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    Vidar

    Research Analyst at Kweli Energy

    Vidar is an Analyst at Kweli Energy, specializing in the energy and renewables sector with a focus on providing data-driven research and financial analysis to institutional clients. His coverage includes key companies in the renewable power generation space, where he has been recognized for his careful company due diligence and strong analytical capabilities, though specific success rates or TipRanks performance metrics are not publicly disclosed. Vidar began his career as a research associate at a boutique energy research firm before joining Kweli Energy in 2021, where he quickly advanced to his current analyst role. He holds a CFA charter and maintains active FINRA Series 7 and 63 registrations, underscoring his expertise and compliance in securities analysis.

    Vidar's questions to SMTGF leadership

    Vidar's questions to SMTGF leadership • Q1 2025

    Question

    Asked about the U.S. tariff assumptions embedded in the company's guidance and whether they are lowering prices to compensate for tariffs paid by importers.

    Answer

    The guidance is based on their most likely scenario. The main concern is the indirect effect of high tariffs on modules and batteries making projects uneconomical, rather than direct tariffs on their inverters. They are in project-specific discussions with customers about sharing any potential tariff costs.

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