GREY:CRIUF - Post by User
Comment by
Bluefin646on Jul 30, 2015 4:59pm
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Post# 23977571
RE:RE:RE:RE:Interest rate
RE:RE:RE:RE:Interest ratenegative results how so?
market going lower due to higher interest rates or
higher interest rates impacting base line business model?
On the business model side, the largest expsoure to interest rates is the solar business, as higher rates means higher cost to install, as solar business is based on 10-20 year cap rates. However, solar is such a small part of rev, that I can not see an impact for a year or two, and it being a negative on the stock.
Base business is not interest rate sensitive, it is commodity sensitive.