#back to my 5 billion deadlines but I still wanted to punt this out at the very least!

[aseuki]

Heard there was an @kirbyoctournament going on and decided to join the bandwagon like any good upstanding citizen--and also use this as an excuse to let folks be properly introduced to my little menace hahaha

He has a Reference Sheet and their own dedicated tag, but for those that want the quick rundown of his deal:

Parhelion Knight is the lone guardian of the ancient wishing star Parhelic Anima. A volatile, foul-mouthed spitfire, Stell isn't exactly the most sociable puffball in the cosmos, quicker to resort to violence and insults over diplomacy. To be fair, when the extent of one's social interactions for the past several centuries is speaking to a soulless AI, talking to oneself, and spewing death threats, it makes sense that their conversational ability vastly suffered. It certainly doesn't help that they're desperately pasting flex tape over their many, many complexes over their short stature and lack of wings. Projecting? Overcompensation? What's that?

[deborahringgold]

This is your SolarWakeup for June 11th, 2020

May Survey. Did you fill out your response for May?  You can see the full results of previous surveys here Your Listening Recommendations. In a few hours I am starting my drive cross-country. In the next 45 hours, what should I listen to in podcast or video format? Send your episode recommendations to my inbox please Solarize My House. I got plenty of feedback yesterday about my home system, I appreciate that. So here’s the follow up question. I have space for up to 40 panels on the roof, a transfer switch and pre-plumbed for a gas generator. Obviously I want solar but do I also want a generator and battery? Or just a generator? Keep in mind that we plan for up to two weeks of no power post-hurricane and it would be an interesting concept to maximize the gas in the tank with solar/battery/generator if such a complete system that self-managed were on the market. Send your product/design suggestions and I’ll answer any follow up questions here. All Quiet In Energy News. If you haven’t seen it, you should know that mainstream media (i.e. non trade news) have almost eliminated clean energy and solar coverage over the past month. I know that other issues are more prominent but I also worry about layoffs and reassignments of energy writers. For example, Vox has published 1 article with the word solar in it over the past month. It is also important that you get your stories out there, if you can afford it, hire a PR rep. Feel free to ask me for recommendations if you’d like but we need everyone to be out there pitching. Nuclear Boondoggles. In case you missed it, the Georgia nuclear plant will miss deadlines and budgets once again. Regulators are surprisingly still publicly supporting the ratepayers subsidizing poor corporate execution however. WSJ Covers Energy Market. This summed up how the market is saying that renewables work, in a tweet thread by WSJ reporter Russell Gold. 

Tesla Impact Report. Tesla published their impact report. I have not read it but thought you would find it interesting. Solar Farms And More. My favorite solar farms do dual and triple use cases. Top of the list are those that blend agriculture and pollinator friendly landscaping. If you’ve never had solar powered honey brews and honeys from solar farms, you’re missing out and need to visit the midwest. Presented by Adani Green Energy. Adani is a fully integrated renewables company, from solar cell and module manufacturing to ownership and operation. The company has a top global operating and contracted pipeline of over 14 GW. Adani is the recipient of the largest solar award ever of 8 GW, which includes a single site project of 2 GW – tied for the world’s largest. No one knows mega-scale projects like Adani. 

PV-magazine: US solar has the chance to recover in 2020 after a record 3.6 GW first quarter

Atlanta Journal Constitution: Georgia Vogtle nuclear report: more delays, $1B in extra costs, flaws

Axios: Report charts path to decarbonized U.S. grids

GreenBiz: Dual-use solar farms welcome nature back to the land

Reuters: Global new clean energy investment totaled $282 billion last year – research

PV-Tech: Yingli Green enters court restructuring in China

Utility Dive: Alabama regulators greenlight nearly 2 GW of gas for Southern, punt on solar+storage

Opinion

Greentech Media: New York’s Energy Transition (and Challenges) in 5 Charts

Best, Yann

The post This is your SolarWakeup for June 11th, 2020 appeared first on SolarWakeup.com.

from Solar Energy https://www.solarwakeup.com/2020/06/11/this-is-your-solarwakeup-for-october-18th-2019-2-2-2-2-2-3-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-3-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2-3-2-2-2-2-2-2-5-3/

[preciousmetals0]

Google’s New CEO; Kodiak’s Rally Is Unbearable; Tesla Stock $1

Google’s New CEO; Kodiak’s Rally Is Unbearable; Tesla Stock $1:

Mr. Trump’s Wild Ride

Hold on to your hats, ’cause we’re going on quite a ride over the next week.

