GEO Investing

Skull Session: Exploring TOYO’s Solar Energy Competitive Advantage – Hosted By A GeoInvesting Research Contributor + Q1 Fave Earnings Reports From Sebastian Krog And Maj [GeoWire Weekly No. 241]

The feature highlight last week was a Fireside Chat Skull Session we hosted with Rhone Resch, Chief Strategy Officer of Toyo Co., Ltd (NASDAQ:TOYO), co-moderated and led by GeoInvesting Research contributor “Jev” (@MicrocapDr), covering surprisingly positive Q1 earnings results, the competitive advantage it has vs comps like First Solar, Inc. (NASDAQ:FSLR), the company’s plans to expand capacity to scale production, and the unique risks involved with investing in the solar industry. Can we see a re-rate in the company’s low P/E ratio?

This week, I also had my usual small-cap earnings review where Sebastian Krog (@treasurehunting on Substack; @SebKrog on X), Diego La Torre (@Diego_La_Torre_) and I went through 10 of our favorite small-cap and microcap names from the Q1 earnings season. We also made sure to cover the main risks in each case.

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A Deep Look at TOYO’s Global Solar Buildout, Execution, and Policy-Driven Strategy

We hosted a Skull Session Fireside Chat with Rhone Resch, Chief Strategy Officer (CSO) of $TOYO, on May 27, 2026. The session was co-moderated by GeoInvesting research contributor “Jev” (@MicrocapDr), who brings two decades of energy economics experience to the discussion, and was coordinated with the help of Crocker Coulson of AUM Advisors, who serves as investor relations support for the company.

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