Reddit Posts
Top 8 Breakout Candidates for the week of 11/22/21
Mentions
Monday's post-close screen has two speeds: 🟢 $ENSC +152% (No news, low-float pump) 🟢 $AMRC +29% (Q2 earnings beat) 🔴 $RITR -31% (Partnership news sell-off) 🔴 $POWL -15% (Q3 earnings miss) https://preview.redd.it/j76pigx6a8hh1.png?width=680&format=png&auto=webp&s=32ded0a7e0128eb9a994837eec1eb0b63607ccef
At least on this one...! But regarded me just had to try and rush through two more and got the two new ones (INGM AMRC) wrong ... oh well LOL 😎
Closed ASTS. Added INGM and AMRC puts
Yeah, I really like nuclear in theory, but am somewhat worried how much is actually going to get built. Like there is a real growth in solar+battery storage. I never found any companies outside of SHLS and NXT to invest in for utility level stuff. I have looked and owned FLNC, but don't really like companies that aren't profitable, but haven't looked at them in forever. Crazy to see their 6 month run lol. I remember looking at AMRC in the past and was in the same boat as FLNC. There was another name, but can't even remember it at this point. Just had a hard time finding stuff that make sense for the valuation and theme of solar + battery storage.
I’m in HOND, CCCX, BACQ, WLAC, and I have AMRC who is building for NKLR. So I am a SPAC fan. What do you have to say about the CEO? https://x.com/WagieCapital/status/1975971710768959642
AMRC and GSAT fuck yea. Big green dildos.
$AIP $AMRC Green on a red day, not bad
Construction/engineering names have all popped after earnings and continued upward ($TPC, $LMB, $STRL, $AMRC). So here’s my idea, buy $SLND before earnings on 5/13. These have all been turnaround plays that seem to have turned around, so I think $SLND will share a similar story and begin a nice uptrend. Stock has been basing sideways for a year while institutions accumulate and there’s only 4.58mil shares in the float. I caught the move on $TPC with this thesis. Also insurance names are a good play right now. $HRTG, $KINS, and $PLMR are my top picks.
Yeah. I’m always kind of neutral on buying or selling, since context kind of matters. Still really interesting to see that much insider buying, especially since it’s like multiple people, not just the CEO. AMRC got a bunch of hedge fund bugs recently, had a solid day today. Been eyeing that one, since it’s become super cheap. Posted an interesting company I ended up doing a small position in, CINT. Been on vacation this week, so really haven’t been doing much lol
AMRC is like exactly the opposite. I'm really watching that one currrently. Not sure why it's cratering so hard today but I feel like someone knows something or it's actually a great buy opportunity.
Anyone know what's up with AMRC? It beat earnings and absolutely fell off a cliff this morning
AMRC is also down, only like 2%, kind of in the energy/batter space. Wish there was some better names to invest in, but every time I've looked for like battery storage, all the companies seem not great.
I've looked into them before. Them and AMRC, since I was trying to find some battery storage businesses. However, not too familiar with how their business actually operates, especially with a bunch of tax credits.
Rolls-Royce Holdings plc is a leading player in the aerospace, defense, and power systems markets, renowned for its advanced engineering and technology solutions. The company is heavily involved in developing Small Modular Reactors (SMRs) and is poised to benefit from defense contracts and increasing demand for sustainable energy solutions. Key Points 1. Institutional Confidence: - 77% institutional ownership indicates strong confidence from large investors, but also potential for volatility. 2. Strategic Opportunities: - Potential contracts, such as with the Italian Air Force, and involvement in the burgeoning SMR market, provide significant growth opportunities. 3. Operational Challenges: - Closure of the Nuclear Advanced Manufacturing Research Centre (AMRC) poses a risk and may affect short-term operational stability. 4. Growth Potential: - Short-term growth of 10-15% is feasible, driven by positive developments in defense and energy sectors. Long-term growth could reach 20-30%, contingent on successful execution of strategic initiatives. Why Investors Should Research Further 1. Economic Viability of SMRs: - Assess the economic viability and market acceptance of SMR technology, a crucial factor for long-term growth. 2. Institutional Actions: - Monitor the actions of major institutional investors, as their decisions can significantly impact stock price. 3. Market Conditions: - Evaluate the broader market conditions, including geopolitical and economic factors that may influence the aerospace and defense industries. 4. Company Announcements: - Stay updated with the latest company announcements and financial reports to make informed investment decisions. Investors are encouraged to conduct their own research to understand the risks and opportunities fully, considering their financial goals and risk tolerance. Rolls-Royce holds promise but requires careful consideration of various dynamic factors.