Yesterday, President Trump appeared to punt the U.S.-China trade deal until after the 2020 elections. Today, however, we’re getting a different story. (And if you’re not used to this back-and-forth by now, you’re not paying attention.)

Bright and early this morning, Bloomberg reported that the U.S. and China are moving even closer to a “phase-one” trade deal. Where is Bloomberg getting its information?

Why, the infamous “people familiar with the talks,” of course!

According to these people, the two sides need only agree on issues including Chinese agricultural purchases and which tariffs to roll back. The “people who shall not be named” also said that the markets were making too big a deal out of Trump’s off-the-cuff comments about stalling until 2020.

What’s more, a phase-one U.S.-China trade deal is expected to be reached before tariffs rise on December 15. That’s in less than 11 days.

The Takeaway:

Aside from the obvious “we’ve heard all this before,” there are three very important points to take away from the Bloomberg report:

S. Trade Representative Robert Lighthizer’s office hasn’t responded to the report. So, no official confirmation from the U.S. side.

The Chinese Ministry of Commerce hasn’t responded to the report. So, no official confirmation from the Chinese side.

President Trump hasn’t directly commented on the potential deal.

Great Stuff regulars will remember back on November 5, when I asked: “Who’s winning the U.S.-China trade war?”

At the time, I posited that China had the upper hand due to the reported promise of massive tariff rollbacks. Media reports at the time indicated that at least $112 billion in tariffs were on the table to pass a phase-one deal.

Just three days later, President Trump put the kibosh on the tariff rollback — essentially taking the whole deal off the table.

I’m sure you can see where I’m going with this.

President Trump has the last and final word in these trade negotiations. A deal will happen if he wants one — his own words, paraphrased, not mine.

So, call me pessimistic … call me a bear … call me whatever you’d like. I’ll be playing it safe and holding my enthusiasm until a deal is actually signed and we can read the details.

In the meantime, there’s nothing that says we can’t profit off the continuation of the Great Stuff Trade War Cycle chart. I just updated it this morning:

I’ll add one more thing here. If you are trading this cycle, remember that we have just 11 days until the December 15 deadline for tariff increases. We could go through this cycle rather rapidly if U.S. representatives, China or Trump decide to get chatty.

Be warned: Trading the chart might not be for the faint of heart over the next week.

The Good: Turn the Page

It’s the end of an era at Alphabet Inc. (Nasdaq: GOOG).

Google cofounders Larry Page and Sergey Brin are stepping down from their positions at Alphabet. Taking their place at the head of the world’s most popular search engine is Google CEO Sundar Pichai. Pichai will now head both Google and its parent company, Alphabet.

Despite the high-profile announcement, Pichai and Chief Financial Officer Ruth Porat have essentially run Alphabet for some time now. Pichai actually testified in front of Congress in 2016 … not Page or Brin.

So, what does this mean for investors? Pretty much nothing. Honestly, Pichai unofficially took the reins of Alphabet nearly two years ago. It should still be business as usual.

However, analysts are speculating that we may finally see YouTube revenue figures. Alphabet wasn’t required to disclose these figures before because Page — the company’s appointed decision-maker — didn’t see them. Seems like an odd loophole in reporting requirements, but it is what it is.

Pichai, however, does see these reports. So, investors might finally get a peek at YouTube’s revenue.

Whether that’s a good thing or a bad thing remains to be seen.

The Bad: Weak in the Force

For all intents and purposes, Salesforce.com Inc.’s (NYSE: CRM) earnings report was spot-on.

The company beat both top- and bottom-line expectations, with earnings up 32% and revenue soaring 33% year over year. Subscription revenue spiked 32%, and even billings were above the consensus estimate of $3.89 billion.

