Author Topic: ENPH - Enphase Energy  (Read 17772 times)

jrallen81

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Re: ENPH - Enphase Energy
« Reply #20 on: July 31, 2019, 11:14:10 AM »
agreed, massive Hero call. Is SEDG worth a look here? or is all of ENPH's success due to company-level factors.


Spekulatius

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Re: ENPH - Enphase Energy
« Reply #21 on: July 31, 2019, 05:29:31 PM »
agreed, massive Hero call. Is SEDG worth a look here? or is all of ENPH's success due to company-level factors.

Agree, I didnít buy it. Too risk averse. Great call. I hope I get on board with the next one Microcap turnaround investing is hard - my guess is that 3/4 flame out. Those that make it can make a lot pf money.
Life is too short for cheap beer and wine.

rros

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Re: ENPH - Enphase Energy
« Reply #22 on: July 31, 2019, 08:04:15 PM »
agreed, massive Hero call. Is SEDG worth a look here? or is all of ENPH's success due to company-level factors.
SEDG's technology will become a dinosaur but the company will not disappear. They are great at making money and figuring out ways to yet keep expanding. But enphase has a chance to become the standard/default in residential solar creating an entire new category with their off-grid IQ8.

rros

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Re: ENPH - Enphase Energy
« Reply #23 on: July 31, 2019, 08:10:33 PM »
rros -- what else you own? :)
Amyris.
But I am too busy now for a write-up. And just like it was for enphase -and like Spekulatius has said- these plays can stink.
A must to understand their technology. And prepare yourself to go through chaotic times and long term holding periods. They start to come together one broken piece at a time.

rainman

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Re: ENPH - Enphase Energy
« Reply #24 on: July 31, 2019, 09:36:31 PM »
I bought a bit. I follow ENPH from over $15 to 80 cents, until rros call.
I work for semi company. So I can understand ENPH technology, which helps me a lot.

Eye4Valu

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Re: ENPH - Enphase Energy
« Reply #25 on: July 31, 2019, 10:04:28 PM »
rros -- what else you own? :)
Amyris.
But I am too busy now for a write-up. And just like it was for enphase -and like Spekulatius has said- these plays can stink.
A must to understand their technology. And prepare yourself to go through chaotic times and long term holding periods. They start to come together one broken piece at a time.

Can you give a synopsis on Amyris?

rros

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Re: ENPH - Enphase Energy
« Reply #26 on: August 01, 2019, 06:02:07 AM »
rros -- what else you own? :)
Amyris.
But I am too busy now for a write-up. And just like it was for enphase -and like Spekulatius has said- these plays can stink.
A must to understand their technology. And prepare yourself to go through chaotic times and long term holding periods. They start to come together one broken piece at a time.

Can you give a synopsis on Amyris?
What matters: Amyris can produce specific molecules, in scale, with the highest purity and at the lowest cost. I will expand later. This Monday, the company presents an update on its business via webcast as they are behind on financial reporting. This is a technology that took 10 years to develop and about $1 billion. Enphase's took less time on developing theirs and about $100 million. And yes, there is a reason why they trade at $3.

rros

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Re: ENPH - Enphase Energy
« Reply #27 on: August 01, 2019, 06:04:47 AM »
I bought a bit. I follow ENPH from over $15 to 80 cents, until rros call.
I work for semi company. So I can understand ENPH technology, which helps me a lot.
Hopefully, you doubled down? Do you also feel their technology has key advantages to string inverters?

rainman

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Re: ENPH - Enphase Energy
« Reply #28 on: August 01, 2019, 06:30:40 AM »
I just followed it from $15, not bought until TJ Rogers involved.

Yes, I think micro inverter is better. But it is also more expensive.

It seems the new management controlled the cost very well.

 

Eye4Valu

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Re: ENPH - Enphase Energy
« Reply #29 on: August 01, 2019, 09:19:57 AM »
rros -- what else you own? :)
Amyris.
But I am too busy now for a write-up. And just like it was for enphase -and like Spekulatius has said- these plays can stink.
A must to understand their technology. And prepare yourself to go through chaotic times and long term holding periods. They start to come together one broken piece at a time.

Can you give a synopsis on Amyris?
What matters: Amyris can produce specific molecules, in scale, with the highest purity and at the lowest cost. I will expand later. This Monday, the company presents an update on its business via webcast as they are behind on financial reporting. This is a technology that took 10 years to develop and about $1 billion. Enphase's took less time on developing theirs and about $100 million. And yes, there is a reason why they trade at $3.

Thanks! Am interested to learn more when you have time.