3DP 10.3% 4.3¢ pointerra limited

Just only on US Utility Industry, why Utility companies need...

  1. 52 Posts.
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    Just only on US Utility Industry, why Utility companies need Pointerra's solution? It starts with a problem statement:
    https://slate.com/business/2019/10/california-wildfire-season-pge-liability-new-normal-hopeless.html
    https://hotcopper.com.au/data/attachments/2512/2512047-f6520748d189dde60a754d8aa4bc2b08.jpg
    https://hotcopper.com.au/data/attachments/2512/2512050-7a2416b103863a1754a360bb7725d410.jpg

    If you have watched the 2 medias that sent by @glutenfree, you would appreciate the use cases (presentation & demo from the COO Randy on 3D Asset Management for Utility companies and presentation from GEO1 CEO on Wildfire Risk Mitigation), and I shall not repeat the posts.

    Now, let's have a basic understanding of US Utility Industry. The 168 Investor-owned utilities served 72% of US electricity, and 3DP has PG&E and FP&L(owned by NextEra) as its customers.
    https://www.eia.gov/todayinenergy/detail.php?id=40913
    https://hotcopper.com.au/data/attachments/2512/2512063-6404db14a7172cd5c7d8bb5b9edc2c3c.jpg

    So, who are PG&E and FP&L? They are 2 of the top 5 and this article explains well about their outages. https://www.saveonenergy.com/learning-center/post/top-5-utilities-in-u-s/
    https://hotcopper.com.au/data/attachments/2512/2512086-9d822d83a474610cab151cab4e9fb1d4.jpg

    So, if Pointerra has the top 5 as their customers, how many investor-owned utility companies will adopt Pointerra's solution? Well ... Jun20 4C update is a good start for your consideration.
    https://hotcopper.com.au/data/attachments/2512/2512091-6c731f44412e6170a2647597c44247bf.jpg


 
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