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SunPower Corporation (SPWR)

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  • W
    Wantedtoretireearly
    $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
    Wantedtoretireearly
    $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
    Julian
    $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
    JohnC
    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
    Scott
    $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
    Tony
    $SPWR conversation
    Huge News! I believe this will have bipartisan support $ENPH $SPWR

    Solar supports included within ‘landmark’, US$1.5trn US infrastructure Bill

    https://www.pv-tech.org/news/solar-supports-included-within-landmark-us1.5trn-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.
    www.pv-tech.org
  • C
    Clueless
    $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
    CleanEnergy4Me
    $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."

    $SPWR
  • J
    JohnC
    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
    sheedy
    $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
    Wantedtoretireearly
    $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.
  • C
    Clueless
    $SPWR conversation
    Notable from today's call: interesting that Sutton from Barclays (who, on 2/14/19 downgraded $SPWR to sell, price target $3.50) asked about paying down the converts, as well as the GSRP terms.
  • M
    Michael
    $SPWR conversation
    Please god. Let $SPWR stay at this level until I can rotate out of all my other holdings and settle the transaction. And buy more.
  • s
    sonnycoates
    I’ve been watching $SPWR for a while, debating on opening a position... the share price seems really undervalued right now- almost as if the market is pricing in BK or a tremendous growth slowdown. As it stands, $ENPH now has a larger market cap, which, seems a bit irrational and a pretty glaring buying opportunity.

    I bring it up on this board because both companies’ future’s are inextricably linked and just wanted to see if anyone else had any thoughts. ✌
  • s
    sonnycoates
    Clip of $SPWR CEO Tom Werner discussing the new A-series 400w panels and his take on the Green New Deal... As much as I admire Mr. Werner and SunPower- I think the company needs a better spokesperson... he’s a bit weird to take in. http://video.foxbusiness.com/v/6010843739001/
    SunPower Chairman & CEO Tom Werner discusses his company’s brand new solar panel and why he feels that parts of Rep. Alexandria Ocasio-Cortez’s (D-N.Y.) Green New Deal are “extremely aggressive.”
    SunPower Chairman & CEO Tom Werner discusses his company’s brand new solar panel and why he feels that parts of Rep. Alexandria Ocasio-Cortez’s (D-N.Y.) Green New Deal are “extremely aggressive.”
    video.foxbusiness.com
  • C
    Clueless
    $RSVAU conversation
    For those who come here from the $ENPH $SPWR $MAXN etc. to see what TJ is up to, here are the businesses that RSVA is going to target (from pg 76 of Form 424B4 - link below):

    We plan to target companies that compete in the areas of peak activity in Silicon Valley:

    · Green Energy, electrification, and storage: all types of solar components and systems, fuel cells, green hydrogen, energy storage systems, including advanced batteries, and the software infrastructure that enables interoperability of these new technologies

    · Smart Industry (IoT): internet-connected silicon, sensors, and software connected to the Internet of Things to transform industries including agriculture, health care, construction, logistics and manufacturing.

    · Artificial intelligence: cognitive neural networks, autonomous vehicle control for both logistics and mobility, and massively parallel computers optimized for machine learning

    · The new manufacturing wave: self-configuring automatic assembly lines, high-speed additive manufacturing at scale, novel materials, and computer vision with learning capabilities


    http://secfilings.nasdaq.com/filingFrameset.asp?FilingID=14540386&RcvdDate=12/2/2020&CoName=RODGERS%20SILICON%20VALLEY%20ACQUISITION%20CORP&FormType=424B4
  • j
    janet
    $PLUG conversation
    For people saying this is not a sector thing, here’s the field:

    $BE -7.71%
    $BLDP - 5.15%
    $FCEL - 3.92%
    PLUG - 7.68%

    $JKS - 19.4%
    $SPWR - 8.73%
    $CSIQ - 9.16%

    $NIO and $TSLA treading water.

    ... and so on with all the other clean energy stocks.
  • s
    spacebee
    $JKS conversation
    Maybe I'm overly optimistic, but over the next 10 years solar could certainly have the same run up that the chip stocks had from 2008-2019. Market caps of ($JKS, $CSIQ, $ENPH, $FSLR, $SEDG, $SPWR, etc) are between $600MM-$5B

    Look at Chip stock Market Caps/Share Price from 2008/2009. Their market caps were close to what solar stocks are today in a similar high growth industry.

    MU 2008: ~$2B / 2019: ~$44B - 2100% increase
    AVGO 2009 ~$3B / 2019: ~$110B - 3566.67% Increase

    $10K on Broadcom in 2009 would be worth like >$150K today. You can see this kind of exponential increases out of many chip stocks that made it out of that era. So do you think Micron or Broadcom can grow another 10-20xs in the next 10 years like they did in the past in the next 10 years? I seriously doubt it, but I think JKS or FSLR easily could. Anyway, something to consider.. Hang in there on solar stocks.
  • C
    CleanEnergy4Me
    $MAXN conversation
    1.15.21 article reflects on $SPWR & $MAXN opportunities. "Total to overtake green giants on renewable energy capacity by 2030, report says. Total is expected to outpace clean energy giants Iberdrola and Ørsted on renewable power capacity by the end of the decade." Source: https://www.energyvoice.com/renewables-energy-transition/299593/total-renewables-power-capacity-westwood/