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  • SunEdison down another 23% amid liquidity fears, Vivint's earnings, hedge fund disclosures [View news story]
    This whole thing sounds so much like GTAT last year before it crashed in one day (that day cost me about $30K). Ouch! I kept 100 shares of GTAT just to watch it bounce around in the pennies and to remind me daily that what management (and sometimes SA "experts") say is not always what you get. Sudden surprises rule the day in exotic material and solar companies, so it seems. I bought more SUNE at $5.00 last week. I should have known better and waited for the real bottom. Now will hold on and enjoy the ride... yee-haa.
    Nov 17, 2015. 07:36 PM | 2 Likes Like |Link to Comment
  • Sunrun +14.6% after earnings/guidance; SolarCity +3.8% [View news story]
    Last night (6 PM PST), Thursday 11/12/15, SolarCity broadcast a Town Hall meeting for their Customers and Ambassadors. Will Sunrun, Vivint and others have a similar broadcast for their customers? With 300,000 customers and ambassadors, SolarCity had quite a PR exposure. It looked like the main thrust of the SCTY presentation was to inform their existing customers how to sponsor new customers. If the 300,000 SCTY customers multiply, that is good for all the solar businesses.
    Nov 13, 2015. 01:00 PM | 1 Like Like |Link to Comment
  • Casual Analyst Is Now EnerTuition [View instapost]
    Good choice CA/EnerTuition. I had written a comment about the proposed EnerShark name and decided not to post it. It was reminiscent of Jaws and the Shark vacuum cleaner. Intuition is a valuable attribute, especially when combined with a thorough and thoughtful analysis of the facts. Good luck!
    Nov 9, 2015. 09:32 AM | Likes Like |Link to Comment
  • Enphase -19.6% due to weak Q4 guidance; SolarEdge -4.4% [View news story]
    I wish ENPH was $19.62 after hours, like it says in the above SA news article! I would sell all at that price! Just a typo... it went down 19.6% after hours... darn...
    Nov 3, 2015. 07:34 PM | Likes Like |Link to Comment
  • SolarCity Earnings Report Is Far Worse Than Management Commentary Indicates [View article]
    It was a well known fact that steam driven railroad engines would never be replaced by diesel electric. If SA had existed in the days of steam engine trains, there would have been lots of commentary stating that steam will always be the most efficient way to move trains down the track. Similar argument for land line phones always being more efficient and more reliable than those crazy new cell phone gadgets that are too heavy to carry for very long...
    Oct 30, 2015. 06:33 PM | 1 Like Like |Link to Comment
  • SolarCity misses by $0.46, beats on revenue [View news story]
    buck12wf, sorry you had a bad experience with Solar City. We have enjoyed having our Solar City system with zero problems. We installed a 4.7 kW Solar City system on our Texas roof 3 years ago and added a 3.4 kW system to our roof 1 year ago. The performance or both systems has been fantastic, now saving us an average $175 per month on our electric bill. Our 1800 ft. sq. home before solar panels cost us about $2,400 per year for electricity. Last year our electric bills totaled $300 for the year. We purchased prepaid leases and have invested a TOTAL of about $5,400 for both 20 year leases. This has been a great investment for us. We could have leased both systems from Solar City for about $55 per month (total for both), but we chose to prepay the leases so that after we have recovered our $5,400 invested (in about 4 years), the total $2,100 per year saved will be profit (with no IRS taxes!). Texas has been solar friendly and has a lot of sunshine. There are still many roof tops here in Texas waiting for solar systems to be installed! Let's hope that Solar City gets their costs under control and continues to enjoy being the number one residential solar installer in the US.
    Oct 29, 2015. 07:46 PM | 3 Likes Like |Link to Comment
  • What's Up With SolarEdge? [View instapost]
    CA, thanks for explaining the purpose of SA Instablogs. I will follow your comments on the free site...
    Oct 28, 2015. 06:35 PM | Likes Like |Link to Comment
  • What's Up With SolarEdge? [View instapost]
    This is not a BLOG, it is an advertisement for Casual Analyst subscriptions...
    Oct 27, 2015. 07:18 PM | Likes Like |Link to Comment
  • The Model X Is Just What Tesla Motors Needs In China [View article]
    It is a good thing there is no chain on the anchor, because the density of the chain material and the resulting change to the lake water level complicates the analysis when the anchor is tossed overboard. What if the anchor used a high strength nylon rope instead of a chain? Complex economic situations often include unknowns that surprise us in the final outcome...
