It's not about guidance. Execution will allways trump guidance. ,and they are executing well.
Nothing coming this way. Not until they can prove multiple acceptance of their process- that copaxone approval is pivotal to the future is an understatement. And they have nothing to fund all future possibilities. Any potential suitor will wait for proof of concept or buy in bankruptcy. JMHO.
Danger Will Robinson- While Enphase is incredibly well-positioned within the MLPE industry, it is facing increasing competition in the form of SolarEdge.
Given the infant nature of the MLPE industry, Enphase still faces the risk of technological obsolescence.. previous from seeking alpha . As long as all the risks are known, Still see this company as GOOD.
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.