thejaq
Solar Investor-
Content count
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Joined
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Last visited
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Days Won
4
Everything posted by thejaq
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Like watching paint dry. I really hope to get up and out of here soon
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yep!
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EVs as two-way assets (even one-way, frankly) will fundamentally disrupt the grid (and IMO, enable effectively 100% renewable grids), but utilities and PUCs move at a snail's pace and they dictate the speed here, not silicon valley. The first big grid-connected EV projects are just now underway (due to California's mandate) and they are essentially simple demand response programs. Maybe some frequency regulation is coming soon. There is a lot of time for something else to happen, especially if it is preferred by utilities. Aquion is a conventional battery (often called salt-water battery); some flow batteries do fall in the class of device I was talking about. I am surprised no one has made a big effort in NiFe batteries.
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EV battery chemistry & design isn't the optimum solution for stationary storage, but may win by shear scale. I would prefer to safe chemistry, very high cycle count, and deep discharge. Closest I have seen is Aquion, but they haven't seemed to go anywhere in a long time.
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Same, I've been waiting for an opportunity since announcement of dec 16th meeting. 9.98 is a good one.
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BAM floats buying TERP/GLBL or buying shares and taking over as sponsor of independent Terraform companies http://www.reuters.com/article/idUSL8N1DB896
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Would be great if true, I do feel we are better positioned than most to recognize such an opportunity.
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Blanket devaluations of the entire sector due to immense uncertainty until Jan-Feb and good dividend paying opportunities? Edit: completely out of solar manufacturers now
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Dumped FSLR and 80% JKS pre market; they have all walked down too far at this point. I will try for a more favorable open to dump CSIQ and remaining JKS. Will hold TERP & GLBL for now although I've become increasingly anxious on sales I thought would complete in September...
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Extreme uncertainty on everything economic, international, and environmental. Chinese solar will be the worst place to be
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I agree, well if explosion means back to fair value per business model. I am having difficulty trying to decide when to jump from the SUNE yco's to the new yCO's (BEP, NYLD, ???) If one thing can be certain, I will screw it up.
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Not sure if this is news, TERP selling itself this month? http://www.bloomberg.com/news/articles/2016-08-04/brookfield-renewable-weighing-sale-of-canadian-irish-wind-farms Brookfield and its partner Appaloosa Management LP joined forces last month to bid for a stake in the company held by SunEdison Inc. that would have given the partners control of the company. Brookfield and Appaloosa currently hold about 22 percent of the company’s Class A shares... TerraForm is now planning a formal auction in September to sell itself, people familiar with the matter said last week.
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and glbl too, why not
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exited terp completely
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added CSIQ here.
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Sold about half remaining GLBL
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I got a partial fill below 15. I am hoping to still make some gains on TERP and GLBL exits (today?) to raise more cash for what will be a bumpy ride.
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India's Adani eyeing bid for SunEdison solar assets: CEO http://www.reuters.com/article/us-india-sunedison-inc-adani-idUSKCN0YW1OV
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I anticipated taking a position for ER but did not like the run up. Added now.
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sold some terp and glbl today.
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Hit my first sell at 3.02 Sent from my SCH-I535 using Tapatalk
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I am skeptical, maybe there are some caveats in Germany. I can't fathom anyone reaching into my account after 3 weeks to take cash
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The DJ feed is funny TODAY, APRIL 14, 2016 7:04 AM ET Sunedison To Require Management to Provide Board Wiht More Transparency Regarding Cash ManagementDow Jones 7:03 AM ET Sunedison's Inquiry Finds Certain Assumptions Underlying Cash Forecasts 'Overly Optimistic'Dow Jones 7:02 AM ET Sunedison's Cash Forecasting Efforts Lack Sufficient Controls, Processes, Independent Directors FindDow Jones 7:01 AM ET Sunedison: Independent Directors Identified Issues Regarding Cash Forecasting, Liquidity Management PracticesDow Jones 7:00 AM ET Sunedison: Independent Directors Identified Wrongdoing By One Former Non Executive EmployeeDow Jones 6:59 AM ET Sunedison: No Substantial Evidence To Support Finding of Fraud, Willful Misconduct of ManagementDow Jones 6:58 AM ET Sunedison Completes Inquiry By Audit Commmittee And Independent DirectorsDow Jones 6:58 AM ET Sunedison: Independent Directors Determined No Identified Mistatements In Historical FinancialsDow Jones
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For all the drama, my yieldco buys are still pretty good. TERP is outperforming CSIQ and JKS. GLBL is "only" down 22%. I would be less patient if I saw other opportunities. I would consider adding more CN if they revisited recent lows. My patience will also wear if volume goes away and we stagnate. For now the roller coaster keeps it fun.
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put my dividend back in glbl