reports
- Jonathan Moreland
TTSH TILE SHOP HOLDINGS INC.
PLAY DAVE & BUSTER'S ENTERTAINMENT INC.
MYE MYERS INDUSTRIES INC.
MTDR MATADOR RESOURCES COMPANY
LTRX LANTRONIX INC.
HRZN HORIZON TECHNOLOGY FINANCE CORP.
FCN FTI CONSULTING INC.
CVGI COMMERCIAL VEHICLE GROUP INC.
BAH BOOZ ALLEN HAMILTON HOLDING CORPORATION CLASS A
MEDP MEDPACE HOLDINGS INC.
AUP AURINIA PHARMACEUTICALS INC.
CULP CULP INC.
PETS PETMED EXPRESS INC.
SCVL SHOE CARNIVAL INC.
TREE LENDINGTREE INC.
PMD PSYCHEMEDICS CORP.
DMLP DORCHESTER MINERALS L.P.
LILA LIBERTY LATIN AMERICA A
HHS HARTE-HANKS INC.
ETST EARTH SCIENCE TECH
TCPC BLACKROCK TCP CAPITAL CORP.
DBI DESIGNER BRANDS INC. CLASS A
ORGO ORGANOGENESIS HOLDINGS (A)
ETNB 89BIO
PCB PACIFIC CITY FINANCIAL CORP
RZLT REZOLUTE
RVMD INC.
SSSS REVOLUTION MEDICINES
FTHM SUTTER ROCK CAPITAL CORP.
GNSS FATHOM HOLDINGS
CTGO GENASYS INC
AGL CONTANGO ORE INC.
NOTV AGILON HEALTH
AUID INC.
TRIN INOTIV
TCBX INC.
IBRX IPSIDY INC.
BIGZ TRINITY CAPITAL INC
MODD THIRD COAST BANCSHARES INC
GRNT IMMUNITYBIO INC
UAMY BLACKROCK INNOVATION AND GROWTH TST
TKO MODULAR MEDICAL INC
SRBK GRANITE RIDGE RESOURCES INC
NCDL U S ANTIMONY CORP
SPRU TKO GROUP HOLDINGS
AVDL INC.
CATX SR BANCORP INC
MRAI NUVEEN CHURCHILL DIRECT LENDING CORP
GWAV SPRUCE POWER HOLDING CORP
AVADEL PHARMACEUTICALS PUBLIC LIMITED COMPANY
PERSPECTIVE THERAPEUTICS
INC.
MARPAI
INC.
GREENWAVE TECHNOLOGY SOLUTIONS INC
- Jonathan Moreland
MYE MYERS INDUSTRIES INC.
MPAA MOTORCAR PARTS OF AMERICA INC.
LTRX LANTRONIX INC.
HRZN HORIZON TECHNOLOGY FINANCE CORP.
GLP GLOBAL PARTNERS LP
FCN FTI CONSULTING INC.
CVGI COMMERCIAL VEHICLE GROUP INC.
BRKR BRUKER CORPORATION
AXSM AXSOME THERAPEUTICS
ACRS ACLARIS THERAPEUTICS INC.
MEDP MEDPACE HOLDINGS INC.
ENPH ENPHASE ENERGY INC.
ISTR INVESTAR HOLD
PETS PETMED EXPRESS INC.
FRD FRIEDMAN INDUSTRIES INC.
VVV VALVOLINE INC.
SACH SACHEM CAPITAL
DMLP DORCHESTER MINERALS L.P.
MBIN MERCHANTS BANCORP
LILA LIBERTY LATIN AMERICA A
HHS HARTE-HANKS INC.
ETST EARTH SCIENCE TECH
TCPC BLACKROCK TCP CAPITAL CORP.
GRWG GROWGENERATION
PCB PACIFIC CITY FINANCIAL CORP
FBRX FORTE BIOSCIENCES INC
VRM VROOM
ONEW INC.
SSSS ONEWATER MARINE
ABCL SUTTER ROCK CAPITAL CORP.
