AzValor Internacional: seguimiento y opiniones

Es cierto que las energías renovables serán una parte importante y creciente del mix de generación

 Muy bien, ya van que recuerde al menos 2 cartas que muestran que han asumido que las energías renovables están ahí para quedarse 

 En un litro de agua hay 33 miligramos de deuterio. Si se le fusiona con tritio se obtiene energía comparable a 350 litros de gasolina. 

The rest of the "short-takers" have been funds that seem to be passive by nature. Some of them are sector focused and others seem to have bought because of the company becoming small or micro-cap company

I don't think AZ Valor will sell the 2M shares it has absorbed in the last months at the same speed that they bought them. They already had 8% of the company at $25-35 share price so probably their valuation of CEIX is two times that, at least, and having doubled down at the $12-20 price range is what you do when you are fully convinced of your position. They won't be in a hurry unless something big happens in the business of the company

I do not have a clue of who is making its shares available for borrowing but it would be almost beautiful that it was AZValor borrowing shares and allowing the "shorters" to make the share price dirt-cheap and once its position was made, cancel the availability or make it really expensive. They would only have to sit down to watch for the squeeze to happen. It sounds a little too manipulative for AZValor and time consuming, but they idea just comes out naturally