EnerSys (ENS): A Bull Case Theory
We came across a bullish thesis on EnerSys (ENS) on Substack by Kristopher Rymer. In this article, we will summarize the bulls’ thesis on ENS.
Enersys (ENS)
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EnerSys (NYSE:ENS) Q3 2025 Earnings Call Transcript
Operator: And good day, and thank you for standing by. Welcome to the Third Quarter Fiscal 2025 EnerSys Earnings Conference Call. At this time, all participants are in a listen-only mode.
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Lithium is a soft, silver-white alkali metal that has become a cornerstone of the clean revolution. Its commonly used form, lithium carbonate, is required for the production of lithium-ion batteries.
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EnerSys (NYSE:ENS) Q2 2025 Earnings Call Transcript
Operator: Good day and thank you for standing by. Welcome to the Quarter Two 2025 EnerSys Earnings Conference Call. At this time, all participants are in a listen-only mode.
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While lithium was down for a long time due to oversupply this year, it seems like the market is gaining back some interest in the metal as can be seen in recent M&A activity.
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