Hey Folks, Here are a few reasons why VivoPower International PLC (VVPR) may be worth taking a look at:
1. Strategic pivot to AI infrastructure — VivoPower is redirecting its entire business toward the higher-margin AI computational market, moving away from legacy solar and digital asset mining. 2. Power-to-X thesis validated — The company's 2021 thesis that controlling power and land would become the critical bottleneck in next-gen compute has played out as predicted with the current AI hyperscaler land rush. 3. Three continent buildout in under a month — VivoPower announced deals in Norway, the UAE, and Finland over the last few months, signaling aggressive execution. 4. Ultra-low-cost renewable energy access — Both the Norway and Finland facilities offer hydropower at sub-4¢ per kWh, giving VivoPower a significant cost advantage in a market where electricity is the largest operating expense. 5. 291MW of grid-ready land in Finland — The OGDC acquisition secures a substantial pipeline of powered land expected to be grid-connected within 12 months, with hyperscaler discussions already underway. 6. Targeting non-crowded sovereign markets — Rather than competing in saturated U.S. and Western European markets, VivoPower is focused on the UAE, Saudi Arabia, Southeast Asia, and Nordic hubs.
Anyways...
That's all for now!
Until Next Time, -ZT Team | 
No comments:
Post a Comment
Keep a civil tongue.