Here we go again, the dreaded IPP earnings call. As SolarCity goes to the conference call it can speak to the various cash flow products that are now active in solar, all of which go to extend the length of the contracts. They can be in the lease, the PPA, loan, and now the Powerwall lease but it all comes together that the companies need investors to look past the earnings loss. The reason for that is you can’t be a for profit EPC and owner of SPVs at the same time. You have to pick your desired valuation metric
- Investors Business Daily: SolarCity To Announce Q1 Results Tuesday
- Boston Globe: Solar industry in limbo after task force’s divided report
- Reuters: Solar energy enjoys a glowing outlook
- PV-Magazine: Australia- Stars aligning for RET compromise
- Greentech Media: Developers Upset With Xcel’s Decision to Limit Community Solar Projects in Minnesota
- Huffington Post: Adding Solar Panels to Your Home
- Solar Novus: Nine NEC Code Updates for Solar Installations
- Nasdaq: Is Solar Energy Ready To Compete With Oil And Other Fossil Fuels?
Opinions
Have a great day!
Yann