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Welcome to Industry Focus, the show that dives into a different sector of the stock market every day.

Today we're talking energy and industrial.

It's Thursday the 12th of July and we're going to be talking about renewable yield codes and their corporate structures.

I'm your host Sarah

precely and joining me on Skype is Motley Full contributor Jason Hall. Jason

how are you doing? I'm good, I'm good Sarah. How about you you doing well?

I'm good yes I'm enjoying the brief rest bite from the 90-something-degree heat we're going to get next weekend.

So...

You know, July 4th holiday, it's supposed to be unbearably hot yes and I should let people know that

we're this is a pre-recorded episode so we're talking about July 4th but this this was

recorded just before July 4th, but this was recorded just before July 4th, so in case anybody's wondering.

But Jason, this conversation for the show today kind of evolved from me asking you if you kept up with

the 8.3 acquisition. 8.3 was owned jointly by First Solar and Sun Power,

but they have sold their stakes to capital manager, capital dynamics for total enterprise value of 1.7 billion, that deal just closed, or they announced it just closed 19th of June.

And then we sort of, oh then you started talking to me about renewable energy, yield codes and the different corporate structures

and we had a question recently about MLPs, so we kind of wanted to address that in a bit

more detail and give, you know, listeners a bit of a

...