RE: 2021 great for clean company15 Dec 2020 10:21
I think a nice comparison is a share like Ceres, in terms of the history of SP movement and recent history. They had a similar 90% loss from IPO price to what we've had here, but as the company turned a corner and gained green market validity, the SP has grown exponentially the past 3-4 years. I missed an early entry there, having only been in for a year or so, but EQT feels very much like it's about to turn the same corner, and we are involved before the real growth begins. A couple of solid contract confirmations, a small slice of the national budget in green tech, and one or two big II investors or large tech corporation investments, and we'll be flying.