Sunrun, Inc. (RUN)

[StockLearner2011]

https://www.equities.com/companies/RUN
https://www.equities.com/companies/RUN

[StockLearner2011]

Wow! Great looking chart:
https://finviz.com/quote.ashx?t=RUN&ty=c&ta=1&p=d

[StockLearner2011]

https://www.nasdaq.com/symbol/run/short-interest

[StockLearner2011]

We will close around $9.30 today, $10 plus next week

[StockLearner2011]

https://finviz.com/quote.ashx?t=run&ty=c&ta=1&p=d

[StockLearner2011]

Waiting for it to hit $10. The future outlook is wonderful here

[pantherj]

This got dumped hard in after hours trading.

[pantherj]

Falling back to penny stock status ... again.

[pantherj]

This rise in interest rates comes at a very bad time for SunRun. It will hurt their future customer prospects and increase their own cost of money. If SunRun resorts to equity financing, that will hurt shareholders even more.

[pantherj]

What an absolutely moronic report. Simply a rehash of public info already well known and readily available. I think Jurich is desperate.

[pantherj]

Looks like another dismal day for SunRun. It will get worse because Jurich just does not have a clue; and the only things that keep solar alive are government subsidies, tax credits and insane environmentalism.

[pantherj]

A drop 5-6% in the PPS in one day is a BIG deal. Of course, a major investor like Accel partners filing the required insider notice that they intend to dispose of 4,300,000 + shares doesn't help things.

[dragon52]

Sunrun, Empowered by Light, and Aireko Energy Group Announce Plans to Install Solar on Five Additional Fire Stations in Puerto Rico SAN FRANCISCO, Nov. 20, 2017 (GLOBE NEWSWIRE) --

Sunrun and Empowered by Light, in partnership with Aireko Energy Group, today announced an expansion of their collaboration to bring solar power to critical fire stations in hurricane-ravaged Puerto Rico as part of a continuing effort to provide emergency relief to residents on the island.

The initiative will equip a total of eight fire stations on the island with solar power and battery storage, which will power critical emergency systems 24 hours a day, 7 days a week. "Empowered by Light is delighted to continue partnering with Sunrun, and now with our local construction partner, Aireko Energy Group, to build solar systems to power critical communication centers at five more fire stations without power," said Marco Krapels, co-founder of Empowered by Light. "Extreme weather events will continue to have long and devastating impact on communities around the world and it's crucial to rebuild with smarter, resilient and distributed energy," said Lynn Jurich, co-founder and CEO of Sunrun. "Solar power and battery storage can be installed in less than two days to provide immediate relief when the power is down, and then offer a long-term solution by connecting to the grid and providing services to surrounding communities when electricity is restored." "Firefighters across Puerto Rico are still struggling to find power at home and work," said San Juan Fire Department Lieutenant Francisco Cruz. "These solar and battery systems are bringing our critical equipment back up and running, keeping it on, and enabling us to again serve our communities desperately in need." "We are humbled to be in the position to assist our firefighters, who save lives and help the most vulnerable in our community every day," said Waldemar E. ("Tito") Toro, P.E., President of Aireko Energy Group. "Installing solar plus battery storage systems at these fire stations is a small token of our gratitude to these women and men."

Two months after Hurricane Maria pummeled the island, approximately half the island's residents are still without power. Much of the island's critical infrastructure has been relying on diesel generators in the absence of the power grid, but most of those generators weren't designed to run on a continuous basis, and as a result, many are failing. Sunrun systems are constructed to withstand high winds and harsh weather over their multi-decade lifetime. In addition to providing immediate support to a portion of the island's critical infrastructure, Sunrun and Empowered by Light hope their efforts, in partnership with Aireko Energy Group, will encourage rebuilding efforts to include renewable energy technologies.

The announcement to install solar on five further fire stations was made possible, in part, by funding from the Kresge Foundation, as well as hundreds of individuals who have made contributions to support the effort. These installations are examples of microgrids, which are self-contained electrical systems that will enable the fire stations to keep their critical communication systems running 24 hours a day, 7 days a week. The technology consists of three components: solar panels, batteries, and an inverter with charge controllers.

