Nice to see it inching up today..... we are "well positioned." ;)
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Event: NWR Communications Investor Virtual ConferencePresenting: Glenn Milnes (CEO)Time: Wednesday 4 November, 9:00am AEDT (11:00am NZT) for 30 minutes
Investors can register online to view the presentation here:https://us02web.zoom.us/webinar/regi...SUOTvcmyRpDWLQ
Going to try listen in if work allows.
Edit: Good presentation and questions answered. Focused on vast market opportunity in the US current infrastructure investment cycle. They've got a system that IMO is going to be very sticky with customers.
I have to say, the lack of time they reserve for answering questions is consistently annoying.
Much the same presentation as last time.
Still unable to release details of the client.
Still all positive in outlook and hopeful of great things ahead. Remain focused on doing the North American market properly as it is a big pie to gain a piece of.
There was a hint of some interesting tech they may be either contemplating or exploring.
Other wise it is a pretty small team, currently looking to expand slightly, handling a significant workstream so I can imagine their overheads are ridiculously small compared to the old system of operating.
As someone with a larger than a sharsies sized stake I still like what I see (apart from the lack of Q&A time).
Thanks for the summary Timesurfer.
Glenn sounded pretty confident that now they're inside Exelon Corp they are going to see growth.
Then the "largest shared communications inftrastructure company in the US" is standardising to IKE and it will therefore rollout to 300+ contractors. Bit unclear how many seats that means for yearly subs, or how many assets or how often they are transacted on.
Do like the sound of the transaction revenue though, I assume that would grow in step with the number of assets recorded & being accessed.
No liability for pole failure as Engineer signs off installations.