This is your SolarWakeup for August 6th, 2015

Sunrun goes public and SolarCity goes South of the border. Solar IPOs have been following a trend. From SolarCity’s last minute save by lowering the pricing to $8 per share (now trades over $50) to today’s IPO pricing in the middle of the range and then an early drop. What seems to be happening is that solar savvy investors understand solar while the retail market is still struggling with it. Remember that almost all solar companies show a loss per share due to increased investments in assets to put on balance sheet. Over time this will even out when companies are able to rephrase what is actually happening. It’s all about marketing at the end of the day.

Opinions

Have a great day!

Yann