Andrey Omelchak Predictions
Portfolio Manager / Investor
Track Andrey Omelchak's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
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[2:42] if you look at 27 and 28 um I think the stock price um should do exceptionally well actually from this point on. So there's a bit of caution. They did have a big contract which was frontloaded. Therefore the results looked artificially good last quarter. But even if you exclude that the results have been very good. So I think it's just a question of time until they announce some big new contract wins and market gets more excited.
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[6:54] I think maybe it will be a bit of a sideways game for now until it moves higher. Uh so therefore it's my job to reallocate the capital. So I'm an investor but I have reduced my position.
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[5:31] They're communicating that a bit of margins are going to go to 8%. I think actually we have a path to go to 9 and a half and 10% over the next several years.
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[10:18] I think that can go to 16 even 17% adjusted eida margin. So that's that is happening. At the same time it's it's very cheap based on my numbers if you look two years out.
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[12:51] By the way, I believe there is upside to that contract. Um so probably another few hundred megawatt will be announced based on my research
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[13:26] I believe when they announced results um they're going to increase their focus from 2 GW probably to three or what not. There's going to be more near-term opportunities.
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[18:21] I think um the expectations for revenue per truck are very very conservative and they're going to be significantly high next year. Uh that's just on that side of the equation. So the estimates are too low. I believe they're going to beat the estimates by a lot next year
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[14:02] I think it's a major buying opportunity for 5N Plus.
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[14:36] I think it can become a billion-dollar business, yes.
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[14:58] they have pulled back uh some of the um sales to First Solar on purpose, which I believe will be unleashed over the next uh 6 to 12 months.
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[16:24] I think until those concerns alleviate, it's hard for me to see multiple expansion but for the companies like that
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[17:22] this can become flat or dead money for quite some time.
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[22:16] if you start looking at 27 and 28, um I have no doubt they're going to fill their capacity for the Jamestown facility.
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[32:36] I'm actually quite excited about Propel. Right now, Propel is growing at about 25% a year their originations. So, they started to originate once again at a high pace. They're not seeing any credit issues.
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[36:02] I think, uh, in the next, um, 12 to 18 months, it will become a more meaningful portion of the business.
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