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Will Ceres help engineer a biofuel feedstock revolution?
We just completed a short note on Ceres which is still marketing their IPO. The company has licensed IP from a few sources and combined with their own substantial investments in R&D to create...
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SolarEdge Technologies IPO
Summary: SolarEdge gets good marks for the banking team, company positioning and business strength but their market opportunity and technology advantages are less compelling given the proposed...
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Will Ceres help engineer a biofuel feedstock revolution?
We just completed a short note on Ceres which is still marketing their IPO. The company has licensed IP from a few sources and combined with their own substantial investments in R&D to create...
View ArticleClik here to view.
SolarEdge IPO Scores a solid B
Summary: The SolarEdge IPO gets good marks for the banking team, company positioning and business strength but their market opportunity and technology advantages are less compelling given the proposed...
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New Fortress Energy is a “mini-LNG” play.
The first IPO to brave the volatile 2019 market and the US government shutdown is New Fortress Energy (NASDAQ: NFE $17.00 - $19.00). New Fortress is another energy company focused on liquified natural...
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