Interesting that Entergy went through an EPC supplied rather...

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!)