See that they have a B of A presentation / Webcast set for the same day. Guess they will present same info as the abstract release. Should be interesting to listen.
Win: If this reverses to any extent- It just might shove that report back at Bof A. The market will still have to cover the shorts and with 100 mill + in revenues coming next qtr and things looking good for all current users ( since inception) of their product to just plug and play a storage solution add on. listen to the Baird conference this morning. The storage solution is not paired to one battery chemistry if science comes up with a better battery chemistry - we can easily switch and bring it to the market . Do not know about a huge Li ion plant.
Yep 74% increase in micro inverter sales, 50 % revenue increase from 2014 -2015 q1-- absolutely Doomed. Vivant just sources from 3 suppliers Enphase still one of those. This is the summer sales event on share price.
Looking at guidance as compared to 3rd qtr last year, and how conservative this co is. Think I will stay with it .
Wow thats a little over the top positive spin. Have to wait and see if they earn anything. Still no launch date.Oh wait Sept 1. If all else fails
I sure don't know. Obviously if it holds in the morning ,someone had to get in or had to close their short and did not care about price. So thats the obvious answer. But if good news does come those that praise the Enphase systems.as cost effective and reliable will see it as a vindication.
by Jeff St. John
April 14, 2015 Looked at this again and ,wow Enphase assisted HECO gig time. Did not get compensation by showed utility value of their product. Other utilities surely will notice.
Craig specifically mentioned the indian companies compound as not meeting equivalence, I think thats the formulation being used by Mylan. Let me know if i'm wrong. So could keep others out for quite a while.
Yep. Not saying the drug does not show promise. Just being impatient for triple digits:)
Don't misunderstand tomorrow could be bad earnings, but they only give 1 qtr guidance and that was not bad. Not like prognosticating for a whole year and then missing. I'm looking at sales of the c 250 and how that plays into their O + M strategy The market believes in Teslas strategy of batteries. so being a competitor in that space seems good to me.
Market still skeptical . Option premiums on the call side do not reflect any great data presentation. Now this company has been down so gosh darn long, it looks like up to me:). maybe it will someday move .where other promising co have gone before it. Hung out here for the last 8 years whats a few more.
On their CC they mentioned a launch this year nothing on timing. But we know patent expires in Sept. that's the latest date for a litigation free launch.