During the day, solar panels take the energy from the sun, send it to the charge controller and power life-saving equipment at the fire station. Energy generated and not used is stored in the battery so that when the sun goes down at night, the battery can power all the critical equipment until the next day. The systems are designed to be flexible enough to run completely independently.

When the power grid infrastructure improves, the solar and battery system can become part of the grid solution and provide peak load shaving and ancillary services. Empowered by Light is a 501(c)3 non-profit focused on empowering communities using renewable energy technologies. The organization has developed solar projects in seven countries, helping school-age children study better and longer, and powering conservation centers, ranger stations and indigenous communities in ecologically sensitive areas of the world. For more information about Empowered by Light, visit https://www.empoweredbylight.org/

[dragon52]

Industry News...

NEW YORK, November 16, 2017 /PRNewswire/ --

According to data published by the GTM Research and the Energy Storage Association (ESA), the U.S. energy storage market is expected to be worth $3.1 billion by 2022, a ninefold increase from 2016 and a sixfold increase from this year.

Revenues in 2017 will grow by 43% over 2016. The research also indicates that the residential segment of the energy storage market is contributed only 4% in total revenue in 2016, but by 2022, the residential segment alone will be a $1.2 billion market.

The utility segment accounted for $252 million and 76% in 2016, and will continue to be the largest segment by 2022 at $1.3 billion. Stina Resources Ltd. (OTC: STNUF), The AES Corporation (NYSE: AES), SunPower Corporation (NASDAQ: SPWR), Sunrun Inc (NASDAQ: RUN), Maxwell Technologies Inc. (NASDAQ: MXWL)

Geographically, the market is segmented between the major cities of the country. "California will remain the undisputed king of the U.S. storage market over the next five years. Arizona, Hawaii, Massachusetts, New York and Texas will all battle for second place, with each market forming a significant chunk of deployments through 2022, driven by a combination of state mandates, resource-planning-related utility procurement, and the increasingly favorable economics of behind-the-meter storage projects," GTM Research claims.

Stina Resources Ltd. (OTCQB: STNUF) also listed on the Canadian Stock Exchange under the Ticker 'SQA'. Just earlier today the company announced breaking news that, "the definitive agreement for the acquisition of Pure Vanadium Corp. ("Pure").

This acquisition supports Stina's long-term objective of becoming North America's first vertically integrated producer of vanadium electrolyte for the energy storage industry. In July 2017, Stina announced a Letter of Intent with Pure Vanadium Corp., and following a thorough review of the company's technology and other relevant matters a definitive agreement has now been finalized. "The development of battery technology is progressing rapidly throughout the world with vanadium redox flow batteries being one of the main new technologies for grid-scale energy storage.

The combination of our vanadium resources in Nevada and new applications for vanadium in battery technology will progress Stina towards its goal of being a leading vertically integrated producer of vanadium electrolyte," said Brian Stecyk, President & CEO, Stina Resources Ltd. Pure is a technology company involved in development of vanadium electrolyte for vanadium redox flow batteries used in grid-scale energy storage. Pure holds a portfolio of licenses for the production and sales of vanadium electrolytes. Pure's licenses were granted by the Battelle Memorial Institute ("Battelle"), operator of Pacific Northwest National Laboratory ("PNNL"), a US Department of Energy National Laboratory," located in the State of Washington, says Dusty McKinnon of Pure Vanadium.

The finalization of the definitive agreement and its execution will result in Pure becoming a wholly-owned subsidiary of Stina Resources Ltd., and the Company will assume all the assets and obligations owing in connection with Pure's research & development (R&D) and business operations..." The AES Corporation (NYSE: AES) is a Fortune 200 global power company. The company's subsidiary AES Energy Storage is a leader in commercial energy storage solutions, which improve flexibility and reliability of the power system, and provide customers with a complete alternative to traditional energy infrastructure investments such as peaking power plants.

On July 11, 2017, the company and Siemens AG announced their agreement to form a new global energy storage technology and services company under the name Fluence. The joint venture will bring together AES' ten years of industry-defining experience deploying energy storage in seven countries with over a century of Siemens' energy technology leadership and its global sales presence in more than 160 countries. Combining the proven AES Advancion and Siemens Siestorage energy storage platforms with expanded services, Fluence will offer customers a wider variety of options to meet the challenges of a rapidly transforming energy landscape.

