Bluefield Solar Eyes £150 Million IPO
Bluefield IPO to Be the Second Green Energy Fund Flotation in London This Year by Alice Young Bluefield Solar Income Fund Limited, an investment fund focussed on solar power, plans to raise £150 million in a London IPO. The Bluefield IPO will be the second flotation of a green energy find on the London Stock Exchange this year following the IPO of Greencoat UK Wind (LON:UKW). Bluefield Solar Plans London IPO On Wednesday, May 29, London-based Bluefield Solar announced that it intended to launch an initial public offering on the LSE’s main market. The fund, which is focussing...
Recurrent Energy and Jumei: A Tale Of Two Listings
Doug Young Bottom line: Canadian Solar’s Recurrent Energy unit is likely to make its first public filing for a New York IPO in the next 2 weeks and should get a positive reception, while Jumei is likely to quietly de-list from the US in the next 3-4 months. One of the few Chinese IPOs likely to happen in New York this year is moving closer to the launch gate, with word of major new financing for the power plant-building unit of solar panel maker Canadian Solar (Nasdaq: CSIQ). But while that IPO for Recurrent Energy moves closer...
Stock Market Advice for Solar Energy Investors
J. Peter Lynch I have been reading your articles for years and always thought your stock market related insight was interesting and helpful for me as an investor. At the current time I am worried about the market and am wondering where you think the market is currently, given the major run up we have had in the past year. I would also be curious about your view on solar stocks and what you see for them. Claude M., France. Claude, great questions. You are really going to make me think about this one. Sorry...
Solar: More Downside Risk Before Buying Opportunity Emerges
by Clean Energy Intel In the past month since we recommended taking profits on our Tier One Chinese Solar trade, the sector has been hit heavily – largely driven by margin erosion and a generally less than encouraging earnings season. The key question from here is whether or not we are once again at prices which offer a buying opportunity. The answer is probably not quite yet. Source: Barchart The chart above shows the percentage change in three Chinese tier one solar stocks plus the solar ETF TAN in the period since...
More Pain Ahead for Solar Stocks
Tom Konrad CFA Clean Edge's Clean Energy Trends 2012 contains some disturbing predictions for solar stock investors. Clean Energy Trends 2012, the annual report from Clean Edge by Ron Pernick, Clint Wilder, and Trevor Winnie, was released today. On the surface, it seems like good news for the solar sector. Although headlines in 2011 featured much bad press for Solar PV, the industry has not been "withering on the vine." Here are some key points in the report: Combined global revenue for PV increased from $71.2 billion in 2010 to $91.6 billion...
Principal Solar’s “Unique Roll-Up Strategy”
Tom Konrad CFA Last week, the announcement that Principal Solar, Inc. was now available for public trading landed in my inbox. It's currently trading under the symbol PSWWD.PK but will transition to PSWW.PK on June 23rd. I went ahead and used the latter in our Solar Stocks list. The press release was remarkable only for the lack of hard facts about the company, focusing instead on the bright future of the solar industry. But experienced investors know that an industry can have a bright future while the individual stocks tank. A rising tide need not lift all...
Solar Stocks Slide On Oil Slick
Doug Young Bottom line: The recent plunge in solar stocks is the result of panic selling due to falling oil prices, meaning the shares could rebound sharply once the sell-off subsides. US investors were showing signs of new energy indigestion in the shortened trading day after Thanksgiving, dumping stocks of all the major solar panel makers in a messy post-holiday sell-off. With no major news from any of the companies, the driving force behind the sell-off appears to be the recent plunge in oil prices, which hit new 4 years lows late last week after OPEC declined to cut...
Photovoltaics: 11 Trends to Watch in 2012
2011 Report Card plus my 2012 trends and predictions. by Edgar Gunther Contrary to my stated goal, the Photovoltaics: 8 Trends to Watch in 2011 review and 2012 photovoltaic (PV) trends and predictions post has once again extended well into February. As usual, I won’t be grading on a curve. Photovoltaic Market Demand Growth Last year, I said: In 2011, I predict at least 35% global PV installation demand growth despite Feed-in Tariff (FiT) headwinds in Germany, Italy, France, the UK, Ontario, and the Czech Republic. Grade: Pass To be...
Cree, a Solar Play?
