Hi,
And welcome to the new article. Alsti has so far been a brilliant investment for me and my clients. If you do not know this company this is my analysis of it from February. I was not expecting such quick price discovery but when you combine high growth with cheap valuation and underlying growth potential, good things can happen. It will always remind me that >50% growers for forward P/E of 10x exist. And these are the situations I will hunt.
In this article I discuss these things complemented by conversation with management:
Understanding BESS better
Opportunity and risks with Tesla
Unit Economics
Assymetry remains but also high risks!
Building moat?
Industry participants
Datacenters and BESS
TAM
Valuation + Model
Buyback at €100/share?
Key Takeaways
New risks