Kev siv hluav taws xob hauv tsev tau muaj teeb meem ntau dua li qhov hluav taws xob nce thiab kev xaiv-xws li lub hnub ci vaj huam sib luag, tshuab hluav taws xob, thiab roj teeb-proliferate. Kev txheeb xyuas txhua yam tsis yooj yim.
Tsuas yog siv lub hnub ci ru tsev.
Hais dab tsi? Qhov ntawd yuav ua rau me ntsis tsis meej pem rau cov neeg siv khoom hnub ci - lossis ib tus tswv tsev. Thiab nws ua rau cov lus nug: Lub hwj chim mus qhov twg?
Jagdfeld tau hais tias "Lub hnub ci tsis muaj dab tsi ntau tshaj li qhov chaw cog hluav taws xob faib rau cov khoom siv hluav taws xob," Jagdfeld tau hais. "100% ntawm [lub zog] rov qab mus rau daim phiaj."
Tias yog vim li cas, nyob rau hauv ib qho hluav taws xob, lub teeb tawm mus rau tus tswv tsev nrog lub hnub ci vaj huam sib luag, ib yam li lawv ua rau lwm tus.
Jagdfeld khiav lub chaw muab kev pabcuam loj tshaj plaws ntawm lub tsev tos txais lub zog hauv lub tebchaws.
Generac
(ticker: GNRC) yog qhov loj tshaj plaws los ntawm ib mais nrog kwv yees li 75% kev ua lag luam, raws li Baird kws tshuaj ntsuam Mike Halloran. Nws yog kev lag luam zoo heev.
Generac
muaj kev lag luam peev ntawm $ 11 nphom thiab xav tias yuav khwv tau li $ 11.80 ib feem hauv 2022, nce ntawm $ 9.63 hauv 2021.
Cov neeg lag luam yuav xav tias Jagdfeld muaj nws rau hnub ci. Nyob deb ntawm nws, nws hlub kev lag luam thiab xa nws qhov tseeb los ntawm Lub Rooj Sib Tham Solar Power International hauv Los Angeles. Jagdfeld tsuas yog piav qhia yuav ua li cas daim phiaj ua haujlwm, sau peb yam.
Ua ntej, nrog lub hnub ci, cov neeg siv khoom tau them nyiaj rau xa hluav taws xob rov qab rau hauv daim phiaj. Lub hwj chim ntawd feem ntau netted tawm tsam tag nrho lub zog siv.
Qhov thib ob, cov khoom siv hluav taws xob yuav kaw lub hnub ci lub ru tsev los ntawm kab sib chaws thaum muaj kev puas tsuaj los tiv thaiv cov neeg ua haujlwm siv hluav taws xob. Lub zog ntws tawm hauv tsev tuaj yeem ua rau poob siab, thiab.
Qhov thib peb, Jagdfeld taw qhia tias cov tsev uas muaj hnub ci zog tuaj yeem ua haujlwm yog tias lawv muaj roj teeb thaub qab.
Cov roj teeb nyob hauv chaw cia yog ib qho lag luam Generac tau nkag mus rau hauv peb lub xyoos dhau los, nkag mus nrog lub siab-ceev CEO piav qhia txog kev tiv thaiv: "Peb puas tuaj yeem siv lub tshuab hluav taws xob sab hauv [cov tshuab hluav taws xob] thaum kawg raug tshem tawm los ntawm cov khoom siv cia."
Kev cuam tshuam zoo li txoj kev deb. Lub hnub ci ru tsev ntxiv rau lub roj teeb cia tseem muaj ntau yam ntawm cov khoom siv hluav taws xob thaub qab. Tseem, rau Generac, nws yog lub sijhawm los nkag siab txog kev lag luam.
Generac tau txais Pika Energy, uas tsim cov roj teeb raws li lub zog inverters zoo li cov neeg sib tw
Ntxhw
(ENPH) thiab
Cov Khoom Siv Hluav Taws Xob Hnub Ci
(SEDG).
Jagdfeld tau hais tias "Qhov peb pom tau sai heev, koj paub dab tsi, qhov no yog lub sijhawm ua lag luam tshiab," Jagdfeld tau hais txog qhov kev pom zoo.
Nws tab tom sim tig Generac los ua tus thawj coj hauv cov tshuab hluav taws xob hauv tsev ntse thiab lub tuam txhab tau ua lwm yam khoom siv thev naus laus zis suav nrog cov ntsuas ntsuas kub ntse thiab lwm yam khoom siv hluav taws xob. Generac kuj tau tsim ib daim phiaj kev pabcuam kev lag luam rov qab rau xyoo 2020.
Kev muag khoom rau tag nrho cov kev pabcuam thiab cov khoom siv hluav taws xob huv huv Generac xav tias yuav nce ob npaug hauv 2022 piv nrog rau xyoo 2021, ntaus kwv yees li $ 500 lab. Tag nrho Generac muag hauv 2022 yuav tsum yog kwv yees li $ 5.2 nphom.
Qhov ntawd yog qhov kev loj hlob zoo los ntawm qhov pib txias hauv 2022. Txhua yam uas cuam tshuam rau daim phiaj-tsim dua tshiab, kev siv hluav taws xob, kev faib hluav taws xob-txhua yam zoo li muaj txiaj ntsig rau Generac rau qee qhov, uas yog vim li cas Jagdfeld tseem nyob. ntseeg hauv nws lub tuam txhab yav tom ntej.
Cov neeg lag luam tsis paub meej hnub no. Generac Tshuag yog nqis 51% xyoo rau hnub tim thaum lub
S&P 500
thiab
Dow Jones Muaj Nruab Nrab
yog tawm li ntawm 23% thiab 19%, feem.
Muaj ob peb yam uas yuav tsum tau xav txog. Cov neeg lag luam tau tsom mus rau lub sijhawm luv luv tam sim no thaum muaj kev nce nqi, nce paj paj thiab kev lag luam qeeb. Dab tsi ntxiv, Generac, keeb kwm, tau ua cua daj cua dub thiab, hais ncaj, lub caij nag xob nag cua xyoo 2022 hauv Atlantic tau pib qeeb.
Sau ntawv rau Al hauv paus ntawm [email tiv thaiv]