RE:RE:Tax equity investor.I agree - when you look at analyst commentary around direct pay for the big US solar companies - they get to a similar magnitude on direct pay - truly a game changer.
Not to mention 30% tax credit for 10 years! Not only a much higher level of cash in the door, immediately, but locked in over a very long term.
The US solar group has rallied over the last 1-2 weeks (with UGE lagging behind) - I think the market is underappreciating the upside here.