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SunPower Corporation (SPWR)

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17,36-0,13 (-0,74%)
Al cierre: 04:00PM EDT
17,35 -0,01 (-0,06%)
Después del cierre: 07:55PM EDT
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  • W
    $ENPH conversation
    $SPWR From a recent politico article:

    With much of Washington’s attention on guns, Majority Leader Chuck Schumer and Sen. Joe Manchin (D-W.Va.) met twice this week on a potential party-line package. There’s more afoot: Schumer and his staff are working with the Senate parliamentarian to help tee up a possible July or August vote. And a prominent Democratic pollster has tested how popular major components of a hypothetical bill would be in Senate battleground states.

    The talks could all fall apart, of course, just as they did in December when Manchin rejected a $1.75 trillion, White House-blessed plan. Any bill advanced this summer would be much slimmer than that one, focusing on lowering drug costs, reducing the deficit, raising taxes on the wealthy and boosting energy sources both clean and domestic.

    It’s not everything Democrats want, and they may have to take Manchin’s terms in the heat of the midterm campaign season or face another rejection from the mercurial centrist. But with its work deep into the calendar, the party is putting a new spin on an old saying: Build Back Better Late Than Never.

    “I’m spending a significant amount of time every day on it. I can’t get into all the negotiations. I believe we’re going to get there,” said Sen. Ron Wyden (D-Ore.), who chairs the tax-focused Finance Committee. “Sen. Schumer makes these calls, but I think it’s just really key to get this done before the August break.”
  • W
    $SPWR $TSLA From a new Thomas Friedman article in the Times:

    In the short run, none of these can make up for the drop in Russian supplies. But if we have a year or two of astronomical gasoline and heating oil prices because of the Ukraine war, “you are going to see a massive shift in investment by mutual funds and industry into electric vehicles, grid enhancements, transmission lines and long-duration storage that could tip the whole market away from reliance on fossil fuels toward renewables,” said Tom Burke, director of E3G, Third Generation Environmentalism, the climate research group. “The Ukraine war is already forcing every country and company to dramatically advance their plans for decarbonization.”
  • K
    $CSIQ conversation
    A couple of weeks ago, when the market tumbled this tanked big time. Now, the market is up big time but this one under coma. My $SPWR and $RUN also in same condition.
  • W
    $ENPH conversation
    From the $SPWR results. I'm not convinced how much of this landgrab SunPower will grab but very confident that ENPH will grab a big chunk of it.

    Energy share-of-wallet is increasing faster than other spending categories, according to a 2021 Deloitte Insights Consumer Spending Forecast, which predicts customers will increase spending on energy products and services by more than 20% from 2021 to 2026 compared to a total 7% increase in projected disposable personal income during that time. Demand for cleaner, more reliable energy is higher than ever, yet less than 5% of the 100 million home addressable market have adopted solar, presenting a land-grab opportunity for solar providers.
  • W
    $ENPH conversation
    New article out on Seeking Alpha. My view as well. If $SPWR continues to disappoint even when ENPH and $SEDG are doing well, I will sell most of my SPWR and just put it into ENPH. I've been long for years with SPWR and while the position has been somewhat profitable, it has totally underperformed compared to these two companies:

    Enphase Energy Copes Well With Inflation, a subscriber-only post by Enterprising Investors
    Published on: Tue, May 3, 9:23 AM ET
    • Enphase Energy is my preferred solar stock. It focuses on profitable residential solar and energy storage solutions.
    • The company performs excellently. It showed it can offset cost inflation with higher prices and expects to continue so.
    • The company's valuation is reasonable for its growth. It generates significant free cash flows.
    • I dig into the first-quarter numbers and outlook to dissect its ability to cope with cost inflation.
    • I confirm my price targets for Enphase.
  • A
    $RIVN conversation
    High $oil prices- solar $spwr + EVs $ggpi $fsr $lcid $qs $tsla
  • W
    $ENPH conversation
    This brutal sell off is sector wide, not just ENPH. $SPWR, $SEDG, $RUN, $STEM etc. all down hard. I can't any news why. I'm wondering if its related to those with better knowledge having inside knowledge that Congress will not be able to pass any meaningful legislation to help the sector via reconciliation. Definitely equity prices in this sector partly held up by hopes of meaningful legislation.
  • S
    $SPWR conversation
    $FSLR $30-40 and $SPWR $9-10 those are good levels to buy

    just wait. this is bear market.
  • A
    $PLUG conversation
    "António Guterres is secretary general of the United Nations.

