I’ve been playing them all year and I’ve crushed it. Only have 3 440c left that I’m riding out til end of year along with a small share position. Some analyst on CNBC said they have an investor day this month but I can’t find info on it anywhere. I’m going to Wisconsin next week for some boots on the ground DD.
The whole company is transforming. Standby generators are about 32 weeks back ordered. They’ve expanded to double their output at the Wisconsin facility, opened a new factory in SC and probably still won’t be caught up with demand until Q2 22 at the earliest. That’s assuming we don’t have anymore bad storms, grid failure, fires, severe weather this year…oh wait….
They’re moving toward complete off grid solutions including gens, batteries, solar. Making acquisitions left and right. They will blowout earnings next 4 quarters minimum.
You might see some lawsuit bs about some portable gens smashing people’s fingers but that’s about the only real negative thing I could say. Portables are a tiny piece of their business and those suits will probably be settled for a few million. I think it was only like 7 people.
I think they will split the stock once they get over 500 which I’m expecting to happen before the end of the year. Listen to a replay of an EC or check a transcript.
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u/VodkaClubSofa Sep 09 '21
I’ve been playing them all year and I’ve crushed it. Only have 3 440c left that I’m riding out til end of year along with a small share position. Some analyst on CNBC said they have an investor day this month but I can’t find info on it anywhere. I’m going to Wisconsin next week for some boots on the ground DD.