Total Ideas
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Bearish Ideas
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"TGEN (holding update): Solid company but stock drifting down after recent highs. High expectations built in - needs big contract announcement soon to maintain momentum or pressure could continue. If significant deal lands, could easily double quickly. May trim position waiting for better re-entry."
"TGEN (holding update): Q2 revenue +54% to $7.29M driven by chiller/cogen sales incl hybrid air-cooled. Data center push shows promise: first LOI for 100+MW pilot (scalable to 500+MW) w/ 6 STx chillers, quoted 2 projects needing 60-100 chillers each. Vertiv partnership solid. Margins dipped to 34% on new costs."
"TGEN (overview): Micro-cap cogen/cooling provider targeting data centers w/ natural gas chillers. Vertiv partnership key catalyst; frees up electrical capacity for computing. 18% Q1 rev growth, 44% GM, FCF positive but unprofitable. Risks: historic losses, nat gas dependence, competition. Extended chart (+150% vs 200SMA). Bullish on energy efficiency trends."
"$TGEN (earnings update): Q1 rev +17.6% to $7.28M, GM 44.3% (+2.7%), reduced loss of -$0.66M. Recent NYSE uplist enhances liquidity. Vertiv partnership integrating Tecochill for data centers, generating leads. Strategic hiring in production/R&D. $10.8M backlog with potential large project growth. Low tariff exposure vs competitors."
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