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GT Advanced Technologies, AŞ Message Board

johnnie_beans 219 posts  |  Last Activity: 16 hours ago Member since: Feb 8, 2005
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  • Reply to

    SCTY Conference Call.......

    by joebigbuck Aug 2, 2015 12:59 AM
    johnnie_beans johnnie_beans 16 hours ago Flag

    Apple did a lot more marketing to the end consumer so the end consumer could decide. At this point the average solar system consume is not aware of the different technologies and the pros and cons of each. If that changes, then things may change but even the CEO of Vivent implied he believes SEDG offers a better deal for his customers than ENPH. He likely makes more money selling a SEDGE system than an ENPH system so he is likely biased by that.

  • Reply to

    SCTY Conference Call.......

    by joebigbuck Aug 2, 2015 12:59 AM
    johnnie_beans johnnie_beans Aug 2, 2015 8:21 AM Flag

    Enphase is not winning the "our solution is better" argument. SolarEdge is helping the large installers win the "our solution is cheaper argument". Enphase needs to reduce the cost of their microinverters and convince large panel manufactures to integrate the microniverter into the panel at the factory to greatly simplify the system, the install and the cost.

    SolarEdge Overview:

    SolarEdge manufactures and markets DC (Direct Current) optimized inverter systems for solar PV installations (Photovoltaic). These packaged systems include power optimizers, inverters and a cloud based energy monitoring software (below). This “intelligent inverter” provides the customer increased power generation, lower energy costs and a higher level of safety and reliability.

    The company states that their optimized inverter system will increase the efficiency of commercial and residential solar installments by 25% while having a lower cost per watt than the leading micro-inverter manufacturer.

    SEDG primarily sells its product to large solar installers such as Vivint Solar Inc (VSLR) and the Tesla backed SolarCity (SCTY), and since commercialization, has shipped over 5.1 million inverters across 73 countries.

  • johnnie_beans by johnnie_beans Jul 31, 2015 3:19 PM Flag

    World Moves Toward 100 Percent Renewable Energy – First Electricity, Then Heating/Cooling, and Finally Transportation

    Enphase needs to ride the wave by getting the cost down so there can be a microinverter in every solar panel.

  • johnnie_beans by johnnie_beans Jul 31, 2015 2:56 PM Flag

    World Moves Toward 100 Percent Renewable Energy – First Electricity, Then Heating/Cooling, and Finally Transportation

    Recent advancements in renewable technologies and rapid cost reductions have accelerated deployment of renewable energy, such as wind and solar photovoltaics (PV). Renewables have started becoming a mainstream energy source in many parts of the world.

    The world will need lots of power converters.

  • johnnie_beans johnnie_beans Jul 29, 2015 11:53 PM Flag

    Enphase sued SolarBridge for patent infringement and then mysteriously dropped the lawsuit. Did they decide to work together or did Enphase decide their lawsuit had no merit? The former is at least a possibility and something Enphase and the industry needs.

  • johnnie_beans johnnie_beans Jul 29, 2015 7:14 PM Flag

    Even better if they integrate the Enphase microinverter right into the panel at the factory and then cover the roofs of Japan (or any country for that matter) with the best panels in the world.

    SunPower Corporation Launches X-Series Solar Panels for Japan's Rooftop Market
    X-Series Solar Panels Deliver World-Record Efficiency and Unsurpassed Performance, Reliability and Aesthetics; Product on Display at PV Japan This Week
    PR Newswire SunPower Corp.
    20 hours ago
    TOKYO, July 28, 2015 /PRNewswire/ -- SunPower Corporation (SPWR), a global solar technology and energy services provider, announced today at PV Japan 2015 that the company is making its X-Series Solar Panels available in Japan in early 2016. The X-Series is a product line for the rooftop market that offers an unprecedented 21.2 percent nameplate efficiency. Compared with conventional solar panels, X-Series panels deliver approximately eight to ten percent more energy per rated watt and approximately 70 percent more energy production over the first 25 years.

  • SunPower (NASDAQ:SPWR) stock jumped Wednesday after the No. 2 solar panel maker's 2015 guidance and Q2 earnings beat some analyst expectations.

    Consolidation Is the Name of the Game in Solar. The solar industry is in a consolidation phase, and that could lead to a few big players in the industry long term.

    This week, SunPower (NASDAQ:SPWR) bought 1.5 GW in solar power development assets from Infigen Energy, consolidating the downstream solar business even further. SunPower is one of only a small number of companies to own every part of the supply chain from panel manufacturing to long-term assets.

  • johnnie_beans johnnie_beans Jul 29, 2015 5:05 PM Flag

    When a company is downgraded that is equivalent to the CEO being downgraded. There is nothing that is out of his control here. He will take some heat at the next CC and he will try to BS his way around it. He needs to stop pretending that cost is not an issue. No one wants to wait a whole 25 years to finally get an economic benefit over competing technologies.

  • Everything else including DC Optimizers would become obsolete and would vanish from the markets.

    Is Enphase holding back before they drop that bomb?

