Originally Posted by SkinnyGoomba
What's appealing about SCTY over FSLR? I own neither, but I am curious.
I don't know enough about FSLR to really compare and contrast. They are different segments of the same market. In fact, when you google finance it, SCTY doesn't even appear as a competitor.
FSLR manufactures and retails, but SCTY is more in the business of leasing and derivatives of that model. I like the story because they are signing long term leases with the tailwind of lower and lower costs of getting solar panels installed with ever increasing efficiency. It's the slower equivalent of if Intel in the early 90's leased 386 processors long term with Pentium processors right on the horizon, followed by the Pentium Pro, II, III, etc. You're locking customers into obsolescence, basically, and they are paying for it. If that can't generate income, what will?