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EVfan12

EVfan12
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  • 3 Reasons To Buy SunPower [View article]
    SCTY is less risky than SUNE in my opinion.

    SCTY needs a fair amount of debt as they offer (solar) loans themselves and function as a bank. (Default rate is very low - people need electricity every day!) This also means delayed profits as the principal amount needs to be repaid by their clients before profits start rolling in and at the same time they are re-investing profits big time into future growth which recently also included manufacturing which will secure their future supply of panels should a shortage arise due to the massive growth in the industry as a whole. Manufacturing also helps them to diversify a little in my opinion, despite the risks of also becoming a manufacturer when they were not one before.

    SUNE is more risky in my opinion due to them expanding too fast and taking on too much debt too fast and overpaying for acquisitions like Vivint solar. But I guess, at least their share price has dropped substantially to reflect a lot of this stuff recently.
    Sep 1, 2015. 08:48 AM | Likes Like |Link to Comment
  • Why Tesla Motors Can Continue Beating Luxury Rivals In Europe [View article]
    To respond to the comment: "When one considers that the population of Europe is twice that of the U.S., then that 28% of annual sales doesn't look very good at all. Nice spin." - - No, not spin. Tesla started selling in the US years before Europe and European sales are still playing catch up, which is perfectly understandable despite any differences in population numbers.
    Sep 1, 2015. 08:27 AM | 1 Like Like |Link to Comment
  • What Is SunEdison Worth? [View article]
    The revised book value calculation seems worrying, and almost seems to undo any potential positives listed in the article.
    Sep 1, 2015. 07:17 AM | Likes Like |Link to Comment
  • Natcore Technology: The New Era Of Solar Energy [View article]
    They should partner with First Solar (thin film CdTe cells) and also with silicon cell makers such as Sunpower and Solar City. I wonder how much of their technology can be made to work with non-silicon solar cells such as those of First Solar, or other thin film cells.
    Aug 30, 2015. 02:00 PM | Likes Like |Link to Comment
  • The National Bank Of Greece Arbitrage Is Done [View article]
    Exploitative debt, the curse of the world.
    Aug 13, 2015. 08:13 PM | Likes Like |Link to Comment
  • The National Bank Of Greece Arbitrage Is Done [View article]
    The European bankers since day one of the Greek crisis have been colluding with the Greek government to destroy the Greek people economically. Sure, the Greeks are not the most productive people in Europe, but this conspiracy against their citizens by the bankers is unacceptable. The IMF knew from day one the levels of debt and still allowed Greece into the Eurozone. Since then, they, with the corrupt government gave Greece more and more loans to pay off previous unpayable loans. What responsible lender does that. America is bigger and will take longer to fall to the international bankers, but it will happen sooner, or later. Look at 2008, which is just a taste of things to come...
    Aug 13, 2015. 08:12 PM | 1 Like Like |Link to Comment
  • Greece aims for €24B in first tranche of new aid [View news story]
    The European bankers since day one of the Greek crisis have been colluding with the Greek government to destroy the Greek people economically. Sure, the Greeks are not the most productive people in Europe, but this conspiracy against their citizens by the bankers is unacceptable. The IMF knew from day one the levels of debt and still allowed Greece into the Eurozone. Since then, they, with the corrupt government gave Greece more and more loans to pay off previous unpayable loans. What responsible lender does that. America is bigger and will take longer to fall to the international bankers, but it will happen sooner, or later. Look at 2008, which is just a taste of things to come.
    Aug 13, 2015. 08:09 PM | Likes Like |Link to Comment
  • What Does Bursting Of The Solar Asset Bubble Have To Do With SolarCity? [View article]
    The authors downside estimates on SolarCity are ridiculous !
    Aug 13, 2015. 07:19 PM | 3 Likes Like |Link to Comment
  • Why First Solar Is A Good Investment Opportunity [View article]
    Sorry for repeated comments. I'm writing from the SA app on my smartphone which is playing up lately.
    Aug 13, 2015. 06:37 PM | Likes Like |Link to Comment
  • Why First Solar Is A Good Investment Opportunity [View article]
    However that same business model of SCTY has been was has led to such dramatic revenue growth. By First Solar selling to utilities, no upfront payment is needed by grid users either, so they have a similar advantage in a way. Will be interesting to see if distributed rooftop solar will eventually overtake centralized utility solar.
    Aug 13, 2015. 06:36 PM | Likes Like |Link to Comment
  • Why First Solar Is A Good Investment Opportunity [View article]
    However that same business model of SCTY has been was has led to such dramatic revenue growth. By First Solar selling to utilities, no upfront payment is needed by grid users either, so they have a similar advantage in a way. Will be interesting to see if distributed rooftop solar will eventually overtake centralized utility solar.
    Aug 13, 2015. 06:36 PM | Likes Like |Link to Comment
  • Why First Solar Is A Good Investment Opportunity [View article]
    Great, thanks for the info on tarrifs. I also like First Solar for a lot of these reasons, although I am also a big SolarCity fan since although they are heavily reliant on debt, once their profits are high enough they can start financing themselves without needing more debt. Their profitability has been seriously delayed due to their business model offering solar loans that only become profitable once X number of repayments have been made from a particular customer to cover the principal investment into that customers panels.
    Aug 13, 2015. 06:32 PM | Likes Like |Link to Comment
  • Is First Solar Worth The Risk? [View article]
    Also, I dont think fracking will expand to other countries as even US frackers are struggling due to the Saudi oil glut manipulation. This means
    Aug 13, 2015. 06:13 PM | Likes Like |Link to Comment
  • Is First Solar Worth The Risk? [View article]
    Correction, I meant 'has' no moving parts.
    Aug 13, 2015. 06:11 PM | Likes Like |Link to Comment
  • Is First Solar Worth The Risk? [View article]
    Correction, I meant 'has' no moving parts.
    Aug 13, 2015. 06:11 PM | Likes Like |Link to Comment
COMMENTS STATS
344 Comments
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