Enphase Energy and Waaree Energies Join Forces to Deliver Smarter Solar in India
Trade case decision tomorrow. Will Trump put a crimp in one of the most beneficial trends in American history and impose tariffs? Will he shoot himself in the foot and make his proposed solar border wall even more expensive? Seems nuts to do so.
This guy gets it wrong so many times I would bet on no tariffs. There could be some volatile solar stock movements until this is settled one way or another.
Gordon Johnson: Short Chinese Solar Stocks Ahead Of Potential Tariff Passage
Chinese solar stocks are about to “get crushed” by U.S. regulation, according to Axiom’s Gordon Johnson. The International Trade Commission will decide Friday...
I have a 10k system on my roof in St.Petersburg Florida.(solarworld 255 and 215 enphase on roof for 5 years) They are working great and have a $10.55 electric bill....normally 300 a month....When the storm(irma) came by all electric and solar went out for almost 7 days. Is it cheaper to buy a back up generator or do I have another option with battery backup? or is that too expensive at this time?
I started buying enphase at 2.01 and purchased more all the way down to .81..Long holder
Recent moves unjustified; market makers moving stock up to accommodate needed capital (dilution).
LG & Jinko results? Not this quarter! According to previous conference call, their customer CED GreenTech represents approximately 18% of their sales - go to CED in San Diego (big solar market) and ask about LG and Jinko AC panels and look at the blank faces and listen to them mumble something about 'coming soon'. Where are they and why don't their employees know all the details? Where is the pump? Now look at their racks and see all of the Enphase product sitting on the shelves ... stuffed channel!
I'm expecting another $10 million+ loss for Enphase in Q3 and more dilution (remember they just authorized more shares - do we think they authorized additional shares just to have them sit there while they burn through cash?).
I'll buy after dilution speculating that they don't eventually go bankrupt and I applaud their recent management change but at current prices this stock is a bad bet at this time IMHO.
Anybody have any thoughts on how the Suniva petition (if the ITC recommends tariffs) will affect Enphase, specifically the AC modules?
JOHN_beans_busted Hey JOHN how are you doing there? Still waiting for your $.85/share price? Busted......
While Enphase fans believe the new partnership with LG will help save the company and they party over the recent stock price blip, LG and SolarEdge announce a partnership that addresses the high end and which apparently leaves the LG and Enphase partnership to the low end.
LG just announced their newest, most powerful and most efficient solar panel for residential applications and what technology do they pair it with? They pair it with SolarEdge Optimizers and not Enphase microinvertes.
Do any Enphase fans even know why?
"LG introduces 365-W solar panel to residential market
By Kelly Pickerel | September 13, 2017 LG Electronics brings its most powerful and energy efficient solar module technology to Solar Power International in the form of the LG NeON R. The new residential module, available in the US this month, creates a system with seamless installation and use, improved temperature coefficient and heightened visual appeal making it an all-around win for energy-conscious homeowners."
Two PV powerhouses to offer industry-leading smart module solution 09/11/2017 LAS VEGAS, NV — SolarEdge Technologies, Inc. (“SolarEdge”) (NASDAQ: SEDG), a global leader in PV inverters, power optimizers and module-level monitoring services, and solar panel leader LG Electronics USA are debuting a joint smart module targeting the high-end residential and commercial PV rooftop markets in North America. On display at the 2017 Solar Power International trade show, the smart module solution, the first from the two powerhouses, is one of the most power-dense rooftop offerings on the market. It includes both add-on and embedded power optimizer options for both commercial and residential systems.
“The PV industry is moving rapidly toward module-level power optimization to meet the cost, safety and performance requirements of the market. Adding the SolarEdge solution to our product portfolio will help us better serve our customers,” stated Stephen Hahm, Vice President and Head of LG Electronics USA’s Energy Solutions Business. “We put utmost priority on listening to the market and delivering the strongest products and partnerships to our customers.”
“This joint offering represents a powerful step towards SolarEdge’s vision of all PV systems benefitting from module-level optimization,” stated Peter Mathews, SolarEdge’s North America General Manager. “Joining forces with a market leader like LG further solidifies the leading role of power optimizers in the MLPE sector.”
The package combines SolarEdge’s inverters with LG’s NeON®R modules (with module efficiency up to 21.1%), P370 and P800 power optimizers for residential and commercial installations respectively, as well as free module-level monitoring. Benefits include no power clipping, increased efficiency, flexible array design and a multitude of racking options."
LG claims their new NeON R is "an all-around win for energy-conscious homeowners."
" the first from the two powerhouses,is one of the most power-dense rooftop offerings on the market."
10 points for anyone who can explain why LG is pairing the new NeON R with SolarEdge Optimizers and not Enphase microinverters.
As one poster here pointed out LG marketing muscle will now really help their favorite stock pick going forward.
@dealwithit it's nice to be compliant again, I'm wondering if this gives some firms the green light to buy. Thoughts?
@Solar, nice to hear from you, been thinking about you having to ride out hurricane Irma. Hope you pulled through okay.
Enphase Energy - Current Report
Since June, shortsellers have become more aggressive doubling the amount of shares shorted 2.8 mill to 5.5 mill. It is not looking good for them as shares continue to show strength. We just need stronger numbers more than stunning PRs.
Hey JOHN take note!! This is going up faster than a diver's fart.
Yesterday, Badri gave himself 1,000,000 option shares with a strike price of US$1.29
TDAmeritrade states this about enph:"*Nasdaq FSI: *Deficient: Issuer Failed to Meet NASDAQ Continued Listing Requirements". I assume this "was" due to the stock being under $1 and this will go away?
Anyone know why we're getting the action we are today? Definitely not complaining, just wondering if there's good reason behind it?
First time we see Badri with a smile on his face.
He has his work cut out for him.
From Business 101 - How not to compete and cut your own throat: "dropping its prices below the cost of production to gain market share"
"Kothandaraman comes at a time when Enphase is fighting an uphill battle to regain profitability and position in the market, after a difficult restructuring process which included dropping its prices below the cost of production to gain market share. The microinverter maker is particularly struggling against SolarEdge, whose module-level electronics provide many of the features that microinverters do, and who has rapidly taken over the U.S. market.
Online solar marketplace EnergySage’s recently released H1 2017 Solar Marketplace Intel report shows SolarEdge and Enphase together taking over 3/4 of the U.S. residential market. And while Enphase gained share during 2016, the report shows a decline in the company’s share in the first half of 2017."
The biggest micro inverter firm you have never heard of
The big names are out in force at SPI but don't overlook some of the smaller names with big ideas. John Parnell talks to one such company on the showfloor at SPI 2017.
This stock is a joke. Lost 90 of its value since the IPO. Maybe if Humberto stayed away from the tacos and burritos and hit the gym once in a while he may have more mental energy and focus. At this point I would suggest they replace the entire management team.