SunWorks Inc (SUNWQ)

[Tommy John Surgery]

RV8...I agree with Schris that the companies which may decide to be acquired will see the benefit of the quick grow and valuation. JN has already spoke about the benefits of scale and how these individual companies will find it difficult to compete on pricing and the supply chain on their own. They will be able to join a growing company which will be able to leverage its size and with shortened or streamlined acquisition synergies it will be more feasible to grow in a strong action than to grow in a slow muted manner. The biggest thing I think everyone is missing with the ITC extension isn't the ITC extension. It's what else will happen along with the extension timeline. Originally we thought we should expect a HUGE push to get in every possible contract before expiration and therefore a big earnings and revenue flex. Now that the ITC is extended some of those contracts may be delayed without the deadline looming, right? WRONG! Everyone needs to keep in mind whether it was a lease model, PPa or straight up purchase of a solar system over the past few years the financing was CHEAP. We have already had a .25 percent rise in the Federal Funds Rate and we expect (currently) to see .25 per quarter or 1% for 2016. We could see solar companies use the rise in interest rates as a sales mean to convince potential customers that to get in early will save a lot of money on financing and get them the best ROI. Interest rate rising will be huge for our current business and the added expense for smaller companies will also push them to sell out early before the costs of doing business pressure their bottom lines. We are getting ready for a BOOM in spite of the ITC extension, not as a result.