Guidance is where things started to go wrong … if you can call it that. Forecasts for the 2020 fiscal year were above Wall Street’s projections, but Salesforce put 2021 revenue projections below the consensus estimate. How far below? About $500 million.

If you’re thinking that this isn’t a “bad” quarterly report at all, you’re not alone. Analysts from Morgan Stanley, Goldman Sachs, RBC Capital Markets and Wedbush Securities all came out to defend Salesforce’s quarterly report.

That’s quite a star-studded cast. And it might explain why CRM is down more than 3% after what was a solid financial performance. Essentially, there’s too much optimism on CRM right now. So much so that a $500 million miss on revenue guidance two years from now is enough to prompt investors to sell.

That’s bad. It’s a sign that CRM might need a profit-taking correction to wash out the weak hands before the shares can turn higher once again.

The Ugly: The Un-Bear-able Rise

In the past three trading sessions, shares of Kodiak Sciences Inc. (Nasdaq: KOD) have surged an astonishing 100%.

Part of the reason is the increased bullish hype in the biotech sector, driven by merger and acquisition speculation.

But the big reason is that Kodiak just sold a 4.5% royalty right on potential global net sales of its experimental drug for eye disease, KSI-301. New York investment firm Baker Bros. Advisors shelled out $225 million for the rights.

Investors are excited because now Kodiak has the cash to fund operations through the next couple of years, at least. But Kodiak doesn’t get all that cash up front. It’ll need to pay $100 million just to close the transaction, and it’ll need to reach 50% enrollment in two late-stage clinical studies of KSI-301 in treating retinal vein occlusion, or blocked blood flow in the eye.

By now, you’re probably wondering why this is “ugly.” Well, the $225 million apparently wasn’t enough for Kodiak. Or, it saw the massive run-up in its shares and decided to take advantage of the situation.

Today, the company announced it was pricing a public offering of six million common shares at $46 per share — 55% above last Friday’s closing price.

This is clearly a smart business move, but my mind can’t get past the convenience of the offering or the KOD share dilution.

Once again, I think there is just too much optimism floating around out there. This is definitely a “buyer beware” situation.

Just when I thought I’d seen everything.

Hollywood is actually making WeWork: The Movie. I kid you not. They’ve even gotten Charles Randolph, the writer for The Big Short, to do the script.

This brings up two points. First, Hollywood really is out of good ideas. Second, who wants this movie? I’m not going to see it. If you’ve followed Great Stuff through the WeDebacle, you already watched this live.

Then again, given the media reports of former CEO Adam Neumann’s pot smoking and parties … this could be a fun ride. Look, I even made a poster for it:

(Side note: Did anyone actually see The Disaster Artist? I thought not.)

Great STUF: Buy Into Tesla for $1!

Did that heading get your attention?

I thought it might. You’re probably thinking: “There’s no way I can buy into Tesla for $1. It’s more than $300 per share, you fool!”

First, there’s no need for name-calling. I’m rubber and you’re glue, after all.

Second, yes, there is a way. And none other than Banyan Hill expert Paul Mampilly himself has the answer!

Paul found the quickest and easiest way to buy into some of the most exciting and explosive stocks on the market. Paul likes to call these his STUF stocks — a handy little acronym for the key stocks that represent the heart of Bold Profits: innovation, future, new-world ideas and tech that changes the way we live.

This is truly great STUF … if you catch my drift.

I know you’re dying to know more, so read Paul’s latest article now! Here, I’ll even give you the link: “Easiest Way to Buy STUF Stocks (Ex: Buy Into Tesla for $1).”

Now, what’s better than a Paul article explaining how to buy into Tesla for $1? A video of Paul explaining how to buy into Tesla for $1!

[embedded content]

But wait! There’s more…

Paul has a free report on all of his STUF stocks, and you can get it right here! (Did I mention it was free? Of course I did.)

You’re still here? OK. You want more Paul. It’s understandable.

The only way to truly satisfy your craving for STUF stocks (and Paul Mampilly) is to check out his newsletter, Profits Unlimited.

Click here to find out how to start your STUF collection now!

(I feel like there are too many exclamation points down here. Are there too many? Nah. Just the right amount.)

