Added to YB: 2026-05-05
Pitch date: 2026-05-01
VIVO [bullish]
VivoPower PLC
-7.03%
current return
Author Info
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Company Info
VivoPower PLC, together with its subsidiaries, provides energy solutions for customized and ruggedized fleet applications, battery and microgrids, and solar and critical power technology and services.
Market Cap
$51.9M
Pitch Price
$3.13
Price Target
N/A
Dividend
N/A
EV/EBITDA
-10.32
P/E
-1.42
EV/Sales
1.4K
Sector
Independent Power and Renewable Electricity Producers
Category
turnaround
$VIVO · The Power Landlord: A Serial Pivoter's Most Dangerous Move Is The First To Make Money
VIVO: Micro-cap w/ catastrophic execution history ($33M→$0.02M rev FY20-24) closed on Norway 41.5MW hydro data center 4/21/26 generating $31M annualized rev, ~$10M EBITDA at <$0.035/kWh. ~$35M mcap vs $31M Norway rev alone. 'Landlord model': own power-secured land, lease capacity to hyperscalers facing AI compute power constraints. Finland 291MW pipeline (12mo to grid). Tembo EV stake (~45-49%, $838M prior SPAC valuation) free option. Bull: scarcity of sub-4¢/kWh renewable power, first cash-flowing asset. Bear: serial pivoter CEO, Finland requires execution never demonstrated. First audited filing w/ Norway rev = key catalyst. Asymmetric micro-cap; size for total loss.
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