It would be useful to remember that PG&E were in Chapter 11 because of the liabilities arising from the California wildfires. In part, those fires arose because of their network maintenance practices and their ability to identify and manage the data associated with its network maintenance. Anything, and I mean anything, that can prevent that happening in the future will be viewed as a massive benefit to people and the business itself. The business case for this investment would have to be a no-brainer given the involvement of Accenture, PG&E and Pointerra and a successful PoC outcome. I doubt that anyone is looking to delay that decision a day longer than it will take to get those operational benefits in place and while it will happen when it happens, I don’t agree with your timeline or price movements.
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