Some other names are pumping in the space too, like $ENS was up 10% the other day. I've seen some posts around battery storage and California, I think people are starting to wake up to how important batteries are going to be. Also seems like some other names are seeing sales come back again, which means it could be a possible bottom in the industry. $AMRC is like 7% today and 362% from their earnings report.
Super weird. Seems like AMRC still held on to a lot of the gains, but feels like it could just be going down with CSIQ
Could be. I've been posting for a long time around the electrification trade and physical data centers. The amount of energy we are going to need and how much grid updating is insane. I'm really bullish long term on things like battery storage, but the latest few quarters from some names haven't been great, but seeing AMRC get some solid numbers, feels like it could be a bottom. Plus it feels like rates are been sticky now for a while and we probably aren't going to raise, so hopefully that should help the sector. Another name in the space I've been watching is $ENS. Much like $AMRC, they have been beat down for the past year and the stock has become pretty cheap. Honestly might be do a swing trade on them based off some of the other names and probably a great upcoming quarter, which they report on the 23rd. Here's their investor presentation from last quarter [https://investor.enersys.com/static-files/387f0dfd-c0c7-4dac-901e-9a1520f4777a](https://investor.enersys.com/static-files/387f0dfd-c0c7-4dac-901e-9a1520f4777a)
Hoping for some good numbers, I posted earlier about $AMRC and they had a great quarter, wonder if the market could be starting to bottom for some of these names.
I've been following them, but their last quarter wasn't too great, which is kind of concerning. * Q1 GAAP EPS of $1.12 misses by $0.03. * Revenue of $815.6M (+0.5% Y/Y) misses by $38.53M. I'm looking at $NVEE after hours. They are still kind of cheap, but seems like they had a bad year last year, but last quarter saw growth come back and they started talking data center work as well, which the market should like. I'm almost tempted to want to play their earnings, since looking at $AMRC report from yesterday and how the market reacted, seems like some of the names might have bottomed or come close to it. Kind of simliar to MYRG, I own $PRIM. They are a bit more expensive, but they are seeing a lot more growth and focus on a lot of different industries. PRIM also reports after the bell close today, but you know I'm a sucker for an investor slide deck and this was their last one from Feb: [https://ir.prim.com/\~/media/Files/P/Primoris-IR-v2/presentations/2023/4q-2023-earnings-presentation.pdf](https://ir.prim.com/~/media/Files/P/Primoris-IR-v2/presentations/2023/4q-2023-earnings-presentation.pdf)
$AMRC reported yesterday and seeing some growth again. Back log is up 45% as well as revenue was like 10% YoY. They still have a fair amount of debt, but could be an interesting company if they are starting to turn it around, since the stock has become really cheap. [https://finviz.com/quote.ashx?t=AMRC&p=d](https://finviz.com/quote.ashx?t=AMRC&p=d) Here's the latest investor presentation: [https://d1io3yog0oux5.cloudfront.net/\_faa07c7402c9a2525aeedfc6da880c7a/ameresco/db/433/3981/supplemental\_information/2024+Q1+supplemental+slides+FINAL.pdf](https://d1io3yog0oux5.cloudfront.net/_faa07c7402c9a2525aeedfc6da880c7a/ameresco/db/433/3981/supplemental_information/2024+Q1+supplemental+slides+FINAL.pdf)
I saw some news around how CA used a bunch of energy from battery storage. I really want to invest in some of these companies but all them seem to be not great investments right now. Outside of $FLNC, I've looked at $ENS and $AMRC. Still think I'd rather own the electronic component supplier or some of the HVAC names for now.
