What’s this “Dark Burst” Business from Michael Robinson?

What's being hinted at in the latest Radical Technology Profits teaser ads?

By Travis Johnson, Stock Gumshoe, February 18, 2020


This teaser solution was first published on December 9, when the ad was promising a dramatic surge on January 1. The stock has climbed quite a bit, and the latest urgent teaser pitch is that the company will announce something dramatic on February 18. That is the day they will announce earnings, after the market close, and expectations are high after a dramatic spike in the share price. What follows has not been updated or revised since we first published this teaser on December 9.

Soooo many questions about this latest teaser pitch from the Money Map folks! And have no fear, the Thinkolator is on the case and we’ll get you some answers about this “Dark Burst” stuff.

So what’s the idea? Well, this is the beginning of the ad…

“Stunning Government Mandate Goes into Effect Midnight December 31, 2019, Unleashing…

“DARK BURST”

“This Life-Changing Technology Is Projected to Generate $153 Billion… And Hand a 10,285% Sales Surge to One Tiny Company.”

This is all about a new part of the building code in California that has been in the works for a couple years, a new requirement that all new homes built in the state must have solar panels starting on January 1, 2020. This is not a surprise or an unknown development, though it was fought over in court for a while.

The ad is for Michael Robinson’s Radical Technology Profits, which is currently being sold for $1,450 a year (no refunds), and he promises to reveal that secret “Dark Burst” stock just as soon as you send in your $1,450.

We are not, naturally, crazy enough to throw that kind of money after a “hot tip” idea, particularly if we don’t know whether we’re interested in that kind of high-priced technology newsletter in the long term, so let’s put the Thinkolator to work, ID the stock for you, then you can think for yourself about both the investment and the newsletter subscription.

The promise, naturally, is that this big move in California will benefit “one small stock” — here’s a little more from the ad…

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“… even though most solar companies are going to benefit…

“If you really want a chance to get rich…

“And I mean seven figures rich…

“Then you’re going to want to go ‘all-in’ on one tiny company that’s perfectly positioned in the heart of California.

“The moment that the new solar law goes live, this company’s breathtaking achievement will likely become mainstream news…

“Sending the company’s revenue potential skyrocketing practically overnight.”

So what does this “Dark Burst” company do?

“You see, they’ve invented a revolutionary scientific breakthrough…

“One that’s specifically designed to remove the one roadblock that’s kept solar power chained to the sidelines for decades.

“For the First Time Ever, Solar Can Now Work Virtually around the Clock.

“No longer is this radical form of energy just tied to the daytime.”

What? Solar power with no sun? That’s what he’s saying…

“Instead of squeezing out juice for only a few hours per day, this game-changing breakthrough will allow any solar energy system to work day and night…

“From before the sun has risen above the horizon…

“To long after the sun has set…

“With any kind of light – even moonlight.”

OK, so unless we’re talking “batteries,” that sounds like hooey. More info?

He pulls in some quotes from other sources, aiming to make this seem more real…

“That’s why academic news authority Science X declared this kind of breakthrough an…

‘Energy Game Changer’

“And why Bloomberg has labelled the technology behind this achievement…

‘Crucial to Making Solar Power Work'”

And as we see so often with these kind of whiz-bang technology teasers, Robinson actually holds up the mysterious “Dark Burst” device, talks about how many huge companies are already buying it, and provides some more detail….

“It measures just 8.3 inches tall by 6.8 inches wide…

“And weighs just 2.3 pounds.

“And this radical technology has taken some of the brightest scientists the world has ever seen – from Stanford, MIT, and USC – more than 40 years…

“Thousands upon thousands of hours of research and testing…

“And millions of dollars in funding to create.”

It’s also not new, it’s already being sold — he just thinks they’ll sell a lot more of them. He mentions some big deals they have with customers:

“18 out of 20 of California’s largest homebuilders – including D.R. Horton and Pulte Homes – inked partnership deals to secure their supply of this incredible technology.

