Author Topic: ENPH - Enphase Energy  (Read 17948 times)

compoundvalue

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Re: ENPH - Enphase Energy
« Reply #30 on: August 11, 2019, 08:26:28 AM »
Have taken a quick look at Amyris. Really interesting situation. Quite clear that the upside is huge but boy what a history this mgmt has. They have managed to over promise and under deliver so many times in the past. Ho do you get comfortable with mgmt and how can one determine (if at all) that “this time is different”?


Gregmal

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Re: ENPH - Enphase Energy
« Reply #31 on: September 12, 2019, 01:45:57 PM »
Citron short report out on this and SEDG.

awindenberger

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Re: ENPH - Enphase Energy
« Reply #32 on: September 12, 2019, 06:21:23 PM »
Citron short report out on this and SEDG.

I tend to agree with Citrons assertions that ENPH current price is stretched, but even if Generac can quickly take 10% of the market SEDG, ENPH and Generac can all three grow very quickly. Solar+Storage will explode over the next few years and having some more competition to lower pricing a bit will simply lead to more sales for everyone.

montizzle

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Re: ENPH - Enphase Energy
« Reply #33 on: November 04, 2019, 08:54:16 AM »
Decent correction here in the past few weeks, might start getting back into a more reasonable price range

Gregmal

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Re: ENPH - Enphase Energy
« Reply #34 on: February 19, 2020, 10:13:31 AM »
Glorious. $55 Congrats on this one again.

montizzle

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Re: ENPH - Enphase Energy
« Reply #35 on: June 17, 2020, 03:12:20 PM »
Short report by Prescience Point alleging that Enphase is fradulently reporting revenues. Stock down 26% on the day to ~$39

https://www.benzinga.com/analyst-ratings/analyst-color/20/06/16279134/enphase-energy-short-seller-doubles-down-on-fraud-allegations-following-third-party