SolarEdge Technologies Inc (NAS:SEDG)

$ 53.75 1.54 (2.95%) Market Cap: 3.05 Bil Enterprise Value: 3.01 Bil PE Ratio: 0 PB Ratio: 1.32 GF Score: 74/100

Solaredge Technologies Inc at ROTH Conference Transcript

Mar 19, 2019 / 07:30PM GMT

Release Date Price: $39.48 (-0.53%)

Transcript

Philip Shen

ROTH Capital Partners - Analyst

Good afternoon. My name is Philip Shen. I am a research analyst at ROTH Capital. I have been at the firm nine years. I have been covering solar and renewables and clean tech in that time.

With me today I have the CFO of Solaredge, Ronen Faier. He has been with the Company for 8 1/2 years. Solaredge is a solar inverter company. They are based in Israel. They have a great story.

And so today what I'd like to do is kind of talk through the demand out there. We have a view that demand globally is quite strong. We can test it with Ronen and see if there is some truth to that and then get into some discussion about some of the component shortages that the Company has been experiencing and what that has done to the warranty process and expense.

Talk about pricing, talk about the manufacturing inversion that they want to conduct as it relates to the Section 301 tariffs. And then I know investors are interested in all the acquisitions that they have conducted in the past year.

So with that as a quick preamble, let's talk about the

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