May. 28 at 8:50 AM
Things are starting to move nicely in the Alts and renewables side of my book.
$TOYO - heavy insider ownership (84%), will do a buck of eps this year, 2 bucks next. Most promising solar name in the game at a 3x trailing PE. Due for a massive rerate.
🔥 12 month PT - 13
$ARQ - insiders loading up. GAC hits this year, you get the core PAC business at a low teens multiple with high upside and asset value to secure the floor.
🔥 12 month PT - 10
$ANRGF - insiders buying and contracts flowing. Should be a 300m ARR business in 2 years. Massive TAM, limited competition
🔥 12 month PT - 2 usd
This is all about listening to management and riding a downtrodden sector back up.
Did it with
$DAVE and
$CTMX and these will pay the patient.
