I would be keen to hear who these long term customers are.
The market talk ( unverified) is that PG&E and SCE are not happy and reducing spend on the Pointerra. Eversource as previously mentioned is moving to Hitachi.
FPL spend is driven by Hurricane activity, I don't recall any thus far this season.
its easy to make the claim but it doesn't seem to be translating into $.
Ann: Pointerra 2023 AGM Presentation, page-3
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