    Oct 16, 2015. 07:12 PM | Likes Like |Link to Comment
  • Arizona SRP Decision Draws Focus To SolarCity's Uncertain Future [View article]
    As a satisfied SolarCity lease holder for over three years, it is good to see some of the electric Utilities begin to feel a threat to the monopoly that they have enjoyed for decades. Not all utilities are created equal, but there are some that could use a "makeover". I recall when, here in Texas, Southwestern Bell charged a fixed fee each month for every wired telephone in my house and there were no other options. That would be impossible to impose now with wireless home phones. SWB enforced their rules by monitoring the telephone line impedance of customer house wiring to make sure we did not add extra phones (at our own expense) without paying an extra fee. Each of the old type telephones had an electro-mechanical bell ringer that drew a current when it rang. In the future we may see new solar technology (low cost batteries, etc) that will cause changes in the monopoly of electric utilities, like has happened to telephone company monopolies of the past...
    Mar 3, 2015. 01:00 PM | 6 Likes Like |Link to Comment
  • Enphase Energy: Well-Priced Or Just Getting Started? [View article]
    Alternative Analyst, you wrote an interesting article. I am long ENPH and hope that you are right in your estimates for ENPH. I am also long SCTY, since the first day of their IPO, and have a SolarCity system installed on the roof of my house. SCTY uses mostly leases to market their systems. I have a pre-paid lease and it has worked out quite well for me. If ENPH used leases for their micro-inverters the way SCTY uses leases, they might claim retained value like SCTY. If SCTY sold their systems rather than leasing most of them, the value of SCTY, according to many analysts, would probably be much less without the retained value. SCTY might then be used to estimate a reasonable value for ENPH. Is there a solar equipment component supplier similar to ENPH that might be used instead of SCTY to estimate the value of ENPH?
    Oct 4, 2014. 04:05 PM | Likes Like |Link to Comment
  • SunEdison: A Second Yield Co [View article]
    When we identify the parameter(s)/indicators that correlate to days when Solar Stocks are DOWN and Market Indexes are UP, we may possibly understand why Solar gets "hammered" when the Indexes are doing OK. Today is certainly one of those days. Could it be the tidal waves from large investors and Mutual Funds buying and selling, causing our little boats to rock? Long SUNE.
    Sep 30, 2014. 01:20 PM | Likes Like |Link to Comment
  • Tesla Rockets, QTR Takes A Victory Lap For Longs [View article]
    The future success of Tesla may have been "documented" last night in Episode 3 of the futuristic CBS TV show Extant. During the show, Holle Berry and her husband Goran Visnhic, the main characters in the series, hitched a ride in a white Tesla Model X. The camera clearly showed the Tesla "T" on the front of the SUV as the scene opened. So far in all three episodes, all passenger vehicles have been electric powered. This may be as positive an indicator for the future of Tesla as positive Analyst recommendations...
    Aug 11, 2014. 05:47 PM | 2 Likes Like |Link to Comment
  • SolarCity Earnings: Rapid Growth Belies Fundamental Problems [View article]
    Casual Analyst, I mentioned the prepaid lease again, because it is rarely included in the SCTY analysis. Agreed, if a majority of SCTY customers asked for a prepaid lease, it not work for SCTY. But, those few of us who do go with a prepaid lease get a good deal. Apparently "cash is king" once again.
    Aug 9, 2014. 10:08 AM | 1 Like Like |Link to Comment
  • SolarCity Earnings: Rapid Growth Belies Fundamental Problems [View article]
    Retired Securities Attorney, you are correct about my error: I slipped a K in where it should not have been. I actually paid $5,800 for a prepaid 20 year lease on a 8.3 KW system, which is $.70 per watt. At the time I could not believe the low cost, but I have the receipt. We have very good solar rebates in Texas... when they are available. I had to get on a waiting list and then wait a year for my system. Last week I was talking to SolarCity employees and they mentioned that current Oncor rebates in our area have been used up for 2014 and that new SolarCity installations are currently booked through January 2015. I have friends who have installed SCTY systems similar to mine and more friends that are interested. Additional local rebate money will become available in November 2014. The installation backlog in the Dallas area is at least 6 months and SCTY is apparently restricted in sales year to year by the available rebate funding. This may be why Texas is not one of the primary states for new SCTY business. The high growth rates for sales and installations will likely not happen in Texas unless something changes.
    Aug 9, 2014. 09:53 AM | 2 Likes Like |Link to Comment