STEM also reported yesterday, numbers don't really look great. I think we've talked about, I really want to be bullish on battery storage, but it feels like all the names I've looked at aren't doing great. STEM FLNC ENS AMRC
I've owned FLNC in the past, but don't own them now. I went back and forth on them and STEM. I really think battery storage will be key but most the companies in the space haven't been great. Like ENS and AMRC also in the space and actually have a positve EPS, but their overall performance for the past year has been bad. I really do think long term, they might be winners, but that's part of the reason why I just have a position in $WIRE. Company kind of touches a lot of industries.
More of an r/stocks post but I’m averaging down on AMRC tomorrow. Down 30% YTD for no reason
At this point, even some ill-timed bets in my portfolio are starting to head green. I’m looking at you, $ANSS $TMO $TREX $AMRC …. The Everythjng Rally is here with a vengeance and I’m loving it.
$AMRC Q3 Non-GAAP EPS of $0.40 misses by $0.06. Revenue of $335.15M (-24.1% Y/Y) misses by $50.02M. Record Total Project Backlog Increased 14% Sequentially, with $708M in New Awards. 2023 Outlook: Revenue $1.315 - $1.370 billion; Gross Margin 18.5-19%; Adjusted EBITDA $160-170M; Non-GAAP EPS $1.15-1.25. Down 17% in the AH's Feels like interest rates are wrecking green energy plays. Wonder if it might make sense soon to open a long position. Some names are becoming kind of cheap.
Rad. Came across them over the weekend looking into AMRC. I like the idea of energy storage, just hard finding a good company that does it lol.
AMRC coming off a rough comp from last year and facing some same headwinds as category leaders. Good company, good mgmt. this stock should be a bit and hold term. I’m long.
Nice. Maybe you could check mrvl ( although this one shot up in the past weeks), AMRC (Energy Management) only a lot of debt to refinance in the coming years, NVT (server storage and more) and STEM. The only problems i have with STEM and MRVL, they look overbought.
Are you talking about AMRC? Not sure what stock you are referring to. If so, not sure what Europe or people looking to renovate their house has anything to do with the company. US isn't really seeing that same trend, plus our grid is a mess. The US is in desperate need of updating the grid and congress here has passed like billions of dollars to help with infrastructure and more green innovatives. As far as more room to run, not 100%. Looking at their numbers from the last quarter, looks like revenue was down like 42% YoY. However, a lot of these construction like companies are all about their backlogs, since that represents how much business they will do and last quarter, looks like that did increase 13%. They raised their full year EPS. Looks like the revenue guide was a little bit lower as well. Looks like 2022 was a huge year for them, since they grew like 80% over their 2021 number. Would need to dig more into the company to understand why 2022 was so big and if that decline is them just normalizing. From the fundemental stand point, the foward PE is still like 17, which means it's pretty normal but the PEG and PS are close to 1, which means it might be a tiny bit undervalued, but seems like it's a fair price where it currently is. Seems like it could be a good entry for a long position, but might not move very much outside of earnings or any macro news around construction in the US. You can see the big drop in price came on when they reported two quarters ago, which the price went from 51.80 to 43.95, where it's basically the same price now.
What are your thoughts on Ameresco (AMRC) ? - provide loans for energy efficiency projects - data & analytics - renovate energy infrastructure. - ESG Cons - No moat - high debt ( although common for companies who hand out loans) - rely on government subsidies Thoughts
Bought the dip on AMRC.
No, I am not at all worried. If anything, subsidies will increase. But even without the subsidies I like it a lot given where the world is headed. The push to a carbon-neutral world is just going to get stronger. A direct competitor is LFG (which came out of the RICE spac). They do similar things very successfully also. Opal also adds in biowaste and wastewater. There is also CLNE, MNTK and AMRC which are all more expensive on a valuation basis but do the same thing. They also have contracts going out for decades. Hydrogen and EVs are competitors, but I don't think any one will "win". They will all be necessary to get to where the world is going. Plus I am long some of the battery tech also. Net-net I am very bullish on the industry and I am backing multiple players. This happens to be one of the cheaper ones.
Harvested some losses, trimmed back my biggest winner. Sitting on almost 50% cash now. Aside from my big winner for the year (LIACF), modest positions in AMRC, LTHM, CWEN, CHPT and some RIVN puts are all I've got left outside the megacaps/indexes.
AOSL and CAR, two of my breakout candidates running nicely so far. CLFD and AMRC looking primed as well if they can pick up some volume.
