SunRun - solar residential (Seite 5)
eröffnet am 02.01.16 12:23:27 von
neuester Beitrag 04.08.23 20:28:44 von
neuester Beitrag 04.08.23 20:28:44 von
Beiträge: 57
ID: 1.223.850
ID: 1.223.850
Aufrufe heute: 0
Gesamt: 12.182
Gesamt: 12.182
Aktive User: 0
ISIN: US86771W1053 · WKN: A14V1T · Symbol: 3S9
10,616
EUR
-0,45 %
-0,048 EUR
Letzter Kurs 08:17:48 Tradegate
Neuigkeiten
16.05.24 · globenewswire  |
08.05.24 · globenewswire |
01.05.24 · globenewswire |
11.04.24 · globenewswire |
10.04.24 · globenewswire |
Werte aus der Branche Erneuerbare Energien
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 16,400 | +9,33 | |
| 12,140 | +8,01 | |
| 3,0200 | +6,34 | |
| 0,5700 | +5,56 | |
| 11,900 | +4,39 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 3,0500 | -6,15 | |
| 0,6000 | -6,25 | |
| 0,5200 | -10,03 | |
| 1,7500 | -11,62 | |
| 1,2294 | -15,21 |
Beitrag zu dieser Diskussion schreiben
Feedback
Antwort auf Beitrag Nr.: 61.383.368 von R-BgO am 31.08.19 09:07:33Ja, kein einfaches Geschäftsmodell aber sind Marktführer und lösen ein Problem. Siehe auch das Video dazu:
behalten wäre -kurzfristig?- besser gewesen...
Antwort auf Beitrag Nr.: 58.497.789 von R-BgO am 21.08.18 14:22:34
verkauft für 10,93,
bis aufs Erinnerungsstück sieht ja alles ganz nett aus, aber
irgendwie geht mein mulmiges Bauchgefühl nicht weg;Hauptgründe vermutlich:
-immer noch sehr hohe installed cost
-riesige Nettoverluste insgesamt, auch wenn der Anteil der Aktionäre positiv ist
-potentielles Killer-Risiko net-metering
-und last but not least: echt was anderes als SCTY?
anyway, vorläufig halte ich weiter
Sunrun partners with Comcast to offer residential solar to customers
By Conor Ryan Aug 25, 2017
Residential solar, storage and energy services provider Sunrun announced Thursday that it has reached an agreement with global media and technology company Comcast designed to spur the adoption of solar energy through the installation of Sunrun’s rooftop PV products.
As part of the 40-month agreement, Sunrun will be the exclusive residential solar energy provider for Comcast Cable, while Comcast Cable will serve as one of Sunrun’s strategic partners through marketing campaigns in selected markets.
Lynn Jurich, chief executive officer at Sunrun, said: “At Sunrun, we know homeowners love the savings, backup power and control they get with our solar energy and storage plans. Our challenge is making homeowners aware that they can save money with solar today. We are excited to work with Comcast to help their customers go solar and save on their electric bills while reducing their dependence on fossil fuels.”
Jon Kaplowitz, managing director and GM of new businesses at Comcast Cable, added: “We believe the residential solar industry will continue to expand over the next decade as consumers look for more cost-efficient, independent and cleaner alternatives for their energy. By working with Sunrun, Comcast can help customers take more control of the price they pay for energy, save them money and help contribute to cleaner communities.”
According to a 2017 Bloomberg New Energy Finance report, rooftop solar is expected to be one of the fastest growing sectors in the energy market, nearly tripling in size in the US by 2025.
Comcast allows customers the ability to manage, control and operate a number of key smart home functions — including energy consumption management — with its Xfinity Home service. By collaborating with Sunrun, Comcast will be able to utilise the company’s smart solar energy and storage solutions to offer stronger smart home services to its customers.
Comcast expects to begin marketing Sunrun’s rooftop solar services to its customers in selected states later in 2017.
By Conor Ryan Aug 25, 2017
Residential solar, storage and energy services provider Sunrun announced Thursday that it has reached an agreement with global media and technology company Comcast designed to spur the adoption of solar energy through the installation of Sunrun’s rooftop PV products.
As part of the 40-month agreement, Sunrun will be the exclusive residential solar energy provider for Comcast Cable, while Comcast Cable will serve as one of Sunrun’s strategic partners through marketing campaigns in selected markets.
