Friday, May 13, 2022 1:44:19 PM
Overall, not a lot enlightening from an investor perspective. More of a marketing webinar. The Deloitte interest was encouraging. The comment by Sean Mcevoy of being the only AI derms solution on the market was another.
Don't think the name Amazon was mentioned at all. Or Microsoft. Confirmed that Tampa Electric IS the major east coast utility. No mention of Emera which owns Tampa. No mention of other utility prospects.
Stock is lagging behind C3 significantly today, C3 up 21%. They are just short on credibility in the market, and remain so after this presentation IMO.
Regarding only AI derms solution, maybe they haven't heard of Autogrid and Schneider Electric, probably among others. Don't know what to think of that comment.
https://www.utilitydive.com/press-release/20220511-climate-ai-pioneer-autogrid-to-be-acquired-by-schneider-electric-to-acceler/
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