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    Macro Bay

    Research Analyst at iBank

    No verifiable public information could be found about Macro Bay working as an analyst at iBank. There is no LinkedIn profile or credible industry record detailing Macro Bay's full job title, company coverage, performance metrics, career timeline, or professional credentials. As a result, a detailed professional biography cannot be provided.

    Macro Bay's questions to Sunrun (RUN) leadership

    Macro Bay's questions to Sunrun (RUN) leadership • Q4 2024

    Question

    Macro Bay asked about the potential for higher inventory and warehousing costs related to the safe harbored equipment and the rationale for securing a longer supply of modules compared to storage.

    Answer

    CFO Danny Abajian explained that the primary cost associated with the safe harbor is from financing charges, not warehousing, as it was executed in a capital-efficient manner. He stated the difference in supply duration between modules (1 year) and storage (6 months) was simply due to the 'relative availability of the equipment in the market.'

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