Recently, the following headline caught my eye:
‘Tesla Supplier Panasonic Plans Additional $4 Billion EV Plant in U.S.’ 1
Even in an environment with significant inflation, and a monetary policy that may continue raising rates for some time, significant capital expenditure continues within the battery space.
Panasonic is particularly notable because, in July...
Enphase Energy NASDAQ:ENPH is coming off an excellent month of June 2021, up over 30% and 82% YTD. Now, we sit about 30-days from earnings with the street estimating an EPS of $0.42.
Is there another period of time where ENPH faced a similar situation and chart pattern? Yes, from mid-September 2020, until mid-October 2020, ENPH ran up over 63% and reached its...
My take on Azelio. If they follow through with orders in Q2 which is their plan and they've delivered accordingly to their plans with precision so far. Both the technical and fundamental pieces are in place here for a breakout. Biggest owner bought more shares at 52.90 and the company had a new issue of shares (596 million SEK) at around 56 SEK in march 2021....
While NIO is retracing too, Star Peak Energy Transition Corp., after making a merger with Stem Inc., and trying to become an industry leader in the energy storage market, is going to consolidating after the end of this first pullback from 38$ top to 32$ (15/01/21).
The stock has since risen and now rests around a $1.63B market cap valuation, just a fraction of...
