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5	member 3/31/23 9:56AM Re: flipping it around 4
What do you mean it doesn't include the full impact of True Green? thx view available tags
4	member 3/30/23 10:40AM flipping it around
Congrats on a successful short. I am going long now. Stock is down considerably. The '23 guidance is conservative since it does not include the full impact of the True Green impact and IRA benefits. ... login to read the rest view available tags
3	member 3/30/23 10:32AM Re: Another numbers question 2
AMPS now guiding to 2023 EBITDA of $100M at the midpoint vs. $153M called for in the SPAC deck. "they say they have all the equity they need to hit those numbers..." -- if they spend... login to read the rest view available tags
2	member 11/03/22 4:28PM Another numbers question
I see you have AMPS with a current EV of 1.6B which I presume is as of 2Q2022. The despac projection slide you used shows total debt added of 637 in 2022 and 735MM in 2023.... login to read the rest view available tags
1	member 11/03/22 1:25PM QUestions
Thanks vbs214. A few questions: 1. The EBITDA numbers from the de-spac projections were pre-Inflation Reduction Act. How do you modify your numbers to account for the big increase in renewable subsidies. One area I've heard... login to read the rest view available tags