sensible concerns. My thesis rests on the ‘easy’ wins from odotech being replaced by ‘easy’ wins from upselling/network effects for example in the water treatment section Thames water expanding to other sites and other water companies seeing Thames water using evs and investigating its use (or in southern waters case I think it was a staff member from Thames got a job at southern water which prompted them to use evs too). Also in the mining space Glencore and Anglo using evs in Colombia which May prompt them to use it at other mines.
I think we are seeing examples of the network effect already as described with water in the uk, but there’s still plenty to play out.
EVS Price at posting:
9.8¢ Sentiment: Buy Disclosure: Held
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