ENPH manufactures and sells microinverter modules for solar panels. Capitalization is small for now at 361 M for now. I am a customer, will have to pay them $2 a year per module for the monitoring capability. I would like to know how much of their current and future income will come from this. Growth rate looks great, almost 4 million units shipped. Leadership experienced. I seen gentle accumulation, perhaps some rotation away from the early holders. I'd like to see more quality. I can't predict the future but the international expansion and 4th gen module sound good. First mover advantage. Click images for larger.
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