DSKE - Infrastructure And Energy Alternatives: Expect Substantial Appreciation With Wind At Sails
Similar to many of our investments, IEA (IEA) is a company that became a public entity via merging with a SPAC. The company has a $200 million market cap and was recently added to the Russell 3000. If they execute as we believe they will, IEA will be in additional indices in quarters and years to come. Moreover, if the company hits its guidance, and earns a peer multiple, it will trade at $16-$20, something we believe feasible in the next several quarters. We wrote about IEA in a lengthy Top