FTHM ABCELLERA BIOLOGICS
IMNM FATHOM HOLDINGS
WOLF IMMUNOME
CLVT WOLFSPEED INC
RWAY CLARIVATE PLC
ANTX RUNWAY GROWTH FINANCE CORP
NXGL AN2 THERAPEUTICS INC
HR NEXGEL INC
CARV HEALTHCARE TRUST OF AMERICA INC.
BIGZ CARVER BANCORP INC
MODD BLACKROCK INNOVATION AND GROWTH TST
PFHC MODULAR MEDICAL INC
GRNT PROFRAC HLDG CORP
NCDL GRANITE RIDGE RESOURCES INC
SPRU NUVEEN CHURCHILL DIRECT LENDING CORP
CATX SPRUCE POWER HOLDING CORP
ASMB PERSPECTIVE THERAPEUTICS
FGF INC.
GWAV ASSEMBLY BIOSCIENCES INC
FG FINANCIAL GROUP
INC.
GREENWAVE TECHNOLOGY SOLUTIONS INC
- Jonathan Moreland
ETSY ETSY INC.
CVGI COMMERCIAL VEHICLE GROUP INC.
LILA LIBERTY LATIN AMERICA A
GRX THE GABELLI HEALTHCARE & WELLNESSRX TRUST
CAPR CAPRICOR THERAPEUTICS
ACCD ACCOLADE
AHNR INC.
MODD ATHENA SILVER CORP
SPRU MODULAR MEDICAL INC
CATX SPRUCE POWER HOLDING CORP
AMWL PERSPECTIVE THERAPEUTICS
GWAV INC.
AMERICAN WELL CORP
GREENWAVE TECHNOLOGY SOLUTIONS INC
- Jonathan Moreland
PBF PBF ENERGY INC. CLASS A
HRZN HORIZON TECHNOLOGY FINANCE CORP.
VVV VALVOLINE INC.
GRX THE GABELLI HEALTHCARE & WELLNESSRX TRUST
PCB PACIFIC CITY FINANCIAL CORP
VRM VROOM
SSSS INC.
FTHM SUTTER ROCK CAPITAL CORP.
MODV FATHOM HOLDINGS
TDUP MODIVCARE INC
SPRU THREDUP INC.
EVM SPRUCE POWER HOLDING CORP
EATON VANCE INSD CALIF MUN BD FD
- Peter Gastreich
- Shawn Severson
Initiating Coverage: Competitive Servicing "Moat" Supports Residential...
Spruce Power Holding Corporation (Spruce) is one of the largest third-party owner-operators of residential solar assets. The company is not an installer of solar assets and instead grows through the acquisition of mature portfolios of residential solar assets and contracts. Spruce’s portfolio consists of residential solar power purchase agreements (PPAs) and solar lease agreements (SLAs) and has grown at a 29% CAGR since 2018, reaching 75,000 home solar assets and contracts. This included nearly...
- Peter Gastreich
- Shawn Severson
1Q24 Results: "Strongest Position in Its Corporate History"
Spruce announced 1Q24 earnings and hosted an analyst briefing with the company’s new CEO Chris Hayes. Spruce is a leading owner-operator in residential solar. The company has acquired 13 portfolios in the last four years and owns the cash flow from approximately 75,000 residential solar systems. CEO said that Spruce is in the strongest position in its corporate history. According to Hayes, this is underpinned by: (1) the core solar business inflecting toward positive cash flow; (2) the company h...
- Peter Gastreich
- Shawn Severson
Fireside Chat Introduces New CEO and the Company's Competitive Servici...
We recently hosted Chris Hayes, the new CEO at Spruce Power, for our first fireside chat with the company. Spruce is a leading owner-operator in residential solar. We discussed the CEO transition, the company’s competitive advantages, including its unique integrated servicing platform, capital-light strategy, opportunistic approach to M&A, and other topics. This report contains a transcript of the fireside chat from April 26, 2024, which can be accessed on demand. The link is accessible in our f...
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