It seems we have a lift!
The big question is “for how long?”. I’m sensing an underlying nervousness, what will happen post summer, post election, post Greece?
For a whistle-stop tour of what else I’m seeing;
Finance & Investment in general: -
- Early stage Innovation businesses in cleantech are still suffering from lack of finance although there’s some Creative fund ideas are emerging but these are pre-fund raising and still some months away
- There is still a lack of quality investments – with all investors sticking to traditional post revenue models
- Large scale asset based projects based on “known technologies” are more appealing to investors although a switch to investing in “IP” is being detected for some areas
CRC (Carbon Reduction Commitment):
- Public sector – enquiries are up across the board but delivery is problematical
- FM – large companies gearing up internally to tackle CRC opportunity but clients showing frustration with over-layered FM business models
- Government Knowledge & Advice on procuring these products and services is sadly lacking and will affect the placement of orders
- Consumer & Business Demand is growing for product – however manufacturing problems in small wind, supply problems for inverters & Solar PV are issues
- Installer capacity to deliver projects and scale-ability will be an issue in the near term
- Renewables purchasers are frustrated with a fragmented market, product comparison is hard to action, corporate “slickness” is lacking in delivery
- The present MCS accreditation framework appears to be preventing the industry from reaching “sales” maturity
- The present sales & distribution models are problematical – especially in small wind
- The SME Services & Product Sector for Renewables & cleantech is suffering casualties, further casualties are expected from cash flow burn-out crisis
- Specialist & experienced installers will perhaps be prime for acquisition but managing integration will be key for any acquirer
- The Corporate & Utility sector is struggling to internally ratify traditional operating models with highly adaptive, flexible & fast moving emerging markets
- Innovation in the Corporate arena is constrained due to cash flow/focus on core business, smaller workforces & lost internal entrepreneurial ability
Disruption Technologies & Conspiracy Theories?
- … suffered from professional anti-blogging attacks? Well interestingly – now the furore of East Anglia has died down we uncover a rise in this type of activity. So who are the organisations having sufficient funds who have a vested anti-lobbying interest to procure the services of these anti blogging rings.
- And is it wrong to believe that some of those same industries are also buying up IP to shelve “disruption technologies” …
- UK Manufacturing – over-engineered & over-priced? KISS for the future – the Chinese are coming!
These are personal views. I welcome comment, debate and discussion – firstname.lastname@example.org
Managing Director, EcoSearch
Image by Micky on Flickr