SunPower Corporation (NASDAQ: SPWR) provides a diverse group of customers with complete solar solutions and services. On October 25, 2017, the company and AES Distributed Energy, Inc. announced that a SunPower(R) Oasis(R) Power Plant platform with an innovative solar plus storage facility is under development by AES DE on the Hawaiian island of Kaua'i. AES DE will construct a 28-megawatt SunPower Oasis system at the site, as well as a 20-megawatt five-hour duration energy storage system. AES DE expects the project will be the largest solar-plus-utility-scale-battery system in the state of Hawai'i, and one of the largest solar electricity storage systems in the world. The power generated and stored at the plant will serve customers of the Kaua'i Island Utility Cooperative (KIUC).

Sunrun Inc (NASDAQ: RUN) provides clean energy to homeowners.

On December 14, 2016, the company announced the availability of the Sunrun BrightBox(TM) solar energy generation and home battery storage service to homeowners across California. With BrightBox, Californians can enjoy a customized and innovative solution with little to no money down and Sunrun will maintain, monitor and insure the system for 20 years. Systems are available through a monthly or prepaid lease.

Sunrun BrightBox is a best-in-class solar plus energy storage service that offers homeowners peace of mind during power outages by backing up the electrical circuits that matter most to homeowners. Importantly, BrightBox also saves homeowners money by seamlessly optimizing when a home uses electricity generated directly from the home's solar system, stored in the battery, or sourced from the grid, resulting in maximum control over electricity bills.

Maxwell Technologies Inc. (NASDAQ: MXWL) is a global leader in the development and manufacture of innovative, cost-effective energy storage and power delivery solutions. The company's ultracapacitor products provide safe and reliable power solutions for applications in consumer and industrial electronics, transportation and telecommunications. On May 01, 2017, the company announced the appointment of Thibault Kassir as Vice President and General Manager, Energy Storage Products. With over 24 years of business and technical knowledge combined with considerable experience in Asia, Kassir will oversee Maxwell's global energy storage product line, tasked to build on recent momentum and to drive future growth.

[pantherj]

Reality is catching up with Jurich's schemes.

[wholelotamoney]

$RUN - I agree 100%!!!

[dragon52]

Weeeeeeeeeeeeeeeeeeeee lol eom

[Tcsxyz]

It will keep going down too. This has zero reason to go up. The 201 Trade case will rip this company to shit. Incentives in one of their best states (MA) are coming to close at year's end are getting slashed. They cannot perform the switch over to a sales model at this point becuase their too debt ridden and the incentives are shrinking across the country not growing. SUnrun is worth about 1.50 a share with what is coming as of Jan 1st. This is a great short play

[pantherj]

Down again today ... bigtime. Jurich is a failure.

[dragon52]

Waiting for 4.90 and ride it back again... lol

[dragon52]

Property Bros... and Sunrun

[dragon52]

How much will you save?

[dragon52]

Nothing like Puts in a down trend.

[teifhals]

You'd think a hurricane in the sunshine state would help create some opportunity here. Especially as power outages can be lengthy.

[dragon52]

what about it?

[Tcsxyz]

You were saying?

[pantherj]

SunRun had a deal with Xfinity 2-3 years ago that gave Xfinity customers a decent sized discount on a solar system. It was a colossal failure and brought SunRun no extra business. IMO, Jurich is NOT a good business woman and highly deceptive.

[Tcsxyz]

https://www.greentechmedia.com/articles/read/sunrun-inks-a-deal-with-comcast-enabling-lower-cost-customer-acquisition

Great deal for Comcast and atrocious long term for Sunrun. Selling shares of ownership on a lay a way plan is short term thinking

[pantherj]

Run is also likely to get its tail kicked by Tesla. In reality, Tesla's product isn't any better; but it sounds sexier to the customer and, lets face it, Elon is much, much better at manipulating governments (subsidies), markets and the name itself has a certain cache..

[Tcsxyz]

Yet it hasn't done really anything. the real investors are waiting to see the huge roadblocks ahead. Lying to the SEC sure doesn't help get investors on your side. Especially at the cash burn rate they have. Also the class action lawsuit will need to be cleared before anyone commits any real money to this. It will continue to sink back down to 5 or sub 5

[dragon52]

like I was saying...

