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Enphase Energy, Inc. (ENPH)

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0.8224+0.0375 (+4.7777%)
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  • J
    Johnnie_Beans
    Johnnie_Beans
    **W**T**F**?

    Enphase shoots self in foot once again.

    IMPORTANT: Enphase IQ Envoy and IQ 6 and IQ 6+ Micros do not communicate with, and should not be used with, previous generation Enphase Microinverters and Envoys. The Q Aggregator and other Q accessories work only with Enphase IQ 6 and/or IQ 6+ Microinverters.
  • d
    dealwithit
    dealwithit

    The IQ6, base model, is now available for sale at Revue (just showed up).

    124 dollars if you buy one and dealer pricing is about 110.

    http://www.renvu.com/Solar-Products/ENPHASE-SIEMENS/Enphase-IQ6-Microinverter-IQ6-60-2-US

    Jinko should not be far behind now, coming out with their A/C modules (maybe two months until they are out in bulk).

    LG should be out by SPI (Sept 10th).

    While our resident bashers see no value in this product clearly LG, Jinko, ENPH and SPWR see great value.

    My thinking is it gives ENPH the potential benefit that SCTY gave SEDG. Jinko and LG sell their panels in markets ENPH has yet to penetrate (and where SEDG is cleaning up). All that will change now...and really change when they hook the IQ7 comes out.

    In the meantime the first hint of success will come from LG, since they are out first. Still can't find one of those for sale yet...so no street price. The lowest price I can find their LG panel is 308 right now and the IQ6 plus 130. Let's see if the street price (lowest) comes in at that number or lower.

    Enphase IQ6 Microinverter IQ6-60-2-US for 60-cell | RENVU
    Enphase IQ6 Microinverter IQ6-60-2-US for 60-cell PV modules, Enphase IQ System, Integrates w/ Enphase IQ Envoy, Enphase IQ Battery, and Enphase Enlighten software.
    www.renvu.com
  • S
    Solar
    Solar

    Featured products at SPI Las Vegas 2017 ... http://solar-store-us.baywa-re.com/Store/LG/LG-330E1C-A5

    Join us as we demo the newest product in LG Solar's line up, the LG NeON 2 ACe module!

    Combining the good looks of LG's Cello enhanced (12 bus bar) N-Type Mono with an Enphase embedded pop up IQ6+ inverter, this product is the most innovative solar module released this year.

    We will be answering your questions about the LG NeON 2 ACe with both LG Solar and Enphase LIVE at our booth throughout the show (SPI Booth 4449).

  • B
    Brian
    Brian
    ENPH profitable in Q3/17 - Yes, using current guidance its possible.

    Rev 80, Opx 16.5, GM 21 = 300K profit.

    2% GM hit this quarter to pay expedite fees to finally get IQ shipping translates into a 1.6 million so without that its highly likely Q3/17 would be profitable for sure.
  • S
    Solar
    Solar

    Cypress Semiconductor (NASDAQ:CY) announces iCloud integration to its updated IoT turnkey development platform, which simplifies wireless integration for smart home devices. Hmmmmmm, IoT for "smart" home devices.... https://seekingalpha.com/news/3289443-cypress-semiconductor-announces-icloud-integration-iot-dev-platform

    Cypress Semiconductor announces iCloud integration for its IoT dev platform
    Cypress Semiconductor (NASDAQ:CY) announces iCloud integration to its updated IoT turnkey development platform, which simplifies wireless integration for smart home devices. The Wireless Internet Con
    seekingalpha.com
  • B
    Boyplunger.com
    Boyplunger.com
    Question for the board.

    When will enphase shares hit a bottom?
    Or are we in a permanent bottom?

    Solar has taken off.
  • J
    Johnnie_Beans
    Johnnie_Beans

    Paul Nahi seriously FOS.

