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Analyses on Mivtach Shamir (8)
- July 14, 2026July 14, 2026
Alon Tavor Moves Into Planning but a New Power Plant Is Not Approved Yet
Alon Tavor received a formal planning route, not construction approval. The filing improves project probability and the relevance of the PowerGen, Rapac Energy, Rapac and Mivtach Shamir exposure layers, but economic value still depends on licensing, financing and a final investm…
+2AI Infrastructure on the TASE Splits Into Orders, Pilots, Land and Power
The recent filings create an AI infrastructure map, but the value lies in separating proof levels. Rimon has a signed order, Buff has a pilot, Solair has land optionality, and Alon Tavor has power planning. These are not the same thesis and not the same risk level.
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- May 29, 2026May 29, 2026
- Follow-up
Alon Tavor After the Peaker: Operations Improved, but Cash Has Not Yet Reached Mivtach Shamir
Alon Tavor is showing an operating and cash-flow improvement after the peaker, but in the first quarter the cash remained inside MRC and did not reach Mivtach Shamir as a dividend.
Mivtach Shamir in the First Quarter: Energy Moves Into Execution, but Debt and Dilution Still Filter the Value
Mivtach Shamir moved in the first quarter from energy promise into execution and financing, but shareholder value still passes through project debt, guarantees, minorities and technology-accounting noise.
