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SolarRoof

Solar Investor
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SolarRoof last won the day on December 10 2019

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  1. Taking off again, perhaps new highs this quarter?
  2. https://pv-magazine-usa.com/2019/12/26/enphase-prepping-commercial-inverters-and-a-small-scale-offgrid-solarstorage-box/
  3. ENPH's new inverter selling well, esp for its high power and bi-facial capabilities. https://go.enphase.com/iq-7a-booking-updates-for-installers?utm_campaign=Installer Newsletter&utm_source=hs_email&utm_medium=email&utm_content=81166175&_hsenc=p2ANqtz-9fzKyfPX4odWtJROB6KQyEuSXB1o5uKOFg0FLdSNvjwSsjSAV80MnPgQumt_0VMjyvCWhrUbSjAkMf11y2PH503ow4rvem15dAWlrEBzGYUDxqGeg&_hsmi=81166175
  4. ENPH is still a secret outside of the installer networks, which are beginning to gravitate away from industry leader SEDG's inferior products. https://seekingalpha.com/article/4313307-enphase-energy-2020-vision
  5. https://www.rechargenews.com/transition/eu-solar-growth-doubles-in-2019-as-industry-predicts-new-boom/2-1-721563
  6. Enphase Energy initiated with a Buy at Goldman Sachs Goldman Sachs analyst Brian Lee initiated coverage of Enphase Energy with a Buy rating and $31 price target. The company's battery opportunity appears to be underappreciated as the current valuation is justified by just solar alone, Lee tells investors in a research note. Further, in a "blue-sky scenario," higher attach rates on batteries could drive a further 40% upside to 2022 earnings views, adds the analyst. This highlights a potential path for the stock to reach $40-$45 per share, he contends. Read more at: https://thefly.com/landingPageNews.php?id=3001030
  7. BTW, storage would be included if above passes.
  8. https://solarindustrymag.com/five-year-solar-itc-extension-included-in-tax-package
  9. 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.
  10. Oh, and I forgot to mention the safety advantage of micros -- check out Walmart roof fires for more info.
  11. 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.
  12. Timely... https://www.pv-magazine.com/2019/10/15/solar-storage-to-survive-disasters/
  13. Canadian Solar stock price target cut to $25 from $28 at J.P. Morgan 7:13 am ET October 15, 2019 (MarketWatch)
  14. ENPH would have been a nice buy on Friday.
  15. 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/
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