Mar. 23 at 5:21 PM
$NXXT The healthcare angle is not theoretical anymore. The company already has 2 executed 28-year PPAs in California: Sunnyside Nursing and Post-Acute Care in Torrance, announced November 20, 2025, and Topanga Terrace Rehabilitation & Subacute Care Center in Canoga Park, announced December 11, 2025. Both contracts run through 2053 and include 2% annual escalators, which gives real long-duration revenue visibility instead of one-off project revenue
The numbers are what make this interesting. Sunnyside was modeled at about
$5.0M gross revenue over the contract term and includes 409 kW rooftop solar, a 300 kW battery system, and about 627,000 kWh of first-year output. Topanga was modeled at about
$3.85M gross revenue, with 350-380 kW solar, 250 kW / 1,000 kWh storage, and 470,00-480,000 kWh of annual output in early years. That means the healthcare story already has named facilities, signed PPAs, contract duration, escalators, system specs, and revenue models