Lynn Jurich, chief executive officer at Sunrun, said: “At Sunrun, we know homeowners love the savings, backup power and control they get with our solar energy and storage plans. Our challenge is making homeowners aware that they can save money with solar today. We are excited to work with Comcast to help their customers go solar and save on their electric bills while reducing their dependence on fossil fuels.”
Jon Kaplowitz, managing director and GM of new businesses at Comcast Cable, added: “We believe the residential solar industry will continue to expand over the next decade as consumers look for more cost-efficient, independent and cleaner alternatives for their energy. By working with Sunrun, Comcast can help customers take more control of the price they pay for energy, save them money and help contribute to cleaner communities.”
According to a 2017 Bloomberg New Energy Finance report, rooftop solar is expected to be one of the fastest growing sectors in the energy market, nearly tripling in size in the US by 2025.
Comcast allows customers the ability to manage, control and operate a number of key smart home functions — including energy consumption management — with its Xfinity Home service. By collaborating with Sunrun, Comcast will be able to utilise the company’s smart solar energy and storage solutions to offer stronger smart home services to its customers.
Comcast expects to begin marketing Sunrun’s rooftop solar services to its customers in selected states later in 2017.
Trading Spotlight
Antwort auf Beitrag Nr.: 54.855.202 von R-BgO am 03.05.17 15:02:30Former Sunrun execs claim company manipulated sales data ahead of IPO
By Danielle Ola May 23, 2017
Reports surfaced on Monday of former managers at one of the largest US solar companies Sunrun claiming that they manipulated key sales data around the time of the company’s 2015 initial public offering (IPO).
The former Sunrun employees elaborated that they were allegedly instructed by superiors to hold back on reporting data revealing hundreds of customer cancellations for a five-month period in mid-2015.
The Wall Street Journal reports Darren Jennings, who said he was a Sunrun regional sales manager in Hawaii from February 2015-February 2017, saying: “The big internal push was to cram as many sales as we could through the pipeline. If those deals cancelled, we would not report it.”
Jennings also reportedly said that in Hawaii, sales employees omitted to process around 200 cancellations, “which represented about 40% of total orders in Hawaii during the May 2015-October 2015 period”.
In addition, Evan Stockdale former regional manager at Sunrun’s California base, told reporters that the company allegedly held off on reporting certain cancellation data as it was under pressure to hit internal sales targets.
This news breaks just a few weeks after the Securities and Exchange Commission (SEC) launched an investigation into whether Sunrun and fellow solar installer SolarCity were adequately disclosing how many customers had cancelled solar contracts.
When the news broke of the SEC investigation, Sunrun stock fell to its lowest point in 11 months. Now shares are down around 20% since its debut two years ago.
In response to reports of manipulating sales data, Lynn Jurich, Sunrun’s chief executive, and co-founder Edward Fenster issued a statement to the WSJ saying that the company “reviewed the digital audit trail in our systems” and “turned up no evidence that our sales employees changed cancellation dates in our systems to delay the reporting of cancellations”.
Does it really matter?
The issue that the SEC and the residential solar industry has with delaying such cancellation data is that it can be said to misrepresent the company’s financial standing and overall health.
However, Deutsche Bank research analyst Vishal Shah has asserted that even if Sunrun did indeed manipulate sales numbers by delaying cancellation figures, it may not matter so much.
“While the optics clearly don't look good and could remain a near term overhang in shares, we note that bookings are not an important driver of valuation. We believe the company may be in discussions with the SEC but it only discloses material legal matters and these conversations do not appear to be material as the company has not disclosed anything as of yet.
“As for the bookings allegations from the Wall Street Journal article, we note that Sunrun never disclosed bookings in the IPO prospectus and that the comments refer to only about 200 homes which represents roughly 1MW of bookings, a fairly immaterial number in our view. The company has a much more stringent bookings process in place now compared to a few years ago and installations (as opposed to bookings) are the primary driver of valuation. Net/net, this news appears to be immaterial at this point although it's certainly something to watch out for.”
By Danielle Ola May 23, 2017
Reports surfaced on Monday of former managers at one of the largest US solar companies Sunrun claiming that they manipulated key sales data around the time of the company’s 2015 initial public offering (IPO).
