Professional
Added to YB: 2026-06-17
Pitch date: 2026-06-10
TE [bearish]
T1 Energy Inc.
-0.82%
current return
Author Info
Fuzzy Panda Research is a short-only research firm. Exposing Stock Promotions, Frauds, BK's is what we do best. Sign up for the newsletter.
Company Info
T1 Energy Inc. provides energy solutions for solar modules and cells in the United States, Norway and internationally.
Market Cap
$2.5B
Pitch Price
$8.56
Price Target
N/A
Dividend
N/A
EV/EBITDA
-45.21
P/E
-5.62
EV/Sales
3.49
Sector
Semiconductors and Semiconductor Equipment
Category
special_situation
T1 Energy (TE) – Whistleblower Series: Part 1 – The Solar Cell Invoices
TE (short): Whistleblower gave Fuzzy Panda 26 invoices proving all >$65M of T1's Q1-2026 solar cells came from China's Trina (added to US military co list), despite mgmt claims of 4 non-FEOC suppliers. MACR only 19% vs 50% req'd. $41.4M tax credits must reverse; adj EBITDA flips +$9.1M to -$32.3M. Part 1 of 5.
Read full article (8 min)