Solar volumes are holding up better than expected, outweighing the more disappointing development of smart grids (allegedly temporary). But margins on

North American energy providers are slashing investments by half in response to the Big Beautiful Bill. This should quite directly hit

Q2 had slightly better revenues than we expected, but at slightly worse margins. One-offs were, however, more significant than modelled, and so

The new Idea Pitch videos are now available: Amara NZero, Emeria, Kem One and Rekeep.
You can find them on the Sarria website landing page as well as on each individual company’s dedicated page.

Please find our updated analysis of Amara here

Picking companies in growth sectors, even when temporarily not growing, has the advantage that unforeseen circumstances rarely constitute default risk. If value is lost on the way somewhere, the business will eventually recover it. Add to that: 1) strong market share, 2) scalable cost structure, 3) cost focused management, 4) good liquidity and 5)

We are shooting first and will ask questions later. Having followed the name for some time now and being satisfied with our predictions so far, we think the business can

Solar revenues were slightly ahead of model and overall EBITDA was on target. From there, the main difference was a slight

Amara NZero videos are available on the website, here.

All,

Please find our initiation of Amara here.

Amara | Live Discussion

Wolfgang Felix - Senior Analyst, Head of Desk

Tuesday, 25 Feb, 3 pm UK time | 10 am ES