The selling last week was determined and persistent. NEW does have long standing enemies. The quarterly report was a catalogue of disasters with inverters. Management estimates were wildly off. I get all that. But the thing that keeps me in is the prominence renewables are getting now and will get. This is a great space. The incomptence of NEW cannot kill it.
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- Ann: Quarterly Update - December 2020
Ann: Quarterly Update - December 2020, page-15
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