This is your SolarWakeup for October 8th, 2015

Let’s all take a breath. This talk about a global solar meltdown, emerging market collapse is a giant over reaction. SunEdison is leaving the UK not because of any internal problems. It is leaving because the Conservative party in the UK has decided to cater to fossil interests and eliminate all markets for solar. The stock price of solar stocks has come down because Wall Street operates on feeling and not reality. Who knows if the yieldco is the right strategy? But at the end of the day solar projects have cash flow and whether a cash flow comes from mortgages, airplane leases or solar plants, investors will want to own the cash flow stream.

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Have a great day!

Yann