Dec. 26 at 3:12 PM
My research on the solar space has put a name on my radar that I’m starting to love.
$NXT appears to be building out a strong leadership right in the middle of a critical value component of the growing solar ecosystem.
They are separating themselves from competitors and building partnerships with the new players like
$TE.
Above all I’m looking at a company that is growing top line and with rapidly expanding free cash flow, no debt, and growing backlog in an industry set to expand and become critical to the AI cycle.
Still researching to learn more, but from my initial review, if you compare them to their direct comp
$ARRY, they pulled away last year due to superior tech, logistics chain and global diversification.
This isn’t likely a 10-15x potential over 5 years, it’s reasonably valued. But it’s a great business in the perfect spot. A 3-5x over 5 years is def possible here.
If you believe the ai energy crunch is real......
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