SOO, TAG, AFT and now CBD are all chasing the same ball - combined DBOOT/finance of commercial (10kW to 1MW) self-consumption rooftop or close-by PV generation.
AFT - pffft - will be chasing fairies in Dragon's dungeons for ages
TAG - good industry history, high quality operators
SOO - very similar to CBD but got rid of manufacturing a couple of years ago, now likely to shed medium scale wholesale (keep installer supplies for small installers?)
CBD - just now starting the shedding of slim/negative margins wholesales business, stuffed a go at financing but has to have another go or they won't get business, may keep chasing 'the deal' until the money is all gone.
CBD Price at posting:
1.1¢ Sentiment: Hold Disclosure: Held
