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billjamin
| Favorite team: | LSU  |
| Location: | Houston |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 17618 |
| Registered on: | 6/26/2019 |
| Online Status: | Not Online |
Recent Posts
Message
re: The TSA Apocalypse continues
Posted by billjamin on 3/26/26 at 11:27 am to KosmoCramer
quote:
Airports and airlines need to take matters into their own hands and end the charade. Abolish the TSA and do your own thing.
SFO already does this. It's a sad day when San Francisco is doing something better than the rest of the country.
0
re: I hope nobody is planning to fly through IAH anytime soon
Posted by billjamin on 3/25/26 at 2:13 pm to rickgrimes
I was there yesterday. It wasn't that bad.
re: Did ICE get lines moving or are illegals just not flying now that ICE is there?
Posted by billjamin on 3/24/26 at 11:43 am to tylercsbn9
quote:
They obviously aint doing shite at IAH.
Only if you believe the news.
Posted from C terminal
ETA
Iah website 4 hours
Sign at the start of the line 2 hours
Actual 50 minutes from drop off to ordering Chikin Minis
re: Did ICE get lines moving or are illegals just not flying now that ICE is there?
Posted by billjamin on 3/24/26 at 11:28 am to idlewatcher
quote:
We are worse than 3rd world nations.
Fortunately that’s not the reality.
re: Delta Air Lines suspends specialty service for members of Congress
Posted by billjamin on 3/24/26 at 11:11 am to Topwater Trout
quote:
I am sure they abuse these privileges.
They absolutely do. I used to fly to DC frequently and have been on flights with a lot of elected officials and they typically act like assholes.
I’d like to revise my statement. IAH is marginally worse than usual.
50 minutes for me.
50 minutes for me.
quote:
IAH has a 4+ hr wait. I’m not sure it’s helped.
Update. No it doesn’t. Their tracker is bullshite. Now I have 3 hours to kill until my flight boards.
Iah is legit miserable.
IAH has a 4+ hr wait. I’m not sure it’s helped.
re: Kentucky family turn down $26 million offer to put a data center on their farm
Posted by billjamin on 3/23/26 at 10:43 pm to hawgfaninc
One will just end up next door to them.
re: Explosion Reported at Valero Refinery in Texas
Posted by billjamin on 3/23/26 at 10:40 pm to Prominentwon
quote:
I was told it was the Cracker
We know the culprits race already?
re: Solar at an Arkansas high school turns budget from a $250K deficit to $1.8M surplus
Posted by billjamin on 3/23/26 at 8:21 pm to Gorilla Ball
quote:
I guess I’m thankful that the previous owners didn’t lease
Even if they had you can buy them out at year 5 usually. Tons of people do that when they sell.
re: Port Arthur, Tx- Valero refinery explosion
Posted by billjamin on 3/23/26 at 7:14 pm to HailHailtoMichigan!
What’s this gonna do to crawfish prices?
quote:
More meteorites breaking up
Is Iran throwing rocks at us? Like with a giant catapult?
quote:
Wait until the Solar Panels get old and are replaced.
The inverters are far more likely to go out than the panels. The panels don't have a high failure rate unless they used some cheap chinese non-tier 1 junk.
re: Solar at an Arkansas high school turns budget from a $250K deficit to $1.8M surplus
Posted by billjamin on 3/23/26 at 4:08 pm to tigeraddict
quote:
also i am on the engineering side and not the financing (bean counter) side
Thats where i started and somehow ended up on the capital markets side doing mostly IE reports then ended up starting an asset management business unit. I still do plenty of cap markets work though and basically work directly for the asset owner now. I have to fly to SF to meet with Blackstone for the second week in a row tomorrow since they're my biggest client.
quote:
needs to be done in a short amount of time on big projects.
True. Thats why i'm happy i do mostly resi and some C&I. But resi still makes me pull my hair out.
quote:Absolutely its changing the economics for net new projects. Throw in FEOC and now FEI and it's a complete shite show.
come 7/3/26 these construction project will be less affordable without the ITC.
re: Solar at an Arkansas high school turns budget from a $250K deficit to $1.8M surplus
Posted by billjamin on 3/23/26 at 3:44 pm to tigeraddict
quote:
ITC saf Harbor date of July 3, 2026 coming soon and no more ITC credits given for projects started after that date.
Couple points of clarification. Safe harbor can extend far past 7/3/26 as long as you meet the 5% PWT. My fund is projecting SH sales into 2029. Pretty much everyone is buying up equipment to qualify. And then we'll start hitting step down for 48E projects. Then there the domestic content and foreign entity of concern stuff thrown in.
quote:Wouldn't impact this, only newly constructed projects that can't access SH equipment.
So once the ITC goes away
quote:Not quite that straight forward because of the way the ITC is monetized. It would be closer to 10MM going to 12.5MM if you pulled it straight back through to cost of construction but its really a cost of capital.
that $10m cost of construction goes to $15m and the simple payback goes from 20yer to 30year, which is the life of the panel. but the panels degrade 0.5% per year.
re: Solar at an Arkansas high school turns budget from a $250K deficit to $1.8M surplus
Posted by billjamin on 3/23/26 at 3:24 pm to Street Hawk
quote:
Let's just say I trust the AI more than some anonymous rando on an online internet forum. At least the AI backs up its answers with sources.
They're pretty much right. There's no way the solar alone contributed that much considering the age of the project.
Source: I'm a solar asset manager.
They've been cracking down on this. I know a La chiropractor that just got sentenced for covid test fraud.
Bucees
ETA it’s been fun watching the upvote/downvote ratio on this change
ETA it’s been fun watching the upvote/downvote ratio on this change
re: Solar at an Arkansas high school turns budget from a $250K deficit to $1.8M surplus
Posted by billjamin on 3/23/26 at 12:42 pm to Hangover Haven
quote:
did they say what was the original cost to set all of that up?
No but my best guess is 1.2-1.5MM.
But i highly doubt they actually bought them. They probably have a lease or PPA. It wouldn't make sense for a school to buy solar since there's no tax liability to use for the ITC. Unless they just did a credit transfer.
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