The elephant in the room with GPRO is the massive lockup expiration of 76 million shares on Feb 17th. The float is going to nearly quadruple overnight.
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What other tech stock to consider?
- Thread starter Sanny
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The elephant in the room with GPRO is the massive lockup expiration of 76 million shares on Feb 17th. The float is going to nearly quadruple overnight.
Thanks, but no worries, I have been in/out of small weekly positions up to ER..did well. The last OTM weeklies I left in just for 'fun' will be worthless tomorrow but no big deal....
Yes, and the COO resigning/leaving also is not helpful
One of my biggest recent investing 'regrets' is not buying some LEAP puts when the stock was way overvalued at $90. No way, at that time, was the company worth that much. Apple or Google will bring out a better competing camera and/or just buy up GoPro.
With solid earnings and lots of buzz around driverless cars, the internet of things, and deep learning, NVDA has gone from the low 19s at the end of January to the low 22s in two weeks. Elon is the keynote speaker at their GTC conference, do folks think there is a discreet momentum play here undergirded by strong revenues/earnings?
GPU Technology Conference | GPU Technology Conference
jhm
Well-Known Member
SolarEdge IPO
Solar Efficiency Fixer SolarEdge Goes Public
Does anyone know anything about SolarEdge? They claim to have an inverter technology that can boost every output by 30%! They are focused on improving the efficiency of PV solar and are working with SolarCity and other installers, but I'd love to know if their inverter technology could have application to EVs as well. Since they are working with SolarCity, I would assume Musk knows what they can offer Tesla. Fingers crossed.
Solar Efficiency Fixer SolarEdge Goes Public
Does anyone know anything about SolarEdge? They claim to have an inverter technology that can boost every output by 30%! They are focused on improving the efficiency of PV solar and are working with SolarCity and other installers, but I'd love to know if their inverter technology could have application to EVs as well. Since they are working with SolarCity, I would assume Musk knows what they can offer Tesla. Fingers crossed.
Well, I don't know much about them but we just installed a 10 Kwh/p system on our roof with Benq modules (most probably same cells as SPWR) and SolarEdge with their module-optimizers and an inverter. I like the system a lot as you can get statistics and surveillance on every module and if you have complicated shades on your roof it helps too. But the "up to 30%" number seems to be in very rare moments which generally don't really make any difference when looked at the whole year.
PM 'The Shadows', a TMC member. He sells/installs solar systems, residential and commercial. He will know.
AFAIK - this whole thing is AFAIK, not to be taken as gospel as it might be completely wrong 
:
With solaredge you still need a regular inverter. What solaredge does is capture variable output from each panel for the inverter. Without it a string of panels output is (lowest output)*(number of panels). I'm not sure why one would pick solaredge over microinverters though.
:With solaredge you still need a regular inverter. What solaredge does is capture variable output from each panel for the inverter. Without it a string of panels output is (lowest output)*(number of panels). I'm not sure why one would pick solaredge over microinverters though.
InTheShadows
Active Member
What other cool tech stock to consider?
30% is far fetched for a good solar site. It is very probable in a poor/shaded area.
Solar edge uses a module on each panel (or bi panel) to maximize the output from each panel much like a central inverter does. The nice thing about the system is its added level of safety and with NEC 2014 going into effect it easily meets the rapid shutdown requirements as is. The modules only output 1 volt dc when there is no signal from the main inverter. Making it a much safer system to work on.
We have installed one system using solar edge and our guys did not like it because of the longer installation time (it was like installing a micro inverter system and a string inverter system.). However, i just quoted one on a commercial bid because they asked for module level monitoring. They do have a good site however so there is no way they will get a 30% boost.
We have had no problems with the system. We had issues when we first installed it because the system was relatively new they had some new business hick ups.
FWIW, I might consider a position at their IPO. That thought had never crossed my mind when Enphase went public.
My favorite inverter manufacturer is SMA.
30% is far fetched for a good solar site. It is very probable in a poor/shaded area.
Solar edge uses a module on each panel (or bi panel) to maximize the output from each panel much like a central inverter does. The nice thing about the system is its added level of safety and with NEC 2014 going into effect it easily meets the rapid shutdown requirements as is. The modules only output 1 volt dc when there is no signal from the main inverter. Making it a much safer system to work on.
We have installed one system using solar edge and our guys did not like it because of the longer installation time (it was like installing a micro inverter system and a string inverter system.). However, i just quoted one on a commercial bid because they asked for module level monitoring. They do have a good site however so there is no way they will get a 30% boost.
We have had no problems with the system. We had issues when we first installed it because the system was relatively new they had some new business hick ups.
FWIW, I might consider a position at their IPO. That thought had never crossed my mind when Enphase went public.
My favorite inverter manufacturer is SMA.
Sunpower and First Solar in discussions to create yieldco IPO. Market is happy this morning.
First Solar, SunPower shares surge on joint IPO - MarketWatch
First Solar, SunPower shares surge on joint IPO - MarketWatch
InTheShadows
Active Member
SPWR's ER is in less than an hour too. I think fslr is too but I don't invest in fslr so I don't know for sure.
Johan
Ex got M3 in the divorce, waiting for EU Model Y!
Nice class effect for solars today. All my holdings now back in green! That is dollar for dollar (due to forex I was already up). (CSIQ, JASO, JKS, TSL, SPWR).
While this is not a 'cool/tech' stock several people have been following Western Lithium Mining Company: It is up over 20% today: http://finance.yahoo.com/news/western-lithium-produces-first-high-120000038.html
I own Western Lithium but don't follow the Lithium mining group that closely, does this development warrant adding to positions? (I place Western Lithium in the highly speculative section of my portfolio so understand its risks)
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Lump: I do not follow the mining stocks closely..just this one. I have mixed feelings about it and not because I do not think it will do well. The mine produces a patented product that helps with fracking (and why it went down 30% recently with drop in oil prices) AND Lithium salt that they have shown to be of high purity. They sit on the largest lithium deposit in NA, IIRC. With their proximity to the GF it seems only logical they would be a supplier of lithium to TM. But as your post above shows it is highly speculative.
traviskp
Member
What are everyone's thoughts on Solar Edge? They supply parts to Solar City.
http://www.renaissancecapital.com/news/souped-up-solar-panels:-solaredge-technologies-sets-terms-for-$119-million--24522.html
http://www.renaissancecapital.com/news/souped-up-solar-panels:-solaredge-technologies-sets-terms-for-$119-million--24522.html
I place MBLY in the speculative growth stock category, large market cap without earnings but it dominates its field & has huge potential, a lot like TSLA. I was in the IPO & recently picked up more share at $38 & $42. This past weekend I had a P85D loaner & I was more interested in TACC & well it worked today & what is in store for the future then I was "insane" launches
. Goldman Sachs research is questionable after their recent pump & dump secondary, Morgan Stanley is bullish but you need to be a client to read their reports, SA has a good peace worth reading http://seekingalpha.com/article/3021246-mobileye-a-great-investment-opportunity-but-at-what-price
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