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Analytica Advisors Clean Technology Industry Research: Building Out Great Companies Worldwide

Trusted Research for Innovation Industries

May 28, 2012

Céline Bak

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Simple taxonomy – Upstream, Downstream, Water

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Downstream is where growth will lie

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‘New’ Export Focus – beyond NAFTA

Source: Analytica Advisors

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R&D comparable to Aerospace & Defence

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44,000 Canadians Employed with a 4.97 Direct Multiplier, 8% Employment CAGR through the Global Financial Crisis

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Hidden innovation-based employment

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Significant Opportunity for Canada

Economic Opportunity for a $1.6 trillion Economy with $400 billion in Exports

  2010 2020

Industry Revenues $9 billion $60 billion

Jobs 44 000 125 000

Multipliers 4.97/3.85  Exports $4.7 billion $35 to $45 billion

R&D Investment $985 million

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Globally Competitive

Greater than 50 percent of revenues from exports

Greater than 60 percent of revenues from exports

Even domestically focused sectors are now growing exports

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Highest Growth Companies Take 9.7 Years to Reach $10 Million

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Even highest growth companies have slow starts

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What is the % of Canadian smart grid company revenue from exports?

1. 21%

2. 53%

3. 66%

4. 87%