DIRS.INFO top alerts submit data jurnalism about API
login
Top related persons:
Top related locs:
Top related orgs:

Search resuls for: "Molchanov"


12 mentions found


☆ Solar firms Sunnova and Sunrun shed light on exposure to Silicon Valley Bank
  + stars: | 2023-03-10 | by ( ) www.reuters.com   time to read: +1 min
March 10 (Reuters) - Residential solar companies Sunrun Inc (RUN.O) and Sunnova Energy (NOVA.N) on Friday disclosed their exposure to SVB Financial Group (SIVB.O), which has been closed down by California banking regulators. Sunrun stated SVB was one of the lenders in two of its credit facilities, but said it was less than 15% of its total hedging facilities and does not anticipate significant exposure. Sunrun has cash deposits with SVB totaling nearly $80 million, while SVB's undrawn commitment in the non-recourse senior aggregation warehouse facility is about $40 million. Sunnova also views its exposure to SVB as negligible since it does not hold cash deposits or securities with the financial group. California banking regulators closed startup-focused lender SVB on Friday, which does business as Silicon Valley Bank, making it the largest bank failure since the 2008 financial crisis.
☆ In a water-scarce world, the Xylem-Evoqua deal makes sense. Why some think it's too expensive
  + stars: | 2023-01-23 | by ( Christina Cheddar Berk | ) www.cnbc.com   time to read: +5 min
Evoqua shareholders will receive 0.480 Xylem shares, or about $52.89, for each one they own. That's a 29% premium to where Evoqua shares closed on Friday. Evoqua shares jumped 14% on the news, but Xylem shareholders are balking at what they see as a pricey deal. XYL 1Y mountain Xylem shares sell off in the wake of Evoqua deal That's one of problems Raymond James analyst Pavel Molchanov raised. Trading in Evoqua shares doesn't appear to indicate expectations of a competing bid surfacing, and some analysts have said they didn't expect one,.
☆ Ukraine’s Winter Could Turn Against Russian Troops
  + stars: | 2023-01-21 | by ( Alistair Macdonald | Oksana Pyrozhok | ) www.wsj.com   time to read: 1 min
BAKHMUT, Ukraine—In the battle to keep warm, Ukrainian infantryman Kyrylo Molchanov has turned to “trench candles”—empty food cans packed with cardboard—to heat his front-line dugout. With Russia and Ukraine fighting through the winter, keeping Ukrainian soldiers warm could become a competitive advantage for Kyiv.
☆ Raymond James sees clean energy stocks jumping 30% to 40% in 2023. Here are some favorite picks
  + stars: | 2023-01-04 | by ( Michelle Fox | ) www.cnbc.com   time to read: +3 min
The new year should bring a boost to clean energy stocks, according to Raymond James. Demand drivers vary around the world, but there is strength everywhere," Molchanov wrote. With that in mind, he upgraded two clean energy companies: Chart Industries to strong buy from market perform, and Maxeon Solar Technologies to outperform from market perform. Chart Industries joins names such as Bloom Energy and FTC Solar on Raymond James' strong buy list. The firm also upgraded NextEra Energy to market perform from underperform, but noted it is not enthusiastic about the stock at these levels.
☆ The EU agreed to limit gas prices, but some analysts are skeptical
  + stars: | 2022-12-20 | by ( Jenni Reid | ) www.cnbc.com   time to read: +6 min
Pipes run along a technical facility for compressing natural gas on the site of astora GmbH's Rehden natural gas storage facility, the largest in Western Europe. He flagged that it could disrupt the European energy market, risk security of supply and have wider financial implications. Analysts told CNBC that these conditions called into question the ability of the mechanism to limit energy price rises. Around 70% of liquefied natural gas (LNG) is tied up in long-term contracts, leaving 30% available on a spot basis. "As it stands, about 20% of Europe's electricity comes from natural gas, 10% comes from coal.
☆ EU's gas price cap isn't a sustainable solution, analyst says
  + stars: | 2022-12-20 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEU's gas price cap isn't a sustainable solution, analyst saysPavel Molchanov of Raymond James says "the solution for Europe will be to diversify its energy mix away from imported fossil fuels."
☆ Carmakers fighting for battery supply need ways to track EV ingredients. A new kind of 'passport' could be the answer.
  + stars: | 2022-11-25 | by ( Alexa St. John | ) www.businessinsider.com   time to read: +4 min
A "battery passport" that traces everything from a battery's mining to recycling could help. Experts say using the battery passport could separate auto-industry winners from losers. That challenge could be alleviated by the "battery passport," a new way of documenting where all the bits of a battery come from and where they're going. In Europe, newer regulations have increased scrutiny of battery sustainability and safety. The battery passport could make it easier to get through them.
☆ There is no risk of gas supply scarcity in Europe, says analyst
  + stars: | 2022-11-24 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere is no risk of gas supply scarcity in Europe, says analystPavel Molchanov of Raymond James explains why the Kremlin's strategy of 'weaponizing' gas to Europe is a 'total debacle.'
☆ 4 auto experts share their takeaways from 3rd-quarter woes at Rivian, Lucid, and Canoo — and what they expect for the end of 2022
  + stars: | 2022-11-10 | by ( Nora Naughton | Alexa St. John | ) www.businessinsider.com   time to read: +7 min
The electric-vehicle startups Rivian, Lucid, and Canoo released third-quarter results this week. Rivian and Lucid each made progress toward their production goals for the year and steadily increased customer deliveries. Canoo has yet to make any production vehicles. After it closed the gap in the second quarter, Rivian's pace of deliveries again fell behind production by 779 vehicles. Lucid underwent some changes in the third quarter following a rough second quarter.
☆ Congress will never approve a windfall tax on oil firms, says analyst
  + stars: | 2022-11-02 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere is a "zero percent" chance that Congress will approve windfall tax on oil firms, says analystPavel Molchanov of Raymond James says that there is "never" the vote in Congress to "single out a particular industry for a special tax" based on its track record.
☆ Shares of this bioenergy play could rally more than 50%, Raymond James says
  + stars: | 2022-10-18 | by ( Alex Harring | ) www.cnbc.com   time to read: +2 min
Wood pellet producer Enviva' s environmental attributes are being misunderstood – and that's unfairly harming its share value, Raymond James said. The company makes wood pellets that can be burned for energy instead of coal. That has made the entry point even more attractive as it stands to gain value with the value of wood pellets becoming increasingly understood. He also clarified wood pellets are cleaner-burning than coal, thus making their use better for air quality compared to coal. Molchanov pointed to wood pellets' role in Europe's clean energy transition, while calling Enviva "the world's largest player in this space."
☆ Oil supply risks of Ukraine war have overshadowed by demand concerns, says Raymond James' Molchanov
  + stars: | 2022-09-23 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOil supply risks of Ukraine war have overshadowed by demand concerns, says Raymond James' MolchanovPavel Molchanov, Raymond James energy analyst, joins 'Power Lunch' to discuss the recent moves in the crude oil market, if there will be a supply response to a potential demand decrease and what types of stocks in the space are now well positioned.
<< prev 1 next >>
Total: 12