Ziggy11
Posted - 15 hours ago
$ENPH $FSLR Very interesting $JKS reported 4 th quarter earnings which were not very good if I remember( On March 20 2024) and now they will be announcing Q1 earnings Monday before the bell ( 1 month later ) I know it's Chinese Solar but worth keeping an eye on. I own all 3 of the Solars listed. Up on FSLR and ENPH but down a bit o $JKS. Also own $NXT which had a great earnings last quarter but gave a lot of the gains back last week. Good Luck
DonCorleone77
Posted - 1 day ago
$NXT Nextracker and JM Steel complete expansion of new manufacturing lines Nextracker and JENNMAR Holdings subsidiary JM Steel, a premier steel processing provider, jointly announced the completion of a major expansion of Nextracker-dedicated manufacturing lines at JM Steel's Leetsdale steel facility achieving 4 GW of capacity. Inaugurated and reopened in 2022, the refurbished historic factory produces American-made, critical steel components to support rising demand for solar energy across Pennsylvania and the mid-Atlantic, which employs thousands of construction workers across multiple states in the Midwest region. The expansion more than doubles the facility's production capacity and demonstrates JENNMAR's commitment to investing heavily in the U.S. solar energy industry. The acility now features cutting-edge technology including state-of-the-art solar tube lines with automated drilling and swedging. With this most recent expansion in Leetsdale, JENNMAR's growth capital investment in support of the U.S. solar industry has exceeded $100M over the last four years. For Nextracker, this latest expansion also marks 20 new or expanded U.S. manufacturing partner facilities since 2021 and enables the company to provide over 25 GW of U.S. solar tracker capacity each year.
Ziggy11
Posted - 1 day ago
$FSLR $ENPH FSLR earnings next week $200 +, the stock is ready to fly with blow out numbers. Solar soon will be the leaders, $RUN $JKS $NXT
Stock_Titan
Posted - 1 day ago
$NXT $FLEX Nextracker and JENNMAR Subsidiary JM Steel Bolster U.S. Supply Chain with New Facility Expansion to Triple Capacity for Solar Energy Projects
https://www.stocktitan.net/news/NXT/nextracker-and-jennmar-subsidiary-jm-steel-bolster-u-s-supply-chain-hr50qkcld129.html
Komy55
Posted - 1 day ago
$NXT Hammer on daily for now. Let's hope this turns bullish and run a little before ER.
Ziggy11
Posted - 2 days ago
$FSLR $NXT Cramer recommended these 2 last night. I'm still shell shocked on META earnings last night , don't jinx them Cramer.
Sigh_why
Posted - 2 days ago
$NXT like the price here and at $W. Will get in soon
Ziggy11
Posted - 3 days ago
$ENPH $FSLR $NXT Bears are so screwed..........
Ziggy11
Posted - 3 days ago
$ENPH IMO the 2 to buy are $FSLR $NXT.
Mint_Knoxin
Posted - 3 days ago
@Ziggy11 agree with you on NXT and FSLR earnings. Especially $NXT - at sub $45, is already a discount and the likely dip with the sector tomorrow d/t ENPH reaction could be a great buy opp!
Ziggy11
Posted - 3 days ago
$ENPH Low guidance again, stay for the long haul. Just be patient, I'm sure SEDG will disappoint as well. $FSLR and $NXT are the stocks that will have very good earnings IMO.
Ziggy11
Posted - 4 days ago
$FSLR $ENPH $NXT Heading much higher $RUN $JKS
DonCorleone77
Posted - 4 days ago
$NXT Via Business Wire: Nextracker Launches Industry’s First Low Carbon Solar Tracker Solution -- Third-party Life Cycle Assessment (LCA) methodology confirms up to 35% reduced carbon footprint throughout the entire product lifecycle for Nextracker NX Horizon™ low carbon solution -- Inaugural orders demonstrate the solar industry demand for decarbonized solutions April 23, 2024 - Nextracker, a global provider of intelligent solar tracker and software solutions, today announced the availability of its flagship NX Horizon™ solar tracker system with up to 35% lower carbon footprint. Marking a significant milestone for solar energy, the NX Horizon low carbon tracker solution culminates Nextracker’s technology leadership and robust supply chain solutions including the use of electric arc furnace (EAF) manufacturing, recycled steel, and logistics strategically located near project sites. Initially offered in the United States, the low carbon tracker solution includes Life Cycle Assessment (LCA) documentation using a third-party verified analysis of environmental benefits, including reductions in carbon footprint, land use, water consumption and other metrics associated with the sourcing, manufacturing, delivery, and operation of solar trackers. Nextracker also achieved the Carbon Trust1 Product Carbon Footprint label certification for its NX Horizon low carbon solar tracker system demonstrating it has met the global standard for carbon emission data collecting, evaluation and reporting methodology throughout the life cycle of its solar trackers. "Our low carbon tracker delivers measurable results in decarbonizing solar power through circular and increasingly renewably powered steelmaking, optimized logistics, and careful selection of raw material providers," said Dan Shugar, Nextracker founder and CEO. "We appreciate our customers helping us drive toward a cleaner, more robust supply chain to provide third-party verification for providers and consumers of solar power to meet their Scope 3 and other decarbonization goals and requirements." Nextracker secured initial orders for its newly launched NX Horizon low carbon tracker from several solar customers–both have committed to reduced carbon solar tracker systems for their U.S.