revenues will improve now that we have a President that isn't married to the EPA
I worry about the opposite effect. MTs had very good EPA #s in many sectors and still couldn't get equivalent tax credits, as the idealists got for other products, to make a level playing field.
Having a POTUS that's less environmentally ... "astute" suggests even less likelihood of a level playing field as the idealists will still have their lobbyists.
I think best hope, regardless of POTUS/EPA, is increased adoption of de-centralized micro-grids as businesses realize the day-to-day cost benefits, 99.999% availability, robustness against catastrophe (both real-world and cyber), choice of fuels (working on multi-fuel ability), and BTW it helps the environment too.
There will be many choices in this scenario and CPST management will have to execute, not just promise, to succeed. E.g. potential order conversion rate by vendors was 11%, IIRC, and CPST started a program to help put that to a more normal 20%.
Years pass and have we heard more about it? Success?. Failure? Pipe dream? Hot air?
Lack of execution? Book-to-bill seems to suggest no realized benefit so far.
There could be reasons for that - customers fearing BK avoiding buying, etc. But that's a tired old excuse no more valid than a hundred others we might envision.
BS, in all it's forms smells.
MHO,
Bill
