In March 2025, a single transformer failure shut down Heathrow Airport.

250,000 passengers stranded. Hundreds of flights cancelled. Millions in economic damage.

It's a consequence of yesterdays grid being used today.

The North American grid was engineered in the mid-20th century. It was never designed for the bidirectional power flows that EVs and rooftop solar create.

There's a small-cap company that builds the hardware and software that fixes this, and based on our three stage valuation model it's trading at a discount. ⚡️