Saturday, October 12, 2013

ENPH research and update

First post on this here:

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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