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Sunrun Inc. (RUN $18.23)
- $18.23 Cap: $4.23B
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Sunrun Inc. (RUN $18.23)
- $18.23 Cap: $4.23B
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Q: What do you think to invest on RUN .
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Sunrun Inc. (RUN $18.23)
- $18.23 Cap: $4.23B
- View RUN Profile
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Q: What are your current thoughts on Sunrun? It seems to have support at the $10 level and with the talk of increasing power demand in the US renewable energy should be part of the solution.
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Sunrun Inc. (RUN $18.23)
- $18.23 Cap: $4.23B
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Bloom Energy Corporation Class A (BE $149.50)
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Siemens AG ADR (SIEGY $151.33)
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Enphase Energy Inc. (ENPH $34.98)
- $34.98 P/E (TTM): 23.96X Cap: $4.57B
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Q: It seems the world’s electrical grid is going to look a lot different in the future. All the talk is around digitization and decentralization, whereby DER’s (distributed energy resources) will add supply back into the grid (solar panels, generators, even EV’s) and the local utility will also be able to reduce demand remotely by adjusting your a/c, hot water tank etc. all enabled by smart meters/networks driven by the technology of the internet of things and AI. My question is do you have an idea who the capital light kind of tech companies are that are going to provide the services to all the Utilities out there to make this happen? It is already happening in few places on a small scale, but the addressable market going forward is mind boggling. I guess I would much sooner invest in the tech than the guys digging lithium out of the ground! Any info appreciated, thanks.
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