Alternative Energy Investor Discussions

[Jonathan Hewitt]

Just added some at 25.50 this morning only to see 24.50 !! My original buy was at 27, which I didn't expect to see again in the near future.

This is some major BS. Looks more and more like it's headed back to the $18-20 area. Not because it makes sense, but because that's what it looks like.

 

[dalalsid]

This is some major BS. Looks more and more like it's headed back to the $18-20 area. Not because it makes sense, but because that's what it looks like.

TSL is down under 10, JASO is in the dumps in spite of the buyout offer, JKS is 24. Basically all the solars are in the dumps. Hard to say if this is a put everything I have into solars moment or stay out of it moment considering I already have a pretty large exposure to solars.

 

[FluxCap]

TSL is down under 10, JASO is in the dumps in spite of the buyout offer, JKS is 24. Basically all the solars are in the dumps. Hard to say if this is a put everything I have into solars moment or stay out of it moment considering I already have a pretty large exposure to solars.

All hinges on China's ability to recover from this blemish to their emergence as a credible financial market, I think.

 

[dalalsid]

All hinges on China's ability to recover from this blemish to their emergence as a credible financial market, I think.

Ha, the boom didn't lift the solars much but the much smaller bust is sure to take them down . I was reading that 25% of Chinese companies halted the trading of their own stock. I wonder how that works.

 

[Jonathan Hewitt]

Ha, the boom didn't lift the solars much but the much smaller bust is sure to take them down . I was reading that 25% of Chinese companies halted the trading of their own stock. I wonder how that works.

For real! Average P/E on china excahnge drops from 60 to 50 or whatever it is and CSIQ goes from P/E of 8 to 5? I guess that makes sense...

 

[dalalsid]

For real! Average P/E on china excahnge drops from 60 to 50 or whatever it is and CSIQ goes from P/E of 8 to 5? I guess that makes sense...

And CSIQ isn't even so Chinese!

 

[Jonathan Hewitt]

And CSIQ isn't even so Chinese!

Tell me about it! I think WS read your post and that's why it's green now. After all these years they finally figured it out...

 

[dalalsid]

Tell me about it! I think WS read your post and that's why it's green now. After all these years they finally figured it out...

Ha

 

[mershaw2001]

Why is it that solar stocks track the price of oil so tightly? And why all of them simultaneously? Is there a paired short of TAN (solar etf) against some oil etf or oil price?

 

[dalalsid]

Can someone tell me how SUNE is financing all the acquisitions it is doing? 2.2B for VSLR, 2B for some wind stuff before that.

 

[blakegallagher]

Can someone tell me how SUNE is financing all the acquisitions it is doing? 2.2B for VSLR, 2B for some wind stuff before that.

I saw in the press release that they are issuing stock and convertible bonds to pay for a large portion of the vivant acquisition but i have no numbers for you

 

[SBenson]

Can someone tell me how SUNE is financing all the acquisitions it is doing? 2.2B for VSLR, 2B for some wind stuff before that.

This has some details

SunEdison to Be Solar ‘Supermajor’ With $2.2 Billion Deal - Bloomberg Business

"The two agreed to combine for cash, shares and debt that value Vivint at 52 percent more than last week’s closing stock price. SunEdison will finance the deal with credit lines from Goldman Sachs Group Inc. and by selling $922 million of assets to TerraForm Power Inc., the unit it formed last year to own and operate power plants."

 

[dalalsid]

This has some details

SunEdison to Be Solar ‘Supermajor’ With $2.2 Billion Deal - Bloomberg Business

"The two agreed to combine for cash, shares and debt that value Vivint at 52 percent more than last week’s closing stock price. SunEdison will finance the deal with credit lines from Goldman Sachs Group Inc. and by selling $922 million of assets to TerraForm Power Inc., the unit it formed last year to own and operate power plants."

Thanks.

 

[jhm]

This has some details

SunEdison to Be Solar ‘Supermajor’ With $2.2 Billion Deal - Bloomberg Business

"The two agreed to combine for cash, shares and debt that value Vivint at 52 percent more than last week’s closing stock price. SunEdison will finance the deal with credit lines from Goldman Sachs Group Inc. and by selling $922 million of assets to TerraForm Power Inc., the unit it formed last year to own and operate power plants."

So SunEdison is offering $16.50/share in cash, stock and bonds, but the market is only valuing this at $15.75. So there seems to be some uncertainty in this deal, or $6.61 worth of SunEdison stock and bonds are on sale for $0.75 less.

Additionally I'm not really impressed with a company that wants the world to think of it as a renewable "supermajor." Very self-important, are we?

 

[DriverOne]

I'm not really impressed with a company that wants the world to think of it as a renewable "supermajor." Very self-important, are we?

They're alluding that alternate energy is equatable with oil.

And Sun Edison *is* doing very well. Market cap >50% bigger than SCTY. No need to begrudge them that. More renewables => we all win.

 

[SBenson]

Bears Pounce on China Solar Makers as Consumption Growth Slows - Bloomberg Business

 

[FluxCap]

Anyone else holding CSIQ like I am? Tough day to still be in Chinese solars. I think this dip is overdone though. Looking for rebound to $25 or so within the month.

 

[AlMc]

Anyone else holding CSIQ like I am? Tough day to still be in Chinese solars. I think this dip is overdone though. Looking for rebound to $25 or so within the month.

Call me stupid. I doubled my holding at 19.80.....buy and hold use to be our mantra:biggrin:

 

[hirox]

The whole solarsector has been dropping the last weeks, Guggenheim Solar ETF seems solid. TAN: Summary for Guggenheim Solar ETF- Yahoo! Finance

 

[Johan]

Call me stupid. I doubled my holding at 19.80.....buy and hold use to be our mantra:biggrin:

I saw the -20% ticker today and my first thought was to allocate more funds toward CSIQ. But I'm having a hard time really grasping what this yieldco construction they're working on will mean for us stockholders.