    A report released Monday by the Intergovernmental Panel on Climate Change is a litany of broken climate promises. Together with the IPCC’s previous two reports on physical science and adaptation in the past year, it reveals the yawning gap between climate pledges and reality. And the reality is that we are speeding toward disastrous global warming of more than double the limit of 1.5 degrees Celsius by 2100, as cited in the Paris agreement of 2016.

    Sign up for a weekly roundup of thought-provoking ideas and debates
    In concrete terms, this means major cities under water; unprecedented heat waves; terrifying storms; widespread water shortages; and the extinction of 1 million species of plants and animals.

    So far, high-emitting governments and corporations are not just turning a blind eye; they are adding fuel to the flames by continuing to invest in climate-choking industries. Scientists warn that we are already perilously close to tipping points that could lead to cascading and irreversible climate effects.

    The new IPCC report arrives in a period of extraordinary global political and economic turbulence that has further jeopardized efforts to address climate change. Energy prices spiked following Russia’s invasion of Ukraine, prompting several nations to increase fossil-fuel production. In the long run, that will only make matters worse.

    Leaders who claim to be protecting their people by doubling down on fossil fuels are doing the exact opposite: throwing their people to the wolves of energy insecurity, price volatility and climate chaos.

    The IPCC report lays out a saner, safer approach, one that will get the world back on track by using renewable solutions that provide green jobs, energy security and greater price stability.

    This report is a blueprint to bring us back to the 1.5-degree pledge that nearly 200 nations made in Paris and renewed at the COP26 gathering in Glasgow, Scotland, last November.

    We left Scotland with a naive optimism, based on new promises and commitments. But the main problem — the enormous, growing emissions gap — was all but ignored.

    The science is clear. To keep the 1.5-degree limit within reach, we need to cut global emissions by 45 percent this decade. But current climate pledges would mean a 14 percent increase in emissions. And most major emitters are not taking the steps needed to fulfill even these inadequate promises.

    That is why this latest IPCC report is focused on mitigation — cutting emissions. It sets out viable, financially sound options in every sector.

    First and foremost, we must triple the speed of the shift to renewable energy.

    That means moving investments and subsidies from fossil fuels to renewables, now. In most cases, renewables are already cheaper.

    It means governments ending the funding of coal, not just abroad, but at home: Stop financing all forms of coal extraction, production and power generation everywhere, including in the form of subsidies. To support major emerging economies in making this shift, I have been advocating for climate coalitions, made up of developing and developed countries, multilateral development banks, private financial institutions and corporations with the technical know-how to help.

    All of us have a role to play in the shift to green energy. Young people, civil society and indigenous communities are among those who have already stepped up, sounding the alarm and holding leaders accountable. We now need to build on their work to create a worldwide grass-roots movement that no one can ignore.

    I hereby appeal directly to everyone with an interest in our planet and our future: Make your voice heard, wherever decisions are taken — in political debates, local authorities, boardrooms and at the ballot box.

    Demand an end to coal-fired power.

    Call for renewable energy to be deployed rapidly and widely.

    I will be following up on net-zero pledges by private finance later this year. Promises to phase out coal must be backed up by comprehensive plans, without exceptions or loopholes, and with action.

    The decisions governments make today will determine the future of achieving the 1.5-degree limit.

    A shift to renewables will mend our broken global energy mix and offer hope to millions of people already suffering from the impact of climate change.

    Climate promises and plans must be turned into reality and action, now. It is time to stop burning our planet, and start investing in the abundant renewable energy all around us."

  • W
    $ENPH $SPWR From Barron’s :

    Of the various niches within solar, SunPower clearly sees the most opportunity in residential sales. The company gets its best margins from residential, and sees the potential for the market to grow from about 3 million homes to 100 million in the U.S. Plus, it seems clear investors want the company to focus more on that niche.

    We agree with the company’s tightening of its focus and look forward to additional strategic strokes to strengthen the company’s direction,” wrote Baird analyst Ben Kallo, who rates the stock at Outperform with a $34 price target

    The move offers investors another pure-play bet on rooftop solar, along with Sunrun and Sunnova Energy International (NOVA). But it makes it more clear that novice investors won’t have one dominant player to bet on.
  • W
    $ENPH conversation
    Glad to see that at least one solar $RUN is being rewarded by the market. Every other solar I follow including $SEDG, $SPWR $MAXN has been clobbered over the past 2 months. RUN's call makes one thing perfectly clear. The long term health of the solar market is excellent.
  • J
    $GME conversation
    Robinhood and other trading apps restricted Millions of investors from buying certain stocks because their BILLIONAIRE Hedge Fund buddies are crying!!! However, there is no restrictions for hedge funds to short a billion shares to drive down price and cover their short positions today. Hedge funds are allowed to gang up snd short 140% of a company’s stock, but common people are not allowed to buy, while the SEC is sleeping (hopefully not with billionaires!) and allowing all these to happen. Can this disparity look any worse in terms of public relations for the trading apps, the government and elected officials?

