Bigger, Better, Faster
Also remember that ENR has a 100bps penalty from the Siemens AG royalty payments that will sunset in a few years and so the real margin delta is...
101 Views
Siemens Energy: Max Growth or No Growth?
My view is that Siemens Energy’s gas earnings are not peaking in 2030. The 2031-2034 delivery slots will largely be booked over the next two years,...
124 Views
Siemens Energy (And GE Vernova): Debunking the Peak Gigawatt Bear Case
I believe Siemens Energy could double in 2 years, while the downside is amazingly protected given the nature of the business and what is in the...
126 Views
OMI update
It looks to me that the company is now run-rating to $500M of EBITDA, but it is possible that it is much lower depending on how Q3 turn out.
346 Views
Eastside distilling part 2: review Q1 results
I believe EAST might be a 0, or basically 0, before the end of this year and equity holders (as well as preferred equity holders) are going to be...
479 Views