Business models in renewable energies #3 Solar business and investment opportunities
Channel: Krzysztof Waśniewski
Date: 06/09/2020

I study a few photovoltaic businesses from the point of view of a small investor, which I am, by the way. There are two fundamental traits of business models which I am having a close look at. Firstly, it is the correlation between changes in market capitalization, and changes in assets. I am checking if the solar businesses I want to invest in have their capital base functionally connected to the financial market. Looks a bit wobbly, as for now. Secondly, I look at current operational efficiency, measured with operational cash flow. Here, I can see there is still a lot to do.