RE:RE:Proxy circular They said at various times during Covid, that there were 11-14-17 projects delayed at the engineering phase due to site lock downs.
The word project was used, as was the reference to sizes of 1M and larger. So these were definable projects being finalized in terms of choice of upgrade and final total cost.
The the phrase project-development PDA began being used which looks more like Paid-Engineering to demonstrate options. PE is a customer paid activity which is relatively inexpensifve and at one time TMG had 26 PE of which (IMO) zero became an installation contract.
So - we need clarification about the 11-14-17 - to clarify customer hesitancy versus forging ahead.
Fair to say that some of the 11-14-17 are now on the back-burner and some were cancelled due to Covid delays, war-risk and recession.
So let us push for clarification of the status of the 11-14-17 - and clarification of the 'new' demand for energy efficiency we keep hearing about.
IMHO thare will be some more announcements before the AGM (in 4+ weeks). Theses announcement will better demonstrate the 'team TMG ' successes.
Cheers.