    "Enphase CEO Paul Nahi has said that the “unique” modularity of the company’s battery solution could be “incredibly valuable” to help it to meet the needs of customers in regions including Australia, where there is a “real economic case” for energy storage."

    https://electrek.co/2017/08/13/tesla-tiny-house-energy-products-solar-powerwall/

    https://www.gizmodo.com.au/2017/06/melbourne-man-says-powerwall-2-will-drop-his-power-bill-to-0/

    Melbourne Man Says Powerwall 2 Will Drop His Power Bill To $0
    Melbourne's first Powerwall 2 has been installed at a three-bedroom, one storey house in Coburg. Brendan Fahey and his wife Josephine added Tesla's shiny...
    www.gizmodo.com.au
  • B
    Bill
    Bill
    Will this stock recover?
  • d
    dealwithit
    dealwithit

    SEDG's lawsuit against ENPH hit a brick wall today when the judge ruled against them for a temporary restraining order.

    The merits of the case were discussed in the order...which basically says SEDG has no case.

    http://runonsun.com/~runons5/blogs/media/blogs/a/2017/2017.08.11%20order%20denying%20motion%20for%20preliminary%20injunction.pdf

    Here is the video it references.......up to almost 2500 hits now.

    https://www.youtube.com/watch?v=v--K8_CfK9c

    By comparison, and to show the effect SEDG's lawsuit has had, here is a video ENPH produced when they released details of their new IQ system which was released about one year ago. It has about the same number of hits after one year as the lawsuit video has in one month.

    https://www.youtube.com/watch?v=zVajKrofjCw

    Enphase Energized AC Module vs. String + Standalone Optimizers Time Lapse
    When compared to a string inverter using standalone optimizers, the Enphase Energized AC Modules cuts rooftop installation time in half. See for yourself. Cl...
    www.youtube.com
  • d
    dealwithit
    dealwithit

    I found the first price on a LG AC panel today.

    It's on a wait list...but at least there is a price.

    It shows the base panel retail for $375, the IQ6 plus for 160, and the AC module as $550 dollars....a 15 dollar retail market up (really nothing).

    Not sure how this will play out with discounts....I see the base LG panel for about 308 dollars now and the IQ6 plus for 130 dollars on other sites.

    https://tandem-solar-systems.com/buy-solar-products/lg-335w-60-cell-module-lg335n1c-a5/?gclid=EAIaIQobChMI9_DV4pnL1QIVRl9-Ch2GSQ0gEAYYASABEgL9UfD_BwE

    http://www.freecleansolar.com/LG-Solar-s/4070.htm

  • B
    Boyplunger.com
    Boyplunger.com
    Ooops.. Just out today.

    "Axiom maintains Buy ratings on FSLR and Canadian Solar (NASDAQ:CSIQ), while rating JA Solar (NASDAQ:JASO) as a Hold. and Yingli Green Energy (NYSE:YGE) and SOLAREDGE TECHNOLOGIES (NASDAQ:SEDG) at SELL."

    For our friend _Beans. Let's see how low it goes tomorrow.
  • d
    dealwithit
    dealwithit

    For those that think LG effort with Enphase is just a thrown together attempt to see how the AC module will
    play out (not really a full on effort) then this video should be enlightening as our former beloved leader goes into the details of their relationship. Go to the 11:20 mark...and it only last for three minutes or so but has plenty of good info.

    For instance...I had no clue the polymeric case of the IQ series was designed specifically for the AC modules (and Dow assisted int he technology of it) to reduce the heat transfer rate.

    https://www.youtube.com/watch?v=r0nnBOXl9vE

    Enphase CEO, Paul Nahi, Keynote Address at 2017 BayWa r.e. Solar Systems' Partner Summit
    Paul Nahi, CEO, Enphase, delivered a timely and inspiring keynote at BayWa r.e.'s 2017 Partner Summit. "The companies that make it through this are going to ...
    www.youtube.com
  • D
    Doofytums
    Doofytums

    Good overview of ENPH's 2Q results and CEO developments from GTM. I believe it's quite obvious ENPH has turned the corner and is headed for profitability. Profitability will lead to a reevaluation of the share price/market cap. ENPH is priced as if it is going bankrupt. It isn't. It will remain a strong contender is a growing market. The share price will eventually reflect that.

    http://tinyurl.com/ybwoyr9n

    Enphase CEO Resigns as Microinverter Maker Shows Improvement in Second Quarter
    CEO Paul Nahi is out after 10 years at the helm, but restructuring indicates a path out of financial crisis.
    tinyurl.com
  • d
    dealwithit
    dealwithit
    Why did Nahi finally get pushed out the door?

