Quote (MildSambal @ Sep 15 2022 11:33pm)
Funding exceeding 35 million, operations for continued growth in the solar energy/renewable energy industry. Proven track record cross selling renewable energy products, significant rising revenues yoy since 2020 with >15% net margins, historical funding passed by Joe Biden for this industry, cost competitive products, strong demand.
When I say "what" I mean "what is their business model".
Just saying "they're growing in solar and green is big with government" that's not a very good argument for growth. Lots of companies are entering the solar market and it's really competitive.
Is that "historical funding" going to them? Is there a big grant coming to them for solar panels? What does "cost competitive" look like? Are they 2% more expensive than the competitors or 5% cheaper? What will that 35 million do for them that they couldn't do before?
What's the risk profile? Something can be great on paper but if it takes 10 years for them to make money on solar panel leases that's not great.
Does this clarify the kind of thing I'm asking? If you are suggesting an investment over the next 5 years you better have a good reason. If its a 1 week trade where tomorrow a regulatory ruling is happening that will cause it to blow up, that's not something you can even do a lot of dilligence on. But a 5 year investment should have a commensurate amount of research.
This post was edited by NetflixAdaptationWidow on Sep 15 2022 11:13pm