Really interesting name, seems like one of the few solar plays that has yet to rerate + strong fundamentals with the labor arb and high insider ownership. There's a little hair, as there always tends to be, but this valuation doesn't seem correct for this name in a hot sector like solar. Certainly has the smell of a multi-bagger, thanks for the writeup!
How’s the valuation compare to TE ? Doesn’t seem that much better for the additional risk?
It's 10% Enterprise valuation vs. TE. 300M vs TE's almost 3B. So you getting a company for 10% the price
Hk keep going bro .thank you for putting so much effort for us .
Thanks my man. Lets make money together!!
Really interesting name, seems like one of the few solar plays that has yet to rerate + strong fundamentals with the labor arb and high insider ownership. There's a little hair, as there always tends to be, but this valuation doesn't seem correct for this name in a hot sector like solar. Certainly has the smell of a multi-bagger, thanks for the writeup!
Yeah. Its very much under the radar and the valuation is just stupid. I only caught it because I am spending 100's of hours in this sector.
also I wouldnt call solar a hot sector. There are like 3 companies that are doing well. Rest everyone is forming a base
Fair point on the solar piece not being a hot sector, I think in my AI bubble world on X/Twitter it is but you're right.
Maybe worth an update to the article, but the IP issue is gone now, the biggest hair for me! Insane timing: https://ipfray.com/jinko-solar-settles-another-u-s-solar-panel-patent-infringement-dispute/