There are that many SMEs in South Australia compared to Vic/NSW that are still using the larger providers. The solar customers aren't that special as often the output doesn't match the peak in the late afternoons. SA is getting what's known as the duck curve when solar peaks at 12pm. It doesn't really make sense for ERM to look at SA when the US has so much potential and they can continue with SMEs in other states.
EPW Price at posting:
$1.29 Sentiment: Buy Disclosure: Held