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First Solar
We are holding some shares of First Solar. I read recently
that they are being acquired by Capital Dynamics which is a
private holding company from Switzerland. In our research we
have not seen any details on what our shares are worth in
the acquisition. Should we sell now at the current
valuation? All thoughts appreciated!

Sue Mueller
It's just a piece of FSLR that's being acquired.

TEMPE, Ariz. and SAN JOSE, Calif., Feb. 5, 2018 /PRNewswire/ -- First Solar, Inc. (NASDAQ:FSLR) ("First Solar") and SunPower Corporation (NASDAQ:SPWR) ("SunPower" and, together with First Solar, the "Sponsors") today announced that their joint-venture yieldco, 8point3 Energy Partners LP ("8point3" or the "Partnership"), has entered into an Agreement and Plan of Merger and Purchase Agreement (the "Merger Agreement") with CD Clean Energy and Infrastructure V JV, LLC, an investment fund managed by Capital Dynamics, Inc., and certain other co-investors (collectively, "Capital Dynamics"), pursuant to which Capital Dynamics will acquire 8point3

On Sun, Mar 11, 2018 at 6:04 PM, Susan J Mueller via bivio.com <user*15197400001@bivio.com> wrote:
We are holding some shares of First Solar. I read recently
that they are being acquired by Capital Dynamics which is a
private holding company from Switzerland. In our research we
have not seen any details on what our shares are worth in
the acquisition. Should we sell now at the current
valuation? All thoughts appreciated!

Sue Mueller

Thank you for clarifying Mark.

On March 12, 2018 at 8:50 AM "Mark Robertson via bivio.com" <user*14641200001@bivio.com> wrote:

It's just a piece of FSLR that's being acquired. 

TEMPE, Ariz. and SAN JOSE, Calif., Feb. 5, 2018 /PRNewswire/ -- First Solar, Inc. (NASDAQ:FSLR) ("First Solar") and SunPower Corporation (NASDAQ:SPWR) ("SunPower" and, together with First Solar, the "Sponsors") today announced that their joint-venture yieldco, 8point3 Energy Partners LP ("8point3" or the "Partnership"), has entered into an Agreement and Plan of Merger and Purchase Agreement (the "Merger Agreement") with CD Clean Energy and Infrastructure V JV, LLC, an investment fund managed by Capital Dynamics, Inc., and certain other co-investors (collectively, "Capital Dynamics"), pursuant to which Capital Dynamics will acquire 8point3

On Sun, Mar 11, 2018 at 6:04 PM, Susan J Mueller via bivio.com <user*15197400001@bivio.com> wrote:
We are holding some shares of First Solar. I read recently
that they are being acquired by Capital Dynamics which is a
private holding company from Switzerland. In our research we
have not seen any details on what our shares are worth in
the acquisition. Should we sell now at the current
valuation? All thoughts appreciated!

Sue Mueller

And in general, any arbitrage between the current price and the purchase price has already occurred by the time the transaction actually takes place.

Peter Dunkelberger

On Mon, Mar 12, 2018 at 5:51 AM Mark Robertson via bivio.com <user*14641200001@bivio.com> wrote:
It's just a piece of FSLR that's being acquired.

TEMPE, Ariz. and SAN JOSE, Calif., Feb. 5, 2018 /PRNewswire/ -- First Solar, Inc. (NASDAQ:FSLR) ("First Solar") and SunPower Corporation (NASDAQ:SPWR) ("SunPower" and, together with First Solar, the "Sponsors") today announced that their joint-venture yieldco, 8point3 Energy Partners LP ("8point3" or the "Partnership"), has entered into an Agreement and Plan of Merger and Purchase Agreement (the "Merger Agreement") with CD Clean Energy and Infrastructure V JV, LLC, an investment fund managed by Capital Dynamics, Inc., and certain other co-investors (collectively, "Capital Dynamics"), pursuant to which Capital Dynamics will acquire 8point3

On Sun, Mar 11, 2018 at 6:04 PM, Susan J Mueller via bivio.com <user*15197400001@bivio.com> wrote:
We are holding some shares of First Solar. I read recently
that they are being acquired by Capital Dynamics which is a
private holding company from Switzerland. In our research we
have not seen any details on what our shares are worth in
the acquisition. Should we sell now at the current
valuation? All thoughts appreciated!

Sue Mueller