The former Sunrun employees elaborated that they were allegedly instructed by superiors to hold back on reporting data revealing hundreds of customer cancellations for a five-month period in mid-2015.
The Wall Street Journal reports Darren Jennings, who said he was a Sunrun regional sales manager in Hawaii from February 2015-February 2017, saying: “The big internal push was to cram as many sales as we could through the pipeline. If those deals cancelled, we would not report it.”
Jennings also reportedly said that in Hawaii, sales employees omitted to process around 200 cancellations, “which represented about 40% of total orders in Hawaii during the May 2015-October 2015 period”.
In addition, Evan Stockdale former regional manager at Sunrun’s California base, told reporters that the company allegedly held off on reporting certain cancellation data as it was under pressure to hit internal sales targets.
This news breaks just a few weeks after the Securities and Exchange Commission (SEC) launched an investigation into whether Sunrun and fellow solar installer SolarCity were adequately disclosing how many customers had cancelled solar contracts.
When the news broke of the SEC investigation, Sunrun stock fell to its lowest point in 11 months. Now shares are down around 20% since its debut two years ago.
In response to reports of manipulating sales data, Lynn Jurich, Sunrun’s chief executive, and co-founder Edward Fenster issued a statement to the WSJ saying that the company “reviewed the digital audit trail in our systems” and “turned up no evidence that our sales employees changed cancellation dates in our systems to delay the reporting of cancellations”.
Does it really matter?
The issue that the SEC and the residential solar industry has with delaying such cancellation data is that it can be said to misrepresent the company’s financial standing and overall health.
However, Deutsche Bank research analyst Vishal Shah has asserted that even if Sunrun did indeed manipulate sales numbers by delaying cancellation figures, it may not matter so much.
“While the optics clearly don't look good and could remain a near term overhang in shares, we note that bookings are not an important driver of valuation. We believe the company may be in discussions with the SEC but it only discloses material legal matters and these conversations do not appear to be material as the company has not disclosed anything as of yet.
“As for the bookings allegations from the Wall Street Journal article, we note that Sunrun never disclosed bookings in the IPO prospectus and that the comments refer to only about 200 homes which represents roughly 1MW of bookings, a fairly immaterial number in our view. The company has a much more stringent bookings process in place now compared to a few years ago and installations (as opposed to bookings) are the primary driver of valuation. Net/net, this news appears to be immaterial at this point although it's certainly something to watch out for.”
Sunrun Sees 1,000 Orders for Solar+storage in California, Hawaii
March 16, 2017
By Jennifer Delony
http://www.renewableenergyworld.com/articles/2017/03/sunrun-…
Sunrun has received about 1,000 orders for its recently launched BrightBox solar plus energy storage solution in California and Hawaii, Sunrun co-founder and CEO Lynn Jurich said during a March 8 4Q16 company earnings call.
“The numbers are not small,” Jurich said. “These systems represent over 20 MWh of storage. This will be a massive growth market for us and the industry.”
Jurich noted that solar plus storage “holds incredible promise for value creation when paired with time-of-use (TOU) electric rates.”
“It is the future and significantly shifts the energy sector’s regulatory profile in our favor,” she said. “The burden of proof will shift to utilities to justify increased CapEx when solar plus storage is often a more efficient solution. And note that utility CapEx was a $58 billion market in 2015.”
California is in the process of shifting customers of the state’s largest utilities to TOU rates. The shift to TOU rates will affect the economics of rooftop solar panels. Sunrun says its BrightBox gives customers options for managing their energy consumption so they can shift when they use solar energy to minimize paying peak rate energy prices.
Deployments
Sunrun reported deployments of 77 MW in 4Q16, an increase of 13 percent year-over-year. Sunrun’s total deployments for 2016 reached 282 MW, an increase of 39 percent year-over-year, and 3 MW under its 2016 goal of 285 MW.
Sunrun Chief Financial Officer Bob Komin said during the conference call that “we remain confident in our growth trajectory, with strong visibility to our [1Q17] guidance of 69 MW, which reflects 15 percent growth year-over-year. For the full year, we’re guiding to 325 MW, reflecting a 15 percent growth rate. We expect the year will show higher deployments in Q3 and Q4, similar to seasonal influences we’ve experienced in the past.”
