fields and mapped spray notes;
creates and transfers pesticide use reports instantly to the
county
Provides Agrian Retail Outlet that helps retailers to manage
their growers and crop advisors in one system; and Agrian
Mobile that provides the access of Agrian tools from Apple
iPhone, iPad, or iTouch
36
Private Company Profiles
Mining
Name
Cobre Del Mayo, S.A. De
C.V.
Location
Description




Sonora, Mexico


Cobre del Mayo, S.A. de C.V. is a Mexican mining company
that operates the Piedras Verdes open-pit copper mine
Produces LME Grade A copper cathode and sells refractory
and vein type ore for processing into concentrate
Third largest copper mine in Mexico as measured by
production with 2013 sales of 30,860 tons of copper
Since January 2012, Piedras Verdes has been operating on a
sustained basis at close to or just above its design capacity of
87 metric tons per day (“tpd”) of copper cathode with strong
EBITDA and cash flow generation
Mineral resources of 1.7 million metric tons with estimated
remaining mine life of 17+ years
Steel, Metals & Materials
Name
Location
Description
Rain CII Carbon, LLC



Kingwood, Texas


Jefferies 2014 Global Industrials Conference
Engaged in the production and sale of calcined petroleum coke
(CPC) for the manufacture of aluminum
Offers calcined delayed coke for primary aluminum producers
to manufacture anodes; calcined delayed coke for titanium
dioxide (TiO2) pigment manufacture and other industrial
applications; and calcined fluid coke for use as a packing
material in anode baking furnaces, cathodic protection
applications, and other specialty applications
The company’s calcined petroleum coke is also used in
cathodic protection and electrical grounding for underground
construction; packing material for anodes during the baking
process; carbon raiser used by the steel industry; and
electrodes for steel recycling
Produces steam and electricity from waste heat produced by
the calcining process
37
Private Company Profiles
Steel, Metals & Materials (Cont’d)
Name
Location
Description
TimkenSteel Corp




Canton, Ohio


Manufactures and sells alloy steel, and carbon and micro-alloy
steel products
Operates in two segments, Industrial & Mobile, and Energy &
Distribution
Provides air-melted alloy steel bars, tubes, and precision
components, as well as value-added services, including thermal
treatment and machining
Products are used in engines, transmission and driveline
components, hydraulic system components, military ordnance,
mining and construction drilling applications, and other types
of equipment
Sells products and services to companies in oil and gas,
automotive, industrial equipment, mining, construction, rail,
aerospace and defense, heavy truck, agriculture, and power
generation market sectors worldwide
Transportation
Name
Location
Description
Watco Companies



Pittsburgh,
Kansas

Jefferies 2014 Global Industrials Conference
Provides transportation, mechanical, terminal and port, and
compliance solutions to customers in North America and
Australia
Offers locomotive, freight rail car, and track equipment leasing,
sales, and services; locomotive and car repair services to the
railroad industry; industrial contract switching services for
paper, chemical, petroleum, forest products, metals and ores,
and aggregate industries; warehousing and distribution
services; and rail logistics services, including train planning
and scheduling, tracing, maintenance, and inventory control
Engages in land and asset development, sales and acquisitions,
and land and property leases; operates railroads in the United
States and Western Australia; and sells gift, safety, men's
wearable, and women's wearable items online
38
Private Company Profiles
Waste to Fuels
Name
Location
Description
Agilyx Corporation

Engages in converting waste plastic into synthetic crude oil

Offers ultra-sweet and synthetic crude oil


Tigard, Oregon

Strategic partnership with Environ Strategy Consultants, Inc.;
Evergreen Engineering; Green EnviroTech Corp; and U.S. Oil &
Refining Co
Formerly known as Plas2Fuel Corporation and changed its
name to Agilyx Corporation in June 2010
Wind
Name
Location
Dobreve Energia S.A.
(DESA)
Description



Curitiba, Brazil

Jefferies 2014 Global Industrials Conference
Develops and operates wind power projects which produces
energy
DESA runs ~300MW of installed capacity in wind farm
complexes and small hydropower plants with 2,500MW in
projects that include photovoltaic generation and large-scale
energy accumulators
Operates complete cycle of electricity generation from
renewable resources, including prospecting and maintenance of
assets
39