“That’s why starting at midnight on December 31, my projections show that…

“43.3 Million Dark Burst Devices Will Begin Distribution across the State…

“Sparking the Potential for a Staggering $32.5 Billion Windfall.”

California is very under-housed compared to most states, despite the fact that they’ve been trying to spur more homebuilding, but it’s also a huge state so there’s definitely always a strong level of construction going on… though 43 million devices sounds like a massive number for a state that sees about 80,000 homes built every year.

And we get some clues that should help the Thinkolator…

“Right now, this little company generates $316 million in sales per year.

“Even in the solar industry, that’s a microscopic amount of revenue for a firm with such important technology.

“But with December 31 just over the horizon…

“This Company Could See $32.5 Billion in New Revenue for Their Dark Burst Devices over the Coming Years.

“Handing Them the Potential to Score a 10,285% Sales Surge!”

So it sounds like he’s probably talking up one of the inverter companies, which in the US would mostly mean SolarEdge (SEDG) or Enphase (ENPH), both of which have done spectacularly well this year (partly because they’re among the quieter beneficiaries of the war against Huawei — Huawei is one of the larger inverter makers in the world, but doesn’t really play in the US market for political reasons). Bloomberg had a good article about these guys a few months ago.

And since Michael Robinson held up one of these “Dark Burst” devices during his “presentation,” I can also tell you that it looks exactly like an Enphase microinverter… and Enphase did indeed have $316 million in revenue last year, though that number has already been skyrocketing higher in 2019 as demand has soared for their products (the trailing twelve month revenue number is up over $500 million now). So that’s our confirmation of the Thinkolator’s answer, this is Enphase Energy (ENPH).

This has been an incredible stock, to be sure — it was down in the dumps, priced at a dollar or two in 2017, and peaked at near $35 just in August… it’s back around $24 now, so what to do?

Well, you probably shouldn’t count on my expertise… since I looked at Enphase when it was a busted IPO in 2016, getting teased by a Casey newsletter, and decided I wasn’t all that interested in what was, at the time, a clobbered microcap priced at a dollar or two (in my defense, the other solar power equipment stock being teased in that older spiel was Ideal Power (IPWR), which went from about $50 to $2).

Now, of course, Enphase looks a lot more solid — it has a good and rapidly growing revenue base, it’s valued at about $3 billion (it was under $100 million back then), and there’s optimism everywhere… partly because of this new California rule, but also partly because it seems like the industry, at least in the US, has evolved into a duopoly without a lot of price competition. Which is a surprise for a relatively anonymous product like a power inverter that you’d think would be a commodity.

Enphase is not cheap on most valuation metrics — it trades at about 6X sales and more than 60X trailing earnings, but that huge 130% revenue growth number in the past year is certainly enticing. Analysts see them earning 89 cents per share this year (one quarter left to go), and growing that to $1 in 2020 and $1.23 in 2021, so that means you’re paying about 24X forward earnings for a company that’s expected to grow earnings about 15% a year over the next couple years. The interesting thing is that analysts are assuming no real scalability as the business grows, with the revenue expectations actually indicating slightly higher revenue growth than profit growth for the next couple years — which means that there’s probably room for them to beat those earnings expectations if the company is managed well and the market opportunity is as compelling as expected.

Still, that would mean they’re really just growing revenues by 50% between this year and 2021… which is really strong, but, of course nowhere near the daydreams of 10,000% sales growth that Robinson and his copywriter are spinning for us here.

So what might the change to the market be in California next year? Well, as we noted, about 80,000 homes are built each year… and all of them will have to have solar panels. If it’s a somewhat average-size house, estimates I see are that you’re probably looking at about 22 solar panels for the average installation. If you’re using microinverters like Enphase makes, as has become much more popular lately (they’re more efficient and let you use panels individually, instead of as one big system), then that would be one microinverter per panel. 22 microinverters per house and 80,000 houses means you’re looking at new demand of perhaps 1.8 million microinverters in California. Each one is somewhere in the $100-150 range retail, so that’s a total new home construction market potential of probably somewhere in the $225 million neighborhood.

