The Missing Link for Israeli Cleantech success - Insights From The Telecom Industry

By Noam Zakai

The notion that Israel can become a dominant player in the  clean tech sector is recently heard from various sources.

Israel has proven that size doesn’t matter - as it is apparent in the impact, size and success of its Internet and telecom industry. This success is derived from factors such as scientific infrastructure, innovative local market, and human network,  all important for creation of an innovation system.

Does Israel has the same success factors in the Cleantech field?

I’ve compared the contributing factors to Israeli telecom success and similar factors in the cleantech industry in the table below. Though such a comparison is biased (in telecom we are analyzing something that already happened while the cleantech and its success factors are still in early stages), it can give some ideas on the the future of the cleantech industry:

 

 

Telecom

Cleantech

Theoretical background

Universities and Technion

Universities, Technion, Weizmann Institute

Practical field experience

Israeli military and defense industries serves as an incubator  for practical experience

Major  success stories  (Amdocs, Comverse) created a cluster in Tel Aviv area

Lack of equivalent in the cleantech  industry

Major success stories such as Ormat

Markets Intimacy

Import knowledge by Israelis that spent years abroad

Innovative internal market enabled companies to test and mature technologies and products

Social Network

Major challenge to overcome is focusing on technology solutions and neglecting marketing aspects

Financing

State backed VC’s (Yozma for example) paved the way for private VC’s

Dedicated state backed funding ("Katamon" funding plan among others)

Mature VC industry looking for new fields that can maintain high ROI

Bridging the gaps will be a major challenge for the Israeli cleantech industry. However  and there are some signs that this can be achieved:

However, the main challenge is to create a widespread legacy of delivering solutions to the marketplace.

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Does Ormat Face a Takeover Battle?

Ormat (ORA), the Israeli geothermal energy company might be in a mid of takeover battle - so it seems from recent headlines. The company, which grown to represent strong management and strategic thinking in the clean tech industry, suffered from a rocky year and a half, when its stock price change its course number of times.

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The mother company was founded at 1965, by Lucian and Yehudit Bronicki, group’s CEO and CTO respectively, and kept its family orientation. Started as a technology company, they successfully transitioned, and now own geothermic power plants. The company technology unit, Ormat Technologies, is traded at NYSE since 2004, with a market cap of 1.76B$.

However, last year was not as successful, which led to investor’s discomfort. Things accelerated when Haim Katzman, owner of Gazit Inc, major Israeli real estate development company, said in an interview that the link between ownership and management is not a crucial element, and is separated in many American companies. This statement, clearly aimed at the holdings of the Bronickis (27.8%), fueled the discussion about the company’s future. The fact that after heavy trading, Gazit owned 17.2% of the company gave a strong signal that Mr. Katzman meant business.

In what some will consider a defensive move, The couple recently promoted their son, Yoram Bronicki to group’s president, replacing Yehudit, who remained as the group’s CEO.

Time will tell if the Bronickis lose control of their company. One thing is certain - Ormat is still an emblem of high level strategic thinking, strong execution, and keen understanding of market dynamics.

You can find an excellent Wallstrip episode on this topic here.

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