Latest ideas and analyses related to clean tech

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
RUN , SPWR , PLUG , FSLR , AES , BE , NEE , SEDG

+44 pts



MS Energy & Power Conference - Takeaways for Clean Tech

By realmomobags on March 9, 2022, 8:10 a.m.
Tagged topics: clean energy , clean tech , renewables

Views: 70, Votes: 5, Responses: 0, Attachments: 1
FSLR , CSIQ , MAXN , JKS

+40 pts



Section 201 tariffs extended, but bifacial exemption intact – most negative for $FSLR

By ethonomics on Feb. 7, 2022, 4:29 p.m.
Tagged topics: clean tech , solar power

Views: 41, Votes: 4, Responses: 0, Attachments: 1
SEDG , ENPH , ARRY

+45 pts



Clean Tech - Expect mixed Q4 on supply/policy; focus on positive estimate revisions at $SEDG $ENPH $ARRY

By ethonomics on Feb. 1, 2022, 12:19 p.m.
Tagged topics: earnings preview , clean tech , upside to estimates

Views: 50, Votes: 7, Responses: 0, Attachments: 1
QCLN

+15 pts



Great and very timely report, thanks for sharing. Renewables stocks keep going down, so will be key to pick the right ones for the way...

By realmomobags on Jan. 6, 2022, 1:50 p.m.
Tagged topics: analyst checks , clean energy , clean tech

Views: 3, Votes: 1, Responses: 0, Attachments: 0
QCLN

+5 pts



The powerful paper about global renewable sector from overview of this industry, supply chain to the company in this sector....

By SnooAvocados9889 on Jan. 5, 2022, 10:45 a.m.
Tagged topics: analyst checks , clean energy , clean tech

Views: 4, Votes: 1, Responses: 0, Attachments: 0
QCLN

+52 pts



Global Renewables Sector

By KHUN on Jan. 5, 2022, 7:38 a.m.
Tagged topics: analyst checks , clean energy , clean tech

Views: 66, Votes: 5, Responses: 2, Attachments: 1
NOVA , RUN

+38 pts



Goldman says inflation, financing, and policy are among the biggest drivers of solar stock performance, recommends buying $NOVA and $RUN (deep dive)

By josiebe on July 2, 2021, 3:11 p.m.
Tagged topics: Goldman Sachs , clean energy , clean tech , solar power

Views: 434, Votes: 3, Responses: 0, Attachments: 12
PLUG

+1 pts



Very informative thanks!...

By sepoffa on May 19, 2021, 4:24 a.m.
Tagged topics: management commentary , non deal roadshow , JP Morgan , clean energy , hydrogen fuel cell , clean tech

Views: 1, Votes: 1, Responses: 0, Attachments: 0
PLUG

+35 pts



$PLUG - JPM says company in the process of finalizing partnerships after hosting meetings with Chief Strategy Officer

By cassie on May 18, 2021, 12:10 p.m.
Tagged topics: management commentary , non deal roadshow , JP Morgan , clean energy , hydrogen fuel cell , clean tech

Views: 201, Votes: 2, Responses: 1, Attachments: 4
PLUG

+1 pts



thanks for posting, much appreciated!...

By sepoffa on May 17, 2021, 11:35 a.m.
Tagged topics: secular growth , clean energy , Oppenheimer , hydrogen fuel cell , clean tech , accounting restatement , overhang lifted

Views: 1, Votes: 1, Responses: 0, Attachments: 0
PLUG

+36 pts



$PLUG - with restatement overhang removed, investors can refocus on growth of the hydrogen economy

By cassie on May 17, 2021, 11:03 a.m.
Tagged topics: secular growth , clean energy , Oppenheimer , hydrogen fuel cell , clean tech , accounting restatement , overhang lifted

Views: 206, Votes: 2, Responses: 1, Attachments: 7
RUN , SEDG , SPWR , NOVA , ENPH

+30 pts



$RUN, $SEDG - Morgan Stanley says these two clean tech names are best positioned to address semi shortage issues and deliver on 2021 targets

By josiebe on May 3, 2021, 1:35 p.m.
Tagged topics: supply constrained , Morgan Stanley , clean energy , clean tech , semi shortage , solar power , battery storage

Views: 206, Votes: 1, Responses: 0, Attachments: 4
SPWR , RUN , SEDG , Clean Energy

+30 pts



Carbon Tracker says solar and wind energy potential is 100x as much as global energy demand (deep dive)

By josiebe on April 26, 2021, 2:51 p.m.
Tagged topics: deep dive , clean tech , decarbonization , cheap energy , fossil fuel era is over , Africa , Carbon Tracker

Views: 227, Votes: 1, Responses: 0, Attachments: 71
RUN , SPWR , NOVA , ENPH , ARRY

+33 pts



$RUN, $SPWR - Goldman upgrades RUN to Buy on overdone selling from rising rate fears, and downgrades SPWR to Neutral on valuations

By josiebe on March 23, 2021, 12:03 p.m.
Tagged topics: valuations , buying opportunity , analyst downgrade , analyst upgrade , Goldman Sachs , clean energy , clean tech , solar power , buy the dip

Views: 231, Votes: 2, Responses: 0, Attachments: 25
RUN , SEDG , AY , TPIC , AES

+35 pts



Thanks

By beat_the_street on March 11, 2021, 12:18 a.m.
Tagged topics: valuations , secular growth , Morgan Stanley , clean energy , clean tech , buy the dip , ESG investors , Biden policies

Views: 2, Votes: 1, Responses: 0, Attachments: 0
AES , AY , SEDG , TPIC , RUN

+70 pts



Morgan Stanley says recent major pullback for clean tech industry represents an attractive buying opportunity given strong industry fundamentals and policy support ahead

By josiebe on March 10, 2021, 4:07 p.m.
Tagged topics: valuations , secular growth , Morgan Stanley , clean energy , clean tech , buy the dip , ESG investors , Biden policies

Views: 210, Votes: 2, Responses: 1, Attachments: 43
Global Macro

+37 pts



Goldman estimates China's pledge to net zero carbon by 2060 will lead to $16 trillion infrastructure investment, of which $1.2 trillion will be in the electrification of transport; highlights secular investment themes across multiple sectors

By ethonomics on Jan. 21, 2021, 4:56 p.m.
Tagged topics: China , electrification , electric vehicles , Goldman Sachs , clean energy , clean tech

Views: 289, Votes: 2, Responses: 0, Attachments: 81