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Enphase Energy, Inc. (ENPH) Message Board

  • eizoot eizoot Jul 29, 2013 5:27 PM Flag

    ENPH undervalued?

    Is ENPH a buy? Has it proven difficult for competitors to duplicate their technology, and/or do thy have a sizable technology lead? Are they a big fish with a significant % of the residential and commercial market? Have any utility-scale systems used Enphase microinverers?

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    • From the mid-nines back down to $6 again. I’d say the market has spoken on Enphase and answered your ‘buy’ question with a resounding ‘NO!’

      On August 6th we all get to see the results of a quarter when both the Sunny Boy 240 (SMA) and the Aurora Micro series (Power-One/ABB) were available as competitors. We’ll also get to see the expense of expanding into Australia.

      The market expects $59 million in sales for Q2. That’s a tall order and it would be quite a surprise if they were able to meet that number given all the new competition that’s was out there during that quarter. If they do meet on sales, then I guess that would answer my own questions regarding customer preference, brand value and contractor loyalty. We’ll know in a week.

    • There are two larger companies with 250W microinverters now as competition - one of them also has a 300W unit. Last year, there were none. The competition are the two largest Solar inverter companies in the world, SMA and ABB(who bought PowerOne). ENPH still has not posted a profitable quarter. What utility-scale solar system would use Enphase? Very few unless they sourced them very cheaply. Utility-scale want to build large arrays with very low cost per watt. Attempts are made to keep it under $3/Watt if possible. If SMA and ABB get traction with the installers, ENPH has real problems on their hands. Only my opinion.

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