How incredibly shocking. They were calling for $3 if I remember right a quarter or two ago.
Wonder why they've always had a bug up their --- about ENOC
Got to start getting back into the goings on, ruling, auction, what's happening.
Have to be also careful about market conditions, with the big drop past two days, and not knowing if more is coming.
Wondering if any new info out there anyone has to share in terms of DR prospects generally, ENOC specifically. Will search news over next few days, wondering about Japan in particular.
Hopefully We will start to see some solid traction and ramp-up in the Customer and Utility EIS side by EOY as they try and upsell their existing customer base as stated on the calls with the idea that 2015 and 2016 this biz will explode - that's the dream.
Regarding DR - I think Japan and Europe is going to be a late 2015 story but potential for huge revenues.... keep in mind that the price we pay for a MW in the US is practically a third less than what most countries around the world are used to paying. If a 5 MW market like Aust/NZ can generate 50M in Revs in 2013 what can an 80 MW overseas generate? JP - I think your crazy to jump off this ship now as I think there are some great stories yet to be told on this front.
Sentiment: Strong Buy
if earnings and guidance are status quo, we may likely see a nice pop back to previous levels, or close to them (low 20's).. This is what I'm banking on. Have to study up/stay vigilant in meantime, however, given the auction, decision, and no real news to date on international, acquisitions etc.
ENOC also has a habit of going heavy up PR before earnings, which should start soon. We'll see.
C'mon man. Nothing to get emotional about. You're still a brilliant stock trader---- HOF---one of the greatest of all time--- a legend. Check with pjmarketeer and figure out how to play it this time, pal. Maybe a longer term strategy would be more appealing?
Too good to pass up with normal doldrums this time summer/between earnings.
Sincerely hope nothing wrong post 745 decision. Want to see progress international (Germany/Japan), and Entelios acquisition -- Demand response becoming more "distributed." Don't know if this acquisition was more offensive or defensive. Lot to be seen in upcoming report.
I stand corrected. Not a trader by profession and not familiar with open interest at any given time. More a student of the business. I just watched CREE swing more than once during expiration. Wong assumption that ENOC would be impacted similarly during weekly expiration. I guess it sank on its own, but seems to have firmed up.
I read a few days ago about economic versus capacity DR, how the order related to 745 impacts economic DR, and that Healy is quoted as saying this is only 2% of Enernoc's revenue. That was good. If true, one headache out of the way?
must confess i started buying again as well. Let's see if today's sharp fall was justified or not, but definitely seems to be exaggerated. definitely if they can keep the guidance this should be trading at least in the low 20s. I also like short OPWR though maybe not immediately, but i think it's strong candidate. has been looking at the stock lately and its more hype than real fundamentals to me. so i would possibly hedge ENOC with this. but i migh as well be wrong:)
P.S.: regarding order 745 there has been good news at the beginning of july that PJM is supporting FERC in reversing the decision of the appeal court due to summer DR (PJM says they are not ready to act without it).
Sentiment: Strong Buy
Surprised that with the upgrade, ENOC is back down again today. I'll bet it's got more to do with weekly expirations than fundamentals or outlook, which could bode well for later today and next week.
GAAP Earnings this quarter -.96 vs. -1.24 analyst consensus, good
GAAP Earnings next quarter 3.27 - 3.33 vs. 3.50, bad. Revenue also on target, possibly light at 313-323, vs estimate of 318.04.
Guidance for full year earnings is .47-.55 which is higher than the .46 consensus, good.
Sales volume guidance for full year is 450-465 vs. estimate of 457.75, eh.
There are no notable updates on international (no mention I saw in a quick scan), and very milktoast commentary in initial PR. No disasters, relatively on target, but whole thing seems blah, milktoast. No disasters but no catalysts, is initial impression.
Sorry to other posters for this diversion/waste of time on such an important day --
This poster Silly Sally has been stalking me for months. I quickly identified him -- like I did Launcelot on this board a few years ago -- as a chatboard manipulator who purports to use inside information to influence shareholder sentiment on the Yahoo boards. Launcelot was removed, as the old timers may remember.
Now, "Silly Sally" thought the buyback was big news, and used it to pounce on me again. Unfortunately, this poster lacks any kind of investment knowledge (probably a nickel a post employee), completely misread the Equity/debt swap, and went to town. He is a bona fide fool, in addition to being a prolific chatboard manipulator who all would be well served to avoid. DON'T TAKE INVESTMENT ADVICE FROM THIS CHATBOARD MANIPULATOR. Here you go.....
jpmarketer • Jul 7, 2014 9:14 PM Remove
Anatomy of a Chatboard Manipulator - Sal. Look at this.....
Here is a post from Silly Sally 2938 on March 5, 2014, pumping RVLT. He purports to have inside information that the stock price will rise. At the time of the post, RVLT was in the low 3's, and with days, this poster Sal and his buddies pumped it to 4. It has slowly slid back now to the low/mid 2's.
Those are just facts. Look at this post, go back and see it before Sal erases it (will be gone within minutes, like all of them are), and then look at the chart for RVLT and the dates I'm telling you.
Just got an email from an old friend.
sillysally2938 by sillysally2938 • Mar 5, 2014 11:13 AM Flag
Said she thinks RVLT's about to ride much higher. eom
Sentiment: Strong Buy
Network, Maps and Patent Businesses all positioned extremely well going into the Fall. Floor in share price with huge cash balance from sale of handset biz to MSFT, share buyback in progress - Share price 8.13 today. Good opportunity for appreciation this Fall. I'm out of ENOC, both long position and/or trading for now.
Nokia is up 3.0% since my call on Aug 27 (breaking out today). Not a bad chunk of change for anyone who may have done their DD and found out what's going on with NOK. How's CREE working out for you, Madam Golf Course? BAAAAAAAWWWWWWAAAAAAAAAA. And you have the gall to appear here or on the CREE board after your laughable behavior here, your incredible pumping for years on CREE, and how this last CREE report revealed that EVERYTHING YOU SAID WAS WRONG?!!!!!
I exposed you as purporting to have inside information, and you were discredited overnight. This history cannot be re-written.
Also, with the last CREE report, it is clear that everything you have said about the stock was wrong, you mislead investors, and are a miserable internet troll.
We avoided trolls on this board for years. It was too good to be true, I guess.
TGIF and TGFNOK. The CREE and ENOC board's have survived the existence and the departure of Mr Bluster, the Faux Investor. Good riddance! Let's all lift a glass as the professor moves on in his faux investing world. Adieu, professor.