Not all installations will use microinverters, and not all microinverters are made by Enphase, but yes, that is clearly a reason to have some optimism about the growth of their market — and while California is certainly the biggie, they’re not the only state pushing solar power installations, and there’s also a steady business in adding solar panels to existing homes. It does seem that Enphase has righted the ship after almost going out of business a couple years ago, and they’ve seen strong demand for their products.

If you want to begin to dig in a bit deeper, there was a good Motley Fool story looking at the inverter business and the two big players (Enphase and SolarEdge) about six weeks ago, and you can see Enphase’s latest investor presentation here.

And in the interest of time and letting you get to your own research, I’ll leave it there — have any thoughts on Enphase or on the potential of other companies in the solar space? Let us know with a comment below… and, of course, if you’ve ever subscribed to Radical Technology Profits then your fellow investors want to know what you thought of it — just click here to share your opinion on that newsletter.

P.S. No, Enphase microinverters do not somehow magically make it possible to generate solar power when the sun isn’t shining… but they are also focusing on selling whole systems with “energy management” that are not just linked to the grid but also include energy storage. Whenever you see “solar power at night” teaser pitches, they’re almost always about energy storage — Enphase doesn’t appear to offer anything uniquely better or different than other energy storage systems, but perhaps they’ll be able to use their market position in microinverters to grow the sales of those connected systems.


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hira
Guest
hira

Actually this is a new discovery.. harnessing energy from dark night from moon and converting into electric power. Pilot test completed and Solar panels are ready.

I am aware of this tiny company and inventor. All I do not know which partners they have or they are going alone.. They do make solar panels being talked about. I do not know how to invest in this company. So “Dark Burst ” is indeed a reality and is a rare discovery and may be begining of 4th industrial revolution..

Jeanne
Guest
Jeanne

Hi there! what is the name of the company? I’d like to look into purchasing as I’m off-grid if it really is a viable produce.thx!

Ev Senter
Guest
Ev Senter

Is this the ENPH company you are describing?

Andrew Martinez
Guest
Andrew Martinez

You can invest in the company by buying stocks or options in the stock market all you need is a brockage account

redrider52
Member
👍6
redrider52

I read an article and watched the video on Angels and Entrepreneurs . Dark burst can be used with existing technology to increase the efficiency of panels in use. They have 330 patents in process. It is an add-on unit that allows even small amounts of light to produce electricity. This is still in Angel investing.

The other in process used thermodynamics to produce electricity. It is still in development phase, but is only able to produce small amounts of electricity with present technology.

Companies are Endphase and Solaredge

George
Guest
George

dark burst does not produce electricity during night time by traditional solar panel methods but uses the difference between the temperature of the solar panels themselves and the surrounding air. This difference can vary depending on weather and humidity.

Carbon Bigfoot
Guest
Carbon Bigfoot

Yes the differential is insignificant and relies on conductive heat transfer the most inefficient form of energy (heat) transfer. Additionally the Inverter which converts DC current AC adds to transient voltages know as “Dirty Electricity” in everybody’s homes. The pulsating current adds to the Smart Meters EMI prevalent in California. The transients causes many diseases of the digital age through the formation of oxidative cell stress and DNA destruction.

tonyg99
Member
👍37
tonyg99

I also reached the same conclusion that this was Enphase after I watched Robinson’s “Dark Burst” gibberish last week — there’s even an Enphase inverter, the IQ7, that looks exactly like the one he waved around in the video, and is offered at the same $150 price point online.

My favourite bit of nonsense was that it also contains an “energy storage unit” — i.e. a battery!

