NOVA>>> $23
RUN>>>$29.16
GBA Presents: RADIO SAVANT-!
- Thread starter stonedinvestor
- Start date
RUN>>>$29.16
SUNW The Solar Stock That doesn't move.>
On balance, we anticipate an acceleration in quoting, bookings and backlog across the business in the second quarter that should exceed both prior quarter and prior year levels.
While the revenue story was positive in the first quarter, our margin capture was impacted by upfront investments in labor, together with component cost inflation. In response to rising labor and supply chain costs, we introduced a series of price increases in the first quarter and are introducing additional increases in the second quarter. These price increases, together with a continued focus on reduced lead times, improved closure rates and disciplined expense management, are expected to help offset many of the inflationary headwinds evident across the market. Although inflationary pressures exist in the solar industry, we believe that customers will continue to pursue solar investments in the face of rising utility rates.
In March, the Department of Commerce received a petition filed by California based solar module manufacturer, Auxin Solar. The petitioner requested that the DoC review solar panel imports from Chinese companies working in Cambodia, Malaysia, Thailand, and Vietnam related to anti-dumping. Many in our industry, including CEA, our trade association, are concerned that the investigation could have an adverse impact on panel pricing and/or availability for the U.S. solar supply chain, affecting everyone from panel producers and agencies to developers and IPPs. While these developments are potentially a headwind to the entire solar industry, reflecting a lack of support for the energy transition as a whole, we see no near-term impact from this investigation on our business.
About SUNW
Symbol Last Price % Chg
SUNW
1.83<--close
1.91<----------------Pre ///
On balance, we anticipate an acceleration in quoting, bookings and backlog across the business in the second quarter that should exceed both prior quarter and prior year levels.
While the revenue story was positive in the first quarter, our margin capture was impacted by upfront investments in labor, together with component cost inflation. In response to rising labor and supply chain costs, we introduced a series of price increases in the first quarter and are introducing additional increases in the second quarter. These price increases, together with a continued focus on reduced lead times, improved closure rates and disciplined expense management, are expected to help offset many of the inflationary headwinds evident across the market. Although inflationary pressures exist in the solar industry, we believe that customers will continue to pursue solar investments in the face of rising utility rates.
In March, the Department of Commerce received a petition filed by California based solar module manufacturer, Auxin Solar. The petitioner requested that the DoC review solar panel imports from Chinese companies working in Cambodia, Malaysia, Thailand, and Vietnam related to anti-dumping. Many in our industry, including CEA, our trade association, are concerned that the investigation could have an adverse impact on panel pricing and/or availability for the U.S. solar supply chain, affecting everyone from panel producers and agencies to developers and IPPs. While these developments are potentially a headwind to the entire solar industry, reflecting a lack of support for the energy transition as a whole, we see no near-term impact from this investigation on our business.
About SUNW
Symbol Last Price % Chg
SUNW
1.83<--close
1.91<----------------Pre ///
I wonder why FSLR is only up 1.45%.
Isn't that the Robinhood darling?
I never followed the solars too much.
Hmph.
The company is a very pure copper play, but it also is a world-leading supplier of Molybdenum and Zinc. Operating costs and COGS overall on a per-ton or pound copper produced remain at a very low level, as the company is fully vertically integrated. The company has no need to use external resources for either mining or smelting or any step of the value chain in between. The cost structure for the company is very well-balanced, with 14-18% spent on Maintenance, Power, Operating Materials, Labor, Fuel, and remaining areas.
Only the company Vale (VALE) has lower costs for production than does SCCO.>
SCCO-$64
Only the company Vale (VALE) has lower costs for production than does SCCO.>
SCCO-$64
STOCK OF THE DAY ARRAY
I HAVE THAD HIS DOG FOREVER. They make the transfer rotating holders that allow flexability of the panels to get the most sun.
More solar panels means more of these units.
Array Technologies, Inc. (ARRY)
11.50-0.07(-0.61%)
At close: June 3 04:00PM EDT
13.10+1.60(+13.91%)<-------------------
Pre-Market:07:19AM EDT
Description
Array Technologies, Inc. manufactures and supplies solar tracking systems and related products in the United States and internationally. Its products include DuraTrack HZ v3, a single-axis solar tracking system; and SmarTrack, a machine learning software that is used to identify the optimal position for a solar array in real time to increase energy production. The company was founded in 1989 and is headquartered in Albuquerque, New Mexico.
Darling Ingredients Inc. (DAR)- we have been following: is only $3 off it's high. ! Now I'm not so sure we ever get a pull back.
83.87+0.17(+0.20%)
At close: June 3 04:00PM EDT
84.76+0.89(+1.06%)
Pre-Market:07:00AM EDT
83.87+0.17(+0.20%)
At close: June 3 04:00PM EDT
84.76+0.89(+1.06%)
Pre-Market:07:00AM EDT
Here is what Aristotle Capital Management Focus Growth Fund has to say aboutDarling Ingredients Inc.(NYSE
AR) in its Q1 2022 investor letter:
"Darlingposted a strong recovery in the first quarter, rising on higher Diesel prices and strong demand for proteins and feedstocks. Furthermore, the Company continues to expand production in its Diamond Green Diesel (DGD) joint venture with Valero. Cash flows are expected to grow meaningfully next year, as the DGD 3 plant is expected to come online in Port Arthur Texas in the first half of 2023, bringing DGD total renewable diesel production capacity up to 1.2 billion gallons per year."
AR) in its Q1 2022 investor letter:"Darlingposted a strong recovery in the first quarter, rising on higher Diesel prices and strong demand for proteins and feedstocks. Furthermore, the Company continues to expand production in its Diamond Green Diesel (DGD) joint venture with Valero. Cash flows are expected to grow meaningfully next year, as the DGD 3 plant is expected to come online in Port Arthur Texas in the first half of 2023, bringing DGD total renewable diesel production capacity up to 1.2 billion gallons per year."
Clear Leader it looks like folks....
DAR
AMTX
GEVO
CLNE
SCCO
DAR
AMTX
GEVO
CLNE
SCCO
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