According to this, WesternPower are asking for tenders from WA companies. I didn't know they could do that but it might have something to do with why EMC is being spun off to TAG.
While EMC did a good job of installing and operating the small number of SAP systems in the earlier trial in the SouthWest, the latest trial may have been beyond them due to it's size (60 x SAP).
It is hard to see how CCE would have the resources to do such large scale installations and at the same time get the Albany wave project going?
Perhaps they were biting off more than they could chew?
Being ambitious is not a crime but sometimes it can get out of hand and can bring a company down.
The SAP trial represents a very good opportunity for the company/companies that participate in it. MO and his team must have come to the conclusion that the company with it's dual technology focus could not handle both?
If this is what was behind the MPower deal, it is an admission that the previous structure of CCE was overly ambitious. As I said before, not a crime but it has to be realistic.
It was only after reading RB's post that I had even thought about this angle, (perhaps I am completely wrong)?
At the moment we don't know what the new MPower is going to look like, what it can do, or even if it will go ahead.
We need a whole lot more information than we currently have..
CCE Price at posting:
2.0¢ Sentiment: Hold Disclosure: Held