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John
Guest
John

Robinson is touting ENPH in this ad

bird19
Member
👍8

Thanks TRAVIS…. Have to say, how is it that these newsletter scammers can be so blatant with misinformation [ L I E S ] in their ad copy ! that (any existing) solar panel will work at nite!! ? Travis you are a shinning beacon of truth in these dark times; among the financial advise and tips industry folks. Yes, some of these folks do sell useful info, and help guide those that are beginners, don’t attempt to do their own research, etc. And let us not even bring up the advisors at the big brokerage firms; generating some returns… Read More »

frank_n_steyn
Irregular
👍243
frank_n_steyn

I’ve been waiting and reading and learning about how solar power is going to be affordable and practical since 1972. Still waiting.

Marc Boswell
Guest
Marc Boswell

my whole house system cost $18000 Canadian with generator backup, batteries, electrician to hook panels to house. I am off grid. Panels are guaranteed for 25 years. That’s why I bought enphase a couple of weeks ago. Excited about government green.

torgo3000
Member
👍125
torgo3000

I have to say that I really do like Michael Robinson and his Nova X Report newsletter (which is much, MUCH cheaper than Radical Technology Profits). But I also have to caution everyone against the teaser vids like this one. A few years back he did one on that venture capital mutual fund, then I think one on AXT, and then one on Energous – only to drop all three investments from the newsletter portfolios not too long after pushing those teasers as the stocks began to underperform. Think about that… even Michael Robinson isn’t likely to stay invested in… Read More »

narr01
Member
👍77
narr01

Absolutely agree with you, torgo 3000. I also think his NovaX Report is one of the best investment advise letters out there. Oddly, as with many of these publications, it’s the entry level letter that seems to perform best — same with Motley Fool or Louis Navellier, for example. I guess Michael is pushed by MoneyMap Press to put out additional premium products, for which he has to select more obscure companies and that often doesn’t translate into good results…

Bob
Guest
Bob

torgo3000 & narro1, I agree….you’re right on. I’ve been both a Nova X & Motley Fool Stock Advisor subscriber for 3+ years. I feel both are solid, fairly priced newsletters. Buyer beware though, resist getting sucked into the premium ad-on subscriptions that are way over priced. And finally…I have to admit, if I’d discovered Stock Gumshoe 4 years ago, I likely wouldn’t have subscribed to NovaX or MF. Thanks Travis, you’re the best!

Angela Owens
Guest
Angela Owens

Hi bob, so you dont think stock advis0r is a good area to get into? I’m only subscribing to money map press and cannabis info for free. I hate to pay for a bunch of things I dont need or scam.

Angela Owens
Guest
Angela Owens

Sorry If I’m asking too much
How are u making money with Michael? Are you subscribed to something? I’m learning, so fairly new at this stuff. I did subscribe to Tom gentile to see what insight he can offer. Appreciate your info. I’m trying Make some money for future, need as much advice I can get. I’m researching and watching a bunch of videos on Ameritrade, money map press stuff, so not sure I’f I should be looking at something else? I will take any suggestions.

santa
Member
👍13
santa

You found the best / most affordable place right HERE

Old Guy
Irregular
👍4

MF Stock Advisor is a good one. Have subscribed for 7+ years and have done very well. However, I’m very impressed with Stock Gumshoe and think Travis does a great job for a very reasonable price.

LesPenny
Guest
LesPenny

I have been a Fool (motley that is) since 2006 and have had great success with the Stock Advisor picks, Apple, Nvidia, Mastercard, Activision & Berkshire Hathaway. I have tried a few others like Investorplace, but I really like the Gumshoe.

Ken
Guest
Ken

What do you think of Generac Holdings, GNRC. They seem to have been taking a lot of market share from Enphase Energy.

stevebb
Member
👍10

I took a look and bought some Generac. Thanks

Jerry Meyer
Guest
Jerry Meyer

Different technologies altogether. Was tally to my dad a few days ago and said that people they know that work at Generac say that almost all of their production going forward is to California on account of blackouts (legislated to shutdown power during high risk conditions to prevent wildlife’s) noticed the lack of Northern Tool usual seasonal generac promotions.

