heliostat

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About heliostat

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  1. Hi Everyone, What do you think of the $100Billion from ARAMCO proceeds to be pumped into renewables story? That would be placements and takeovers ? How else could it be done ? Could some of the jump in SP be strategic stakes being built for this? has been some action on FSLR and PEGI lately, maybe more? Wondering when next beneficial ownership statements are out ?especially CSIQ? From fundamentals /event driven solarco SP not v convincing to me atm but what about from the perspective of the people who brought us the dot com bubble? Load up, pump .....
  2. I found these charts on David Stockman's Contracorner - http://davidstockmanscontracorner.com/chart-of-the-day-the-all-is-awesome-divergence-rising-world-stocks-versus-slumping-earnings/ Has solar just received the tick of respectability such that it gets to participate in the SP vs earnings divergence? Also this one: http://davidstockmanscontracorner.com/chart-of-the-day-recession-alert-us-treasury-receipts-turn-negative-yy/ Very much hoping someone may have a strong counter argument as otherwise it gets too depressing. I basically try to fight the inner perma bear aiming to invest in renewables at low prices. It does feel as if some kind of irrational SP switch was flipped about 2 weeks ago. See what PEGI Q4 is like. Even TAN is getting a big push.
  3. Thank you for comments Robert. How useful do you think a discounted cash flow model based on rate of dividend growth is as a methodology (+ fundamentals /catalysts) for stocks like PEGI and NEP, NYLD or other yieldcos in determining correct value and/or entry points? (ie will standard dividend portfolio analysis be applicable here to determine price points)? Trying to avoid FOMO re solarco (but also not miss the yieldco boat - already have some, looking to add) as current solarco SP gains last few days seems hard to explain ,as you have noted, although yieldco SP action much more muted. What is going on in enewables ? Talking to friends in the funds management area they talk a lot about 'inflection point' for solar etc but realities of ASP/wafers costs etc and debt servicing dont go away. For new entrants investing other people's money does low comparative P/E like CSIQ etc look cheap?
  4. Thought your article Robert on SA today re NEP vs CAFD was terrific, much appreciated. Cant wait for the next installment. You have marvellous grasp of the detail and make the picture much easier to follow, many thanks. Just wondering if NEE owns such a big piece of the NEPOpco how NEE stacks up vs NEP in your opinion ? I will read up on NEE. Have you thought of an article comparing parentco BAM/BEP vs NEE vs ?HASI? vs Total vs Pattern Dev etc? I like the lack of IDR with PEGI you pointed out in earlier article and thinking that Southern Cross transmission etc you linked above might one day be like the gas pipeline transmission component of NEP. PEGI strikes me as having genuine ambitions, trying to see if any big catalysts coming (?GLBL wind assets?). I'm still trying to understand what Pattern Dev is really all about (hard as private company) and their longer term ambitions re PEGI. The announcement a few weeks back of as I recall cooperation (Pattern Dev and PEGI) for larger financing seems positive.
  5. I'll take that as a no! Fair enough :-)
  6. Thanks for the comments. Anyone heard more about PEGI trying to bid for assets/sune yieldcos? BAM is expected to win but why enter if not serious, whats the plan? Sorry cant find any links to flesh this out but sure I read something about 8 weeks back cant access now. Do we know where Pattern Dev gets its money?
  7. Thanks for your response Robert, BTW just saw Franklin Resources has now 6% of FSLR
  8. Hi, first post (topic sits across yieldco and solarco forums so thought here as good as any) and wanted to thank everyone for interesting discussion/site. I hold PEGI as a stable dividend and placeholder till solarco (FSLR/JKS/CSIQ) /china /politics etc clearer. Intrigued by your shift from PEGI to CSIQ just now , just as some volume /blackrock etc happening for PEGI. Is this rebalance based on CSIQ factors (Q4 report/CSIQ bottom? etc ) or PEGI factors ? I'm thinking the short term upside to PEGI might be more than CSIQ given political issues/solar glut ? Why not wait for FSLR bottom? Would welcome your thoughts on this as I'm trying to unravel the same question.