Until next time, good trading!

Regards,

Joseph Hargett

Great Stuff Managing Editor, Banyan Hill Publishing

[goldira01]

Mr. Trump’s Wild Ride

Hold on to your hats, ’cause we’re going on quite a ride over the next week.

Yesterday, President Trump appeared to punt the U.S.-China trade deal until after the 2020 elections. Today, however, we’re getting a different story. (And if you’re not used to this back-and-forth by now, you’re not paying attention.)

Bright and early this morning, Bloomberg reported that the U.S. and China are moving even closer to a “phase-one” trade deal. Where is Bloomberg getting its information?

Why, the infamous “people familiar with the talks,” of course!

According to these people, the two sides need only agree on issues including Chinese agricultural purchases and which tariffs to roll back. The “people who shall not be named” also said that the markets were making too big a deal out of Trump’s off-the-cuff comments about stalling until 2020.

What’s more, a phase-one U.S.-China trade deal is expected to be reached before tariffs rise on December 15. That’s in less than 11 days.

The Takeaway:

Aside from the obvious “we’ve heard all this before,” there are three very important points to take away from the Bloomberg report:

S. Trade Representative Robert Lighthizer’s office hasn’t responded to the report. So, no official confirmation from the U.S. side.

The Chinese Ministry of Commerce hasn’t responded to the report. So, no official confirmation from the Chinese side.

President Trump hasn’t directly commented on the potential deal.

Great Stuff regulars will remember back on November 5, when I asked: “Who’s winning the U.S.-China trade war?”

At the time, I posited that China had the upper hand due to the reported promise of massive tariff rollbacks. Media reports at the time indicated that at least $112 billion in tariffs were on the table to pass a phase-one deal.

Just three days later, President Trump put the kibosh on the tariff rollback — essentially taking the whole deal off the table.

I’m sure you can see where I’m going with this.

President Trump has the last and final word in these trade negotiations. A deal will happen if he wants one — his own words, paraphrased, not mine.

So, call me pessimistic … call me a bear … call me whatever you’d like. I’ll be playing it safe and holding my enthusiasm until a deal is actually signed and we can read the details.

In the meantime, there’s nothing that says we can’t profit off the continuation of the Great Stuff Trade War Cycle chart. I just updated it this morning:

I’ll add one more thing here. If you are trading this cycle, remember that we have just 11 days until the December 15 deadline for tariff increases. We could go through this cycle rather rapidly if U.S. representatives, China or Trump decide to get chatty.

Be warned: Trading the chart might not be for the faint of heart over the next week.

The Good: Turn the Page

It’s the end of an era at Alphabet Inc. (Nasdaq: GOOG).

Google cofounders Larry Page and Sergey Brin are stepping down from their positions at Alphabet. Taking their place at the head of the world’s most popular search engine is Google CEO Sundar Pichai. Pichai will now head both Google and its parent company, Alphabet.

Despite the high-profile announcement, Pichai and Chief Financial Officer Ruth Porat have essentially run Alphabet for some time now. Pichai actually testified in front of Congress in 2016 … not Page or Brin.

So, what does this mean for investors? Pretty much nothing. Honestly, Pichai unofficially took the reins of Alphabet nearly two years ago. It should still be business as usual.

However, analysts are speculating that we may finally see YouTube revenue figures. Alphabet wasn’t required to disclose these figures before because Page — the company’s appointed decision-maker — didn’t see them. Seems like an odd loophole in reporting requirements, but it is what it is.

Pichai, however, does see these reports. So, investors might finally get a peek at YouTube’s revenue.

Whether that’s a good thing or a bad thing remains to be seen.

The Bad: Weak in the Force

For all intents and purposes, Salesforce.com Inc.’s (NYSE: CRM) earnings report was spot-on.

The company beat both top- and bottom-line expectations, with earnings up 32% and revenue soaring 33% year over year. Subscription revenue spiked 32%, and even billings were above the consensus estimate of $3.89 billion.

Guidance is where things started to go wrong … if you can call it that. Forecasts for the 2020 fiscal year were above Wall Street’s projections, but Salesforce put 2021 revenue projections below the consensus estimate. How far below? About $500 million.

