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Permian Basin Royalty Trust Message Board

bull_or_bear_no_pigs 4 posts  |  Last Activity: May 27, 2015 4:41 PM Member since: Oct 14, 2009
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  • bull_or_bear_no_pigs bull_or_bear_no_pigs May 27, 2015 4:41 PM Flag

    Did RBC do anything to reconcile sold out factories for 2015 with the BIG revenue cut they suggest is embedded in the current backlog? Factories at capacity are a bit inconsistent with Gross margin reductions, too. jd hit the nail on the head - either the CEO has been lying or RBC makes absolutely no sense.

  • bull_or_bear_no_pigs by bull_or_bear_no_pigs May 26, 2015 10:50 AM Flag

    when is the last time that fslr management released forward guidance? haven't they withheld giving out new information since the yieldco was announced? - indicating its too hard to separate out the yieldco projects and impact this will have on fslr reported results.
    Is the last forward guidance from fslr (eps of $3.50 to $5.00) out of date?

  • bull_or_bear_no_pigs bull_or_bear_no_pigs Apr 21, 2015 11:47 AM Flag

    Solar is already cheaper for me. I live in S. Ca and use just under 10Mwh of electricity annually. The utility charges me about $2,000 for the 10 Mwh. I can install solar panels that should last 20-25 years for $15,000. The utility will "net meter" me giving me full credit for all power the solar produces and will allow the excess as an offset against any drawn from their generation (eg, night time use). As an investment, the IRR is over 10% and that doesn't count future rate hikes from the utility.
    My only disappointment is the panels are silicon and not made by FSLR.

    Sentiment: Hold

  • bull_or_bear_no_pigs by bull_or_bear_no_pigs Apr 16, 2015 10:04 AM Flag

    how does the yieldco effect valuation? Big chunk out of EPS, but more than offset with PE expansion. Have any of the analyst explained how they changed their valuation models?

    Sentiment: Hold

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