RE: EESL will be interesting to watch13 Mar 2018 18:10
Given you are away from this, you may have forgotten what the whole business plan is based on. It has, or had, EESL, and similar, smaller, contracts as it's cornerstone. It has lost round one, and is hoping to feature in future segments of the programme. The customer base is massive, and largely pot less, so a pre paid system ensuring they get income will ensure the rollout becomes a solvent offer from day 1. Great for India, not so good for SI's like Cyan. It was nailed on that they would go for a Mesh based solution and CC where in the middle of it, SIMS came from nowhere. They kind of lost a one horse race. Unfortunately it is rolling out very well, meter suppliers are also having no issues. JC will say something one day, but where does he start. Hope this helps.