SolarRoof

Solar Investor
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Everything posted by SolarRoof

  1. After a two year pause, I am gathering estimates on adding solar to the roof of my small office building. It's relevant to a lot of what we discuss here -- ITC and local incentives, utilities and net metering, panel prices, U.S. vs. Chinese modules, payoff periods, etc. Thus far, it is looking like a no-brainer as we race to get grandfathered into utility's current net metering system (that changes in July). I will post the breakdown when I get a little more info, but right now, looks like Hanwha modules, 60-70 percent of energy covered by solar and a 6-8 year payoff. (Other nice thing is that I need a roof job anyway, and if roofing is part of solar install, it is included in the 30 percent ITC - saves me a couple grand right there.)
  2. March 21, 2017 Technology, Top Market News 0 Comments Canadian Solar Inc Receives a Buy from Oppenheimer http://www.analystratings.com/2017/03/21/canadian-solar-inc-receives-a-buy-from-oppenheimer/470699/
  3. I'll take it. Without the buyout, TSL would likley be at 5 or 6. Within this downturn, I've realized gains on TERP, GLBL and TSL during the last couple weeks. It's nice to see that alongside some paper losses on others in the sector. I was also able to add to TSL when it briefly dipped into the 9's. I'd love to know what the deal is with JASO -- obviously that old bid is off the table.
  4. Made great gains on TERP, GLBL and now TSL. Hoping we see momentum on rest of sector as we move through the year -- just nice to see some legit wins from the sector for a change.
  5. Just sold GLBL at $4.40 - will use profits to sprinkle into other yieldcos who are already paying dividends. Still have TERP, waiting to see how that shakes out. I believe it is going down as the outright buyout offer was $11.50 and the exclusive deal means nothing larger coming from Tepper, etc.
  6. GLBL and Brookfield -- agree to negotiate exclusively on several proposed buyout/sponsor scenarios. Stock soared briefly pre-market, but settled quickly.
  7. Looks like GLBL and TERP are close to announcing something. TERP gave a mid-January deadline for additional bids to come in a while back. On yesterday's call, GLBL basically said things are on hold until they decide on "strategic alternatives" and that this month, they "will consider bids received." Pretty clear -- multiple bids on the table. This is the first official word we have heard publicly regarding GLBL and suitors. Makes sense that the stock is jumping yesterday and today. We may get word by the end of this week and certainly before the end of the month (same with TERP).
  8. Really interesting piece -- the idea of solar owners trading excess power with each other instead of selling back to the grid to utilities. https://www.fastcoexist.com/3065701/the-blockchain-energy-system-is-going-to-be-great-for-consumers
  9. How 'bout TERP and GLBL with offer on the table?
  10. Gotta break through this sort of nonsense. http://www.rechargenews.com/solar/1447190/leaked-audio-shines-light-on-floridas-rooftop-solar-fight
  11. 400 EU firms call for end of China PV trade measures http://www.rechargenews.com/solar/1446454/400-eu-firms-call-for-end-of-china-pv-trade-measures
  12. FSLR and SEDG downgraded, RUN and VSLR upgraded: http://www.benzinga.com/analyst-ratings/price-target/16/10/8541713/7-biggest-price-target-changes-for-friday
  13. Not sure of this means they are taking themselves out of the bidding. Stock dropped big time on report then recovered quickly. http://seekingalpha.com/news/3211842-bloomberg-brookfield-shuns-auction-terraform-power
  14. Headline this morning. I don't have membership to link entire article but apparently explains weakness today: http://www.rechargenews.com/wind/1445677/chinese-developers-shares-sink-amid-fit-cut-reports
  15. "Healthier Yieldcos Starting to Differentiate Themselves" http://www.rechargenews.com/solar/1444974/analyst-sees-healthier-yieldcos-starting-to-differentiate-themselves
  16. TERP and GLBL release prelim 2Q results (no word on full year 2015 or other missing reports). I guess positive news that they are releasing something. https://globenewswire.com/news-release/2016/09/16/872580/0/en/TerraForm-Power-Provides-Preliminary-2Q-2016-Summary-Results.html http://globenewswire.com/news-release/2016/09/16/872579/0/en/TerraForm-Global-Provides-Preliminary-2Q-2016-Summary-Results.html
  17. http://www.rechargenews.com/solar/1443966/no-new-china-to-save-the-day-as-solar-faces-glut-bnef
  18. US solar installs set records: http://www.cnbc.com/2016/09/12/big-increase-for-us-solar-in-2016-report.html
  19. Doing well on both TERP and GLBL at the moment. Seems good news is near with multiple bidders for TERP. I'd expect a buyout to be reasonably higher than current prices, but there is obviously a risk, At current price, I'm waiting a bit to see what happens these next couple weeks. Anyone else in same boat?
  20. Usually, when I have my cursor in the message field, "paste" is greyed out. Just tried it again, and it worked. Likely something I'm doing wrong on my end... http://baseballnewssource.com/markets/goldman-sachs-group-inc-begins-coverage-on-terraform-global-inc-glbl/79514/
  21. That's what the release said. For some reason, I can no longer paste links into these messages.
  22. GS initiated coverage on GLBL with a $9 price target.