Replies to post #212 on Sunrun, Inc. (RUN)

[pantherj]

All that may be true. But, SunRun does not use leases. They use PPAs instead ... and there is a huge difference. Still, i don't like SunRun's prospects for a variety of reasons.

Also, i doubt the SEC is going to do much in the way of fines. That isn't their style unless the infraction was extremely serious. We will see what the class action lawsuits bring. IMO, publicly owned Solar companies are dinosaurs and cannot compete with wholly owned companies on price or service.

[dragon52]

Not really...

In Jan 2016, Sunrun and other solar companies pulled out of Nevada because of the politics involved between NV Energy, Gov Sandoval and the PUC.
20% of Sunrun's entire business was in Nevada... yet because they could not make any profits nor could homeowners save money, they pulled out.

Recently this month, Gov Sandoval signed a bill allowing solar back into the state. The PUC board that had ruled against solar is long gone and 3 new appointees, who are in favor of solar, are now in effect.

I am looking at Sunrun to be moving back into Nevada by 4th Qtr and with the Solar plus Energy Storage, will give NV Energy a run for their money, because a lot of disgruntled homeowners will be wanting to get off the grid with this new system. Tesla who is now operating a Lithium Ion manufacturing plant up North which can or should be producing around a million batteries per year will also be eyeing Southern Nevada to grow the industry.

The point being is, though there may be misdeeds done, it was not from anything Lynn or Ed had done intentionally. Caused by minions below their guise, and no longer with the company, it will be hard to prove in any court, especially intent to misinform shareholders of their actual numbers and any reports filed. Surely an amendment can be and probably will be filed to correct the data, should it be found erroneous.