I am humored by the latest in flashbacks presented in the solar/utility discussion. As the regulatory discussion reaches new markets where the utilities have significant unregulated activities, I wonder how the regulated entity will be able to position themselves as needing anti-solar regulation while benefitting from the same policies in the other States. I don't think it is doable but then again there is a big gap in the behemoth utility management teams that will make the attempt anyways.
Yann
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Vivint Solar appears to be setting up for an IPO. Interesting that Blackstone sees the value to split solar off from the home security business. A move I understand but not sure I agree with. Short term, maybe, but long term there are too many interconnectivity potentials in the home to separate a combined force. Just look at the utility boards across the Country, home security is everywhere. Congrats to the Vivint team however, though I have yet to meet one of you.
Yann
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In the politics of solar the hierarchy of importance goes like this in my mind. The State Governors and then the Public Utilities Commissioners. In every case the Governor is elected, in some cases the commissioners, and in some the Governor selects the commissioners. In States, like Florida, the commissioners are picked by the Governor, making the Florida gubernatorial election that much more important. It's important to be involved, politics are not a spectator sport...it's full contact.
Yann
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All The Numbers Of The Vivint IPO You Need To Know
By Yann Brandt, Managing Editor