I think reporting on active customers is a more mature way of reporting when you are diversifying into a DMC space.
I also think it may be hard for LPE to translate the current business change to investors where the original model focused on selling GWH to residental buildings the DMC is focused on increasing active customers.
The business has steadied under the old model to a point where it is operational cf+ it is now transitioning into a more modern company which = bigger opportunity.
thoughts?
Ann: Correction to Market Update 25 January 2019, page-20
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