Yes and yes. Also, Mack trucks operate on the same highways as do Smart cars. Except you don't call a Smart car a tractor trailer.
This is the sort of thing Dr. Titus needs to get on immediately. We need to know, what specific edibles? What about the mountain of evidence to the contrary? Any other drugs involved? Alcohol? We can put a face on this, be the experts, represent the industry.
In 2014, this is when we got the FY report. Looking forward to tomorrow morning. A delay would indicate to me Dr. Titus pulled the plug until he can further review, where a FY report tomorrow indicates extreme confidence.
Solaredge manufactures string inverters.
Central inverters are going away. The days of dedicated covered flatbed delivery of 25,000lb electrical equipment on a skidded platform are going away, even though they are still cheaper on upfront materials.
I copy and pasted from Solaredge's website regarding data monitoring, what do you mean to imply by inserting Enphase Enlighten but leave everything else from Solaredge in the quote? I would have thought you would just cut and paste information about Enlighten instead of using Solaredge language.
Micros are doing real work, under modules, up on a hot roof. Tell the guys that installed all those M190s out in Vegas only to learn that not only have the M190s failed, but also not under warranty due to being installed in conditions where temperatures were above Enphase's warranty window. Oops.
SolarEdge does not manufacture central inverters. String inverters up to 20kW are readily available and plentiful in the market with warranties out to 20 years. So you can have a few string inverters, or, you can have thousands of inverters one at each module ready to fail at any time.
Microinverters get hot and can fail, while an optimizer is a circuit board nothing more. Enphase has never once earned a profit either.
SolarEdge uses a zigbe wireless gateway to connect for monitoring and provides module-level monitoring just like Enphase:
"The web-based SolarEdge monitoring portal provides enhanced PV performance monitoring and yield assurance through immediate fault detection and alerts at module level, string level and system level.
No hardware or wiring is required to transmit data from the power optimizers to the inverter: the monitoring sensors and transmitters are built into the SolarEdge power optimizer and solar inverter, and measurement data is transmitted over the regular power lines."
“I feel that customers are catching on to the misconception that you can just buy SolarEdge optimizers and you’re getting all the benefits of a microinverter system,” Hayes says. “Why try to make a string system like a microinverter system? Why not just use microinverters?”
Because SE will be $0.30/W cheaper and you will chop out at least a nickel of eBOS as well when you string 40+ modules per string. Good lord someone seriously spent money on Enphase for commercial? You realize how much of that cost is just in trunk cables? The spinsters at Advanced Improvements must be on some kind of rebate program with Enphase direct, that is the only explanation why they would advise a large customer in this fashion.
This is one of the fastest growing solar manufacturers on the market right now. Centrals are dead, optimizers are just starting to become integrated into modules. These guys are winning medium commercial applications.
If we get earnings this Friday (same time we got last year's earnings) then I will be impressed! CEO walks in and 2 weeks later unloads the FY2014 report, that would scream confidence. Any delays might suggest a desire to reorganize before reporting.
Dr. Titus informs us RSHO remains the flagship product, and there is a plan ready to put into action upon legalization. The plan has been ready for quite a while.
More encouraging is a hint of executive meetings at all business segments with a focus by his new board of directors.
The feeling is very strong that we have a commander now, there is a skipper at the helm. A well-connected skipper at that.
Maybe because the Nutiva products are from hemp seeds and also do not disclose the % of CBD? Just a guess.
If you want a doctor to prescribe it and an insurance company to subsidize it, then you'll need to buy fully licensed product through MJNA. If you want to do anything else with it that's just fine. But I'm much more interested in selling bulk to medical providers than looking at sales at a counter at some stoner's head shop.
This is the heart of the relationship with MJNA, Dr Titus, and Kannalife. The whole structure has allowed MJNA to stay away from high risk products until the laws change, and when they do, well dont you know the relationships are already established to bolt on the new product lines.
1- We do not know how much Kannaway cost
2- We have not seen the Q4 2014 yet (need continued growth at HempMeds)
3- We do not have an update regarding Project CBD defamation lawsuit
These things keep the stock low and for the most part extremely speculative to take a long position here. 1 and 2 I expect will be known in the next 60 days. 3 may take longer.
Kannalife has an exclusive license with National Institute of Health to develop products covered by "the 507 patent" which includes neuro-protectant applications, anti-seizure, and anti-inflammatory applications. Kannalife concurrently develops and patents it's own independent IP.
Kannaway (owned by MJNA) has a 5-year sales deal with Kannalife. Kannalife board director Dr. Stuart Titus is now MJNA CEO. MJNA owns Kannaway which has an exclusive sales deal with Kannalife which has an exclusive license with NIH to sell medicinal marijuana.
Therefore, a move to reclassify marijuana as a schedule 2 controlled substance will allow Kannalife to sell products to Kannaway (MJNA) as their exclusive sales partner for the next 4 years.
Yes there will be competition. But if you want to sell it as medicine, then you will have to buy from MJNA.
On Wednesday, "Judge Mueller of the Sacramento Division of United States District Court for the Eastern District of California will announce her verdict for United States v. Schweder."
This means if she rules it to be unconstitutional, then it will likely go to the 9th Circuit, then the Supreme Court. It's a long road still but will add tremendous pressure.
There is an excellent and exhaustive article at abcdriveronline from 3/13.
Even you have to admit that Dr. Titus was a pretty nice development.
Also since this post my avg is down to $0.1279 after buying periodically for about 14 months now. Not entirely happy but close enough, probably as close as I can get.