Feb. 7 at 12:44 PM
$ENPH – The "Buyback" Myth meets the
$632M Debt Wall 🧱📉
Management talks about a "
$1.X Billion Buyback," but check the Q4 filing: They bought ZERO shares. Why? 🧐
The Debt Bomb: On March 1st, Enphase must pay back
$632,500,000 in CASH for their 2021 notes. 💸
The Cash Trap: This payment will wipe out nearly 40% of their total cash in a single day.
The Reality: They just fired 6% of their staff to save pennies. You don't lay off workers if you actually have "billions" to buy back stock. 🤡
The "Buyback" is a PR ghost. The debt is real. March 1st is coming. 🎒
#ENPH #Debt #ShortSqueeze #Solar