if it hits 12th weekly climb, might be more downside for all service co's. Do not see rush to get in.
The grid interaction in Hawaii added a whole new dimension going forward. Could you now get the utilities making recommendations to installers that work better for the grid?
about optimisers, inverters and other BOS than just the panels. They will knowingly be teaching people to check competitors and this in turn will lead people to ENPH, Then let them decide where to put their dollars for investment.
Sometime playing this game will bite you back. If ENPH continues to deliver, there will be more than enough analysts and buyers to counteract anything GS says, and in the long run they still don't want to look the fools. Who knows after the solaredge IPO, they just might take a stake in a better company without a conflict of interest. Something for the shorts to be wary of.
Most people do not really care about privacy, thats the success of facebook, twitter, tmblr, etc. they care about their toys. Business professionals another story , but make up small percent of total phone market. BBRY niche player allright with me.
Appleers will not care, and will buy the watch. looked at it myself- and it looks cool. But have not had to wind my old watch since I got it years ago. The phone does what the watch will do, do not need both.
No product approvals, falling revenues,No new partnerships- other companies apparently see no value in their so called pipe line. If any of this changes then some upside. Management has been singing same song for far too long with no success.
seems to be moving down on questionable growth with incentives going away in a year or so. I see their transition to maintenance of systems as a good move , but they have to prove they can grow this segment over next few qtrs. people will also try to tie this with falling oil.
With Vivint solar in HI. Looking back at the progress Enphase made with Hawaii electric in reconfiguring the inverters. The cooperation of the company might give it more leverage going forward in working with all utility companies.
The excerpt from SA "The utilities pushback against distributed solar may represent an even bigger threat to Vivint Solar's continued growth. In fact, Hawaii's largest utility (Hawaii Electric Companies) recently stated that it wants to end the net metering programs that have been vital for distributed solar companies. This presents a particularly large problem for Vivint Solar, as Hawaii is one of the company's main markets. This has also been a major cause of the company's 1,500 system backlog on the island, which is said to represent around sizable $45M.
Vivint Solar has taken the utilities pushback in stride, stating that instead of fighting against the utilities, it would rather find ways to adapt. Whether or not this unperturbed attitude will be beneficial to the company remains to be seen. In fact, SolarCity, which is known for its fierce resistance to such detrimental changes, has even accused Vivint Solar of not pulling its weight in the fight against perceived utility corruption." GLTA
Yeah because this is the only company that gets price fixed. If this is short covering- then the idiots will be those that sell to them. See ya at next few earning reports. GLTA
CEO said this in CC. A whole new business waiting to be born. This is also whats behind TSLA giga factory dreams and solar city aspirations, but no one believes that ENPH will have a seat at that table, otherwise this would be 45$ now.