Sunrun Nearly Doubles Addressable Market, Bringing Solar to Seven New States Nation's largest dedicated home solar company nearly doubles its total addressable market, reinforcing solar as a clean, cost-effective solution

SAN FRANCISCO, June 28, 2017 (GLOBE NEWSWIRE) -- Sunrun Inc. (Nasdaq:RUN), the largest dedicated residential solar, storage and energy services company in the United States, is pleased to announce that in just under four months, the company nearly doubled its total addressable market (TAM). Sunrun expanded its reach to seven new markets, bringing access to distributed solar energy in New Mexico, Rhode Island, Texas, Vermont, Wisconsin, Washington, D.C., and -- most recently -- Florida.

In addition, the company expanded operations in Pennsylvania and re-entered the state of Nevada after policymakers passed legislation to reinstate solar net metering. The expansions bring Sunrun operations to 22 states and Washington, D.C., and offer another proof point of the inevitability of solar. It demonstrates that falling solar installation costs, combined with strong consumer demand for energy choice, are increasing homeowners' access to solar power.

[wholelotamoney]

$RUN - Fantastic post! Thank you!

[dragon52]

I guess the misinformed rants again...

The problem with the energy storage ideas, whether it is Tesla or SunRun, is that the cost of the storage capacity is so astronomically high as to be ludicrous for homeowners. It costs more to store a Kwh than to produce it. Sometimes as much as double.

If one looks at the long run, the net cost of producing and then storing one's own electricity so you can go off the grid completely is beyond reason. the cost would be easily between 200% and 300% of simply staying on the grid ... or using the "net metering" system.

SunRun is going back into Nevada. But, it just shows that the entire solar sector is economically unfeasible without massive Government subsidies.

Let me tell you a little story... A while ago, a man bought out a utility company thinking it was losing money and he was going to turn it around and make a lot of money in the meantime. After all, utility companies generally have the run of the state sponsorships and approvals in increases that are so called "reasonable".

Well, this man was smart. He also backed up the other man running for governor... and he won. Imagine that. Well a short time later, the governor appoints his PUC board... which controls all the utilities in that state by regulating use, installs, reductions, additions, pay or rate increases, and the list goes on.

Well, the utility company was aghast with how much alternate energy companies were over running areas in their district, they decided to play dirty by raising what they called Net Metering rates. So much that homeowners could not save money nor alternate energy companies make money.

So all the alternate energy companies involved formed a coalition to band against this greedy war mongering utility company by petitioning in front of their glorious castle on west sahara ave... but to no avail. Customers were upset, alternate energy workers and companies were upset, everyone was upset but to no avail.

So the alternate energy companies packed their bags and left the state. No one could beat this regime of manipulators, they were just too strong.

However, there were lawsuits filed against this utility company, the PUC board which the governor appointed, the governor, and the staunch wise investor. Many thought it would take years to go to court and many hearings...

In the meantime, the board realized their errors and a new PUC board appointed, one more alternate energy friendly. The governor recently signed into law allowing solar to re-enter the state and the march has begun to reenter the kingdom of the vicious and do battle once again.

Yes, the state is Nevada. The wise oracle, Warren Buffet. The governor, Sandoval.

Yes, this story is true and very real.

Some don't even know about solar + storage... but that is why I am here to educate the uneducated.

Storage by itself is expensive. MSRP about $5000 per. But Sunrun offers Solar + Storage and they pay for it. So if they pay for installing that system, how expensive is it? They will also replace the battery at year 10 as well as replace any faulty equipment during the life of the contract. So some who claim to know what they think is real, do not know the whole story because they do not do their DD as they should.

Another part of stupid talk is:

If one looks at the long run, the net cost of producing and then storing one's own electricity so you can go off the grid completely is beyond reason. the cost would be easily between 200% and 300% of simply staying on the grid ... or using the "net metering" system.

The utility company can only charge you a connection fee if you are not drawing any power from the grid. true.

The system produces energy and it goes into the inverter that convers 12v to 110v household current. With NET metering, the excess energy then goes through a Net meter to measure the amount of energy that is going back into the grid. At night when the system is not producing energy, the grid then supplies the home with energy that it had produced during the day and it is then measure against itself. So there is an exchange going back and forth. Usually most homeowners use more energy during the day than at night. Having a surplus will give the homeowner savings.

