TerraForm Power, Inc. (TERP)

[explo 612]

Energy Giant SunEdison: How to Play Its Meltdown

Affiliate TerraForm Power is in a brighter spot

Google the title to get the WSJ view on "how to play it".

[odyd 1,268]

7 minutes ago, explo said:

Energy Giant SunEdison: How to Play Its Meltdown

Affiliate TerraForm Power is in a brighter spot

Google the title to get the WSJ view on "how to play it".

I cannot get into this article

[explo 612]

I get it when I click the link I get when googling: Energy Giant SunEdison: How to Play Its Meltdown

[odyd 1,268]

Just now, explo said:

I get it when I click the link I get when googling: Energy Giant SunEdison: How to Play Its Meltdown

As I said I can't what is it said?

[explo 612]

1 minute ago, odyd said:

As I said I can't what is it said?

On the subject of the drop in TERP PPS:

Part of the drop is warranted. That is due to uncertainty, plus sharply diminished growth prospects as new deals from SunEdison dry up.

But it now looks overdone. TerraForm can muddle through and even survive as an independent company if SunEdison goes bust. And if some or all of the Vivint deal is blocked, then TerraForm looks like a bargain.

Source: http://www.wsj.com/articles/energy-giant-sunedison-how-to-play-its-meltdown-1456865167

 

[saush11 38]

2 hours ago, explo said:

Part of the drop is warranted. That is due to uncertainty, plus sharply diminished growth prospects as new deals from SunEdison dry up.

But it now looks overdone. TerraForm can muddle through and even survive as an independent company if SunEdison goes bust. And if some or all of the Vivint deal is blocked, then TerraForm looks like a bargain.

Can I add other highlights or will it be a copyright issue ?

[disdaniel 53]

I think the online article (at least the quote above) is word for word conclusion from the march 2 c12 wsj article "SunEdison Court Win is Eclipsed"

Only new info...analysis by advisor Centerview shows it (TERP) can't survive through 2017 without some combination of cash raising measures.  following a discussion of SUNE deal to foist VSLR assets onto TERP not putting terp in immediate peril, but making more asset purchases difficult, otherwise just a rehash of story to date. (my comments are about the WSJ print article)

[saush11 38]

 

TerraForm Power's Dividend Assumes The Spotlight In The Fall Of SunEdison

http://www.forbes.com/sites/antoinegara/2016/03/02/terraform-powers-dividend-assumes-the-spotlight-in-the-fall-of-sunedison/#ff6204b766a5

 

[odyd 1,268]

Any news, reasons why TERP dropped off the cliff today?

 

[bodhi 21]

1 hour ago, odyd said:

Any news, reasons why TERP dropped off the cliff today?

 

none that i saw... negative press and lack of clarity.  Could have gone either way i thought, it just chose down

[Me XMan 0]

Interesting call here.

http://www.thestreet.com/video/13483486/trust-the-trend-in-solarcity-netflix-sunedison-and-nvidia.html

 

[odyd 1,268]

3 hours ago, Me XMan said:

Interesting call here.

http://www.thestreet.com/video/13483486/trust-the-trend-in-solarcity-netflix-sunedison-and-nvidia.html

 

Welcome to the board. What is the call on SUNE?

[Jetmoney 22]

What happened to Terp and Glbl?  I had an order to sell Terp at $11 and it was sold for $11.75.  I had an order to sell Glbl at $4.1 and it was sold for $4.25.  All PM.

[odyd 1,268]

If TERP's dividend was not delayed, I wonder what price would it trade at.

[Jetmoney 22]

Ok. Just saw the news on Sune thread.

[explo 612]

5 minutes ago, Jetmoney said:

What happened to Terp and Glbl?  I had an order to sell Terp at $11 and it was sold for $11.75.  I had an order to sell Glbl at $4.1 and it was sold for $4.25.  All PM.

Check SUNE thread.

[odyd 1,268]

Tepper said termination is good for TERP and promptly TERP shares are lower

http://realmoney.thestreet.com/articles/03/08/2016/end-sunedison-vivint-deal-good-terraform-power-says-tepper?puc=yahoo&cm_ven=YAHOO

[odyd 1,268]

I guess as usual with this market all different pressures will come out. At this point Yieldco holders have time on their side now. This should be more comfortable to handle as it was before this morning.

[pg6solar 85]

1 minute ago, odyd said:

I guess as usual with this market all different pressures will come out. At this point Yieldco holders have time on their side now. This should be more comfortable to handle as it was before this morning.

Yes, but it was even more comfortable an hour ago.

[odyd 1,268]

Just now, pg6solar said:

Yes, but it was even more comfortable an hour ago.

That is the pressure, those who bought yesterday need to get their milk and bread today.

[pg6solar 85]

1 minute ago, odyd said:

That is the pressure, those who bought yesterday need to get their milk and bread today.

Well those who bought GLBL yesterday for dividend and are selling at current prices, are making about 10% including dividend. I suppose its enough for some. TERP on the other hand is up 10% without any dividend factored in. With everything considered, once regular trading brings volume, hopefully we'll revise highs of PM and maybe above (today). 

[saush11 38]

Odyd,

What is your dividend expectation now ? The target of $1.75 in my view is now a minimum.

Thanks

[awindenberger 0]

19 minutes ago, saush11 said:

Odyd,

What is your dividend expectation now ? The target of $1.75 in my view is now a minimum.

Thanks

How do you figure this saush?

The $1.75 announced in July was predicated on the Vivint deal happening. I bet TERP will pay $1.60 total in 2016, and likely start off with a raise to $1.50 for the current quarter (so $.375 quarterly payment).

[Paybak66 41]

1 minute ago, odyd said: That is the pressure, those who bought yesterday need to get their milk and bread today.

Well those who bought GLBL yesterday for dividend and are selling at current prices, are making about 10% including dividend. I suppose its enough for some. TERP on the other hand is up 10% without any dividend factored in. With everything considered, once regular trading brings volume, hopefully we'll revise highs of PM and maybe above (today). 

Lets hope so.

Im shocked at the lack of "BOOM" thus far.

TERP jumped 40 percent the day Tepper came out of the closet.

Now we have closure...and TERP inches up 7 percent?

Say what??

[Jetmoney 22]

Just bought back Terp and Glbl.