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First Solar, Inc. Message Board

  • jensen111111 jensen111111 Aug 5, 2014 6:19 PM Flag

    First Solar and Yieldco's

    Anybody else get the impression that FirstSolar had a lukewarm view of setting up a Solar Yieldco? I think it's interesting that Wall St. is so enamored with solar yieldco's right now that--had First Solar expressed a lot of enthusiasm, this might have temporarily boosted their stock price. But they didn't. Perhaps they see a yieldco as unnecessary in the context of their current business model of selling a project it's developed and built. And after a project is built and sold, they then enter into agreements to operate and maintain those solar plants, and so make money without being exposed to fluctuations or downward trends in the price of electricity. This might be a smart strategy, at least for now. I could see certain scenarios where the price of solar-produced electricity could keep going lower and lower as efficiency goes up and installation cost goes down. This might end up making some solar yieldcos toxic in the long run.

    Sentiment: Buy

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