“Energy companies must innovate to remain competitive,” says AGL.
Hmm, makes SPWR's minority (42%) interest in Diamond look all the more like a smart move.
You're seeing the future of clean energy transform our landscape. And it will probably happen sooner than you think, in fact Hanergy expects to introduce several solar powered car models later this year.
GoJo makes none if any sense. And the very weird thing is gets so much media attention, even after being blatantly wrong in his solar short ideas.
You know a prominent climate denier was just busted for getting paid 1.2mil by the oil industry, any ideas?
Says GoJo - Wow! this guy is leading the sheep to slaughter
Is there a good way to short Axiom?
Under the plan, electric distribution companies in the three states will collaborate with their respective state agencies to begin a competitive bidding process to seek proposals from suppliers of clean energy resources, including wind, solar, small hydro, biomass, fuel cells and other non-carbon emitting sources.
If it's true, expect a huge pop in TSLA
PSU's granted with 3 equal vestments starting March 1 2015, my guess is if we don't see selling soon after, the share price will pop. So, no selling, means stock goes much higher, selling like we've seen in the past, and price pulls in, stalls. That may be your chance to load up mtwashington, assuming we see selling. Insider sales do matter, especially when the CEO clearly states he thinks SPWR is the best investment in the market.
Smart, the yieldco will not only monetize what SPWR has been building on its books but will also free up cash to be deployed similar to what SUNE has been doing recently, look for more announcements of new Fabs, acquisitions, etc... Its time to go big!
Exactly! With both companies assets combined, you couldn't ask for better diversification, which will drive down funding costs, attract investment, and offers a long term continual revenue stream in the form of dividends for investors.
Most importantly, this combined financing vehicle monetizes the assets of both companies and allows them to reinvest capital while maintaining an equity stake in (maximizing) assets.
$40 here we come.
It's fairly clear that the market doesn't yet get the value implications, and those of overblown fears of solars
link to oil, and again overblown fears of China, Japan, etc... business.
"there is more than just good news to drive this higher"- no kidding , like debunking all the negative myths circling around SPWR's link to oil price, Japan/China weakness, panel pricing weakness, leading to poor margins, etc... $40 here we come, and it may come quickly.
Reality is gross margins will expand with higher efficiency modules due to be released this year.
Rumor of Japan DG death was greatly exaggerated, in fact , non-existent
Margins this quarter were phenomenal
Oil sell off appears to have 0 effect on SPWR's business, as Werner said.
SPWR has the best, and improving technology in a market that is shooting for higher efficiency.
250MW+ to be installed in China in 2015, with 4GW pipeline - and people wonder how SPWR will side step
the possible reduction in tax credits in US. SPWR is a global company, that has the ability to shift its
focus overseas, if necessary.
And use both their tech to wrap electric cars in solar, but I wouldn't expect a takeout or partnership anytime soon. At the same time I didn't expect FSLR to join forces with SPWR either.
If you really think about it, a combination of SPWR and FSLR would cover all the bases.
Lowest LCOE with SPWR's C12 and penetration into the China market, highest efficiency panels for space constrained rooftop and huge ground mounted pipeline.
FSLR penetration into India with improving thin film efficiency and strengths in high temp regions
That would be some portfolio, and tough to beat by the likes of SUNE, though all should do extremely well in this high growth, expanding efficiency, stable panel pricing environment.
Next will be talk of solar electric cars, thanks to Hanergy, which plans to come out with several models this year.