Sunrun, Inc. (RUN)

[pantherj]

Those are nice words, but they are as far from being fact as can be. Sunrun is in line with everyone else on their 20 yr PPAs. But they are worlds away in terms of pricing on purchases and system warranties. The problem is that PPAs, leases, etc are merely wall street gimmicks that the public is catching onto. They are very profitable for the companies, but are ridiculous for the home owner.

On top of that, if the political climate turns conservative in any of the sunshine states, or even in any of the large Mid-western states; it is highly likely that many of the subsidies and favorable metering policies will evaporate. The Solar industry, and Sunrun in particular, cannot exist on its own. Ex: Nevada, they cut and ran away faster than lightening.