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Sophic Capital: Latest Research
Note: Exhibit 1 originally published February 13, 2024 incorrectly identified the $0.22 "EPC Margin" as a "developer fee". We apologize for the incorrect identification. In Sophic Capital’s Sunny Side Up report, we looked at how Sophic Capital client UGE (the...
Sophic Capital UGE is a full lifecycle developer and operator of U.S. community solar projects. The Company’s energy subscribers range from individual households to large corporate clients like T-Mobile and Bloomberg. UGE also works with landowners and commercial & industrial building owners, by leasing their land or roof space to host a solar project. This report looks at how UGE finances its projects.
(Solar) Power to the People Community solar is a structure whereby a solar energy project provides power to a set of subscribers (aka the “community”), typically a mix of households, organizations, and businesses. These systems are located in a central location and...
Recap Event organizers are experiencing a much-anticipated resurgence of in-person events as the digital landscape continues to evolve. The COVID-19 pandemic served a valuable lesson, emphasizing the significance of embracing technology-driven solutions for many...
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We patiently work to build companies
We are long-term focused and not trying to time the market. We look for small, well-run companies that have strong management teams that can scale and pivot quickly when needed. Given our long term time horizon, we are not interested in short-term promotion but rather long-term value creation.