EnvivaEVA
Market Cap: $30.7M
About: Enviva Inc develop, construct, acquire, and own and operate, fully contracted wood pellet production plants where the company aggregate a natural resource, wood fiber, and process it into dry, densified, uniform pellets that can be effectively stored and transported around the world. The company sells term, take-or-pay off-take contracts with creditworthy customers in the United Kingdom, the European Union, and Japan, who use pellets to displace coal and other fossil fuels to generate power and heat as part of their efforts to accelerate the energy transition away from conventional energy sources. The company derive a majority of revenues from customers in Europe.
Employees: 1,386
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
41% more call options, than puts
Call options by funds: $461K | Put options by funds: $327K
0% more funds holding in top 10
Funds holding in top 10: 4 [Q1] → 4 (+0) [Q2]
2.62% less ownership
Funds ownership: 59.52% [Q1] → 56.89% (-2.62%) [Q2]
11% less capital invested
Capital invested by funds: $20.4M [Q1] → $18.2M (-$2.19M) [Q2]
11% less funds holding
Funds holding: 96 [Q1] → 85 (-11) [Q2]
58% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 19
84% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 38
Research analyst outlook
We haven’t received any recent analyst ratings for EVA.