Interesting that Entergy went through an EPC supplied rather than directly to Pointerra who they already use, but perhaps that relates to them wanting a more comprehensive solution (i.e. fixing the poles that have been identified as needed the work).
What is more interesting is that this resilience program has been on a cards for some time, and why the release today in advance of of the 4C.....it's not like they have settled on a price or timelines etc, but almost as if mgmt want the speculation that we are seeing above.....$20-$40 at 4m poles means $80m-$160m in revenues (although as someone pointed out, nothing around survey costs, hosting costs, profitability etc).
Look great to have this, but as usual, a lot more questions than answers and invariably, none of this matters unless it results in net cash in the bank.....history would indicate that the 4c will be a reality chack and mgmt will flag revenues are coming somewhere down the line (but just not clear when!)
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