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   Technology StocksENPH - Enphase, world's leading solar microinverter player


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To: Sultan who wrote (218)7/13/2020 8:31:13 PM
From: ph57
   of 305
 
What news are you talking about ? Are you thinking about the lame hit piece by PP ?

Yes, the "lame hit piece by PP" that caused the shares to drop in one day down to as low as $37.81 and to close at $39.04. What other news COULD I be talking about?

And two directors got rid of more than 50% of their shares within a week before this event, selling for $47 and $50 a share.

Sure, it bounced back up the next day, when analysts affirmed their results, but what do you expect them to say? Ooops, we missed the massive under reporting that PP is accusing ENPH of?

I'm with you, because I bought in for $46 at that time, after watching ENPH for a long time. One of my basic investing theses is that people are going to get more and more desperate for renewable energy. I hold Avangrid (AGR), Brookfield Renewables Partners (BEP), Iberdrola (IBDRY), Next Era Renewables (NEP), Orsted (DNNGY), and Vestas (VWDRY). Mostly wind energy. Decent growth and good dividends all around.

I was in CSIQ and did some successful calls in ENPH about 6 months ago.

However, I also owned WCOM, so I'm being cautious.

Yes, I posted exactly what I found about the 10% owner, listed as Quiroga Moreno Isidoro. The LAST batch of shares he bought (1.2M of his 13.5M total) was in 2019 and it was for $19/share. The other 12.3M shares were probably purchased even cheaper. So, this could just have been his taking some profits. At the same time, he sold 100% of his shares. He sold on 05/20/2020, a month before the PP report after holding for what looks like many years. Who knows? Maybe he needed the money?

Your observations/impressions that ENPH runs a tight ship and has good people are reassuring.

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To: ph57 who wrote (219)7/13/2020 10:53:57 PM
From: Sultan
   of 305
 
Well, I guess we will see how it plays out .. Eventually ..

I should make one point as a disclaimer in that my avg. cost is very low so some thing to keep in mind when I am being a bit blase about the volatility etc.. Also, I am notorious in my timing to sell anything.. I have sat on dogs for years and years..

So it works both ways..

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From: Sultan7/15/2020 12:01:44 PM
   of 305
 
SunPower's Planned Spin-Off, Maxeon Solar Technologies, and Enphase Energy Announce High-Efficiency AC Module Partnership for International Solar Customers

finance.yahoo.com

Enphase Energy Announces Conference Call to Review Second Quarter 2020 Financial Results Tuesday, August 4, 2020 at 4:30 p.m. Eastern Time

finance.yahoo.com

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From: Sultan7/22/2020 3:15:25 PM
   of 305
 
Enphase storage is here

youtube.com

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From: Sultan7/29/2020 12:29:09 PM
   of 305
 
Enphase Energy Ramps Production Shipments of Enphase Encharge™ Storage System

globenewswire.com

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From: Sultan8/4/2020 4:14:06 PM
1 Recommendation   of 305
 
Enphase Energy Reports Financial Results for the Second Quarter of 2020


newsfilter.io

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From: Sultan8/5/2020 2:14:30 AM
   of 305
 
Enphase Energy, Inc. (ENPH) CEO Badri Kothandaraman on Q2 2020 Results - Earnings Call Transcript

seekingalpha.com

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From: Sultan8/5/2020 11:15:10 PM
   of 305
 
FWIW


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From: Sultan8/6/2020 4:30:21 PM
1 Recommendation   of 305
 
FWIW

SolarEdge MLPE Market Share Losses To Enphase Suggest A Valuation Reset Is In Order


seekingalpha.com

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From: Sultan8/31/2020 11:38:04 AM
   of 305
 
Enphase Energy Launches IQ 7A™ Microinverters for International Markets

finance.yahoo.com

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