  • The manufacturer of the previous inverters
    ceased to exist, no one wanted to do
    maintenance, and repairs were stretching
    the local installers to their limits. This
    is a true recount of an instance that happened
    on the German Island of Rügen, in
    the Baltic Sea. Not an isolated case, the
    solution called for here is: repowering.
    When selecting new inverters, the prime
    question was: Which manufacturer can
    one rely on now? Trusting longevity and
    „Made in Germany“ quality, the operating
    company of the solar park finally
    decided on KACO new energy.
    Located in one of Germany‘s sunniest
    regions, the solar park is now enjoying
    highest yields and complete service following
    re-equipping with Powador 39.0
    TL3 M1 inverters.

  • johnnie_beans johnnie_beans Jul 28, 2015 9:43 PM Flag

    Good points. KACO is HUGE.

    We turn passion into power.
    With a dense network of facilities on four continents, KACO
    new energy is today one of the largest manufacturers of solar
    PV inverters worldwide. The company is driven by a desire to
    maximise the use and optimise the performance of its products
    all over the world. This means manufacturing according to German
    quality standards not only on our national sites but, also
    in all of our international locations. KACO new energy was the
    first vendor to offer a seven-year warranty for its inverters. The
    age of the safe, clean, decentralised energy supply is dawning
    and brings with it increasingly complex challenges. With
    this in mind, our developers and designers are working on new
    solutions which will really promote and accelerate this process
    around the globe. Among our most recent innovations are complete
    solutions for the management of electric, as well as thermal
    accumulators that are charged with solar power, and the
    KACO FuelSave, our intelligent approach to bringing together
    PV and efficient diesel technology in hybrid power plants. Additionally:
    The Ultraverter system, which combines the advantages
    of DC optimizers as well as conventional micro- and string
    inverters into a revolutionary concept for the simple, safe, efficient
    construction of smaller residential and commercial PV
    plants; awarded an Innovation Prize at the „30th Photovoltaic
    Solar Energy Symposium“.

  • johnnie_beans by johnnie_beans Jul 28, 2015 6:55 PM Flag

    Focus R&D to reduce the price of microinverters and make deals with large solar module manufacturers to integrate microinverters directly into solar modules at the factory.

  • johnnie_beans by johnnie_beans Jul 28, 2015 6:48 PM Flag

    At least currently, there seems to be no love for Enphase. Is Paul pizzing off the street?

    Top picks
    In addition to SolarCity, Roth likes SolarEdge Technologies Inc (NASDAQ: SEDG) because of its cost discipline and its recent share gains. Roth names Hannon Armstrong Sustainable Infrastructure Capital Inc (NYSE: HASI) as its top YieldCo pick and Canadian Solar Inc (NASDAQ: CSIQ) as its top module manufacturing stock.

  • johnnie_beans johnnie_beans Jul 28, 2015 5:28 PM Flag

    Compelling advantages over existing approaches? Does that include microinverters?

    Kevin Skillern, a managing director and leader of Venture Capital at GE Energy Financial Services, commented: “The solar industry is transitioning toward advanced power harvesting solutions. We see SolarEdge as the clear market leader in this high-growth segment given its compelling advantages over existing approaches."

  • This news is not good enough. Is there even real news here? Enphase was already supplying Sunrun. This announcement is just a modification to the way Enphase was supplying Sunrun.

    Paul needs to do better and not have his company downgraded.

  • SunPower acquires 1.5GW US located PV project pipeline for US$37.9 million. Major PV energy provider (PVEP) SunPower has purchased the complete US PV power plant project pipeline of Australia-based renewable energy developer Infigen Energy.

    SunPower said that the pipeline totalled around 1.5GW and included three projects totalling 55MW (AC) with power purchase agreements with Southern California Edison in Kern County, California. The company said it expected these projects to be started later this year and be operational sometime in 2016.

  • Reply to

    Enphase runs with Sunrun

    by johnnie_beans Jul 28, 2015 9:08 AM
    johnnie_beans johnnie_beans Jul 28, 2015 10:08 AM Flag

    SolarBridge was purchased by SunPower not Sunrun.

  • johnnie_beans by johnnie_beans Jul 28, 2015 9:08 AM Flag

    Sunrun needs to beat Solar City by offering better solutions from Enphase.

    Enphase Energy, Inc. (ENPH), the leading energy management technology company for the solar industry, and Sunrun, the largest dedicated residential solar company in the U.S., have entered into a strategic supply agreement to provide Enphase® solar energy systems to Sunrun for its home solar installation business.

  • johnnie_beans by johnnie_beans Jul 28, 2015 8:44 AM Flag

    KACO new energy is the one of the world's largest manufacturers of solar inverters with more than 8 GW of installed systems. This agreement gives KACO access to Ideal Power's market-ready bi-directional power conversion systems for the battery energy storage and micro-grid markets. KACO intends to initially sell the systems in North and Central America, targeting both standalone energy storage, as well as solar plus storage system applications. The agreement also enables KACO to design and launch their own products using Ideal Power's technology.

  • Reply to

    We Have Reached the Bottom...

    by solarkings Jul 27, 2015 12:01 PM
    johnnie_beans johnnie_beans Jul 27, 2015 12:54 PM Flag

    The rate at which clientele is growing or slowing is also important. It seems that most if not all of the stocks in the renewable energy area are down. The decline in oil prices may be a factor for some reason even though as far as we know there has been no slowing in the rate of growth of solar and renewable energy in general.