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NEP is seen somehow to benefit, 14% gain now, 10GW in wind projects secured under PTC, awesome

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NEP's yield at current PPS is not attractive. I'd rather get PEGI for double yield or even BP at 50% more yield.

It is not , but that should be the yield. I agree, I will buy more PEGI

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I get the feeling that Q4 reports will be a messy time for the solar stocks.  With the trump trade unravelling slowly & oil fading & fear slowly creeping back into the market.  

  Plus of course these won't be great reports.  Add that Trump keeps dishing out anti-environmental, pro oil & gas legislation...  

  It just doesn't look good.  Solar stocks haven't been able to regain much that was lost during week 1 of Trump's presidency.

  All this may be obvious to us here... I'm just writing my thoughts.  

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It is illogical to involve yieldcos in the same , but whatever. I am talking about Q4 since November, solars will be weak, but CSIQ should not as much.

So far I am losing less on my trade.

 

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I was searching for some of the data for my new article and happened to come across this table offered by Southern Company, page 119.

This table shows cost per watt for FSLR project at $4 while an average for CSIQ was $2.32. This is probably why Southern is done with FSLR and so is Nextera.

http://d1lge852tjjqow.cloudfront.net/CIK-0000092122/33a9480a-1022-4b13-849e-a800fd82328f.pdf

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7 hours ago, odyd said:

I was searching for some of the data for my new article and happened to come across this table offered by Southern Company, page 119.

This table shows cost per watt for FSLR project at $4 while an average for CSIQ was $2.32. This is probably why Southern is done with FSLR and so is Nextera.

http://d1lge852tjjqow.cloudfront.net/CIK-0000092122/33a9480a-1022-4b13-849e-a800fd82328f.pdf

Whoa!  The smoking gun!  Nice find odyd!!  

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13 hours ago, odyd said:

I was searching for some of the data for my new article and happened to come across this table offered by Southern Company, page 119.

This table shows cost per watt for FSLR project at $4 while an average for CSIQ was $2.32. This is probably why Southern is done with FSLR and so is Nextera.

http://d1lge852tjjqow.cloudfront.net/CIK-0000092122/33a9480a-1022-4b13-849e-a800fd82328f.pdf

Looking at the cost per watt for acquisition is not a fair way to determine that First Solar projects are worse for an investment. The First Solar projects have a PPA based on the 2008 MPR. These lock in 20 year rates at PPA of $0.12 or less. The Roserock PPA from Recurrent is $0.045/KWhr with Austin Energy. There is twice as much revenue that is derived from the First Solar acquisition. Similar profits could be made from each per dollar invested.

http://docs.cpuc.ca.gov/PUBLISHED/COMMENT_RESOLUTION/121158.htm

http://docs.cpuc.ca.gov/published/Comment_resolution/93316.htm

http://www.utilitydive.com/news/austin-energy-gets-record-low-solar-bids-at-under-4-centskwh/401642/

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Those projects are dated for the same completion period. Of course southern would not pay more for same PPA like Roserock because they like FSLR. The point is being competitive, and who will buy next project in the US.

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