Leading International Investment Research, Edison Investment Research

Edison Investment Research

Leading International Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

Equity Bottom-Up

<p>ADS-TEC supplies intelligent energy storage and management systems supporting the energy transition, including electric vehicle (EV) charging. While the EV rate of adoption has slowed, the H124 results (sales +107%) demonstrate the benefits of ADS-TEC’s broader end-market applications and corporate customer base. With a positive EBITDA in the period, the group appears to be approaching operational cash positive, which we see as marking the transition to a sustainable growth company.</p>

ADS-TEC supplies intelligent energy storage and management systems supporting the energy transition, including electric vehicle (EV) charging. While the EV rate of adoption has slowed, the H124 results (sales +107%) demonstrate the benefits of ADS-TEC’s broader end-market applications and corporate customer base. With a positive EBITDA in the period, the group appears to be approaching operational cash positive, which we see as marking the transition to a sustainable growth company.

<p>ADS-TEC Energy operates in an emerging market serving the changing grid and power management requirements of an electrifying world. Its key market at present is for battery-buffered ultra-fast charging systems for electric vehicles (EVs). This is starting to produce tangible positive results, with the business EBITDA positive in Q423. Hence, ADS-TEC offers a de-risking investment into the electrification of the energy system, including the growth of EVs through the associated charging infrastructure.</p>

ADS-TEC Energy operates in an emerging market serving the changing grid and power management requirements of an electrifying world. Its key market at present is for battery-buffered ultra-fast charging systems for electric vehicles (EVs). This is starting to produce tangible positive results, with the business EBITDA positive in Q423. Hence, ADS-TEC offers a de-risking investment into the electrification of the energy system, including the growth of EVs through the associated charging infrastructure.

ADS-TEC Energy - Serving the energy transition

<p>ADS-TEC Energy develops, manufactures and markets intelligent, battery storage-based energy platforms which are positioned to play an integral role in the decentralised energy networks of the future. The platforms incorporate hardware, software, services and both proprietary and third-party apps (software programmes designed to perform a specific function), with a focus on advancing sustainable energy solutions. ADS-TEC offers customisable platforms providing ultra-fast charging, storage and energy management systems serving the electric vehicle (EV) commercial and industrial sectors. The systems provide the flexibility to manage supply variability from power grids, as well as sudden changes in demand associated with ultra-fast EV charging.</p>

ADS-TEC Energy develops, manufactures and markets intelligent, battery storage-based energy platforms which are positioned to play an integral role in the decentralised energy networks of the future. The platforms incorporate hardware, software, services and both proprietary and third-party apps (software programmes designed to perform a specific function), with a focus on advancing sustainable energy solutions. ADS-TEC offers customisable platforms providing ultra-fast charging, storage and energy management systems serving the electric vehicle (EV) commercial and industrial sectors. The systems provide the flexibility to manage supply variability from power grids, as well as sudden changes in demand associated with ultra-fast EV charging.

Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

Thematic (Sector/Industry)

<ul><li>The WTR Sustainable Index underperformed the broader market, falling 4.8% W/W versus the S&amp;P 500 Index (down 2.1%), the Russell 2000 Index (down 3.4%), and the Nasdaq Index (down 2.2%).</li><li>Energy Technology (14.7% of the index) contributed to the index’s underperformance, falling 7.3%, while Industrial Climate and Ag Technology (46.6% of the index) was down 2.1%, ClimateTech Mining was down 7.8%, and Advanced Transportation Solutions was down 6.8%.</li><li>Top 10 Performers: LYTS, EOSE, PE, RIDE, PGTK, BWEN, ORGN, SOLO, TGEN, ADSE</li></ul>

The WTR Sustainable Index underperformed the broader market, falling 4.8% W/W versus the S&amp;P 500 Index (down 2.1%), the Russell 2000 Index (down 3.4%), and the Nasdaq Index (down 2.2%).Energy Technology (14.7% of the index) contributed to the index’s underperformance, falling 7.3%, while Industrial Climate and Ag Technology (46.6% of the index) was down 2.1%, ClimateTech Mining was down 7.8%, and Advanced Transportation Solutions was down 6.8%.Top 10 Performers: LYTS, EOSE, PE, RIDE, PGTK, BWEN, ORGN, SOLO, TGEN, ADSE

Weekly Sustainable Investing Surveyor - Week Ended August 18, 2023

<div><ul><li>Electrovaya is a leading manufacturer of safe and long-lasting LIBs with differentiated performance and safety attributes, according to the company.</li><li>Electrovaya has two primary battery platforms: Infinity and SSB. The Infinity battery platform targets commercial vehicles, including lithium-ion e-forklifts, e-buses, and e-trucks.</li><li>This product has been launched commercially through global partners, including Toyota, Raymond, and Walmart. </li></ul></div>

Electrovaya is a leading manufacturer of safe and long-lasting LIBs with differentiated performance and safety attributes, according to the company.Electrovaya has two primary battery platforms: Infinity and SSB. The Infinity battery platform targets commercial vehicles, including lithium-ion e-forklifts, e-buses, and e-trucks.This product has been launched commercially through global partners, including Toyota, Raymond, and Walmart. 

Weekly Sustainable Investing Surveyor - Week Ended August 11, 2023

Ireland

Ads-Tec Energy Public Limited Company operates as a battery-buffered charging Company. The Company provides storage solutions and fast charging systems. Ads-Tec Energy serves customers worldwide.

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Ads-Tec Energy (ADSE US)

ADS-TEC Energy - Progressing to plan

ADS-TEC supplies intelligent energy storage and management systems supporting the energy transition, including electric vehicle (EV) charging....

Edison Investment Research

ADS-TEC Energy - Serving the energy transition

ADS-TEC Energy operates in an emerging market serving the changing grid and power management requirements of an electrifying world. Its key market...

Edison Investment Research

ADS-TEC Energy - Fast charging

ADS-TEC Energy develops, manufactures and markets intelligent, battery storage-based energy platforms which are positioned to play an integral role...

Edison Investment Research

Weekly Sustainable Investing Surveyor - Week Ended August 18, 2023

The WTR Sustainable Index underperformed the broader market, falling 4.8% W/W versus the S&P 500 Index (down 2.1%), the Russell 2000 Index (down...

Water Tower Research

Weekly Sustainable Investing Surveyor - Week Ended August 11, 2023

Electrovaya is a leading manufacturer of safe and long-lasting LIBs with differentiated performance and safety attributes, according to the company.

Water Tower Research

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