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ENPH price to sales 30
I’m guessing somewhere north of 200 is fair value
Recyclable windmill blades
These composite vehicles are much lighter and significantly more energy efficient compared to the traditional heavy weight gas and diesel powered delivery vans currently in use by these companies. Several prototypes have been built and are currently undergoing durability testing.
Minimizing vehicle weight helps to maximize energy efficiency for battery-powered electric drive trains, while lowering the total cost/vehicle by reducing battery pack size. Composite vehicles have a good chance of replacing the much heavier metal based vehicles in the future for this reason.
https://workhorse.com/assets/doc/investor/Investor%20Deck%202020.pdf
- The availability of consistent wind for 6 months or more is rare (so the total number of customers are limited),
- Unlike solar panels that u can use on ur top roof, the wind energy has limited customer points,
- The sales will be shrinking as the blade sold to current customers will be replaced in next 80 to 100 years, unlike solar panels that has shorter life span,
- The power fluctuation rate is high in wind power, which makes it expensive to be connected to grid,
In consideration to available market and government subsidy, the company may not be profitable (despite above a billion dollars earnings) the growth will be shrinking from current 1% rate.
To conclude, I will take the risk if it falls down to $3 range, or the company comes up with alternate sources of revenue.
Kenneth Herbert
Canaccord Genuity
Buy
$70.0
(44.48% Upside)
Reiterated
Today
Craig-Hallum stock forecast on TPI Composites
Eric Stine
Craig-Hallum
Hold
$63.0
(30.03% Upside)
Downgraded
Today
JMP Securities stock forecast on TPI Composites
Joseph Osha
JMP Securities
Buy
$68.0
(40.35% Upside)
Reiterated
Today
Raymond James stock forecast on TPI Composites
Pavel Molchanov
Raymond James
Buy
$67.0
(38.29% Upside)
Reiterated
Today
Cowen & Co. stock forecast on TPI Composites
Jeff Osborne
Cowen & Co.
Buy
$67.0
(38.29% Upside)
Reiterated
Today
Morgan Stanley stock forecast on TPI Composites
Laura Sanchez
Morgan Stanley
Buy
$77.0
(58.93% Upside)
Reiterated
Today
On this I will jump-in once it’s continuously in bullish mood.