Interestingly our soon-to-be-competitor, Atlassian, mentioned wave upon announcing their renewables brand:
disallowed/national/fair-dinkum-power-pm-inspires-atlassian-co-founder-to-create-pro-renewables-brand-20181031-p50d69.html
Musk and Cannon-Brookes surely know software can drive efficiencies in a traditionally-hardware industry (as did Hackett). Atlassian are a thousand-fold more valuable than Carnegie ($25B AUD vs $23M AUD) since the latter was literally decimated. Maybe the machine learning efficiencies mentioned in the quarterly will help CETO6, but in the absence of data...
No announcement on Newcastle, a quarter-year late? IMO Carnegie should give long-term investors more information (read: respect).
The most likely investors in renewables are post-graduates and women (especially post-grad women!). Industry talks are good for appealing to the former, but should try to appeal to the latter as well. A woman on the board is but one tactic. Institutional investment is low (approx 8% I think). Volatility is a massive problem, appealing to them is one way to address this.
The board should come clean about EMC, if there was anything untoward. Was it purchased to curry favour with the minister responsible for the Albany contract, as alluded to by Liberal politicians? This should be discussed at the AGM, knowing full well said party may be using hyperbole against a predominantly government-welfare company. Personally, I think the best approach is to make the microgrid-business profitable, concurrently progressing wave, eventually adding a battery to Northam...
