I was passed an investment analyst’s note about the pending Vivint Solar IPO. It was mostly positive but pointed out (in comparing to SolarCity) that Vivint Solar did not engage in government affairs. Interestingly, the S-1 filing mentions on multiple occasion the regulatory and policy risk faced by the solar company but did not discuss the fact that Vivint Solar currently did not actively pursue public policy. Only interesting for now as I do not think retail and institutional investors see the correlation but certainly VSLR’s competitors have actively engaged in policy.
News
- Forbes : Solar Continues Trumping Fossil Fuel Pricing, With More Innovations
- PV Magazine: IHS: Solar capacity in Central America set to soar
- Breaking Energy: Morgan Stanley Bullish On Storage
- PV Solar Report:The Minimum Bill: A First Step to Fair Utility Rates in a Distributed Energy Age
- RE World: 2030 Outlook: A Trillion Dollar Taxpayer Bailout for Electrical Utilities
- Think Progress: The U.S. Added More New Capacity For Solar Than For Natural Gas In The First Half Of 2014
- CleanTechnica: China Top-And-Tailing Crystalline Silicon Solar PV Chain
- Forbes: Intelligent Generation: Integrating Solar And Storage Profitably
Opinions
Have a great day!
Yann