odyd

Solar News

19,525 posts in this topic

13 hours ago, odyd said:

I think we have a yieldco explosion ahead of us. I know I am selling the idea to the thread, but Blackrock is in a buying mode, so everyone is getting on the wagon

http://www.bloomberg.com/news/articles/2016-09-21/blackrock-said-to-show-interest-in-bidding-for-sunedison-unit?cmpid=yhoo.headline

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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And right on cue, CSIQ rises from the dead.

And shorting Trina, with the buyout supposed to complete in the next quarter?  What is he thinking??  He obviously doesn't expect the buyout to go through.  But based on what??

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The crash in wafer prices came to a halt. Prior crash in cell prices have slowed lately, but halted now too. I hope it isn't just the China golden week effect, but that we are seeing an actual stabilization in component prices.

http://pvinsights.com/

 

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No longer relevant, in fact they should expand it for production from China. C4 do not have any concerns with their global supply chain

Sent from my HTC One_M8 using Tapatalk

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