March 16, 2017
By Jennifer Delony
http://www.renewableenergyworld.com/articles/2017/03/sunrun-…
Sunrun has received about 1,000 orders for its recently launched BrightBox solar plus energy storage solution in California and Hawaii, Sunrun co-founder and CEO Lynn Jurich said during a March 8 4Q16 company earnings call.
“The numbers are not small,” Jurich said. “These systems represent over 20 MWh of storage. This will be a massive growth market for us and the industry.”
Jurich noted that solar plus storage “holds incredible promise for value creation when paired with time-of-use (TOU) electric rates.”
“It is the future and significantly shifts the energy sector’s regulatory profile in our favor,” she said. “The burden of proof will shift to utilities to justify increased CapEx when solar plus storage is often a more efficient solution. And note that utility CapEx was a $58 billion market in 2015.”
California is in the process of shifting customers of the state’s largest utilities to TOU rates. The shift to TOU rates will affect the economics of rooftop solar panels. Sunrun says its BrightBox gives customers options for managing their energy consumption so they can shift when they use solar energy to minimize paying peak rate energy prices.
Deployments
Sunrun reported deployments of 77 MW in 4Q16, an increase of 13 percent year-over-year. Sunrun’s total deployments for 2016 reached 282 MW, an increase of 39 percent year-over-year, and 3 MW under its 2016 goal of 285 MW.
Sunrun Chief Financial Officer Bob Komin said during the conference call that “we remain confident in our growth trajectory, with strong visibility to our [1Q17] guidance of 69 MW, which reflects 15 percent growth year-over-year. For the full year, we’re guiding to 325 MW, reflecting a 15 percent growth rate. We expect the year will show higher deployments in Q3 and Q4, similar to seasonal influences we’ve experienced in the past.”
Sunrun forms strategic partnership with National Grid
By Conor Ryan Jan 11, 2017
US-based residential solar company Sunrun announced Tuesday that is has agreed to a multifaceted partnership with utility National Grid that will focus on spurring the growth of rooftop solar in the US.
The partnership includes a joint marketing agreement, a collaborative grid services pilot, and a direct investment by National Grid in Sunrun rooftop solar systems.
Lynn Jurich, chief executive officer of Sunrun, said: “We are excited to partner with National Grid, a utility focused on truly creating a clean energy future, and to promote the growth of rooftop solar in the United States. This partnership demonstrates Sunrun’s ability to develop new strategic and financial relationships with partners to increase consumer access to rooftop solar while further unlocking value for customers.”
Both companies’ new marketing agreement will initially target around 100,000 single-family homes within National Grid’s downstate New York service area.
National Grid will also use its experience in a number of energy markets to assist Sunrun with finding ways to aggregate distributed energy resources. Sunrun and National Grid will also form a partnership to own approximately 200MW of residential solar assets across all of Sunrun’s markets.
National Grid has already committed US$100 million in equity towards this partnership. The financing provided by National Grid will add approximately US$0.45 to US $0.55 per watt in addition to Sunrun’s typical advance rates from tax equity, back leverage, and other upfront payments.
John Flynn, SVP of strategy and business development at National Grid, said: "This exciting partnership with Sunrun provides an opportunity for National Grid to increase our capability in the distributed energy space, and enhance our ability to meet the changing energy needs of our customers and communities.”
By Conor Ryan Jan 11, 2017
US-based residential solar company Sunrun announced Tuesday that is has agreed to a multifaceted partnership with utility National Grid that will focus on spurring the growth of rooftop solar in the US.
The partnership includes a joint marketing agreement, a collaborative grid services pilot, and a direct investment by National Grid in Sunrun rooftop solar systems.
Lynn Jurich, chief executive officer of Sunrun, said: “We are excited to partner with National Grid, a utility focused on truly creating a clean energy future, and to promote the growth of rooftop solar in the United States. This partnership demonstrates Sunrun’s ability to develop new strategic and financial relationships with partners to increase consumer access to rooftop solar while further unlocking value for customers.”
Both companies’ new marketing agreement will initially target around 100,000 single-family homes within National Grid’s downstate New York service area.
National Grid will also use its experience in a number of energy markets to assist Sunrun with finding ways to aggregate distributed energy resources. Sunrun and National Grid will also form a partnership to own approximately 200MW of residential solar assets across all of Sunrun’s markets.
