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SolarRoof

Solar Investor
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SolarRoof last won the day on September 11

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  1. BTW, storage would be included if above passes.
  2. https://solarindustrymag.com/five-year-solar-itc-extension-included-in-tax-package
  3. Seems pretty civil so far - never really made sense to me to root against other solars. Rising tides and all that. Hoping it goes up tomorrow and take the others with it.
  4. Oh, and I forgot to mention the safety advantage of micros -- check out Walmart roof fires for more info.
  5. There are some other intangibles going for ENPH -- IQ8 will allow system to work during power outages without batteries. Their complete Ensemble package with batteries will be a perfect answer for those in CA in the dark as we speak. They make more power from efficiencies on the same panel than string inverters. They have a far lower failure rates and warranty claims vs competitors. Ease and speed of installation is also much better. They just opened a plant in Mexico, eliminating the tariff concerns of Chinese manufacturing. Their pricing is coming down, continuing to get closer to string setups. Totally anecdotal, but installers of both systems rave about the ease and quality of ENPH systems. I have done well as an investor on both SEDG and ENPH and have both systems on my roof. ENPH is just better in every way -- even their monitoring app is superior. They made a huge run from .76 to over $35 and have been pushed down to $23 with no negative news. Earnings are next week and should beat. Not sure about $80 any time soon, but they still only have a small slice of the market, but it is growing every quarter.
  6. Timely... https://www.pv-magazine.com/2019/10/15/solar-storage-to-survive-disasters/
  7. Canadian Solar stock price target cut to $25 from $28 at J.P. Morgan 7:13 am ET October 15, 2019 (MarketWatch)
  8. ENPH would have been a nice buy on Friday.
  9. Great big picture read for clean energy: http://rameznaam.com/2019/04/02/the-third-phase-of-clean-energy-will-be-the-most-disruptive-yet/
  10. Pretty nifty tool here released today. www.sunpower.com/design
  11. CSIQ $32 PT this morning. https://mayfieldrecorder.com/2019/09/03/canadian-solar-nasdaqcsiq-price-target-raised-to-32-00.html
  12. I assume all had string inverters?
  13. Good gosh, ENPH hit $35 today. This was pennies not too long ago. Crazy thing is they are just getting started.
  14. BTW, anyone know what components are involved in the Tesla Solar Walmart fires?
  15. http://investors.canadiansolar.com/news-releases/news-release-details/canadian-solar-signs-agreements-provide-operations-maintenance
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