Been here a long time, this contraction after good announcements is par for the course, but I do feel this one is different, for my money it’s profit taking not crew giving up. It just feels different. The 7 year avg will carry us for another 3 years before it will be irrelevant IMO. The uptake rate in SME to me screams SME need an energy hero to step up. The big boys have been taking them for a ride. For me LPE is now an innovative SME partner and growing that has the upside of medium length commitments (my estimate 3years churn rate) with overnight onboarding with no capex as opposed to lengthy body Corp meetings and red tape. Can’t wait to see SME grow
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