If you’re thinking that this isn’t a “bad” quarterly report at all, you’re not alone. Analysts from Morgan Stanley, Goldman Sachs, RBC Capital Markets and Wedbush Securities all came out to defend Salesforce’s quarterly report.

That’s quite a star-studded cast. And it might explain why CRM is down more than 3% after what was a solid financial performance. Essentially, there’s too much optimism on CRM right now. So much so that a $500 million miss on revenue guidance two years from now is enough to prompt investors to sell.

That’s bad. It’s a sign that CRM might need a profit-taking correction to wash out the weak hands before the shares can turn higher once again.

The Ugly: The Un-Bear-able Rise

In the past three trading sessions, shares of Kodiak Sciences Inc. (Nasdaq: KOD) have surged an astonishing 100%.

Part of the reason is the increased bullish hype in the biotech sector, driven by merger and acquisition speculation.

But the big reason is that Kodiak just sold a 4.5% royalty right on potential global net sales of its experimental drug for eye disease, KSI-301. New York investment firm Baker Bros. Advisors shelled out $225 million for the rights.

Investors are excited because now Kodiak has the cash to fund operations through the next couple of years, at least. But Kodiak doesn’t get all that cash up front. It’ll need to pay $100 million just to close the transaction, and it’ll need to reach 50% enrollment in two late-stage clinical studies of KSI-301 in treating retinal vein occlusion, or blocked blood flow in the eye.

By now, you’re probably wondering why this is “ugly.” Well, the $225 million apparently wasn’t enough for Kodiak. Or, it saw the massive run-up in its shares and decided to take advantage of the situation.

Today, the company announced it was pricing a public offering of six million common shares at $46 per share — 55% above last Friday’s closing price.

This is clearly a smart business move, but my mind can’t get past the convenience of the offering or the KOD share dilution.

Once again, I think there is just too much optimism floating around out there. This is definitely a “buyer beware” situation.

Just when I thought I’d seen everything.

Hollywood is actually making WeWork: The Movie. I kid you not. They’ve even gotten Charles Randolph, the writer for The Big Short, to do the script.

This brings up two points. First, Hollywood really is out of good ideas. Second, who wants this movie? I’m not going to see it. If you’ve followed Great Stuff through the WeDebacle, you already watched this live.

Then again, given the media reports of former CEO Adam Neumann’s pot smoking and parties … this could be a fun ride. Look, I even made a poster for it:

(Side note: Did anyone actually see The Disaster Artist? I thought not.)

Great STUF: Buy Into Tesla for $1!

Did that heading get your attention?

I thought it might. You’re probably thinking: “There’s no way I can buy into Tesla for $1. It’s more than $300 per share, you fool!”

First, there’s no need for name-calling. I’m rubber and you’re glue, after all.

Second, yes, there is a way. And none other than Banyan Hill expert Paul Mampilly himself has the answer!

Paul found the quickest and easiest way to buy into some of the most exciting and explosive stocks on the market. Paul likes to call these his STUF stocks — a handy little acronym for the key stocks that represent the heart of Bold Profits: innovation, future, new-world ideas and tech that changes the way we live.

This is truly great STUF … if you catch my drift.

I know you’re dying to know more, so read Paul’s latest article now! Here, I’ll even give you the link: “Easiest Way to Buy STUF Stocks (Ex: Buy Into Tesla for $1).”

Now, what’s better than a Paul article explaining how to buy into Tesla for $1? A video of Paul explaining how to buy into Tesla for $1!

[embedded content]

But wait! There’s more…

Paul has a free report on all of his STUF stocks, and you can get it right here! (Did I mention it was free? Of course I did.)

You’re still here? OK. You want more Paul. It’s understandable.

The only way to truly satisfy your craving for STUF stocks (and Paul Mampilly) is to check out his newsletter, Profits Unlimited.

Click here to find out how to start your STUF collection now!

(I feel like there are too many exclamation points down here. Are there too many? Nah. Just the right amount.)

Until next time, good trading!

Regards,

Joseph Hargett

Great Stuff Managing Editor, Banyan Hill Publishing