True if there is a 1 - 1 Net meter program, it makes sense to stay with the grid, because you will or usually make money based on the above. However, you can over use power and be charged at the going rate.

Now the storage system works differently. A great example is Hawaii.
HECO (Hawaiian Electric Co) closed the Net Meter Program and the CGS (Customer Grid Supply) in March of 2016. Shortly after closing that system(s), HECO declared the only way to go solar is with storage. Their mentality is almost assinine in logic as they now realize they will be losing revenue and if solar becomes bigger and more people go solar, they will have to look for other means of revenue or raise the rates exorbitantly.

So here is how it works.

the system creates energy, it goes to the inverter and then, instead of going to the grid, goes and charges their battery. At night when the system does not produce energy it draws energy from their battery, usually at night when less power is being used.

You might not realize this but Sunrun is also partnered with LG Chem as well as Tesla (which imo will break off relations once they finish their contract).

LG Chem is a Korean company that is well known for their electronics and appliances sales... well the parent company LG. LG Chem manufactures the lithium ion batteries. Founded in 1947, they started their Lithium Ion business in 1995. They supply batteries for cell phones, computers, and every conceivable item that uses batteries, to include 16 out of the 21 major car manufacturers... Chevy Volt, Hyundai Sonata and a host of others. imo a more reliable battery than Tesla... you don't hear about any cars with their batteries going up in flames, do you?

In any case, you can listen to those who know nothing but need attention or do your own DD and find out the real truth.

Now you know the rest of the story...

[dragon52]

Anyone counting how many days below $5 any more?

Sunrun opens up Texas, Florida, Wash DC, and 3 more states this year...

Doesn't smell like a loser to me.

[dragon52]

At this point, who cares about picayune frivolous suits...

just a slap on the wrist... then life goes on. Sunrun is here to stay.
already opening up six more states this year to include Texas, Florida, Wisconsin, D.C., etc...

Growth is happening and it will only get bigger.

[pantherj]

Today's article is all about hiring someone who can put together financing deals ... not about the "National Grid." SunRun cannot live without lots and lots of external financing because it can never survive on the revenues it generates.

[pantherj]

The edict to hide cancellations came from the top. Nothing moves at SunRun without Jurich's involvement. Nothing.

As I've said before, SunRun has serious economic issues. IMO, the SEC is the least of the problems because the SEC is wholly toothless and will hesitate to do what they should because the solar industry is a political darling right now. The SEC will do nothing much unless there is a political benefit for themselves. Some of the Class Action suits might trip up SunRun, though.

In the main, SunRun will destroy itself. You just can't lie to sophisticated investors forever.

[pantherj]

The problem with the energy storage ideas, whether it is Tesla or SunRun, is that the cost of the storage capacity is so astronomically high as to be ludicrous for homeowners. It costs more to store a Kwh than to produce it. Sometimes as much as double.

If one looks at the long run, the net cost of producing and then storing one's own electricity so you can go off the grid completely is beyond reason. the cost would be easily between 200% and 300% of simply staying on the grid ... or using the "net metering" system.

SunRun is going back into Nevada. But, it just shows that the entire solar sector is economically unfeasible without massive Government subsidies.

[Tcsxyz]

No I agree the brass may not have known, however the SEC will not care about that. They will fine them anyway. In business the top management is always at fault regardless. They signed the Oxley for that quarter so they will be held accountable. RUN in Massachusetts is having a extremely hard time competing and that was one of their goldmines. They are still much more expensive and still pushing PPAs and leases in one of the top three wealthiest states in America. These people also do massive research and comparison shop.

As for proving in court, all they need is one of the several people to state it is true. They will def do that to trade freedom of prostitution for information. I believe the SEC would love to nail either SCTY or Run or both on this and will drill down really deep. We may both be wrong but we will see, cheers

[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.

[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.

[Tcsxyz]

With the backbreaking fines from the SEC incoming and a class action lawsuit, I would say this will bankrupt them. They already forecasted worse numbers for 17. They can't compete with other companies price wise to sell solar residentially and no one wants leases anymore. This is going down to 4 or below by Q4

[wholelotamoney]

$RUN - $5 lookn good! Ready to "run" back to $8! sorry

[Tcsxyz]

Let's see, class action lawsuit and the SEC investigation. For a company that can't afford one of these let alone both. Let's be honest two separate employees that never met blew the whistle. They totally withheld info and will be fined huge for that.

