TUB Assert - Tesla's Megapack Opportunity in the Solar Boom
In the course of my work, I have seen a sudden new strength and demand in the solar industry around late March to April of this year. This new demand is highly likely a realization after the Russia-Ukraine war. I still remember, after that realization, I checked the silver price. Technically, it was up year-to-date. Silver Price. Source: Investing.com This was the same scenario for the silver mining companies. The previously undervalued ones had also gone up along with the silver price. Oh...If you still don’t know, silver is one of the main raw materials for solar panels. In fact, one of the main industrial uses for silver is in solar panels. Thus, I moved on from them and started looking at solar panel manufacturers and related companies in the industry. To be honest, their year-to-date charts did not show that they had risen significantly. But I remembered finding them too expensive from a valuation perspective. Basically, none of them had shown a significant fall from grace. Solar ...