Ormat Technologies, Inc. (ORA): A Bull Case Theory
We came across a bullish thesis on Ormat Technologies, Inc. on Make Money, Make Time’s Substack by Oliver | MMMT Wealth. In this article, we will summarize the bulls’ thesis on ORA.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Impax Asset Management Ian Simm | 2,024,970 | $168,348,889 | -9% | 0.97% |
| 2. | 54,450,000 | $60,019,154 | +68% | 0.69% | |
| 3. | 48,285,000 | $52,955,456 | -22% | 0.03% | |
| 4. | 24,000,000 | $26,342,079 | 0.05% | ||
| 5. | GLG Partners Noam Gottesman | 257,678 | $21,583,109 | +132% | 0.04% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $55.77 | 3,000 | $167,310.00 | 5,160 | 2020-09-22 | Filing | |
| $58.00 | 511 | $29,638.00 | 511 | 2020-09-15 | Filing | |
| $61.03 | 20,000 | $1,220,600.00 | 20,000 | 2020-08-11 | Filing | |
| $16.11 | 600 | $9,666.00 | 2,500 | 2011-08-08 | Filing | |
| $22.60 | 500 | $11,300.00 | 1,900 | 2011-05-06 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $96.70 | 981 | $94,862.70 | 2,257 | 2025-09-30 | Filing | |
| $94.80 | 5,611 | $531,922.80 | 3,433 | 2025-09-29 | Filing | |
| $94.71 | 14,994 | $1,420,081.74 | 35,419 | 2025-09-29 | Filing | |
| $95.98 | 400 | $38,392.00 | 4,861 | 2025-09-30 | Filing | |
| $94.83 | 229 | $21,716.07 | 5,261 | 2025-09-26 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 8,000,000 | $9,652,974 | 1.21% | |
| 2. | 92,518 | $8,904,858 | 0.01% | |
| 3. | 8,000,000 | $8,270,824 | 0.17% | |
| 4. | 83,000 | $7,988,750 | 0.03% | |
| 5. | 6,349,000 | $7,872,984 | 0.79% |