September 28, 2023
Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 4-5), segmented by Chinese and global prices, tracked each Wednesday by EnergyTrend, PVInsights, and PVInfolink, respectively. Last week, price changes in China…
September 25, 2023
Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 14-15), segmented by Chinese and global prices, tracked each Wednesday by EnergyTrend, PVInsights, and PVInfolink, respectively. Last week, price changes in China…
September 18, 2023
Tesla Has a Q3 Demand and Earnings Problem that Many Seem to Want to Ignore (for now). In this note, in addition to updating our bottom-up earnings driver model for TSLA’s 2023E and 2024E-25E earnings…
September 12, 2023
What’s Up? In this note we update our view on both Cameco Corp., and the broader Uranium space, where the most significant takeaways are: (a) a revamp of our global supply/demand model framework, (b) our…
September 12, 2023
Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 1-2), segmented by Chinese and global prices, tracked each Wednesday by EnergyTrend, PVInsights, and PVInfolink, respectively. Last week, price changes in China…
August 30, 2023
Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 1-2), segmented by Chinese and global prices, tracked each Wednesday by EnergyTrend, PVInsights, and PVInfolink, respectively. Last week, price changes in China…
August 30, 2023
Is the US Housing Market Facing a Serious Problem N-Term (When Looking at the Host of Recently Available Data)? The SPDR S&P Homebuilder Index (XHB; NC) is up +36.1% YTD, significantly outperforming even the S&P…
August 22, 2023
Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 14-15), segmented by Chinese and global prices, tracked each Wednesday by EnergyTrend, PVInsights, and PVInfolink, respectively. Last week, price changes in China…
August 14, 2023
Cliff’s Offers to Pay a 42% Premium for US Steel, Effectively Crediting the Company for its “Best for All®” Strategy Before it’s Been Fully Executed (a huge plus for US Steel’s shareholders). Last night, we…
August 11, 2023
Our Take on the July CPI Report. In this note, we provide our take on the July CPI report. That is, with Consensus now pricing in the first rate hike as soon as the 3/20/24…
August 10, 2023
Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 1-2), segmented by Chinese and global prices, tracked each Wednesday by EnergyTrend, PVInsights, and PVInfolink, respectively. This week, price changes in China…
August 8, 2023
Zach Kirkhorn, Tesla’s CFO of Four Years, Announces his Immediate/Unexpected Departure Effective 8/4/23. Yesterday we learned that TSLA’s “young” 39yr old CFO decided to leave the company, unexpectedly (given, as recently as May, according to…
August 7, 2023
Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 7-8), segmented by Chinese and global prices, tracked each Wednesday by EnergyTrend, PVInsights, and PVInfolink, respectively. Last week, price changes in…
August 2, 2023
In this Note, We Discuss What Could Prove to be a Mar. 2020-Like Black Swan in 3Q23/4Q23. Is there a black swan coming this year that’s currently flying under the radar? In this note, we…
July 27, 2023
The Fundamental Question Sunnova Investors Must Ask the Company/Themselves is Simple: “Why Does it Appear Sunnova is Copying the Failed Silicon Valley Bank (“SVB”) Business Model”. While we get into NOVA’s dismal results in the…