Column 1 Column 2 Column 3 Column 4 0 B2 M2 S2 1 Commenced operations Sep-17 Nov-17 1Q19 2 MW built1 (MW) 2.0 2.0 - 3 Contracted utilisation (MW)
% of total power planned
% of MW built0.2
2%
11%0.3
1%
16%5.4
18%
-
As we know, Billing Utilisation is MW actually bringing in $Revenue. Contracted Utilisation is a bit of a leading indicator to this.
It's interesting given how far out S2 is in comparison to M2, yet M2 has no/little Contracted Utilisation.
S1 Observations:
It's also interesting to me the level of Project Revenue over the last 12months is >$8M.
It's interesting to me how Contracted & Billing Utilisation have both jumped a large amount and are suddenly in lock step. Contracted Utilisation is suddenly 94%/Billing 92%.
My theory,
The results are largely affected by the results of a major project rolling through.
That the major project is Microsoft on the back of Azure/Office 365 Success.
Microsoft makes up a big portion of the forward Contracted Utilisation for S2.
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