National Grid has already committed US$100 million in equity towards this partnership. The financing provided by National Grid will add approximately US$0.45 to US $0.55 per watt in addition to Sunrun’s typical advance rates from tax equity, back leverage, and other upfront payments.
John Flynn, SVP of strategy and business development at National Grid, said: "This exciting partnership with Sunrun provides an opportunity for National Grid to increase our capability in the distributed energy space, and enhance our ability to meet the changing energy needs of our customers and communities.”
Sunrun and LG Chem partner on solar-plus-storage
By Danielle Ola Oct 27, 2016
Residential installer Sunrun has teamed up with LG Chem, a Korean battery manufacturer, to offer solar-plus-storage systems in the US.
LG Chem will supply its lithium-ion RESU batteries for Sunrun’s BrightBox solar generation systems, which gives homeowners the ability to store solar energy generated during the day for use in the evening, offering significant savings on electricity bills.
“The energy storage market is advancing at a breakneck pace. At Sunrun, we are enabling a home energy management service that integrates rooftop solar generation with onsite energy storage to offer greater energy choice and savings to our customers while helping to modernize the grid,” said chief marketing officer Michael Grasso, in a statement. “We’re thrilled to offer LG Chem’s best-in-class battery technology to homeowners. The partnership with LG Chem supports our financing advantage, enabling our customers to install solar plus energy storage for little to no money down.”
San Francisco-based Sunrun started offering BrightBox this year in Hawaii, using Tesla batteries. The company has plans to expand the system to California in 2017. According to company co-founder Ed Fenster, the company is waiting to see how California regulators adjust electricity rates next year, and peak-hour prices in particular.
In future, BrightBox will allow consumers to adopt a time-of-use (TOU) rate model to time shift when solar energy is used to minimise peak prices. TOU is expected to be the most-used rate design in California by 2019.
The partnership expands the application of LG Chem’s energy storage systems, which are normally deployed in the electric vehicle market, to the consumer residential market, giving more individuals the chance to access clean, affordable energy.
On the residential scene, the pairing of batteries with solar is often considered too expensive a proposition. However, solar-plus-storage makes sense in Hawaii where electricity prices are particularly high. Systems are typically leased to avoid upfront costs. Since Sunrun plans to own the BrightBox systems, it could potentially sell electricity from the batteries to the utilities during peak hours, allowing Sunrun to offer the system to its customers for a lower cost than would otherwise be possible.
By Danielle Ola Oct 27, 2016
Residential installer Sunrun has teamed up with LG Chem, a Korean battery manufacturer, to offer solar-plus-storage systems in the US.
LG Chem will supply its lithium-ion RESU batteries for Sunrun’s BrightBox solar generation systems, which gives homeowners the ability to store solar energy generated during the day for use in the evening, offering significant savings on electricity bills.
“The energy storage market is advancing at a breakneck pace. At Sunrun, we are enabling a home energy management service that integrates rooftop solar generation with onsite energy storage to offer greater energy choice and savings to our customers while helping to modernize the grid,” said chief marketing officer Michael Grasso, in a statement. “We’re thrilled to offer LG Chem’s best-in-class battery technology to homeowners. The partnership with LG Chem supports our financing advantage, enabling our customers to install solar plus energy storage for little to no money down.”
San Francisco-based Sunrun started offering BrightBox this year in Hawaii, using Tesla batteries. The company has plans to expand the system to California in 2017. According to company co-founder Ed Fenster, the company is waiting to see how California regulators adjust electricity rates next year, and peak-hour prices in particular.
In future, BrightBox will allow consumers to adopt a time-of-use (TOU) rate model to time shift when solar energy is used to minimise peak prices. TOU is expected to be the most-used rate design in California by 2019.
The partnership expands the application of LG Chem’s energy storage systems, which are normally deployed in the electric vehicle market, to the consumer residential market, giving more individuals the chance to access clean, affordable energy.
On the residential scene, the pairing of batteries with solar is often considered too expensive a proposition. However, solar-plus-storage makes sense in Hawaii where electricity prices are particularly high. Systems are typically leased to avoid upfront costs. Since Sunrun plans to own the BrightBox systems, it could potentially sell electricity from the batteries to the utilities during peak hours, allowing Sunrun to offer the system to its customers for a lower cost than would otherwise be possible.
Durchsuchen
