A preliminary look at the S-1 filing (link below) from Vivint Solar gives you a microcosm of the solar industry. As you have heard me say before, solar is a financial sector, and by reading the S-1 filing or any of the SolarCity ($SCTY) or other filings, you get a sense on how the project you are working on creates value. Whether it is a cash deal, loan or 3rd party, there is a risk and market impact there. You could be a one-person shop or the CEO of Vivint’s competitor, reading the S-1 filing makes sense. Hoping to give you a rundown of the look behind the curtains this week.
News
- SEC – Vivint Solar ($VSLR) S-1 IPO Filing
- Energy Collective: NY’s Should Properly Value the Costs and Benefits of DG
- PV Magazine: South America examines challenges, promise of Brazil’s market
- Biz Journals: Did Sharp give up its Memphis solar production too soon?
- Forbes: Q2 Review: Higher Polysilicon Costs, Lower ASPs Hit Margins
- RE World: Interested in Developing a 650 kW+ Solar Project in MA? Think Again
- CleanTechnica: How California’s AB 2188 Originated
- Think Progress: Hawaii’s Largest Utility Announces Plan To Triple Rooftop Solar
Opinions
Have a great day!
Yann