Here is an extract of a report produced in 2007. I know it is not current but addresses sone issues and highlights the opportunites to metering technology, especially when used in tandem with telecommunications.
"2007 Australia - Smart Grid - Energy Management and Broadband"
http://www.telecomsmarketresearch.com/research/TMAAABEI-2007-Australia---Smart-Grid---Energy-Management-and-Broadband.shtml
It also, to my mind, shows that demand for this type of technology will grow with the implementation of national broadband and ETS. It is up to the company now to win its share of this market.
Great opportunity at these prices, even if they fall lower. Naturally risky, but heaps of blue sky should the stars aline IMO. Time as always will tell.
Disc: Bought a few which I intend to hold long term
Cheers
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