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SolarCity Corporation Message Board

  • manloveformusk manloveformusk Oct 22, 2013 7:21 AM Flag

    SCTY loses lead .... its no Tesla

    there are risks for solar companies, as we've seen play out in just the last few years.

    First Solar was once the cost and technology leader, only to see that lead evaporate to Chinese competitors. SunPower now holds the technology lead but a new wave of more efficient product may be on its way.

    SolarCity doesn't make panels, but it has a lot of risk in its current business model. If consumers begin buying systems instead of leasing them its entire infrastructure could be upended. Joel South sat down with solar analyst Travis Hoium to see what risks face these leading solar companies in the future.

    Video available online

    Sentiment: Sell

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