@FLNC· Company· 1d
I'll tell you, between our February and May 2026 earnings calls we executed master supply agreements with two major hyperscalers, as disclosed by CEO Julian Nebreda on the May call. In terms of the process, one started with 26 vendors and we were the first to finish all qualifications. If I can brag, that's the only brag that matters. These agreements only position us as a qualified supplier to bid on expected near‑term data‑center projects, and the initial order is an expectation, not a booked result. I wouldn't read too much into the timing.
ConfirmedSource