Recap of ACP OM&S, Siemens Energy Annual Shareholder Meeting and Siemens Gamesa's persisting 4X/5X turbine sales halt, and underperformance of Engie's Nordex turbines.
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Allen Hall: So Joel, after the ACP OM&S event, we went to the San Diego Safari, which is this massive zoo out in the hills of California, just north of San Diego. That was really impressive. And the one thing they have there, you can't see anywhere else in the world besides Australia, is platypus. Evidently Australia does not let platypus out of the country, except somebody must have snuck one out and brought it to San Diego.
Joel Saxum: I saw the thread with you and Rosemary talking on Slack.
Allen Hall: Did you know that platypus are venomous?
Joel Saxum: I did not know that. That makes no sense to me.
Allen Hall: And I thought that's crazy, right? But Rosemary said, yes they're venomous. And you stupid Americans should know that. And I thought isn't everything in Australia venomous?
Obviously, but here's the thing, right? So when you get into the platypus area it's dark like night because they're active at night. And they have this pool there and you see these platypus swimming along. And in my head, I thought platypus was like the size of a beaver or a small dog.
It's about the size of a squirrel. They're tiny.
Joel Saxum: Oh, I thought, I legitimately thought it was like a river otter size, like animal.
Allen Hall: I know, right? And maybe it's just because of that platypus cartoon, I just assumed that they were bigger. You ever seen that platypus cartoon? But I was just really thrown off by how small they were.
I thought okay. It was worth seeing. Obviously, it was worth seeing. But the coolest thing we saw was elephants. So they had a really big area for elephants and they had a lot of elephants and they had put these hay bales way up high. So the elephants had to really, I don't know why you torture an elephant like this, but they had to reach really high to, with their trunks to reach up to grab the hay.
And I, was sitting there with my son Adam, and I said, how those, they can't reach that high. He said, don't worry. So the elephants actually took these blocks and stacked them to make a step to get up to, to get up to the hay. So it was like, Watching animals use tools to get to the food.
Wow, that was pretty cool.
Joel Saxum: You can do that at a buffet in Texas. You don't have to go all the way to San Diego or that.
Allen Hall: Alright, Phil, the Siemens Energy annual shareholder meeting was today. So when this podcast comes out which will be Tuesday that shareholder meeting was held on Monday early in America time. That was fascinating to watch. I haven't seen a shareholder meeting like that in the past, but it was all virtual.
So you had a panel of the Siemens executive committee and the yeah all the important players are in one spot but everybody that was chiming in was remote from their home. It looked like there's a lot of problems going on with Siemens energy at the moment and it's all focused on Siemens Gamesa, right?
So the, every part of Siemens energy seems to be making money. It is really solid. It's the Siemens Gamesa. Piece that's making the shareholders really upset. The approach from Siemens Energy today was we're going to provide a leash for Siemens Gamesa to straighten things out and if they can't turn it around in t...