+ Watch ENOC
on My Watchlist
The Company is a developer and provider of clean and intelligent, power solutions.
ENOC tags onto the expansion of residential solar.
Highly competitive space to increase profits with very low margins outside of their subscription services. The industry is commodity based where acquisition costs are extremely high using conventional methods employed by company. Many other private companies compete with Enernoc for these customers with lower overhead and the ability to take away their subscription revenues without need to offer the technology that is driving a overwhelming majority of their current revenues. Look at 5 yr trend this is a sell.
A Hidden Gem pick originally for me. As federal regulations for new power plants become more and more restrictive for new plants, companies will have to rely upon getting more out of their current supply as demand outgrows the ability to expand. ENOC does exactly that by automating the movement of supply from low demand to high demand areas as needed.
EnerNOC is energy management company that seems to be making a lot of good moves in the right direction. Acquiring business with National Grid and entering contracts that will take them through the next few years. I am new to investing so I am really just looking for others opinions on this company....
spite pick - lost a bunch on my green thumb of this and looking to get even... :^)
Click the video to see my pitch. http://www.fool.com/investing/general/2012/02/22/top-10-energy-stocks-enernoc.aspx
The mild winter will slow this stock down.
This market unpopular stock has a strong base but yet has a stock price that is beaten down
It's dropped so low that it's worth a shot with a thumb up on Caps. Still not investing in this one in real life.
very promising industry
Hugely undervalued stock...
Get in now. This on has all the makings of a multi-multi bagger. It's fairly boring, but it provides a technology that will be critical in our energy-hungry society (especially as fuel prices rise). It's gotten some bad press lately, so the price has been beaten down to a sweet entry point.
Their flagship product is becoming commodotized and they have guided that their diversification products will be a much smaller percentage of revnue going forward.
Learned about this from Seth Jayson (I think) on MotleyFool Money Podcast. LONG: Presently in its 52-week-low and oversold by weekly stochastic, market is dipped, good earnings forecast, good asset to debt ratios, small cap tech, power-solutions for grid redistribution is a scarce service and will be considered more seriously in the wake of Japan's recent disaster. SHORT: Presently overvalued but this company is young.
http://seekingalpha.com/article/258179-demand-response-and-renewables-too-good-to-be-true?source=aal_3_sc111However, as with everything related to smart grid, the reality is far murkier. Demand response is already being used as an ancillary service in some markets, providing backup services when there’s a drop in production because the wind dies down, a transmission line snaps, or any other issue that may plague the grid occurs. But DR has not yet reached its full potential due to regulatory concerns, payment structures and response time limitations. There is no doubt that independent system operators see the growth of DR as one way to deal with high penetration of renewables, but how that solution will be realized is still an open question.“No one really knows exactly how it will work,” said Gregg Dixon, Senior VP of Marketing at EnerNOC (ENOC). “What we do know is that we will absolutely need it.”Currently, DR is being used as a spinning reserve in certain ISOs, including ERCOT and PJM Interconnection, where loads are given a 10-minute heads-up before they have to drop off. In the case of PJM, the most that DR has ever contributed to the spinning reserves is about 16 percent, according to Susan Covino, Manager of Demand Side Response. She reports that PJM can now only use DR for up to 25 percent of spinning resources, but after years of successful deployment, PJM is prepared to lift that ceiling to 35 percent.Down in Texas, half of ERCOT’s “responsive reserves” (apparently, no one can agree on the nomenclature for spinning reserves) can be provided by DR, a figure equal to 1,150 megawatts, and usually it gets more offers than it needs on any given day.That’s the simple part. To really benefit the integration of renewables, DR needs to provide a whole lot more than shutting down megawatts with a 10-minute head start. In the future, DR will need to be dispatched within seconds. Currently, the technology isn’t in place to do that -- and neither is the platform for how DR providers would get paid.“To get to an economic dispatch of DR [for non-spin and regulation services] -- that’s the goal out there,” said Paul Wattles, Supervisor of Demand Response for ERCOT, “and it’s not ready for primetime yet.”ERCOT’s real-time energy dispatching service can’t even handle offers from demand response providers. In order for that to happen, DR would have to fully automated, rather than relying on messages to building operators to manually turn down systems. Some of that is already happening with the OpenADR standard, which is being adopted across California and also by major players like EnerNOC. Akuacom, a company that uses OpenADR standards and was acquired by Honeywell last year, is working on building on the OpenADR platform so that it can receive the automatic generation control signal that generators are set up to respond to.But figuring out real-time dispatch still only solves one problem. If load dispatch can find a way to regulate frequency -- “Well, isn’t that the Holy Grail?” asked John Goodin, DR lead for the California ISO. Although CalISO isn’t even allowed to use DR as a spinning reserve by the Western Electricity Coordinating Council (though that will change in the next year or two), it’s already looking forward to how it can be used as a regulation source. Lawrence Berkley National Laboratory is studying the types of customers that could provide regulation through DR services, such as thermal energy storage, wastewater with pondage or even lighting in commercial buildings. PJM has “high hopes” that DR could enter the regulation market as soon as this year.The large ISOs are not the only regions setting up projects to work out the kinks on the future of DR for the grid. At Bonneville Power Administration, EnerNOC will use its demand response capacity to balance out the ramping up and down of its wind resources. “DR has been thought of being able to curtail power, but you actually need a power stump -- when wind/solar overproduce, you ideally need something to relieve the pressure,” said EnerNOC. At BPA, they will be looking at a cold storage facility to absorb extra power when necessary.Although the focus is currently on ways that industrial and commercial customers can provide demand response 3.0 for renewables, both Wattles at ERCOT and Goodin at CalISO also mentioned that the next stage of DR is not just about its role in renewables.“I see that there are two flavors [of DR]: there’s the high-quality, for how much, when I need it, where I need it [variety],” said Goodin. “Then, there’s the price responsive [variety].”Dynamic pricing and demand response for untapped markets can’t help ISOs with renewables, but both said there’s still space for huge gains if automated DR can be married with the right price signals. “I think when you start doing [DR] for residential and small commercial, that’s when you see the potential,” said Wattles. “In a lot of cases, it’s a cheaper way to get there."
My March purchase for my Rising Star portfolio: http://www.fool.com/investing/general/2011/03/08/rising-star-buy-enernoc.aspx
Here's the buy rec:http://www.fool.com/investing/small-cap/2011/03/01/rising-star-buy-enernoc.aspx
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