    My thinking is initially the BOD wanted to keep him. He's a very personable guy....clearly a salesman at heart.

    The problem is as they went through the basics of restructuring (forced on them by the Rodgers investment) it became more clear each passing day just how incompetent as a manager he actually was. Just take their basic inventory level as an example....for years it's been at 60 days and now suddenly after just a few months they can cut it down to 30 days (freeing up 20M in cash for other purposes). Their over all OPEX has gone from 30M a quarter to now 18M...without any hit to their core products. How is that possible?

    I just think as each day passed the evidence became more and more overwhelming of just how far out of his league Nahi was when it came to running an efficient operation. At some point the BOD could no longer turn their head and be swayed by his charisma and made the decision to remove him. At that point it was just a matter of how much it was going to cost to get rid of him.

    In the end I'm OK with his severance package......maybe around 1.5M total. He doesn't deserve it, but a peaceful leaving without lawsuits and name calling is worth the price.

    One of the major questions his leaving is going to be is the effect it will have on Rodgers, if any. So far he has been like the puppet master, making moves in the background but staying quiet to the point where many investors believe his investment was strictly a passive one (including the ''WE GUY'' over on SA). With the voice of Nahi now silenced will Rodgers come out of the shadows and be heard...or just remain content to move strings in the background?

    How he plays it will have a major effect on the share price.

    As for today's trading...I don't like gaps. I'd just as soon it get filled sooner rather than later. Nahi leaving clearly is going to mark a turning point just as much as the day they turn profitable. At this point I'm about 90% certain that day is coming.
  • M
    Michael
    Michael

    Oppenheimer analyst Colin Rusch maintained a Buy rating on Enphase Energy (NASDAQ: ENPH) today and set a price target of $2.

    http://www.markets.co/oppenheimer-sticks-to-their-buy-rating-for-enphase-energy/92109/

    Oppenheimer Sticks to Their Buy Rating for Enphase Energy - Markets
    Oppenheimer analyst Colin Rusch maintained a Buy rating on Enphase Energy (NASDAQ: ENPH) today and set a price target of
    www.markets.co
  • S
    Solar
    Solar

    http://www.miamiherald.com/news/local/community/miami-dade/south-miami/article162307863.html

    New homes will now require solar panels in South Miami, a first in Florida
    Anyone building a new house in South Miami — or in some cases renovating existing ones — will have to install solar panels after the commission approved a new law Tuesday night.
    www.miamiherald.com
  • d
    donald
    donald
    T.J. Rodgers is going to be the loudest voice in CEO selection. He knows Silicon Valley talent especially related to solar better than most. Remember, he spun off Sunpower. Sunpower bought Solarbridge, a microinverter company that is now directly installed on it's AC panels. In fact more than 80% of Sunpower panels are sold that way. T.J. knows the industry.
    I would not count T.J. himself out for the position. We will know August 31st. I'm sure ENPH already knows who is the new CEO.
  • A
    Albert
    Albert

    Enphase Energy - Version 2.0 $ENPH
    http://www.seekingalpha.com/article/4097978

    Enphase Energy - Version 2.0
    New Leadership at Enphase. Americas, EMEA, APAC & India are Growing Markets for Enphase. SolarEdge Feeling Threatened by ACM's, Files a Lawsuit Against Enphase.
    www.seekingalpha.com
  • M
    Michael
    Michael
    Anyone listening to con call??
  • S
    ScottF
    ScottF

    Nahi is out!

    http://newsroom.enphase.com/releasedetail.cfm?ReleaseID=1036589

    Enphase Energy Reports Financial Results for the Second Quarter of 2017
    .gnw_table_border_collapse td.gnw_heading, .gnw_heading {font: 16px Arial; text-align: center; vertical-align: bottom;} .gnw_table_border_collapse td.gnw_subhead, .gnw_subhead {font: 12px Arial; text-align: center; vertical-align: bottom;} .g
    newsroom.enphase.com