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    Christopher Souther

    Senior Equity Analyst at B. Riley

    Christopher Souther is a Senior Equity Analyst at B. Riley Securities, specializing in clean technology, electric vehicles, and alternative energy sectors. He covers companies including Lion Electric, Sono Group, Ameresco, ChargePoint Holdings, Tritium DCFC, Beam Global, Aspen Aerogels, and Workhorse Group, and has delivered investment calls generating notable returns with stocks like Ameresco yielding over 480% and Beam Global over 900%. Souther began his career as an intern and then Vice President in Equity Research at Bank of America before moving to B. Riley, where he currently maintains influential coverage on high-growth sustainable tech firms. He holds professional credentials including FINRA registration and is recognized for maintaining a high success rate across his buy-rated stocks.

    Christopher Souther's questions to AMPS leadership

    Christopher Souther's questions to AMPS leadership • Q1 2024

    Question

    Questioned the progress on community solar subscriber additions relative to available capacity and sought clarification on whether the provided quarterly seasonality guidance accounts for new asset additions.

    Answer

    The company sees a large and expanding opportunity in community solar as more states launch programs, and they are confident in scaling their subscriber base. The provided seasonality ranges are historical and incorporate both the natural seasonality of existing assets and the impact of new assets coming online throughout the year.

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    Christopher Souther's questions to AMPS leadership • Q3 2023

    Question

    The analyst asked about the impact of poor weather in the Northeast on Q3 asset performance and how the company is tracking towards its full-year guidance. He also inquired about the new construction facility, its funding capacity, and how much capital it could unlock from the current construction in progress.

    Answer

    The company acknowledged that sunlight was lighter than expected in the Northeast in Q3, but their geographically diversified portfolio across 25 states helps mitigate regional weather impacts, keeping them confident in their full-year guidance. The new $200 million construction facility is described as a flexible, multi-year commitment that removes a key bottleneck. It's more than a standard construction loan, acting also as a working capital facility for equipment and labor, providing a clear runway for growth in the coming years.

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    Christopher Souther's questions to LEV leadership

    Christopher Souther's questions to LEV leadership • Q1 2024

    Question

    The analyst asked about the reason for the reduction in the truck order book, requested a breakdown of the current order book by funding contingency (ZETF, EPA, etc.), and sought more clarity on the ZETF approval process for subsequent orders.

    Answer

    The truck order book was reduced because an order for 65 units was removed after the client filed for creditor protection. Over half of the current order book is contingent on ZETF approval, with very little tied to the EPA pending new funding rounds. The company sees the recent 200-bus ZETF approval as a positive sign of momentum, with many other operators now in the final stages of a long application process.

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    Christopher Souther's questions to LEV leadership • Q4 2023

    Question

    Asked for a quantification of the Q4 delivery impact from the LionD and Lion5 delays, and requested a breakdown of the non-ZETF order book, specifically the number of LionD buses and their expected delivery timing.

    Answer

    Management stated the impact of the new model delays was significant but did not provide a specific number, citing the need to ensure product quality. They expect to catch up on these deliveries over the next two quarters. Regarding the order book, the majority is tied to ZETF; of the remainder, most are Type C buses, but they see good demand for the new Type D, which is expected to grow as deliveries ramp up.

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