    $AAL, $AMC, $BB, $BBBY, $CTRM, $EXPR, $GME, $KOSS, $NAKD, $NOK, $SNDL, $SPWR, $TR, and $TRVG
  • J
    Maxeon Solar Technologies, Ltd.
    $spwr $maxn Notes of interest from the 30 minute Roth-Maxeon Fireside Chat:
    (1) New CFO Kai is a great fit, a huge renewables enthusiast, and has hit the ground running 
    (2) Materials cost normalization in the near-term is still expected.  Large scale (only half w/ other half being DG) P-series margins are still attractive in China because ASPs float with cost.  
    (3) Margins especially on the IBC side are holding up pretty well
    (4) Dealer channel has been key to doubling market share in Europe over the last 3-4 years and will be key in Australia and Latin America going forward
    (5) DG market growth opportunity in Latin America in particular is very exciting
    (6) Margins are similar in Europe and the US
    (7) Until 2022 when poly contract ends, tariff or sanction risk (China Uighur human rights) is very low because Hemlock is the supplier and poly can be traced.
    (8) Wafer size for Max-6 is 160mm, Max-7 will be larger, still under design
  • S
    $SPWR conversation
    $SPWR SunPower to Host Virtual Capital Markets Event on Sept. 10, 2020 to address the company's strategy, financials and business. Shorts better buy some shorts.
  • T
    $SPWR conversation
    Huge News! I believe this will have bipartisan support $ENPH $SPWR

    Solar supports included within ‘landmark’, US$1.5trn US infrastructure Bill
    Measures designed to support solar and other renewables in the US have been proposed within a landmark US$1.5 trillion infrastructure investment Bill, tabled by House Democrats.
    Measures designed to support solar and other renewables in the US have been proposed within a landmark US$1.5 trillion infrastructure investment Bill, tabled by House Democrats.
  • C
    $ENPH conversation
    Key points you're going to want to read about in the transcripts from the SPWR analyst call today - during the Q&A portion, someone asked about the relationship between $ENPH and $SPWR, and it was said the keys to the ENPH relationship (from the SPWR side) were: 1. We get a customized inverter 2. We have full software control over that inverter 3. They supply hardware and 4. from a customer's experience, it's a SPWR system.
  • C
    $MAXN conversation
    "BlackRock Inc. has raised $4.8 billion for a new fund to invest in renewable power assets around the world - almost double its initial target.

    The company’s real assets division closed on its third global renewable power fund, drawing money from over 100 institutional investors. It’s the latest sign of increasing interest from investors to buy into the surging green power sector.

    “You’re seeing a major shift in institutional interest in decarbonization and wanting to allocate into it,” said Jim Barry, chief investment officer of BlackRock Alternatives Investors. “The pandemic has only sustained and added to that momentum.”

    The fund’s managers had originally targeted about $2.5 billion when they started raising money in the second half of 2019. They continued beyond that goal last year and added another $1.2 billion in the first three months of this year. The demand is driven partially by investors wanting to tap into the fastest growing part of the power sector as well as a hunt for yield, Barry said.

    This is the largest renewable power fund to date for BlackRock Real Assets, nearly triple the size of the previous fund."

  • J
    SunPower Corporation
    $SPWR $MAXN Report in PV Magazine today on supply chain issues. With planned substantial PPA price increases not leading to project cancellations, this is the best sign yet that added input costs can be passed through to the customer.

    "LevelTen said that a majority of solar developers surveyed —on the order of 73%— reported that they were increasing PPA prices to meet the rising cost of polysilicon and solar modules.

    Despite PPA price increases, the pace of project development will likely continue, the firm said. Around 12% of developer respondents said they were delaying projects; no respondents said they were planning fewer projects."
  • s
    $SPWR conversation
    Anybody else having problems viewing posts here? I wasn't able to see 1 single post from today (7/9) until after the market closed. Then I clicked on some of the posters from previous days threads and they've posted multiple times here today. So their posts and only their posts show up when clicking there name but not in any of the conversation threads. For example @Larry has multiple posts here when I click his name but zero show up in the conversation thread for $SPWR. Anyway else have that problem?
  • W
    $ENPH conversation
    Volume here and in $SPWR is very low. Seems like we've found a general level for now and may be in this range for a while. A big infrastruture bill or the passage of more laws mandating solar on new construction could change that but I don't see any immediate catalysts. Have to be patient and wait for the roll out of IQ8 next quarter sometime.