EPISODE · Jun 25, 2024 · 11 MIN
Spruce Power IOC Review – Competitive Servicing "Moat" Supports Residential Rooftop Solar Acquisition Strategy
from WTR Small-Cap Spotlight · host Water Tower Research
Send us Fan MailIn this week’s Water Tower Hour Podcast, WTR CEO & Co-Founder Shawn Severson discusses the WTR Spruce Power initiation of coverage report with WTR Energy Transition and Sustainable Investing analyst Peter Gastreich. The discussion includes the structural rise in the cost of grid electricity and impact on demand for rooftop solar, the addressable market for Spruce, opportunistic M&A strategy, competitive advantages including Spruce "power as a service" business model, and capital light strategy including Spruce Pro.
What this episode covers
Send us Fan Mail In this week’s Water Tower Hour Podcast, WTR CEO & Co-Founder Shawn Severson discusses the WTR Spruce Power initiation of coverage report with WTR Energy Transition and Sustainable Investing analyst Peter Gastreich. The discussion includes the structural rise in the cost of grid electricity and impact on demand for rooftop solar, the addressable market for Spruce, opportunistic M&A strategy, competitive advantages including Spruce "power as a service" business model, ...
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Spruce Power IOC Review – Competitive Servicing "Moat" Supports Residential Rooftop Solar Acquisition Strategy
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