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Rumor Has It. You may have seen that Enphase stock slipped by over 10% at the start of trading yesterday. A major company shareholder is Chilean investor South Lake One LLC, an entity controlled by Quiroga Moreno Isidoro. Controlling as much as 13.5million shares after a buying spree of over 1.2million shares in November 2019 at a price just under $20. Isidoro participated in a fundraising round in February 2018 when he purchased 9.5million shares for $2.10 a piece. The rumor, which is well sourced at this point, is that he has sold his entire stake in Enphase for around $61 per share. This is typical, many early investors will sell some or all of their stake in companies when they have completed their phase into success. $2 to $61 is quite the investment for a 2 year period and his shares found new investors at these levels. This marks a key date in the corporate history of Enphase, what will the company do in their next growth phase?
Because You Asked. Not that it matters because it doesn’t influence my writing nor the stock prices. I own shares in basically every solar company including Enphase and Solaredge. I don’t pick winners, I am picking the solar industry as a winner and believe that those investments will be worth a lot more when my kids go to college than today. So if you work at a solar company, public or private, I’m rooting for your success at all times.
Tesla Energy Trading. Here’s the answer to anyone asking whether Tesla or any other battery company is better on energy trading. The answer is yes, absolutely. They are also betting and advocating that the grid will reward speed of power generation, revenue stacking and growth of monetization for microgrids. As revenue streams for batteries increase so does the development and integration of those technologies.
Have A Great Weekend. Stay safe and if it weren’t for the COVID situation I would invite you all over to help me pack the container!
- PV-Tech: US residential solar market set for ‘faster than expected’ rebound
- GreenBiz: Is energy trading Elon Musk’s next big plan?
- Utility Dive: Exelon, PSEG urge New Jersey to adopt FRR alternative to PJM, as competitive providers push for CASPR
- Axios: Coronavirus is reshaping urban mobility
- Energy News Network: Illinois solar advocates make Hail Mary effort on legislature’s final day
- GreenTech Media: Amazon Clicks Buy on 615 Megawatts of Large-Scale Solar
- Solar Power World: Inovateus installs solar projects for six Ohio school districts
- Bloomberg: U.K. Grid Struggles as Renewables Overtake Fossil Fuels
Opinion
Best, Yann
The post This is your SolarWakeup for May 22nd, 2020 appeared first on SolarWakeup.com.
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