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JimSouCal
Posts: 860
Joined: Tue Feb 08, 2011 12:54 pm

Enphase Stock Price Dive and Outlook for Install

Wed Nov 11, 2015 10:45 pm

Wondering here.... From a technical standpoint, I have come to prefer the Enphase to Solar Edge, and in particular, the new product offerings in the pipeline.

That said, the stock price of Enphase has plummeted...the 52 week range is down from $15.25 to $1.82.

My friend is convinced they will go bankrupt, and I'd be foolish to proceed with using their equipment on my upcoming install...

The ease of design, scalability, availability of a standard plan to submit to the City of Los Angeles, and several other reasons lead me to want to proceed.

Perhaps a player like Siemens will just purchase them? Any insights from the collective intelligence appreciated....

QueenBee
Posts: 1564
Joined: Sun Aug 08, 2010 5:14 pm
Delivery Date: 20 Jun 2011
Leaf Number: 2062
Location: Bellevue (Seattle), WA

Re: Enphase Stock Price Dive and Outlook for Install

Wed Nov 11, 2015 11:34 pm

Wow, I was regretting selling my shares last fall right before it jumped from $10 to $15, worked out OK ;)

For a self install it's hard to beat Enphase IMO.

Sure would be sad if they went bankrupt considering they sold $100 million last quarter and their products are great.

Valdemar
Posts: 2411
Joined: Tue May 10, 2011 10:32 pm
Delivery Date: 09 Sep 2011
Location: Oak Park, CA

Re: Enphase Stock Price Dive and Outlook for Install

Thu Nov 12, 2015 1:36 pm

Sorry guys, but this gives me just slightly more comfort I went with Solar Edge ;)
'11 SL, totaled
-1CB@33k/21mo, -2CB@53k/33mo, -3CB@68k/41mo, -4CB(41.5AHr)@79k/49mo, -5CB(38.85AHr)@87.5k/54mo
-0CB(66.14AHr)@87.5k/54mo (BBB)
59.7AHr, SOH 93%, 118k miles
9kW Solar

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DNAinaGoodWay
Posts: 2751
Joined: Mon Dec 17, 2012 1:43 am
Delivery Date: 03 Dec 2012
Leaf Number: 23156
Location: Central Massachusetts

Re: Enphase Stock Price Dive and Outlook for Install

Thu Nov 12, 2015 2:58 pm

What's driving this? Are the early models failing, incurring large warranty losses? I thought Enphase was solid.
'12 SL last reading @ 2 yr, 22k, 260 GIDs, 62.35 Ahr

'15 SV w/QC, Mfd 5/14, Leased 8/14, 292 GIDs, 64.38 Ahr when new
@ 36 months, 34k, 270 GID, 57.49 Ahr

'17 Bolt LT



6.72 kW Array

essaunders
Posts: 375
Joined: Mon May 03, 2010 7:20 am
Delivery Date: 20 Jan 2012
Location: southern NH

Re: Enphase Stock Price Dive and Outlook for Install

Thu Nov 12, 2015 3:06 pm

Of my three current PV proposals I'm considering only 1 uses enphase. One is edge, one is Sunpower's microinverter/panel combo (really, their micro inverter pre-installed on their panel). When I previously got quotes a couple of years ago when getting my LEAF all my proposals were enphase...

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DNAinaGoodWay
Posts: 2751
Joined: Mon Dec 17, 2012 1:43 am
Delivery Date: 03 Dec 2012
Leaf Number: 23156
Location: Central Massachusetts

Re: Enphase Stock Price Dive and Outlook for Install

Thu Nov 12, 2015 3:13 pm

Had a quick google, looks like both price and efficiency advantages with optimizers, like solar edge, see:

http://www.pv-magazine.com/archive/arti ... z3rJkAAHrv
'12 SL last reading @ 2 yr, 22k, 260 GIDs, 62.35 Ahr

