KE ZHUANG Investment Thesis Constellation Energy Corporation (NASDAQ:CEG) is a distinct player in the electric generation and retail/wholesale energy supply market, primarily due to its substantial carbon-free baseload electricity generation from nuclear power plants. The company stands to benefit significantly from the Inflation Reduction Act, particularly the new nuclear production tax credits, which offer substantial…
kelvinjay/E+ via Getty Images Investment thesis Our current investment thesis is: NGG is primed for an uptick in its current performance over the coming 2 decades, as the global energy transition is delivered. The company is leading the infrastructure investment in the UK (and to a lesser extent in New England and New York), positioning…
SweetBunFactory Ultra Clean Holdings (NASDAQ:UCTT) has been an extremely strong performer over the long term in the semiconductor equipment space. However, the recent downswing in the industry has led to a significant pullback in the shares, with market participants looking for a potential bottom in revenue. Ultra Clean tends to move up and down quickly…
Clara Bastian/iStock via Getty Images Times have been rather tough for shareholders of Clean Energy Fuels Corp. (NASDAQ:CLNE). On December 12th alone, the stock, on no news, plunged, closing down 12.7%. The picture was even worse earlier in the day, with shares down more than 14% at one point. In fact, during trading, units hit…
SAND555 I covered Southern Copper Corporation (NYSE:SCCO) just over a year ago, when I rated the stock a hold – citing concerns with falling commodity prices and potential to miss earnings targets. The stock is up about 60% since then. I am again rating the stock a hold – but for different reasons this time…
As many as 1,300 employees are working under Shell’s Low Carbon Solutions (LCS) division. A total of 90,000 people are employed by Shell Group in 70 countries. Massive layoffs taking place in the tech industry in 2022 and 2023 have extended to other fields. Recently, oil and gas giant Royal Dutch Shell PLC (NYSE: SHEL), commonly known as Shell, announced…
DanielBendjy Graham Corporation (NYSE:GHM) recently delivered beneficial expectations about 2024, including EBITDA growth and net sales growth. GHM is also expected to benefit significantly from recent increases in defense budgets. Besides, management also says that it may reposition its efforts to enjoy the incoming expenditures in the clear energy market. There are obvious risks from…
Khanchit Khirisutchalual/iStock via Getty Images IRA Has Transformed The Status-Quo Clean energy has had its fair share of naysayers over the years, but amidst all the skepticism, it’s difficult to dismiss the role that the Inflation Reduction Act (IRA) has played in galvanizing interest in this space. Since the IRA became effective in August 2022,…
If not for anything else, the latest report about clean energy usage could mean a greater move toward the adoption of BTC. A Bloomberg analyst has just reported on the present situation with Bitcoin (BTC) miners as it concerns clean energy usage. In a recent thread on X (formerly Twitter), the analyst, Jamie Coutts said that…
SweetBunFactory Ultra Clean Holdings (NASDAQ:UCTT), a supplier of critical subsystems, ultra-high purity cleaning and services for the semiconductor industry, did what it could, but the stock has been unable to overcome what appears to be resistance despite multiple attempts. The latest decline in the stock can be traced back to the most recent earnings report,…
sankai Late in 2020, I offered a quick recap on Ultra Clean Holdings (NASDAQ:UCTT) stock after a tumultuous year, which included a sizeable deal. After shares saw a substantial run higher during the year, and the company announced a relative expensive deal, I turned a bit more cautious. As it turned out, shares quickly doubled…
Alexey Tolmachov Investment Rundown There was some significant news earlier this year that Heritage-Crystal Clean, Inc (NASDAQ:HCCI) is being sold to J.F. Lehman for a deal valued at $1.2 billion in total. The share price for HCCI did drop though in the last few weeks as the market was expecting there to be a bidding…
Cynthia Shirk/iStock via Getty Images In April, I believed that shares of Mister Car Wash (NYSE:MCW) were still not shining after it has seen strong growth in recent years. While strong growth was to be applauded, higher rents and interest expenses hurt earnings (and essentially profitability per location), making me cautious even as shares were…