galactic_tradez

The goal here is simple. I’m bringing you A+ setups. I drop the plays, you decide what to do with the info. Not financial advice 📝

[galactic_tradez @galacticwins]

i keep coming back to the fleet. $SPRU does not need a new story to exist. the assets are already on houses. $FSLR $CSIQ got the bid today. $SPRU is the one still mispriced

[galactic_tradez @galacticwins]

they also kicked out $4.8 million of adjusted operating cash flow in the quarter. profit plus cash is a different conversation than hope. watching $SEDG $ENPH run and $SPRU still has not been invited to the party

[galactic_tradez @galacticwins]

gross margin on the trailing book is about 66%. that is a fat subscription margin hiding in a tiny solar name. if $CSIQ $RUN are on your screen, $SPRU belongs next to them

[galactic_tradez @galacticwins]

the model is the part people skip. homeowner gets the power, $SPRU keeps the system. that repeats. it is not a one and done install. solar tape is already rewarding $FSLR $ENPH. this one is still early

[galactic_tradez @galacticwins]

cash and restricted cash sitting at $81.5 million. trailing sales still around $108 million. for a name this quiet that book is the tell. $CSIQ $SEDG got the bid today. $SPRU is the one still mispriced

[galactic_tradez @galacticwins]

they trimmed core costs about 26% and operating income still climbed to $9.8 million. i like when the cut shows up in the profit line and $SPRU just did that. watching $RUN $ENPH run and $SPRU still has not been invited to the party

[galactic_tradez @galacticwins]

q2 is what got me. $SPRU went from a loss to $3.3 million of net income. operating ebitda printed a record $26.5 million. that is a business getting cleaner. if $SEDG $FSLR are on your screen, $SPRU belongs next to them

[galactic_tradez @galacticwins]

been sitting with $SPRU and the simple version is they already have the roofs. about 85000 home systems throwing off subscription cash. the market has not repriced that fleet yet. solar tape is already rewarding $ENPH $CSIQ. this one is still early

[galactic_tradez @galacticwins]

i keep coming back to the fleet. $SPRU does not need a new story to exist. the assets are already on houses. $FSLR $CSIQ got the bid today. $SPRU is the one still mispriced

[galactic_tradez @galacticwins]

they also kicked out $4.8 million of adjusted operating cash flow in the quarter. profit plus cash is a different conversation than hope. watching $SEDG $ENPH run and $SPRU still has not been invited to the party

[galactic_tradez @galacticwins]

gross margin on the trailing book is about 66%. that is a fat subscription margin hiding in a tiny solar name. if $CSIQ $RUN are on your screen, $SPRU belongs next to them

[galactic_tradez @galacticwins]

the model is the part people skip. homeowner gets the power, $SPRU keeps the system. that repeats. it is not a one and done install. solar tape is already rewarding $FSLR $ENPH. this one is still early

[galactic_tradez @galacticwins]

cash and restricted cash sitting at $81.5 million. trailing sales still around $108 million. for a name this quiet that book is the tell. $CSIQ $SEDG got the bid today. $SPRU is the one still mispriced

[galactic_tradez @galacticwins]

they trimmed core costs about 26% and operating income still climbed to $9.8 million. i like when the cut shows up in the profit line and $SPRU just did that. watching $RUN $ENPH run and $SPRU still has not been invited to the party

[galactic_tradez @galacticwins]

q2 is what got me. $SPRU went from a loss to $3.3 million of net income. operating ebitda printed a record $26.5 million. that is a business getting cleaner. if $SEDG $FSLR are on your screen, $SPRU belongs next to them

[galactic_tradez @galacticwins]

been sitting with $SPRU and the simple version is they already have the roofs. about 85000 home systems throwing off subscription cash. the market has not repriced that fleet yet. solar tape is already rewarding $ENPH $CSIQ. this one is still early

[galactic_tradez @galacticwins]

i keep coming back to the fleet. $SPRU does not need a new story to exist. the assets are already on houses. $FSLR $CSIQ got the bid today. $SPRU is the one still mispriced

[galactic_tradez @galacticwins]

they also kicked out $4.8 million of adjusted operating cash flow in the quarter. profit plus cash is a different conversation than hope. watching $SEDG $ENPH run and $SPRU still has not been invited to the party

[galactic_tradez @galacticwins]

gross margin on the trailing book is about 66%. that is a fat subscription margin hiding in a tiny solar name. if $CSIQ $RUN are on your screen, $SPRU belongs next to them

[galactic_tradez @galacticwins]

the model is the part people skip. homeowner gets the power, $SPRU keeps the system. that repeats. it is not a one and done install. solar tape is already rewarding $FSLR $ENPH. this one is still early