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Manufacturing plan for power and renewable energy equipment in works


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Impax to bolster private equity and infrastructure team - Private Equity News


Impax to bolster private equity and infrastructure team
The London-based ESG boutique has hired Sean Maguire from Norwegian energy producer Statkraft as its managing director
Impax s Sean Maguire
Company s photograph
By
Monday January 18, 2021 12:51 pm
UK sustainability investor Impax Asset Management has appointed Sean Maguire as its new managing director to expand its work within private equity and infrastructure.
Maguire joins from Statkraft, a Norway’s state utility company, where he was a vice-president. A renewable energies specialist with 13 years of experience, the executive has worked on M&A, debt raising and PPA structuring for European developers and utilities.
In. ....

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Solar Energy Will Get a Boost This Year. Not All Stocks Will Benefit.


At the same time, Goldman raised
Enphase Energy
(ENPH) to Buy with a $232 price target, a 32% gain from Monday’s close after rising 513% over one year.
It’s a tale of two growth stories, the bank said. First Solar’s earnings and revenue have already peaked for this cycle, Goldman analyst Brian Lee said in a note on Monday night. Margins are expected to peak in the first half of this year.
First Solar is expected to report year-end 2020 profit of $3.62 a share, but the estimate for year-end 2021 is $3.44, according to FactSet. Year-end revenue is estimated to be $2.8 billion, which is running slightly below the $3 billion forecast for year-end 2021. ....

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My Interest Is High in FuelCell Energy: Here's My Trade Idea


My Interest Is High in FuelCell Energy: Here s My Trade Idea
The environment for these firms is not only friendlier at the federal level, but far friendlier at the corporate and investment levels.
Dec 24, 2020 | 11:00 AM EST
For days now, the Renewable Energy Equipment industry has soared far above the other, more heavily focused upon industries that reside within the Tech sector. Over the past five days, the Dow Jones Renewable Energy Equipment Index (Bet you didn t know there was one) has soared 22.2% higher, while similar indices for Computer Hardware (basically Apple (AAPL) ), and Software are up 2.2% and 2.1%, respectively. The Dow Jones US Semiconductor Index is down 2.3% over that time frame. ....

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