From a marketing perspective, like it or not, the ALS Ice Bucket Challenge has gone beyond viral. It's happening everywhere, not just in the US. And if you thought only the Oakland based SfunCube had a rooftop, you forgot about SEIA's rooftop deck. The deck hosted SEIA President's Ice Bucket Challenge. Funniest part for me was who challenge Rhone, the head of the Nuclear association! Talk about trying to ice your competitor. Rhone made a nice challenge too, by nominating the CEO of SolarWorld! Here is the video
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A preliminary look at the S-1 filing (link below) from Vivint Solar gives you a microcosm of the solar industry. As you have heard me say before, solar is a financial sector, and by reading the S-1 filing or any of the SolarCity ($SCTY) or other filings, you get a sense on how the project you are working on creates value. Whether it is a cash deal, loan or 3rd party, there is a risk and market impact there. You could be a one-person shop or the CEO of Vivint's competitor, reading the S-1 filing makes sense. Hoping to give you a rundown of the look behind the curtains this week.
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News of the day include the public IPO filing by Vivint Solar. The preliminary release has the raise at $200million for the SolarCity and SunRun competitor. This also represents a big win for Blackstone which bought Vivint Security and Solar for around $2billion. We will see how the IPO plays out but if the retained values receive similar treatment as SolarCity and Vivint has about a 3rd of the SCTY market share, well you do the math. Blackstone is doing well.
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Today is voting day! Make sure to get your vote counted, your next Governor may decide the PSC commissioners and therefore the future of solar in your State. A public service announcement for anyone that lives in Arizona, or if you have a parent or grandparent that decided to retire to Arizona. GO VOTE! Vote for Lucy Mason and Vernon Parker for the Arizona Corporation Commission. Tomorrow in Arizona we see the future of solar advocacy and how utilities behave in solar politics. On Wednesday, call your friend that works in advocacy and say thank you.
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