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Cars

CO2 emission from cars are a significant contributor to climate change, when diesel or
gasoline burn in engine it produces CO2 and other gases. These gases cause global
warming and other climate related effects. On average a passenger car produces 4.6 metric
tons of CO2 per year. The best solution for that to use eco friendly cars which is electric
cars & let people who use gasoline engine cars to pay more tax.
A. Tesla (TSLA)

Recommendation: Long Call


Tesla is an American electric vehicle founded in 2003 by group of engineers with Elon Musk
(the famous billionaire). The company designs and manufactures electric cars, solar products
& battery storage systems. Tesla are famous by their electric car models which are model S,
model X, model Y & model 3. And they have showrooms to serve their customers in a lot of
countries. They also working for solar products very well and have a big client like Amazon
& Target, they provide them energy storage systems to reduce carbon footprint. And
regarding batters they produce batteries by them owns & sell it to other companies such as
Toyota, Mercedes, etc… and now they are working to develop self-driving technology, AI &
space exploration through its subsidiary SPACE X.
According to yahoo finance tesla has the highest trading volume last 2 years, they have in
average 167.636M volume (3 months), with market cap of 586.322B. In 2022 they
announced a net income of 12.5 Billion dollars an increase of 121% from 2021. Their sales
are increasing year by year for example in 2022 it was 81.462 M & in 2021 53,823M. In first
quarter of 2023 tesla deliver 422,875 cars.
Tesla are forecasting a high demand for all of their products in next few years due do most of
Europe countries are ban selling cars that works with fuel engine starting from 2025. There is
a new factory for electric cars in Austin, Texas will open soon to meet the market demand
requirements.

Source: Nasdaq
B.BYD company (BYDDF)

Recommendation: Long Call


BYD is Chinese company founded in 1995, They are producer of electric cars, electric
buses, electric trucks, solar panels & energy storage systems. European governments are
one of clients of electric buses & trucks to use for public & reduce CO2 emission. The
company has also formed partnerships with other companies such as Toyota to promote
the adoption of electric trucks and other clean energy technologies in the transportation
industry.
Warren Buffet was one of the shareholders for this company, the share price increase from
6.5$ in 2020 to 40$ in 2022 with rate of return of 515%. The current share price now is
28.5$ and there is a big opportunity to increase due to the growth of company. The net
income for it in 2022 is 2.4B dollars with market cap 96.6B & PE ratio of 34.4. the
company announce to give dividend for shareholders on 2022 for 0.016$ per share. They
estimate their sales reach to 11.25B in 2024 & 13.134B as per their shareholder
presentation data & EPS increase from 0.83 in 2022 to 1.93 in 2025. From these estimates’
shareholders understand that this company will continue in growth & increase their sales
due to CO2 emission world attack.
Referring to China’s emissions reduction regulations that will be implement in July 1,
2023 that will not allow to sell cars in china that will work with petrol or diesel, might
mean millions of petrol and diesel cars will no longer be able to be sold in China. And
BYD have the highest market share in china for electric vehicles.

Source: Yahoo Finance


Energy
A. First Solar, Inc. (FSLR)

Recommendation: Long Call

First solar is an American company founded in 1999, the company provide solar
energy solution. They are designing, manufacturing & selling thin-film solar modules,
moreover they are providing EPC option which is engineering, procurement &
construction. FSLR known for their high efficiency, long term reliability & low
carbon footprint. They are serving commercial & residential elements, they develop &
installed over 20 gigawatts of solar energy capacity in over 35 countries. Their thin-
film solar modules have a lower carbon footprint than traditional silicon-based
modules and they implemented sustainable practices across its operations to minimize
its environmental impact.

Referring to their financial statement FSLR are announcing a loss in 2022 for 44
million $ with -1161.2% from 2021, this numbers are looking like strong sell
compared to U.S market right now, but investors are looking this price as an
opportunity to buy because FSLR are losing this time due to investment in operation
to increase their capacity. According on Bloomberg the decrease in income was
primarily a result of capital expenditures related to expansion in Ohio & India and
operating expense. FSLR has announce plans to manufacture series 7 which is the
next generation in India & Ohio.

FSLR stock price now 208.5$ per share with market cap of 22.262B, average volume
last
3 months is 2,326,895. On 14-4-2023 1:30 PM NY time FSLR have a call 0.24$ with
1235 open interest. Since last year FSLR stock price increased 192%.
Source: Nasdaq

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