Power generation

Magic Markets Ep115: Clean and Green US Stocks

2023-03-08T23:41:38+02:00

In this episode of Magic Markets, Craig Antonie of AnBro Capital Investments joined us to discuss a few energy opportunities in the US that the AnBro funds have positions in. There are both dividend- and growth-oriented funds available at AnBro, so there is something for (almost) everyone. The energy theme is a major driver of global markets at the moment, with a clear push towards clean and green energy (not always the same thing) and inflationary pressure in fossil fuel prices as a result. With a major regulatory move in the form of the Inflation Reduction Act of 2022, the US [...]

Generac: Light At the End of the Tunnel?

Magic Markets2023-02-22T21:45:13+02:00

Use the podcast player below to listen to our discussion on Generac and its Q4'22 result, which accompanies the detailed write-up below: (Date of report: 23 February 2023) Generac has been at it for more than half a century, providing businesses and homes with alternative power solutions like generators. Fuelled by liquid propane, natural gas or diesel fuel, generators have unfortunately become a reality for most South African businesses. The South African distributor is Bundu Power, which is being acquired by JSE-listed group Ellies. But with Generac, you can go right to the top and invest in the products themselves, giving [...]

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