Amara - All about the valley.

Please find our updated analysis of Amara here

Picking companies in growth sectors, even when temporarily not growing, has the advantage that unforeseen circumstances rarely constitute default risk. If value is lost on the way somewhere, the business will eventually recover it. Add to that: 1) strong market share, 2) scalable cost structure, 3) cost focused management, 4) good liquidity and 5)

Wolfgang Felix16 June 2025AMARA

Amara NZero - positioning

We are shooting first and will ask questions later. Having followed the name for some time now and being satisfied with our predictions so far, we think the business can

Wolfgang Felix4 June 2025AMARA

Amara NZero - comment

Solar revenues were slightly ahead of model and overall EBITDA was on target. From there, the main difference was a slight

Wolfgang Felix28 May 2025AMARA

Amara - comment

Bonds dropped on what we believe to be a reaction from the Intersolar, which must have been a morbid affair this year. We don’t think Amara will run out of

Buy Side, Sell SideWolfgang Felix15 May 2025AMARA

Amara - How long?

Please find our updated analysis of Amara here.

If Amara were a boat with a heading, it would look like a reasonable proposition. There is nothing valuable on the boat; it has no assets, and it’s likely a

Buy SideWolfgang Felix8 May 2025AMARA

Sarria: Tariff Terror - what it means for every name

As tariffs continue to influence market dynamics, we've taken a comprehensive look across our coverage to highlight the names most likely to be affected. For full transparency, we've also included those that remain unaffected—it's just as important to understand where the impact isn't being felt.

The idea here is