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Company Overview and News
Many solar stocks rallied this week after Daqo New Energy (NYSE: DQ), a Chinese company that makes polysilicon used to develop solar modules, reported much stronger than expected results. Importantly, Daqo also clarified that, contrary to the expectations of many, global solar energy demand is not collapsing. Despite the recent rally in solar energy stocks, many of the names in the sector, including JinkoSolar (NYSE: JKS), Daqo, SunPower (NASDAQ: SPWR), and SolarEdge (NASDAQ: SEDG), remain extremely undervalued.
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PETALUMA, Calif. and SAN JOSE, Calif., Aug. 09, 2018 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ:ENPH), and SunPower Corp. (NASDAQ:SPWR), today announced that Enphase has completed the previously announced acquisition of SunPower’s microinverter business for a total of $25 million in cash and 7.5 million shares of Enphase common stock. Key anticipated benefits and highlights of the acquisition include:
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On July 10th, I posted an article in which I detailed a simple DCF model to determine the intrinsic value of Enphase Energy (ENPH). I expressed to readers my intention to continually revise this model, both with up-to-date company financials and improved methodology and assumptions. This article serves as the first of these updates. While I won't repeat my methodology in detail, readers can find it in my original article, linked here.
With the recent synergy between Enphase and its partners, it’s clear that Enphase is growing, regardless of the negative press. Good things take time to grow, and the new management has only had about a year to turn things around, and they have. Proof of Enphase’s growth was given at the recent earnings call, so let’s look at some of the details in a positive light.
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Finally the company is actually choosing its markets according to its core competencies, those in efficient panels.
Hanwha Q CELLS Co., Ltd. (NASDAQ:HQCL) has 14 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 470,836 shares. Largest shareholders include Invesco Ltd., UBS Group AG, Bank Of America Corp /de/, Morgan Stanley, Simplex Trading, Llc, MetLife Securities, Inc, Bdo Wealth Advisors, Llc, Advisor Group, Inc.
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SunPower's (SPWR) top and bottom line earnings increases were a much needed shot in the arm to a company that has struggled to maintain shareholder value since 2016. SunPower has taken steps in Q2 to shift business to higher margin segments and leverage improved technology to produce more watts at lower costs on existing manufacturing fabs. Making a partner out of rival Enphase (ENPH) will produce synergy in marketing, CAPEX and revenue while the growth of each company will translate to the other.
SunPower Corp. (SPWR - Free Report) incurred second-quarter 2018 adjusted loss of a penny per share, narrower than the Zacks Consensus Estimate of a loss of 32 cents. In the year-ago quarter, the company reported loss of 35 cents. Excluding one-time adjustments, the company incurred a GAAP loss of $3.17 per share, wider than the year-ago quarter’s loss of 65 cents. Operational Results During the quarter under review, SunPower reported adjusted revenues of $447.
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Good afternoon. Welcome to SunPower Corporations, Second Quarter 2018 Earnings Call. At this time all participants are in a listen-only mode. Later we will conduct a question-and-answer session and instructions will follow at that time. (Operator Instructions).
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(Reuters) - A steep global decline in the price of solar modules in recent weeks is nearly offsetting the effect of the Trump administration’s 30 percent tariff on imported panels, the chief executive of a major U.S. solar company said on Monday.
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2018-08-13 - Asif
Core Business At Ballard, Ballard Power Systems is building a clean energy growth company. Ballard Power Systems is recognized as a world leader in proton exchange membrane (“PEM”) fuel cell power system development and commercialization. The company's principal business is the design, development, manufacture, sale and service of PEM fuel cell products for a variety of applications, focusing on its power product markets of Heavy-Duty Motive (consisting of bus, truck, rail and marine applications), Portable Power, Material Handling and Backup Power, as well as the delivery of Technology Solutions, including engineering services, technology transfer, and the license and sale of its extensive intellectual property portfolio and fundamental knowledge for a variety of fuel cell applications. A fuel cell is an environmentally clean electrochemical device that combines hydrogen fuel with oxygen (from the air) to produce electricity. The hydrogen fuel can be obtained from natural g...
2018-08-13 - Asif
Overview Marathon Patent Group was incorporated in the State of Nevada on February 23, 2010 under the name Verve Ventures, Inc. On December 7, 2011, the company changed its name to American Strategic Minerals Corporation and were engaged in exploration and potential development of uranium and vanadium minerals business. In June 2012, the company discontinued its minerals business and began to invest in real estate properties in Southern California. In October 2012, the company discontinued its real estate business when its former CEO joined the firm and the company commenced its IP licensing operations, at which time the Company’s name was changed to Marathon Patent Group, Inc. On November 1, 2017, the company entered into a merger agreement with Global Bit Ventures, Inc. (“GBV”), which is focused on mining digital assets. Marathon Patent Group has since purchased its cryptocurrency mining machines and established a data center in Canada to mine digital assets. Following the me...
2018-08-13 - Asif
Business and Organization Endocyte, Inc. is a biopharmaceutical company and leader in developing targeted therapies for the treatment of cancer. The Company uses drug conjugation technology to create novel therapeutics and companion imaging agents for personalized targeted therapies. The agents actively target receptors that are over-expressed on diseased cells relative to healthy cells, such as prostate specific membrane antigen (“PSMA”) in prostate cancer. This targeted approach is designed to safely enable the delivery of highly potent drug payloads. The companion imaging agents are designed to identify patients whose disease over-expresses the target of the therapy and who are therefore more likely to benefit from treatment. In September 2017, the Company entered into a Development and License Agreement (the “License Agreement”) with ABX advanced biochemical compounds – Biomedizinische Forschungsreagenzien GmbH (“ABX”), pursuant to which the Company acquired exclusive ...
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