Few notes from call that wasn't in 4C:CR done to fund growth now...

Few notes from call that wasn't in 4C:

• CR done to fund growth now and seize opportunities now. As balance sheet is public, will also strengthen it which helps in bidding for tenders. Discount is seen as in line with other raises of similar size and condition as of late. 
• South Africa/Cape Town is still a possibility - day zero has been pushed back and government still doesn't have long term solution. Sales force on the ground and happy to engage.
• African MOU will get more updates as near the finish line.
• Stanford should release something by end of year or earlier next year.

I think the key thing is how long can this uptick in contracts last - if it's sustained, Fluence is very exciting. I think I will take up a portion of my SPP allotment, would be my first purchase since back in the early days of EMC :S