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- for speed listening, go to the settings wheel on the bottom right of the video and choose playback speed - after one minute video becomes high-resolution.

 

Intro Capital and Legal Structure - 25 Feb 25

Company Operations - 25 February 25

Industry Competition - 25 February 25

Financials & Projections - 25 February 25

Investment Discussion - 25 Feb 25

 
SARRIA News -INTU
Wolfgang Felix
Amara - comment
Wolfgang Felix

Details of the restructuring plan are only coming through in waves. We understand there will be a drop-down of the entire business into a

Wolfgang Felix
Wolfgang Felix
Amara - comment
Wolfgang Felix

Details of the Amara deal are not yet public, but it’s progressing at pace. According to a press report this morning, the WC banks and majority note holders have agreed to

Wolfgang Felix
Wolfgang Felix
Amara - comment
Wolfgang Felix

As per last Friday, we said it wouldn’t be long before the company needs fresh cash. Less than a week later, we understand that

Wolfgang Felix
Amara - comment
Wolfgang Felix
Amara - comment
Wolfgang Felix

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

Wolfgang Felix
Amara NZero - comment - Positioning
Wolfgang Felix
Amara NZero - comment - Positioning
Wolfgang Felix

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

Wolfgang Felix