All - do not not worry about today's drop from the high. As we have seen, with the low float of only 10 million shares, this can move up or down very quickly with any volume. Maxeon is well positioned to compete globally with both product, capital and distribution, and is way undervalued at only roughly $535 million market cap. In fact, market cap is roughly equal to cash on balance sheet. Could easily double from here and still be undervalued. It's only a question of when.

Wait for a big VOLUME BUY to hit and this will be back into $19-$20 range again with SPWR

If it weren’t for friekin Brian Lee, this would be at $25 by now! But then, I won’t get to own my shares. So thanks Brian!

MAXN and SPWR are going along together as if they are a team in a long distance race...pacing each other...which one is in $20 range first this week?

Would be nice if we could close above $18.

Picked up more @ 17.01. I just stepped off the elevator in JKS, so I've got a bit of dry powder for next week, if it drops more.

If investors look more at the Non GAAP starting in 2021, we may see great price appreciation. According to InvestingHobo, his estimate is:2021 Earnings EstimatesRevenues: $1565 millionGross Profit: $220 millionGross Margin: 14.1%Operating Expenses: $120 millionOperating Profit: $100 millionInterest Expense: $15 millionTax (25%): $21 millionNet Income: $64 millionDiluted Share Count: 41 millionAdjusted Non-GAAP EPS: $1.56I can see us trading in the Mid $30s to Low $40s by end of next year especially we are that much closer to finishing up the poly contract.

Here is another excerpt I like from the article:While Maxeon has not mentioned long-term Maxeon 5 capacity targets in recent presentations, a 1,900 MW figure was mentioned in the company's original spin-off presentation. Last year, the company achieved a two to one capacity increase from converting its legacy Maxeon 2 lines to Maxeon 5. Thus, a 1,900 MW Maxeon 5 target would require a full conversion of its 900 MW Maxeon 2 fab. If this target is reached, Maxeon's gross profit potential would be double the $220 million used in the estimate above. Annual EPS could potentially expand beyond $4.00 just by fully converting its Malaysian cell plant to Maxeon 5.Other factors that could push long-term adjusted EBITDA above my current estimate and within the company's normalized target are new products. While the lost monetization of AC modules in the North American market to SunPower is slightly disappointing, the announcement Maxeon would partner with Enphase Energy (ENPH) to sell AC modules outside North America should bring in additional revenue and gross profits. In addition, Maxeon plans to add storage options in the near future.

Nice article from SeekingAlpha, not high enougj in comments:https://seekingalpha.com/article/4379544-maxeon-solars-underestimated-earnings-potential-major-buying-opportunity?utm_source=dashboard.stck.pro&utm_medium=referral

"So, what does the EU green hydrogen goal mean for the renewables sector?According to BNP Paribas Asset Management's Lewis, developing these green hydrogen commitments will require ~$400B, fully half of which will go to developing new renewable energy capacity, thus increasing the growth opportunity of a sector that's already red-hot.That's a $200B boost for the global renewable sector, or nearly 4x the EU's ~$55B investments in clean energy in 2019.A lot of that hydrogen is probably going to be used to decarbonize the mobility sector, giving EV investors some serious food for thought."https://oilprice.com/Alternative-Energy/Fuel-Cells/The-Hydrogen-Boom-Will-Provide-A-200B-Boost-To-Wind-And-Solar-Energy.html

Maxeon Solar cut to Sell at Goldman on margin pressurehttps://seekingalpha.com/news/3622914-maxeon-solar-cut-to-sell-goldman-on-margin-pressure

Filled more at $16.99 - loaded at this point but never say never as far as adding more. Let's ride this back up!

Nothing fundamental has changed here. Maxeon has the best cell tech in the industry full stop. The market will wake up to the technology edge once A-series has scaled because cost of goods will be on par with commodity cells. No longer will wall street be able to grapple with the higher efficiency but higher cost debate. Then, taking a page out of the ENPH playbook with value-based pricing, gross margins will more than double. That is totally unappreciated by the market. If you're lucky enough to have some dry powder, load up. If not, try to ignore the day to day action. I'm willing to bet a year from now, we'll be sitting north of $50.

Add 1000 at 17! GS, you can pull the price lower but you can't steal my shares.

Can anyone explain how is it that the peers are NOT effect by the increased module capacity??!!!! But only us????

Solar stocks are just like that. If you hold JKS two years ago, you feel the same kind of painful. Want to make money in Wall Street: No pain No gain!

Just to keep thing in perspective: "French energy giant Total and Google Cloud have teamed up to accelerate the expansion of solar energy in Europe and across the world.The pair have developed a tool—Solar Mapper—that will use artificial intelligence technology to rapidly estimate the solar energy potential of homes in Europe, and then worldwide, Total said on Tuesday. The tool, which will accelerate the deployment of solar panels, will also be developed to include industrial and commercial buildings, the company added.It is part of Total’s ambition to become net-zero on emission by 2050 and a world leader in renewable energy. Google owner Alphabet has its own long-term target to operate carbon-free by 2030, and is also investing in technologies to help 500 cities reduce carbon emissions.“Solar Mapper will enable Total to faster deploy solar panels on the houses’ roofs, in order to provide its customers with more affordable and more accessible solar energy,” said the French company’s chief technology officer Marie-Noëlle Séméria.The oil-and-gas industry has been one of the worst hit throughout the Covid-19 pandemic, due to collapsed demand. The crisis has also accelerated the industry’s shift toward green energy, with BP and Royal Dutch Shell both ramping up low-carbon strategies. In May, Total unveiled its own target—matching that of BP and Shell—of becoming carbon net zero by 2050.Last month, the French group announced plans to hike renewables and electricity investments to $3 billion a year by 2030, from the current $2 billion a year. Total said it plans to invest heavily in solar and onshore and offshore wind. The company strengthened its position in the Spanish market at the end of last month as it agreed to develop 3.3 gigawatts of solar projects close to Madrid and Andalusia.Looking ahead. The renewable energy race is well and truly on. The industry’s major players are all making significant moves to position themselves at the forefront of the green revolution. BP bought stakes in two U.S. wind farm developments last month in a deal with Norway’s Equinor, although it was forced to pay a fairly high price. Shell is cutting up to 9,000 jobs and currently preparing its full strategy, with reports it could cut spending on oil-and-gas production by up to 40%.Total is clearly serious about solar, as well as wind power, and its link up with Alphabet’s Google Cloud is further evidence of that. With Democratic challenger for the U.S. presidency Joe Biden proposing to install 500 million solar panels in the U.S. in the next five years, and China potentially increasing installations in its new five-year plan, Total’s new tool and its expertise in solar leaves it well set to capitalize."

added 3 x today - Maxn is a long term hold with adding on the dips. That's called investing. Market cap is only around $500 million in a red hot sector, with a strong balance sheet, best in industry product, capital for ramp, strong investors with TZS in at $33, extremely small float of only 10 million shares, etc.

I see this closing EOD around $18.45 and headed back up to $20 next week, possibly even a run to $22...Look a the over all pattern it is following.

TZS is in at $33 for $300 million. Maxeon has the best product, loaded with capital to expand and has a global distribution network. It's only a matter a time. The only drawback is the balance of the long-term supply agreement. Hopefully, TZS can help spreading that above market material commitment over much greater volume.