For investors excited about Cree's (NASD:CREE) Light-Emitting Diode (LED) business, here's one more piece of good news: The EE Times Reports that the Fraunhofer Institute for Solar Energy Systems (Freiburg, Germany) claims it has achieved a record efficiency for its inverter designed for PV generators, using Cree's SiC transistors. I've previously noted that inverters are a good way to participate in the Solar and Wind power markets without needing to invest in the high priced (or foreign) companies which dominate those markets, and even without this news, Cree is a longtime favorite of this blog. The stock shot up...
Will Crystalline Solar Kill Thin Film?
A Conversation with Applied Material’s Solar Head Charlie Gay by Neal Dikeman I had a chance to chat today with Dr. Charlie Gay, the President of Applied Materials' (AMAT) solar division. You may recall, we broke the story in the blogosphere 5 years ago about Applied’s entry into solar, which was anchored with a highly touted and very aggressive strategy for turnkey large format amorphous silicon and tandem cell plants called SunFab. Charlie reminded me that when they began 5 years ago, they did so along two major thrusts: The acquisition of Applied Films in...
First Solar Optimistic About Future
Liz Nelson The largest thin-film panel manufacturer in the world has an optimistic view of the immediate future for renewable energy demands. First Solar (FSLR) had an impressive charge for several years until the final quarter of 2008 when the stock value of the photovoltaic manufacturer began to plummet. Over the course of four years, the stock had dropped from approximately $311 per share to a dismal $11.43 nearing the end of the second quarter in 2012. At the beginning of April of 2013, the stock had nearly tripled in value and continues to gain momentum. The beginning of...
Get Ready for a Revival in Solar Tech Investments
James Montgomery The Skies are Brightening as Manufacturers Resume Spending to Improve Efficiency Slumping solar PV equipment spending has finally bottomed out, and we're about to witness a "revival" in investments that will finally close the yawning gap between oversupply and demand, according to a pair of analysts reports. Solar PV manufacturers spent nearly $13 billion in 2011, but then their investments plunged more than 70 percent to $3.6 billion in 2012, and will probably drop another 36 percent this year to $2.3 billion, the lowest level since 2006, says Jon-Frederick Campos, analyst with IHS...
Solar Stocks Double from Lows
L. Myron Clark A two-day surge on Feb. 8-9 took at least thirteen solar energy stocks more than twice their recent lows. These names represent about half the publicly traded companies in the industry (on an unweighted basis). The "two-bagger" stocks follow somewhat different patterns, as indicated in the two graphs below. Several of them hit their 52-week lows in late September or early October 2011, close to the bottom in the broad market. Those lows ranged from 80% (YGE) to 86% (JKS) below the respective 52-week highs. The companies include: Jinkosolar Holding Co (JKS), ...
Solar Gets Boring
Tom Konrad CFA Assurant, Inc. (NYSE:AIZ) is announcing insurance for solar development projects today. Are you bored yet? Insurance always puts me to sleep, but the solar industry has left a lot more investors crying into their pillows than nodding off into gentle slumber. That’s what happens when a sector, on average, falls 73% in a year, as the Guggenhiem Solar ETF (NYSE:TAN) has. And many investors in individual solar stocks are weeping harder, from even larger percentage losses. But that does not mean that the solar industry does not have a bright future, and...
India Hates Coal
By Jeff Siegel If you think the war on coal in the U.S. is bad, you ain't seen nothing yet! We recently got word that India is set to double the tax on coal production, while promoting electric vehicles and renewable energy projects. I'm pretty sure there's some Luddite reporter in Mumbai right now who's head's about to explode. But that's neither here nor there. While I'm no fan of regulatory regimes of any kind, I'd be lying if I said I wasn't happy to know that a crap-ton of money is getting funneled into renewable energy and electric...
List of Residential Solar Stocks
Residential solar stocks are publicly traded companies that develop, install, finance, or own solar systems for single and multi-family residences.
See also the list of Solar Farm Owner and Developer Stocks, the list of Solar Manufacturing Stocks, and the list of solar and wind inverter stocks.
This post was last updated on 7/14/21.
Guggenheim Global Solar ETF (TAN)
RGS Energy (RGSE)
Solar Alliance Energy, Inc (SOLR.V)
Sunlight Financial Holdings Inc. (SUNL)
Sunrun, Inc. (RUN)
Sunworks, Inc. (SUNW)
Tesla, Inc. (TSLA)
Vivint Solar (VSLR)
If you know of any residential solar stock that is not listed here and should be, please let us know by leaving a comment. Also for stocks in the...
