Author Topic: ENPH - Enphase Energy  (Read 17950 times)

rros

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Re: ENPH - Enphase Energy
« Reply #10 on: May 01, 2019, 03:29:55 AM »
oh... nothing on my radar.


supertutti

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Re: ENPH - Enphase Energy
« Reply #11 on: May 01, 2019, 07:09:54 AM »
Is this one you are buying more of in the short term? You have been on this from the very start, great job! What is your outlook in the near and long term for this?

johnny

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Re: ENPH - Enphase Energy
« Reply #12 on: May 01, 2019, 07:14:35 AM »
respect not only to this investment but the fact that you kept this thread updated for two years while everybody ignored it. truly heroic thread

rros

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Re: ENPH - Enphase Energy
« Reply #13 on: May 02, 2019, 07:38:19 AM »
Is this one you are buying more of in the short term? You have been on this from the very start, great job! What is your outlook in the near and long term for this?
2Q guidance was strong. 3Q there's the new mosfet line and increased supply. 4Q is soft launch grid-agnostic IQ8/Ensemble. 3Q/4Q are traditionally strong quarters. And by year end possibly full ramp up of Sunpower's deal. Looks to me they will be increasing revenue all year and into 2020. Given Badri's discipline earnings should surprise. Long term, enphase has superior technology, not just high quality. All you have to look at are their warranty costs and compare those with competitors. With IQ8 costs will come down considerably. Badri may simply opt for margins expansion or drop the ASP and enter new markets. String inverters VS microinverters -for residential solar- will have a difficult time competing.

One possible risk is their new Mexican production line. Hopefully, Flex has this under control.

I bought too many back then, so not adding. Sold 10% yesterday only because the portfolio is unbalanced with Enphase stake being too big. I will continue to hold the remaining shares.
« Last Edit: May 02, 2019, 07:40:41 AM by rros »

rros

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Re: ENPH - Enphase Energy
« Reply #14 on: May 02, 2019, 07:39:08 AM »
respect not only to this investment but the fact that you kept this thread updated for two years while everybody ignored it. truly heroic thread
Thank you.

rros

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Re: ENPH - Enphase Energy
« Reply #15 on: July 30, 2019, 01:38:31 PM »
Hopefully, some of the readers are still long. I am. What a rocket, a 20-bagger! An amazing earnings report today :)
Still room to run. Do not sell.

alpha

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Re: ENPH - Enphase Energy
« Reply #16 on: July 30, 2019, 03:20:50 PM »
Wish I had conviction when it was trading below a dollar  :'(

valuedontlie

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Re: ENPH - Enphase Energy
« Reply #17 on: July 30, 2019, 05:04:26 PM »
rros -- what else you own? :)

maunilpatel

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Re: ENPH - Enphase Energy
« Reply #18 on: July 30, 2019, 07:41:23 PM »
Good quarter but the q3 guidance is even better!! Can not thank rros enough! Thanks a million for mentioning this company here.

This multibagger is going to be life-changing for me.

Gregmal

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Re: ENPH - Enphase Energy
« Reply #19 on: July 30, 2019, 07:52:47 PM »
Heroic call.

Most here where too busy getting rich in BRK, FRFH, and SHLD... Congrats