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Rickie Reeve
@rickiereeve · Oct 20

I would like to share here a picture from Bloomberg Terminal that may be of interest to all $ENPH investors.

Zdroj: https://x.com/AnalyzingAI/status/1713830932979794430?s=20

We are likely to see a significant slowdown in revenue growth, as many of us expect, but that should return to normal... The question is how long this painful period will last.

Although the $100 price tag may already seem like a very good deal, there may be an opportunity to buy even cheaper... We know what it's like to catch a falling knife. It's hard to time anything, so personally I'll probably opt for a gradual DCA.

Osebni pogled člana skupnosti, ne naložbeno priporočilo. Pravila skupnosti

MD
Monday Dayton @mondaydayton Oct 20

Also, thanks for sharing and since I'm a bit off the higher prices in the company, I'm now under $100 overbuying, but only slightly. Personally, I'm still expecting a drop. I kind of suspected that they would have deteriorating results this year after Q2. But as you can see from your picture, they should improve again from mid 2024. Of course, no one knows what will happen at that time, but for this company I am not worried about bankruptcy yet, however, now the hold needs to hold and it may be longer.

RR
Rickie Reeve @rickiereeve Oct 20

Balance sheet looks healthy. Inventories will probably still put pressure on margins though. As you say, hang in there.

DD
Daniela Duong @danieladuong Oct 20

Thanks for sharing

Uporabljamo nujne piškotke za delovanje spletnega mesta in izbirne analitične piškotke za merjenje uporabe. Preberite naš Pravilnik o zasebnosti.