[BlueAlien]

RUN buyer at 5.00

[pantherj]

Below is the article causing all the ruckus. It is obvious from Jurich's reply that she is obfuscating and trying to cover up. This is not about a mere 200 cancellations improperly logged. This is about thousands and thousands of hidden cancellations. It seems 40% of their contracts cancel. I bet Solar City is even worse! Neither Jurich nor Fenster can be believed.
******************************************************************
Reports surfaced on Monday of former managers at one of the largest US solar companies Sunrun claiming that they manipulated key sales data around the time of the company’s 2015 initial public offering (IPO).

The former Sunrun employees elaborated that they were allegedly instructed by superiors to hold back on reporting data revealing hundreds of customer cancellations for a five-month period in mid-2015.

The Wall Street Journal reports Darren Jennings, who said he was a Sunrun regional sales manager in Hawaii from February 2015-February 2017, saying: “The big internal push was to cram as many sales as we could through the pipeline. If those deals cancelled, we would not report it.”

Jennings also reportedly said that in Hawaii, sales employees omitted to process around 200 cancellations, “which represented about 40% of total orders in Hawaii during the May 2015-October 2015 period”.

In addition, Evan Stockdale former regional manager at Sunrun’s California base, told reporters that the company allegedly held off on reporting certain cancellation data as it was under pressure to hit internal sales targets.

This news breaks just a few weeks after the Securities and Exchange Commission (SEC) launched an investigation into whether Sunrun and fellow solar installer SolarCity were adequately disclosing how many customers had cancelled solar contracts.

When the news broke of the SEC investigation, Sunrun stock fell to its lowest point in 11 months. Now shares are down around 20% since its debut two years ago.

In response to reports of manipulating sales data, Lynn Jurich, Sunrun’s chief executive, and co-founder Edward Fenster issued a statement to the WSJ saying that the company “reviewed the digital audit trail in our systems” and “turned up no evidence that our sales employees changed cancellation dates in our systems to delay the reporting of cancellations”.
Does it really matter?

The issue that the SEC and the residential solar industry has with delaying such cancellation data is that it can be said to misrepresent the company’s financial standing and overall health.

However, Deutsche Bank research analyst Vishal Shah has asserted that even if Sunrun did indeed manipulate sales numbers by delaying cancellation figures, it may not matter so much.

“While the optics clearly don't look good and could remain a near term overhang in shares, we note that bookings are not an important driver of valuation. We believe the company may be in discussions with the SEC but it only discloses material legal matters and these conversations do not appear to be material as the company has not disclosed anything as of yet.

“As for the bookings allegations from the Wall Street Journal article, we note that Sunrun never disclosed bookings in the IPO prospectus and that the comments refer to only about 200 homes which represents roughly 1MW of bookings, a fairly immaterial number in our view. The company has a much more stringent bookings process in place now compared to a few years ago and installations (as opposed to bookings) are the primary driver of valuation. Net/net, this news appears to be immaterial at this point although it's certainly something to watch out for.”

[pantherj]

Gee, what a surprise!! Link, if you have it, please.

[Tcsxyz]

Got caught lying to the SEC today. Ouch

[pantherj]

The odd thing about solar is that it is least effective in the very ares that need it most. I believe we will finally see the gov't get out of a lot of things that they really have no business being in anyway; and solar will be near the top of that list.

Solar cannot stand on its own. It cannot compete economically without massive subsidies and a patchwork of zany laws that mandate high cost energy sources because they are popularly thought to save the earth. Even the loonies in Kahliphonya are catching on.

[The2ndAmendment]

Here is something I fully agree with you here. It's just not the time for solar. Many cheap forms of energy at this point, oil dropping yet again and the dollar gaining strength. However, if we see oil shoot past $100 a barrel like it did in the 2008 period, we will see a big flock of people to solar. The new administration looks like they want us to become more energy independent, and coal may make an entrance again soon.
Good post here... also covers the terrible gov't in California that pushes higher cost green energy. Also, solar is not attractive for areas far away from the equator, or areas prone to rain/clouds. If it becomes more efficient, the working area will expand.