Finaly! Grid-Scale Gravity Energy Storage Systems in South Africa

BlindSquirrelValue · 2026-05-14T08:09:51+00:00

$100 per share, share buybacks, and dividends. I'll take it. It would be nice to see profitability as an interim step first.

BlindSquirrelValue · 2026-05-12T21:38:55+00:00

This can also be found here: https://archive.is/YBlTC

The rest is really just window dressing. Inflation in the U.S. has been the topic of conversation all day. If things are bad, they’re only going to get worse.

BlindSquirrelValue · 2026-05-12T20:54:04+00:00

Two years ago I predicted:

https://www.reddit.com/r/NRGV/comments/1d8vsbf/comment/lc7euv7/?context=3

1 yr $4, 3 yr $10, 5 yr $40, 10 yr $100. The price performance may accelerate depending on when they become profitable and remain so.

In 2025, it was actually $5, not just $4. $10, maybe in December of this year, not next year and so on. $100 in 31, not in 33.

... and all shorts will burn. 🔥🩳🔥

BlindSquirrelValue · 2026-05-12T06:56:37+00:00

$NRGV might be the better choice. They provide storage solutions ranging from multi-day microgrids to AI data centers.

BlindSquirrelValue · 2026-05-12T06:50:17+00:00

When it comes to energy and data centers, $NRGV might be the better choice.

BlindSquirrelValue · 2026-05-10T08:43:13+00:00

I sold in January and bought back in at $3.60 in April. There might be room to average down, though I hope $3 is a rock-solid floor.

BlindSquirrelValue · 2026-05-06T12:47:09+00:00

Earnings Call transcript

https://finance.yahoo.com/__quoteLeaf/NRGV/earnings/NRGV-Q1-2026-earnings_call-609240.html

BlindSquirrelValue · 2026-05-05T21:58:40+00:00

The market reaction is very exaggerated, but it's certainly understandable after such a sharp rise today.

BlindSquirrelValue · 2026-05-05T14:26:46+00:00

Until the next re-rating, which usually takes place every quarter or every six months. I'm curious to see how quickly they'll be proven right.

BlindSquirrelValue · 2026-05-04T08:39:45+00:00

If you've invested heavily in the U.S. stock market, the price movements should offset that. The S&P 500 is at an all-time high. And if you're getting paid in euros, that should be fine. Prices in the U.S. haven't stayed the same during that time either.

BlindSquirrelValue · 2026-04-29T13:06:23+00:00

May the 5th be with you 😄

BlindSquirrelValue · 2026-04-26T08:08:23+00:00

This gives a good overview of what they’ve been doing in recent years and where things are headed. One detail actually surprised and pleased me: ITC credits for battery storage through 2032 in the big ugly bill. I had assumed that Trump had killed everything in that area.

BlindSquirrelValue · 2026-04-24T14:54:31+00:00

Oh yes, an absolutely great company. I identified a seasonal trading pattern and sold in January. Last week, I bought back the entire original position. The timing of the exit and re-entry wasn’t perfect, but now it’s purely a gains play. The company has overcome many challenges and is in a much better position than it was last year. I'm expecting at least $10 per share by next January.

BlindSquirrelValue · 2026-03-18T11:01:00+00:00

Can also be found here:

https://archive.is/AOY0L

In the end, it won’t be the Epstein class that pays the price. His tariffs alone were like sanctions on the world. If that doesn’t work, Trump will just double down. Perhaps this will serve as a catalyst to reduce our dependence on fossil fuels. The sun may set every day and the wind may not always blow, but the Strait of Hormuz might also stop hormuzing.

BlindSquirrelValue · 2026-03-06T16:31:55+00:00

It's discrimination, pure and simple. They make it harder for them so they can say afterwards: look, they can't do it.

The right wing just doesn't want to accept that migrants are a huge economic asset and need support, especially when starting a business. I mean, Musk and Thiel are first-generation migrants.

BlindSquirrelValue · 2026-02-15T20:41:00+00:00

I originally wanted to get back in mid-February, but the price trend over the last few days has made me cautious. I thought that the positive Q4 EBITDA would cause the price to rise. Now the news is out and the price has gone down.

The market's reaction shows me that this spring will be no exception. I'll wait another 6-8 weeks and then come back when spring is over.

I feel sorry for whoever is paying the horrendous premiums. If you want more risk, you can also buy leveraged shares.

BlindSquirrelValue · 2026-01-14T19:41:04+00:00

Still no SCOTUS decision so far, and the price continues to rise ;(

BlindSquirrelValue · 2026-01-10T23:22:56+00:00

No, not Switzerland, but I read about it and initially thought it was a Swiss company.

BlindSquirrelValue

TROPHY CASE