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To: The Ox who wrote (3736)	10/14/2014 8:47:59 AM
From: The Ox	Respond to of 8288

2 new SUNE press releases this morning.... finance.yahoo.com SunEdison Amends Letter of Credit Facility to $800 Million USD for Credit Commitments and Future IncreasesFacilities Cap Increases from $400 Million to $800 Million finance.yahoo.com PRNewswire/ -- SunEdison, Inc. ( SUNE), a leading solar technology manufacturer and provider of solar energy services, today announced new zero white space (ZWS) solar module technology. The technology can increase solar module power output by up to 15%, effectively decreasing the total system cost by up to 8%.

To: The Ox who wrote (3736)	10/14/2014 10:36:34 AM
From: ItsAllCyclical	Read Replies (2) \| Respond to of 8288

This is really just vendor financing, right? No position, but in past cycles in past industries this leverage cuts both ways. Contracts don't mean much if the party is question feels they have more to gain simply walking away. Long term I'm a believer in solar and SUNE is probably fine - haven't looked at it myself. Just throwing out some caution. If a customer has already paid more than 20%+ of the project probably makes sense to finish, but not sure how their contracts are structured. TA wise TAN seems like it has more downside left. Daily looks set to bounce, but weekly looks to have downside to 25-30 potentially.