I see Claude Walker had EOL as a buy on 1st Aug: "Energy One is already my largest shareholding".
"For me personally, Energy One is one of my favourite investment opportunities on the ASX precisely because the business is earnestly and profitably positioned to provide increasing value in tomorrow’s energy network."
https://arichlife.com.au/energy-one-asx-eol-is-a-buy-last-traded-price-5-08/
Given that international expansion is a core part of the growth strategy for EOL, it would be good to have some research done on systems available in Europe and North America. I worked in international energy markets a decade ago, and there were a lot of alternatives available at the time - no doubt at least some of these have made the transition to SaaS. I'll do a bit of digging but wondered if any StrawPeople are currently active in the space?
For the deep dive I am planning on going deep into the narrative - what has management said vs what they achieved.