3DP 1.52% 6.7¢ pointerra limited

Ann: Appendix 4C - quarterly, page-98

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    lightbulb Created with Sketch. 3779
    Pacific Gas and Electric? cool.png
    Florida Power & Light? cool.png
    Southern California Edison? cool.png
    San Diego Gas & Electric? cool.png

    From the recent Quarterly 4C Update:
    "Following the successful completion of the POC with Pacific Gas and Electric (PG&E) during the quarter, Pointerra commenced enterprise deployment activities across a select range of PG&E business units.By accommodating PG&E’s restructure and recapitalisation process and current emergency fire response activities, instead of finalising a formal enterprise agreement with PG&E as previously foreshadowed, Pointerra is working collaboratively with PG&E management to expand the use of the Company’s platform in coming quarters.

    The Company continues to invoice PG&E at least US$35,000 pcm for a mix of DaaS and AaaS subscriptions, which is expected to continue growing over time as more data, user numbers and analytics tools are deployed across the wider PG&E enterprise.

    During the quarter Pointerra also continued to work with existing utility customers both directly and via their mapping partners across the US, including Florida Power & Light (FPL), Southern California Edison (SCE) and San Diego Gas & Electric (SDGE)."


    What competition is there? Why do these U.S. electric utility market leaders choose Pointerra?
    What might happen if/when the rest of this market starts to follow these four market leaders?

    https://hotcopper.com.au/data/attachments/2590/2590166-aebb703f8f38528354b8e098ec61ac41.jpg
    https://www.eia.gov/electricity/sales_revenue_price/xls/table10.xlsx

    Pointerra (and, by extension, its shareholders) are the champions of managing 3D data? biggrin.png

    Last edited by glutenfree: 25/10/20
 
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