Newmoon Capital
Research journal of a securities analyst
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 34 | Founded | 6 years ago | Last Issue | 2 months ago |
| Active | |||||
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newmooncap.substack.comLatest Issues
Bigger, Better, Faster
Some bears (okay okay, I know Yates isn’t actually a bear) believe that ENR will never be as profitable as GEV, because they believe GEV has greater exposure to more profitable markets like US data centers. Let me take the opposite stance....
Rebuttal
- I'm not sure what data Mr. Yates has access to, given that the company doesn't actually disclose an OE order metric in their quarterly reports. It’s entirely unclear how he's calculating the Q1 and Q2 OE $ per watt. My guess is that he h...
Siemens Energy: The Art of the Possible
Siemens Energy could do E19B EBITA in 2030, and about E20B EBITA if we add back the Siemens AG royalty payments that ends in 2030. Stock trades at 6x 2030 EBITA on these numbers, and 4x after incorporating the FCF the company will generate...
Be Julien, Not Vlad
See Vlad Sergievskiy’s stock call performance relative to the equal weighted index of the stock he covers. I am just putting out the facts!
Anyway, here comes Jefferies with the absolute dunk. Read the note from Julien Dumoulin-Smith from...
Siemens Energy: Max Growth or No Growth?
TL;DR
My view is that Siemens Energy’s gas earnings are not peaking in 2030. The 2031-2034 delivery slots will largely be booked over the next two years, and order pricing is still rising. That locks in equipment economics well into the mi...
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| Subscribers | Engagement | 74 | Monthly Web Visits | ||
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Ex-L/S Analyst - Generalist
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