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No. of Recommendations: 1
I bought a bit of STEM.
ER is today.

So bit of an ER pop play and/or perhaps I hear enough to just sit tight and build a bigger position over time. It feels definitely like a story stock.

My understanding is that 30% of rev comes in Q3 and 50% in Q4, as they have seasonality for whatever reason.

So the Q2 rev itself is kind of meaningless, but the forecast is key.
In May they stated still forecasting $150m approx for this FY.

Mkt Cap is $3.8b, so that is a forward P/S of 25, which is already fairly rich.
Supposedly they are a top player in this alt/battery energy space though, so have a bright future.
We will see.

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