Ann: Trading & Operations Update, page-18

Really good update. If you read between the lines, it looks like the contract renewals are nothing to worry about and seem to indicate those US utility companies are looking to integrate even further into 3DP, hence the not less than $20.1mill for ACV. As a minimum those utility companies would sign up on their previous terms but the update indicates those companies are expanding further into 3DP.

Also those appointments sound great on paper. Hopefully in 3-6months we see their appointments bearing fruit... big juicy fruit.