Mar. 8 at 2:45 PM
$RAIN $TYGO $ZEO
These are my solar and weather tech plays of choice.
RAIN: This company has solid leadership, and a very uniquely profitable weather tech. They are able to increase rain and snow yields by up to and over 20% via ion seeding. It is completely powered by solar, and each installation operates on a contractual basis. The company has two contracts (One with the state of Utah/One with the state of Colorado) which came online in November. We should see the companies profit margins for the first time this ER. I also expect PR to start rolling in, as the company needs to get the mcap to 35m. Currently at 21m. Thats almost a 75% profit if you take a stake now. Minimally. Be early here.
TYGO: Profitable even when solar production/installation is down. This one is a no-brainer. With oil prices rising, I expect TYGO to do very well.
ZEO: Just signed on for their first major solar contract. These guys are looking for more. They aren’t big enough for the heavy hitters, AMZN, META, and the like, but with those guys consuming everyone else’s time right now, I think ZEO will operate an important role in the solar sector soon.
DD and GLTY. NFA as always.
