Varun AnandJust noticed that he's scheduled for Market Call on Wednesday. Below are his previous comments. Acknowledging that the renewable sector has taken a serious hit, If he thought the valuation was compelling around $5.00, imagine how he must feel with it now trading below $4.00. GLTA
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