May. 15 at 5:05 PM
$SHLS The key question here is if this company could maintain a 35% gross margin. Aluminium prices hit this company hard, but If you add to this first premise the use of DTA´S, the reduction of their SG&A expenses, the US utility-scale solar supercycle and the penetration into BESS and Data Center solutions, this could be a 3.3 B/4B company, which means a valuation of 19-24$. Let´s see!
