Phase Space AI

Nextpower

NXT · investment memo

Valuation margin
demonstrated − required CAGR
+12.4%
Required CAGR
10.8%
Demonstrated
23.2%
Terminal margin
16.2%
Exit multiple
23.1x
Company state
A
Terminal margin basis

DERIVED FROM THE STATUTE, not assumed. FY2026 operating margin EXCLUDING the Section 45X credit is 8.92% ($697.266m - $379.900m over $3,559.390m); the 45X contribution is 10.67pp of revenue; the 10-K states 45X is reduced 25%/yr from CY2030. 16.25% is the legislated phase-down (BASE) case.

Risk & exit

Four distinct questions, one field each. A price is not a thesis: the trigger below forces a re-underwrite and freezes further purchases — it is never an automatic sell.

Risk trigger
22% below the memo price
$74.05
Forward E[R]
vs a 0% floor
-16.1%

A daily close below $74.05 triggers a mandatory re-underwrite and freezes further purchases. It is not an automatic sell unless a separate fundamental invalidation condition has been breached.

Thesis-invalidation conditions

Fundamental and falsifiable, never price-based. If one is satisfied the thesis is marked dead and the position is retained only by explicit decision.

Impairment case

> Named cause: the 4 July 2026 begin-construction deadline has passed. US utility-scale solar project > starts fall in calendar 2027–2028 as the safe-harboured pipeline is worked off and is not replaced, while > the Section 45X credit that supplies 54% of operating income begins its legislated 25%/yr step-down in > 2030. Nextpower's non-tracker and non-US pivot is real but arrives too slowly and at lower margin. Every element is filed, dated and quoted in §2 and §4. Nothing here is a scenario invented for the memo. How it becomes permanent rather than cyclical. Solar tracker demand is not a pr

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