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Re: Forever Long post# 25644

Saturday, 08/13/2016 5:10:41 PM

Saturday, August 13, 2016 5:10:41 PM

Post# of 36208
Are Solar Developers in Trouble? -- The Motley Fool
http://www.fool.com/investing/2016/08/13/are-solar-developers-in-trouble.aspx

"Solar stocks are getting pounded right now, driven by weaker-than-expected guidance from industry leaders First Solar (NASDAQ:FSLR) and SunPower (NASDAQ:SPWR). Canadian Solar (NASDAQ:CSIQ), which has built a business comprised of large projects after acquiring Recurrent Energy, has also been dragged down as a result."

As a Sunedison shareholder, I find that offensive.

"First, U.S. utilities don't need more solar today because they loaded up on solar ahead of the expected investment tax credit (ITC) reduction at the end of 2016."

"If you're NRG Energy, a rumored bidder for 2.1 GW of SunEdison assets that could be extremely cheap, why would you buy solar assets with lower returns from First Solar, SunPower, or Canadian Solar?"

Not just cheaper but WAY higher quality too.

Bottom Line, Sunedison is one step ahead which, honeslty, the market doesn't like. The market wants profits and sometimes to invest for the future you gotta sacrifice profits.

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