Anand's CommentsBNN doesn't seem to have posted the individual link. GLTA
COMMENT
EV charging stations vs. renewable energy plays.(A Commentary)
30/11/2021 at 07:00pm
EV charging stations vs. renewable energy plays. Charging station space is not one he plays in because it's extremely hot, the Reddit crowd's in there, demanding valuations. Not that they can't run further, but they'll have to grow into the valuations. Fundamentals are not solid enough for an RRSP. Not many barriers to entry. He'd rather own the renewable energy producers, like EVGN, NPI, BLX, or even XBC.
Varun Anand
BUY
EverGen Infrastructure(EVGN-X)
30/11/2021 at 07:00pm
His preferred play in the renewable natural gas space. Microcap, some volatility. Plans to triple EBITDA by 2023. Biggest customer is Fortis BC. Strong management team. Compelling valuation at less than 5x 2023 earnings. Trading around $5, worth $10, or even beyond if they can execute well.
Varun Anand
$5.350
Owned