-based solar power projects. "Nextracker's commitment to advancing low carbon solutions exemplifies the innovation and leadership needed to propel the energy sector forward. At Sol Systems, we are proud to collaborate with partners like Nextracker who share our vision for a cleaner, more resilient energy landscape. Together, we are not just promoting low carbon technologies; we are setting the standards for tomorrow’s energy infrastructure," said Yuri Horwitz, Sol Systems co-founder and CEO. "Upstream control for sourcing sustainably produced steel and components is highly complex and requires expertise and deep partnerships to navigate," stated Kevin Smith, chief executive officer at Arevon. "Nextracker continues to be an industry leader on operational excellence along with solar tracker engineering design that already significantly reduces the carbon footprint for our utility-scale solar projects." Nextracker is at the forefront of implementing sustainable supply chain solutions for the energy sector through controlled upstream sourcing of raw materials and domestic manufacturing for its solar tracker systems. Electric Arc Furnace (EAF) processing uses recycled steel and electricity to generate new steel, significantly reducing greenhouse gas emissions compared to traditional Basic Oxygen Furnace (BOF) operations, which rely on iron ore and coal. This not only aligns with Nextracker’s commitment to minimize environmental impact but also leverages American scrap steel supply enabling resource efficiency and growth for the U.S. steel industry. Nextracker has also reduced carbon-intense2 materials such as aluminum from its NX Horizon low carbon offering to under 1% aluminum by weight in the product. Jon Moore, CEO of research firm BloombergNEF: "Industry represents more than 20% of global greenhouse gas emissions; steel alone is 7%, making it a crucial industry to decarbonize. Based on our analysis, the steel sector invested $35 billion last year in clean capacity globally, but much more is needed to reach net-zero. Demand for green steel is an important signal to steelmakers that they need to bring new, low-carbon capacity online and accelerate their net-zero transition." The new NX Horizon low carbon tracker offering is available now with the first shipments scheduled for later this year. For more information, visit our website. Nextracker at CLEANPOWER 2024 Learn more from Nextracker panel speakers at this year’s CLEANPOWER (ACP) conference being held May 6-9, 2024 at the Minneapolis Convention Center for a discussion on the following topics: -- "Domestic Clean Energy Manufacturing," Dan Shugar, founder and CEO, Nextracker (May 7, 2:15-3:15 p.m. CT, Charge Up Theater). -- "Solar Supply Chain," Alejandro Riofrio, vice president, supply chain North America, Nextracker (May 8, 2:15-3:15 p.m. CT, Charge Up Theater).
Hoffmanomics
Posted - 4 days ago
$NXT $FSLR $SHLS As part of the Earth Day celebration, President Joe Biden announced a seven billion dollar investment in solar energy, which could send solar-related stocks through the roof.
Stock_Titan
Posted - 4 days ago
$NXT $FLEX Nextracker Launches Industry’s First Low Carbon Solar Tracker Solution
https://www.stocktitan.net/news/NXT/nextracker-launches-industry-s-first-low-carbon-solar-tracker-pwg1lenf9r3c.html
RookyMoves
Posted - 4 days ago
$NXT only solar lagging. Fighting its own resistance here after filling the gap. Expecting some catch up soon. $FSLR $ENPH $TAN
benemodi
Posted - 5 days ago
$NXT 1) anyone else notice the 3% + after hours move on April 18, before the WW3 panic? 2) do analysts have lowered revision for next quarters guidance?
WantedToRetireEarly
Posted - 6 days ago
@TraderJ50 @Merch86 very true. $NXT has also stood out although even that stock is getting hammered as higher for longer sinks in. Bottom line the whole sector sucks right now and I don’t see that changing for many months. The election and a Biden win might put some wind in their sails. Otherwise dead money or worse.
padd1
Posted - 1 week ago
$SHLS nasdaq down 2,2%, and Shoals is green when all other solar stocks are down too. I like that $ENPH $SEDG $NXT
Ziggy11
Posted - 1 week ago
@RookyMoves I love NXT , they had great earnings last quarter, it has given most of the gains back. My top 5 are $FSLR $NXT $ENPH big drop to 4 is $RUN and dark horse $JKS #5. Good Luck
RookyMoves
Posted - 1 week ago
$NXT less than 700 watchers here. Company revenues have been increasing beautifully. Hard to ignore here. 👀
Mint_Knoxin
Posted - 1 week ago
$NXT gap was filled, guidance from last report was good, earnings should be too.