Hey I’m just coming back to say that AMRC is doing OK lately.
Yo AMRC be lit. What a run.
MSFT, GOOG, NVDA, AMRC, SQ/PYPL(hard to pick one)
Because the clean energy bubble popped, and only the ones that generate profit (incl AMRC, CWEN) regained their value. Speculation hit a fever pitch, retail investors were getting high on market anomalies like that one brick and mortar gaming retailer that had just gone nuts. Framing your question in relation to the change in administration is bullcrap. Whoever told you there are no stupid questions lied to you. This is a stupid question. Ask better questions.
AMRC, BEEM, GRWG, INMD, NET Doubled my investment on everyone of them, tripled it on NET and GRWG, and quadrupled it on INMD All held long, still holding all except GRWG, which I divested 75% of what I held because I think it's incredibly overvalued right now
AMRC and CWEN for individual plays. TPIC for a higher risk, but still sane option. PBW for the speculative play ETF, ICLN for international exposure that actually owns revenue-generating companies.
Still a third of what it was a few months ago. Meanwhile LNG and AMRC are at all time highs.
Riddle me this. AMRC all time high. LNG all time high. CLNE almost a third of all time high yet it's an industry leader...
If you guys are looking for a stock that is not a meme and is an actual good investment take a look at AMRC. A green energy company that has shown tremendous growth both in the long term and the short term. You guys do your own DD, but me personally i've lost too much on meme stocks and being a retard. I would actually like input on this so if you have anything to add please share I would actually like to discuss this :D
Today has been quite disappointing with stocks. So I’m doing a bit of shuffling with my holdings. Has anyone gotten into $AMRC before? They look to be pretty stable with constant growth of 10% monthly. It’s an Energy stock. I’m wondering if this is a foot investment moving forward?
So you're looking at stocks with good growth potential that people aren't talking about? Take a look at: REGI NXPI GAN AMRC
Clean energy that's actually *profitable* already (CWEN, AMRC, TPIC). MOGO. Anywhere between 40 and 65 in 3-5 years. Minisight. (Mini = micro, sight = vision) For some reason, this sub still considers M\\/1S a pennystock. But its run hasn't brought it to its full value yet. 40/share minimum.
Find profitable, reasonably valued clean energy and stick to those. They’ll ride any enthusiasm bumps with all the trendy picks, but when the froth blows away like it has the last couple months, they’ll have a firmer floor and will continue a longer upward push. See TPIC, AMRC, CWEN.
AMRC about looking good for July calls
I’m sticking w/ clean energy that has already established themselves as capable of generating revenue and profit. The valuations on those will fluctuate as well, but their longer term upward trends (AMRC, CWEN, TPIC) will ultimately prevail. Without a realistic and developing path to profitability (looking at you, PLUG/FCEL/WKHS), the future is very much a wild card.
DNMR AMRC MMM in 180-200 channel WWE ‘Tis the time for KANG
Wondering what a male finger feels like in my butt. Not a gay question btw POLITE EDIT: expect infrastructure/passing June/July. Then green energy like AMRC, more petrochem for plastics/fuel, then chem manufacturers.
You can just as easily buy these selloffs like the institutions are. I just picked up SQ and COST at a nice discount, and added to my AMRC. Yesterday I added to my COHU.
AMRC, SQM, THRM are clean energy (or at least, clean energy-tangent) companies that are profitable and recently posted solid earnings beats. They're getting their asses kicked along with everything else right now. In looking at things to buy during the downturn, these are the kinds of things grabbing my interest.
I'm personally not big on ARK ETFs. I'm much bigger on looking at the holdings and picking the ones I like. ARKK: I'm not a big TSLA fan. People make money on it and I'm not about to hate on the stock or its holders. But it's not for me. So rather than ARKK and its nearly 11% TSLA position, I have decided my favorites from its top ten are SQ and BIDU. So I hold those instead. However, I'm on board with clean energy speculation. Some clean energy companies are unbelievably overvalued, and the industry could very well be overbought at the moment. I hold plenty of profitable, reasonably-valued individual stocks for clean energy (AMRC, CWEN, THRM, TPIC), but for the speculation/gambling side, I'm on board with having a position in PBW (an unbelievably speculative and risky clean energy fund) and calling it good.