'15 SV w/QC, Mfd 5/14, Leased 8/14, 292 GIDs, 64.38 Ahr when new
@ 36 months, 34k, 270 GID, 57.49 Ahr

'17 Bolt LT



6.72 kW Array

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RegGuheert
Posts: 5583
Joined: Mon Mar 19, 2012 4:12 am
Delivery Date: 16 Mar 2012
Leaf Number: 5926
Location: Northern VA

Re: Enphase Stock Price Dive and Outlook for Install

Thu Nov 12, 2015 3:47 pm

DNAinaGoodWay wrote:Had a quick google, looks like both price and efficiency advantages with optimizers, like solar edge, see:

http://www.pv-magazine.com/archive/arti ... z3rJkAAHrv
This head-to-head study show Enphase inverters producing 2.5% more than SolarEdge inverters.

But SolarEdge is about to release their new HD-Wave central inverters with no electrolytic capacitors and efficiency over 99% which is also compatible with Tesla's new PowerWall. If the price and reliability is right, this new inverter could be very successful.
RegGuheert
2011 Leaf SL Demo vehicle
2011 miles at purchase. 10K miles on Apr 14, 2013. 20K miles (55.7Ah) on Aug 7, 2014, 30K miles (52.0Ah) on Dec 30, 2015, 40K miles (49.8Ah) on Feb 8, 2017.
Enphase Inverter Measured MTBF: M190, M215, M250, S280

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DNAinaGoodWay
Posts: 2751
Joined: Mon Dec 17, 2012 1:43 am
Delivery Date: 03 Dec 2012
Leaf Number: 23156
Location: Central Massachusetts

Re: Enphase Stock Price Dive and Outlook for Install

Thu Nov 12, 2015 3:58 pm

I'm more concerned for my own warranty if Enphase goes under, so I hope they survive.
'12 SL last reading @ 2 yr, 22k, 260 GIDs, 62.35 Ahr

'15 SV w/QC, Mfd 5/14, Leased 8/14, 292 GIDs, 64.38 Ahr when new
@ 36 months, 34k, 270 GID, 57.49 Ahr

'17 Bolt LT



6.72 kW Array

User avatar
RegGuheert
Posts: 5583
Joined: Mon Mar 19, 2012 4:12 am
Delivery Date: 16 Mar 2012
Leaf Number: 5926
Location: Northern VA

Re: Enphase Stock Price Dive and Outlook for Install

Thu Nov 12, 2015 4:01 pm

DNAinaGoodWay wrote:What's driving this? Are the early models failing, incurring large warranty losses?

Yes, the failure rate of the M190s is quite high. The M215s and M250s are holding up well.
DNAinaGoodWay wrote:I'm more concerned for my own warranty if Enphase goes under, so I hope they survive.

You're not alone!
RegGuheert
2011 Leaf SL Demo vehicle
2011 miles at purchase. 10K miles on Apr 14, 2013. 20K miles (55.7Ah) on Aug 7, 2014, 30K miles (52.0Ah) on Dec 30, 2015, 40K miles (49.8Ah) on Feb 8, 2017.
Enphase Inverter Measured MTBF: M190, M215, M250, S280

User avatar
DNAinaGoodWay
Posts: 2751
Joined: Mon Dec 17, 2012 1:43 am
Delivery Date: 03 Dec 2012
Leaf Number: 23156
Location: Central Massachusetts

Re: Enphase Stock Price Dive and Outlook for Install

Thu Nov 12, 2015 4:05 pm

I have M215's, so glad to hear they're holding up. The long warranty was a big selling point over the string inverters.
'12 SL last reading @ 2 yr, 22k, 260 GIDs, 62.35 Ahr

'15 SV w/QC, Mfd 5/14, Leased 8/14, 292 GIDs, 64.38 Ahr when new
@ 36 months, 34k, 270 GID, 57.49 Ahr

'17 Bolt LT



6.72 kW Array

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