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David Collins's avatar

Thanks for the write-up; I'm very excited about another $50M market cap maker of gas/biofuel microturbines called Capstone Green Energy Holdings, Inc. CGEH. They have an over 30 year history with over 10,000 deployments but emerged from bankruptcy about 2 years ago and are starting to regain traction.

Stockdrifts Research's avatar

Yeah I have heard so much about them. I should find time to feep dive on them too.

Stockdrifts Research's avatar

BWEN actually went up 20-30% in this carnage week

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Oct 29
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Stockdrifts Research's avatar

Yes. This is exactly why I am not leaning in heavy.