Media Coverage

Rudolf Stenar Saluoks

32% Upside Potential Seen in First Solar’s Shares

Our analyst Rudolf Saluoks explains that the recent drop in First Solar's stock price is largely due to investor focus shifting to the US presidential election campaign. Rudolf believes the impact of the elections on the company's stock is being overestimated. After recent declines, he now views the stock as attractive and has recently bought shares of the company. Rudolf emphasizes that much of the spending related to AI will be used on energy, increasing overall energy demand. As tech giants set ambitious sustainability goals, renewable energy companies like First Solar stand to benefit the most.

Source: Äripäev

Date: 11. September 2024

https://www.aripaev.ee/borsiuudised/2024/09/11/paikesepaneelide-tootjas-nahakse-kolmandiku-jagu-tousuruumi

Rudolf Stenar Saluoks

The Analyst Cautions: Let's Compare Apples to Apples, not Oranges.

The discussion over the returns of green pension funds has been gaining momentum in the Estonian investment media. Rudolf shared his perspective on how fund managers should be evaluated, emphasizing that renewables are a volatile sector. He argued that it’s unfair to compare these types of funds to the broader market over a short timeframe.

Source: Äripäev

Date: 17. July 2024

https://www.aripaev.ee/arvamused/2024/07/17/analuutik-manitseb-vorrelgem-ounu-ounte-mitte-apelsinidega

Rudolf Stenar Saluoks

Equity Analyst: Renewable Energy Investors Should Keep An Eye on Nvidia

Our equity research analyst, Rudolf Saluoks, was recently featured on an Estonian business media radio show, where he discussed the impact of AI on renewable energy demand. During the interview, he shared insights into his past successful investments in public companies within the solar sector, highlighting how First Solar’s sudden inclusion in the AI hype led to a significant 70% surge in its share price. Rudolf also addressed the potential of companies like Enefit Green, Ignitis, and Incap, and discussed how Nvidia’s growth can be a good predictor for increase in energy demand.

Source: Äripäev

Date: 11. June 2024

https://www.aripaev.ee/raadio/episood/110624-investor-toomase-tund