Aug. 18 at 8:10 PM
$SPWR With power bills headed north, TOU, demand charge fees et al, SunPower has a "premium" niche... maybe 225M shares by Q4. They need to cut enough to break even at a
$60M run rate. OpEx reduction by 22% is major. Maybe TJR can loan
$50M in secured senior debt. This is his 3rd baby, SunPower 1.0, Enphase and SunPower 2.0... he's in it til the end, won't take it private. ENVX just needs new CEO, then biz as usual. Maybe Honor with Huawei connections acquires.