Rog
Guest
Rog

Citron had a report on Generac, gnrc in September 2019. He reckoned gnrc would eat enph so breakfast. He was right initially, but enph came back with a bang later. ( He was wrong about enph). I’m happy as I’m up 34% on gnrc since September 18. And I rebought enph. Both are good, imo.
https://citronresearch.com/wp-content/uploads/2019/09/Citron-Reports-on-Enphase-and-Solaredge.pdf

Fabio Barone
Guest
Fabio Barone

I suspect it is a way to generate electricity at night by slowly releasing heat captured during the day. The maximum theoretical power possible is about 4W per sqm, compared with 200W per sqm for PV.
Laboratory device only produced milli-watts per sqm.

Paper:
Title: Generating Light from Darkness
Publication: Joule
https://doi.org/10.1016/j.joule.2019.08.009

Inventor: Aaswath Pattabhi Raman
Patents:
US9,709,349B2
US9,923,111B2
US10,088,251B2

Links:
https://www.nytimes.com/2019/09/12/science/solar-energy-power-electricity.html#commentsContainer

youwannabet
Member
👍100
youwannabet

Technically this is still solar power as the heat energy comes from the sunshine. Achievable energy conversion efficiency is going to be idea maker or breaker.

Thanks for the info links!

Tom D
Guest
Tom D

Just for snookered on OIM from money marks micro BAD RESEARCH,

John Radner
Guest
John Radner

My news letter from university of mass ,Lowell , came in a few months ago . It featured the professor that has perfected solar cells that store excess energy during the day and simply discharge back into system at night without the need of an inverter !!! They will be cheaper to make than current cells because of their makeup also. Estimate about two to three years to commercial release .

John Radner
Guest
John Radner

Redo with correct email ! I received the newsletter from Univ of Mass , Lowell, a few months ago. It featured an article about a professor that had invented a new solar cell that can also store excess energy during daylight hours and automatically reverse current and discharge when light disappears. The professor said that the cells will be be cheaper than current designs to manufacture also. He estimated two to three years to bring new design to the market . What a break thru !!!

rakeitin
Member
👍4
rakeitin

Transformative? New Device Harvests Energy in Darkness a NYT headline https://www.nytimes.com/2019/09/12/science/solar-energy-power-electricity.html
Could this be the Dark Burst Solar Device?

lalgulab12
Member
👍9
lalgulab12

I came across this company in UK – UNITED SUN SYSTEMS. They have already signed up with the DoE and have developed a technology to power up solar at night

John Switzer
Guest
John Switzer

Dubious about this…I have emailed scientists working on this from UCLA and they admit to working on it BUT it is NOT ready for production….it is in the prototype stage so all the hype is just that. HYPE. Putting the cart before the horse.

Sally Sinclair
Guest
Sally Sinclair

Travis, on the email I got today from NICI network it says this Dark Burst company is going to make a bombshell announcement on Tuesday 2/18/20: “ Right, now you have only three days to act before this tiny company drops a bombshell announcement. What they’ll reveal on Tuesday is something spectacular… Something that could open you up to an opportunity for a million-dollar windfall… And it’s all because of this “Dark Burst” device. Not only does it contain revolutionary components that allow solar to work longer than ever before (see exactly how long)… But it could also single-handedly usher… Read More »

monty5235
Guest
monty5235

Sally I saw this proclamation by the” buy it and we will tell you” seagull community that the 18th Feb is to be a day to change the world as we know it … funny they used the same language about TORC and look where that went … they even had the Sherlock Holmes of the investment world ” Neil Patel ” hawk this as if he found it …. which he does on everything . My take on this is that Enphase will announce earnings on the 18th as well as a teleconference where they will roll in their… Read More »

sinclairss
Member
👍4
sinclairss

Hahaha! Monty5235 you said it all!

lalgulab12
Member
👍9
lalgulab12

Looks likeNeil Patel could’nt get you a free ride on a private jet to his event in Miami. All these stock market gurus are like street peddlers just coming innocent people to part with their hard earned money

bunion132