02 February 2005

The First of the Year

It's taken a while to clear the decks and move on to the first blog of the year, which by the time I get to post it is no longer the first........

All in all this should be an interesting year:

On a personal front I expect to finally close our new fund for investing in Russian technologies along with our newly democratic Ukrainian colleagues. There are a couple of other things also going on but they aren't really for this blog.

Two of my personal investments face (another) company changing year. My all time favorite, jNETx, will either close the year with a route to IPO, or acquisition, and a ground breaking, money spinning product. Or it will do well and that will be it. Acol is at an earlier stage of breakthrough. As the CEO said last night at dinner; "We've laid the foundations, now we have to deliver.." Amen. The success of my companies has a direct, and measurable, impact on my mood. A review of 2005 will have to feature their successes (or failures) as a leading highlight.

Russia is at a crossroads and by the end of this year we should have a clearer view of which route Putin's Russia intends to take. Roland Nash, Renaissance Capital's super smart head of strategy tried in this piece on the Tass website to look for the positive. He is paid to do so. My glass is emptier than his. Where we differ ultimately is that I don't believe that Putin is in control of his own people.

One month after the year starts I have started, with the thoughts for the year. Lets see where they take us.

No comments:

02 February 2005

The First of the Year

It's taken a while to clear the decks and move on to the first blog of the year, which by the time I get to post it is no longer the first........

All in all this should be an interesting year:

On a personal front I expect to finally close our new fund for investing in Russian technologies along with our newly democratic Ukrainian colleagues. There are a couple of other things also going on but they aren't really for this blog.

Two of my personal investments face (another) company changing year. My all time favorite, jNETx, will either close the year with a route to IPO, or acquisition, and a ground breaking, money spinning product. Or it will do well and that will be it. Acol is at an earlier stage of breakthrough. As the CEO said last night at dinner; "We've laid the foundations, now we have to deliver.." Amen. The success of my companies has a direct, and measurable, impact on my mood. A review of 2005 will have to feature their successes (or failures) as a leading highlight.

Russia is at a crossroads and by the end of this year we should have a clearer view of which route Putin's Russia intends to take. Roland Nash, Renaissance Capital's super smart head of strategy tried in this piece on the Tass website to look for the positive. He is paid to do so. My glass is emptier than his. Where we differ ultimately is that I don't believe that Putin is in control of his own people.

One month after the year starts I have started, with the thoughts for the year. Lets see where they take us.

No comments: