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    Julian [indiscernible]

    Senior Analyst at Jefferies

    Julian Roberts is a Senior Analyst at Jefferies, specializing in equity research with a diverse coverage across the UK, Italy, and Germany markets. He analyzes and rates stocks for 27 companies, with a track record that includes a 58.25% success rate and an average return of -3.2% per rating, though his most notable investment call, OSB Group PLC, delivered a return of +127.1%. Roberts has established his career in financial analysis with a focus on generalized sectors, maintaining a broad remit and developing expertise in European equities. He holds professional securities analysis credentials consistent with senior analyst roles at major investment firms.

    Julian [indiscernible]'s questions to NOVA leadership

    Julian [indiscernible]'s questions to NOVA leadership • Q2 2024

    Question

    Asked about the health of the tax equity market, the strategy for adding funding partners, and specifics on the domestic content mandate, including required equipment packages and dealer impact.

    Answer

    The tax credit market has greatly expanded due to ITC transferability, increasing available capital. Sunnova feels it is in a strong position to attract the best partners. Regarding domestic content, a growing number of equipment options are becoming available from OEM partners, and they are confident dealers will have sufficient choices to meet the September 1 mandate without disruption.

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