SUNE reports tomorrow before markets open, anyone know what to expect? SUNE did lay off 15% of their workers, anyone know if this will impact this quarter positively or negatively short-term? It's certainly positiv long-term, but employers got severance pay which might affect short-term.
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Not sure if you know about this site, but you may find more SUNE investors here: SunEdison (SUNE) | Page 8 | The Contrarian Investor Discussion Board
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Tell me about it! Top line and bottom line beats and down now after 10% increase premarket....
My portfolio is seriously hurting this year
. I've been buying dips and stocks keep going down further. A Model S would have depreciated less than my renewable investments.My portfolio is seriously hurting this year
Yeah, I should have bought a P85D in May instead of the 85D. I'd have more money now, even if I dumped another 5-10k into the L upgrade.
I like SEDG... it seems to be getting punished for beating down Enphase and the overall solar gloom, but I think it's a prime opportunity to invest into a company that is making big changes in one of the last big areas to optimize in the solar industry. Once people start to link up the new SolarEdge inverters with high voltage batteries like the Tesla PowerWall, I think they will break free from the pack.
My opinion is I am buying more but hope that the people dumping or shorting the stock don't know something I don't....
SEDG is behaving very strange... up 30% after a really good report and now back to levels before the report. Forward P/E is like 10 even though they are growing over 50%. '
I got a very small position but want to increase it, the question is when. I almost did after the report but seems like I dodged that bullet. It will probably go up a lot if there is news about a new subsidy program for residential solar. If that does not happen I guess not much is going to happen to it until beginning of 2017 when people realize sales are still good and growing even without a program.
I got a very small position but want to increase it, the question is when. I almost did after the report but seems like I dodged that bullet. It will probably go up a lot if there is news about a new subsidy program for residential solar. If that does not happen I guess not much is going to happen to it until beginning of 2017 when people realize sales are still good and growing even without a program.
It is also a big world. I think SEDG's sale volume is mostly in the U.S., but they have know the ITC expiration is coming for a long time. They are not a US company, and they sell in many countries. If their R&D in reducing material costs in inverters is real, they may be in a good position to build inverters at healthy margins.
It seems to me that clean energy investing needs to be based mostly on IP to be successful.
I'm a non-believer in Enphase architecture, which made SEDG easier to buy. But I have no idea why it moved so low yesterday, so perhaps there are critical factors I don't understand.
Correct, from the most recent sales call, "Sales to the U.S. market represented approximately 68.5% of our revenues, a decrease compared to 71.9% in the previous quarter." The CFO also said they expect sales to remain ~70% U.S. through 2016.
PaulRocket
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